Client Service Associate – Boutique Wealth Management Firm
GemHarvest
Dallas, TX · Posted October 27, 2026
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November 2026
- #2Best cities for construction and real estate jobs170 openings · of 13
- #2Best all-round cities for remote workers in the Southwest89 / 100 · of 15
- #2Best all-round cities for AI careers in the Southwest84 / 100 · of 15
- #3Cities with the most jobs that do not need a four-year degree in the Southwest401 jobs · of 38
- #3Best cities for software and engineering jobs in the Southwest772 openings · of 33
- #3Best all-round cities for mid-career professionals in the Southwest72 / 100 · of 15
Pay compared with the market
This listing does not state pay. Across 84 open client service associate listings that state pay, the middle half runs $47,500 to $70,000 and the median is $56,500.
Listed pay is what employers advertise, not what people are paid.
Client Service Associate salaries by state · Check your own pay
How AI is used in this kind of work
Among brokerage clerks, AI is already used for some of the tasks. Measured exposure for brokerage clerks: 17% (some).
Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.
Skills this job asks for
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About the job
Join an established boutique wealth management firm known for personalized service to high-net-worth clients. Work directly with experienced advisors and firm leadership in a collaborative, relationship-driven setting where your initiative, attention to detail, and commitment to clients make a visible difference.
What You’ll Do
Own client inquiries, onboarding, account opening, transfers, and maintenance through LPL
Coordinate meetings, paperwork, records, and timely follow-up
Provide front-desk and executive/administrative support
What’s Offered
$80,000 – $100,000 base plus $3,000 – $9,000 bonus potential
Health benefits, 401(k), and paid time off
Supportive team and professional growth
What You Bring
Bachelor’s degree and 3+ years in wealth management client service or operations
Excellent communication, organization, and follow-through
CRM experience; LPL and Series 7, 65, or 66 preferred
Must be within a 45-minute commute of Dallas