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Merrill Lynch Registered Client Associate Jobs (NOW HIRING)

UBS

Registered Client Associate

Los Angeles, CA · On-site

$65K - $75K/yr

As a Registered Client Associate, you'll play an integral role in supporting day-to-day operations, maintaining strong client relationships, and ensuring all administrative and operational processes ...

UBS

Registered Client Associate

New Orleans, LA · On-site

Your role Registered Client Associate Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Associate to: • keep management systems ...

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Merrill Lynch Registered Client Associate information

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$22.5K

$57.6K

$83.5K

How much do merrill lynch registered client associate jobs pay per year?

As of Jun 9, 2026, the average yearly pay for merrill lynch registered client associate in the United States is $57,604.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,500.00 and $73,500.00 per year, depending on experience, location, and employer.

What is the difference between Merrill Lynch Registered Client Associate vs Merrill Lynch Financial Advisor?

AspectMerrill Lynch Registered Client AssociateMerrill Lynch Financial Advisor
CredentialsSeries 7, Series 66/63, and possibly insurance licensesSeries 7, Series 66/63, and CFP or other certifications often preferred
Work EnvironmentSupport role within the branch, assisting clients and advisorsClient-facing role responsible for providing financial advice and planning
Employer & Industry UsageCommonly employed at Merrill Lynch as support staffLicensed professionals authorized to give financial advice at Merrill Lynch

The Merrill Lynch Registered Client Associate primarily supports financial advisors and manages administrative tasks, while the Merrill Lynch Financial Advisor actively provides personalized financial planning and investment advice to clients. Both roles require licensing, but the Financial Advisor role involves a higher level of client interaction and advisory responsibilities.

What are the key skills and qualifications needed to thrive as a Merrill Lynch Registered Client Associate, and why are they important?

To thrive as a Merrill Lynch Registered Client Associate, you need a solid understanding of financial products, investment principles, and securities regulations, typically supported by FINRA Series 7 and 63/66 licenses. Familiarity with client relationship management (CRM) systems, trading platforms, and financial planning software is essential. Excellent interpersonal skills, attention to detail, and the ability to multitask help you build trust with clients and support financial advisors effectively. These skills ensure regulatory compliance, efficient client service, and contribute to the firm's overall success in wealth management.

What are the main responsibilities of a Merrill Lynch Registered Client Associate on a typical day?

As a Merrill Lynch Registered Client Associate, your day-to-day responsibilities include supporting financial advisors by preparing client reports, processing account documentation, handling client inquiries, and assisting with trade execution. You’ll also play a key role in maintaining client relationships by providing excellent customer service and proactively addressing client needs. Additionally, you may schedule appointments, ensure compliance with regulatory requirements, and collaborate closely with other team members to deliver a seamless client experience.

What is a Merrill Lynch Registered Client Associate?

A Merrill Lynch Registered Client Associate is a licensed financial professional who supports financial advisors by providing administrative, operational, and client service assistance. Their responsibilities include handling client inquiries, preparing account documents, managing client records, and ensuring compliance with industry regulations. They play a key role in maintaining strong client relationships and ensuring smooth daily operations within a financial advisory team.
Infographic showing various Merrill Lynch Registered Client Associate job openings in the United States as of May 2026, with employment types broken down into 20% As Needed, 10% Temporary, and 70% Contract. Highlights an 97% Physical, and 3% Remote job distribution, with an average salary of $57,604 per year, or $27.7 per hour.
Registered Client Associate

Registered Client Associate

UBS - Experienced professionals - job boards

Tampa, FL • On-site

Other

Posted 29 days ago

UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

11th of 141 rated banks

Job description

Are you truly service oriented. Do you know how to take care of people?
We're looking for a Registered Client Associate to:
keep management systems up-to-date with client information
educate clients on account services and capabilities
help with the preparation of reports and other materials for client meetings
collect the right documentation for opening new accounts and service requests
plan team marketing events and maintain marketing materials
provide the team with a detailed calendar of activities

What UBS employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About UBS

Sourced by ZipRecruiter

We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Zürich, ZH, CH

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