Client Service Associate - Wealth Management
Ascendo Resources
Boca Raton, FL · Posted November 3, 2026
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Where Boca Raton, FL ranks
Where Boca Raton, FL placed in our monthly rankings, month by month. Each month stays online at its own address.
November 2026
- #9Best cities for junior jobs in Florida36% · of 21
- #13Cities where the biggest share of jobs do not need a four-year degree18% · of 100
- #13Cities hosting the most financial services & banking conferences2 conferences · of 20
- #15Best cities for AI-skill jobs in the Southeast9% · of 87
- #17Best cities for entry-level jobs that want AI skills in the Southeast5% · of 77
- #19Best college towns for entry-level and junior jobs38% · of 100
Pay compared with the market
This listing does not state pay. Across 75 open client service associate listings that state pay, the middle half runs $45,000 to $71,500 and the median is $61,500.
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
...Position Overview The Client Service Associate plays a critical role in supporting the day-to-day operational functions of the wealth management business. This individual will be responsible for processing client account activity, including account openings, maintenance...