Client Service Associate (Private Wealth Management)
Duncan Financial Group
Westmoreland City, PA · Posted October 31, 2026
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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.
About the job
...Headquartered in Irwin, Pennsylvania we help clients build and protect a better financial... ...independent insurance and financial services organization that sets the standard for... ...to develop with us. Client Service Associate (Private Wealth Management) Position...