Client Service Associate - Wealth Management
Leeds Professional Resources
North Miami, FL · Posted November 3, 2026
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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
...The Wealth Management Client Associate provides high-quality administrative, operational, and client service support to Financial Advisors and their clients. This role serves as a key point of contact for clients, helping ensure their needs are handled efficiently while...