Client Service Associate - Wealth Management
Better Talent
Maitland, FL · $60k–$70k a year · Posted November 8, 2026
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Pay compared with the market
This listing pays about $65,000 a year. Across 73 open client service associate listings that state pay, the middle half runs $49,500 to $71,000 and the median is $61,500. That is inside the middle half of those listings, 6% above the median.
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
... Client Service Associate - Wealth ManagementFellowship Financial Group empowers clients through education-driven financial planning. Our comprehensive seven-step process helps individuals and families avoid common retirement pitfalls and align their financial strategies...