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Registered Client Associate Jobs in Florida (NOW HIRING)

Northern Trust

Registered Associate II

Bonita Springs, FL · On-site

$64K - $105K/yr

Registered Associate II Role Overview The Registered Associate II provides day-to-day support to ... The associate supports client relationships through account servicing, onboarding, and trade ...

Northern Trust

Registered Associate II

Bonita Springs, FL · On-site

$64K - $105K/yr

Registered Associate II Role Overview The Registered Associate II provides day-to-day support to ... The associate supports client relationships through account servicing, onboarding, and trade ...

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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 Jul 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 does a registered client associate do?

A registered client associate supports financial advisors by handling client communications, processing transactions, and maintaining account information. They often hold securities licenses and use financial software to ensure compliance and accurate record-keeping. Their role involves providing excellent client service and assisting with investment-related activities.

What does a registered client associate make?

A registered client associate at Morgan Stanley typically earns between $50,000 and $70,000 annually, depending on experience and location. Compensation may include bonuses and benefits, and the role often requires passing the Series 7 and Series 63 licenses. Salaries can vary based on performance and tenure within the firm.

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.

Is a CSA job stressful?

A Client Service Associate (CSA) role can be stressful due to managing client inquiries, meeting deadlines, and maintaining accuracy under pressure. The level of stress varies depending on the work environment, workload, and individual skills in communication and organization.

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.

How much do registered client associates make?

Registered Client Associates in New York City typically earn between $50,000 and $85,000 annually, depending on experience, firm size, and certifications such as the Series 7 or Series 66. Compensation may also include bonuses and benefits, with some earning higher with additional skills or seniority.
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 July 2026, with employment types broken down into 1% As Needed, 68% Full Time, 28% Part Time, 2% Temporary, 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 Associate II

Registered Associate II

Northern Trust

Bonita Springs, FL • On-site

$64K - $105K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 13 days ago

Northern Trust rating

8.1

Company rating: 8.1 out of 10

Based on 26 frontline employees who took The Breakroom Quiz

Job description

About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Registered Associate II
Role Overview
The Registered Associate II provides day-to-day support to one or more Financial Advisors by managing client service needs and acting as a key liaison between clients, advisors, and internal partners. This role requires a strong understanding of investment products, brokerage operations, and regulatory requirements to deliver high-quality, proactive client service.
The associate supports client relationships through account servicing, onboarding, and trade execution while contributing to the development and execution of investment strategies aligned to client objectives and market conditions.
Key Responsibilities
  • Serve as a primary point of contact for client servicing, including account opening, maintenance, and trade execution
  • Onboard new client relationships by preparing and processing account documentation, advisory agreements, and related correspondence
  • Support Financial Advisors in evaluating client investment objectives, risk tolerance, income needs, and market conditions
  • Deliver proactive, high-quality service to clients, Financial Advisors, and internal business partners
  • Collaborate with internal teams (Sales, Operations, Management, and relationship managers) to resolve client inquiries and requests
  • Maintain accurate and up-to-date client information in the Client Relationship Management (CRM) system
  • Organize and maintain client records in compliance with firm, industry, and regulatory requirements
  • Act as a subject-matter resource for associates and advisors by sharing technical knowledge and best practices
  • Participate in cross-functional initiatives and support business process improvements within the function
Qualifications
  • Bachelor's degree preferred
  • FINRA licenses required: SIE, Series 7 or 7TO, and Series 63/65 or 66
  • Minimum of 2 years of experience in a client-facing role within brokerage, investment advisory, or financial services
  • Strong working knowledge of investment products (stocks, bonds, mutual funds, options)
  • Excellent verbal, written, and analytical communication skills
  • Strong organizational skills with the ability to prioritize and manage multiple tasks
  • Proficiency with Microsoft Office; experience with Wealthscape, Morningstar Analytics, and Thomson ONE preferred
  • Ability to explain complex information clearly and effectively
  • Demonstrated ability to support and mentor less-experienced team members
Work Environment
This is an in-office position. All duties and responsibilities must be performed onsite.
Location:
26790 South Tamiami Trail
Bonita Springs, FL 34134
Salary Range:
$64,125 - 105,925 USD
Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com .
We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.

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