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Registered Client Associate Jobs in Florida (NOW HIRING)

UBS

Registered Client Associate

Coral Gables, FL · On-site

Your role We're looking for a Registered Client Service Associate to: • Conduct order entry functions supporting the Financial Advisor keep management systems up-to-date with client information • ...

UBS

Registered Client Associate

Coral Gables, FL · On-site

Your role Your role We're looking for a Registered Client Service Associate to: • Conduct order entry functions supporting the Financial Advisor keep management systems up-to-date with client ...

Wells Fargo

Registered Client Associate

Naples, FL · On-site

Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisionsat wellsfargojobs.com.

UBS

Registered Client Associate

Sarasota, FL · On-site

As a Client Associate, you'll play an important role in client service and team support. Your expertise • series 7 and 66 licenses • ideally 3+ years of experience in client service, within the ...

Ascendo

Client Service Associate

Miami, FL

$13.75 - $19.25/hr

... Registered Client Associate, or similar wealth management support role * Experience working within wealth management, private banking, broker-dealer, or RIA environments * Strong understanding of ...

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Registered Client Associate information

See Florida salary details

$16.8K

$43K

$62.4K

How much do registered client associate jobs pay per year?

As of Jun 15, 2026, the average yearly pay for registered client associate in Florida is $43,047.00, according to ZipRecruiter salary data. Most workers in this role earn between $28,800.00 and $54,900.00 per year, depending on experience, location, and employer.

What are Registered Client Associates?

Registered Client Associates are financial professionals who support financial advisors and their clients by managing administrative tasks, client communications, and account services. They hold securities licenses, such as the Series 7 and Series 63 or 66, allowing them to assist with investment transactions and provide information to clients. Their role is crucial in ensuring smooth operations within investment firms and delivering a high level of client service. Registered Client Associates often serve as a primary point of contact for clients, helping to address inquiries, process paperwork, and coordinate meetings. Their expertise helps financial advisors focus on developing client relationships and financial strategies.

What Is a Registered Client Associate?

A registered client associate works for a bank or similar financial institution to acquire and retain new customers. As a client associate, your job duties revolve around interacting with clients to ensure their satisfaction. This includes setting up their accounts and sharing progress with an associate or financial advisor. You play a crucial role in client service for these accounts, letting those with more robust wealth management backgrounds handle the investment aspect. In some positions, registered client associates may also provide sales support, assist in social media marketing efforts, and educate clients on new account services.

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

To thrive as a Registered Client Associate, you need strong financial knowledge, attention to detail, and a FINRA Series 7 and 63/66 license. Familiarity with CRM systems, financial planning software, and trading platforms is typically required. Exceptional communication, problem-solving, and organizational skills help build client trust and support the advisory team. These competencies are crucial for delivering high-quality client service, ensuring compliance, and supporting the smooth operation of financial practices.

How does a Registered Client Associate collaborate with financial advisors and other team members on a daily basis?

As a Registered Client Associate, you will work closely with financial advisors to support client account management, process transactions, and prepare documentation for meetings. You’ll often serve as the primary point of contact for clients, addressing their inquiries and ensuring a high level of service. Collaboration with other team members, such as operations staff and compliance officers, is also common to ensure that all client activities adhere to regulatory standards and firm policies. Effective communication and multitasking are key, as you’ll juggle administrative duties alongside direct client interactions.
More about Registered Client Associate jobs
What are popular job titles related to Registered Client Associate jobs in Florida? For Registered Client Associate jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Registered Client Associate jobs in Florida look for? The top searched job categories for Registered Client Associate jobs in Florida are:
What cities in Florida are hiring for Registered Client Associate jobs? Cities in Florida with the most Registered Client Associate job openings:
Registered Client Associate jobs near you
Infographic showing various Registered Client Associate job openings in Florida as of June 2026, with employment types broken down into 3% As Needed, 69% Full Time, 27% Part Time, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $43,047 per year, or $20.7 per hour.
Registered Client Associate

Registered Client Associate

UBS - Experienced professionals - job boards

Naples, FL

Other

Posted 16 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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