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Registered Client Associate Jobs in Michigan (NOW HIRING)

MyMichigan Health

Registered Nurse RN

Standish, MI · On-site

The target patient/client population for this position are those requiring skilled clinical care ... Essential: true Required Education Education: ASSOC Equivalent Experience: Bachelor's degree in ...

VCA Animal Hospitals

Client Concierge

Kalamazoo, MI · On-site

$14.50 - $18.75/hr

... registered for their visit • Assist clients with the check-in process, including paperwork ... If you are a current associate, you need to apply through our internal career site. Please log into ...

VCA Animal Hospital

Client Concierge

Kalamazoo, MI

$14.50 - $18.75/hr

Greet clients upon arrival and confirm if they have registered for their visit Assist clients with ... If you are a current associate, you need to apply through our internal career site. Please log into ...

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All JobsRegistered Client Associate JobsRegistered Client Associate Jobs in Michigan

Registered Client Associate information

See Michigan salary details

$19.6K

$50.2K

$72.8K

How much do registered client associate jobs pay per year?

As of Jun 10, 2026, the average yearly pay for registered client associate in Michigan is $50,207.00, according to ZipRecruiter salary data. Most workers in this role earn between $33,600.00 and $64,100.00 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.
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Registered Client Associate jobs near you
PRN Medical Business Associate - Urology Clinic

PRN Medical Business Associate - Urology Clinic

Munson Healthcare

Traverse City, MI

Full-time

Retirement, PTO

Posted 8 days ago

Munson Healthcare rating

6.9

Company rating: 6.9 out of 10

Based on 108 frontline employees who took The Breakroom Quiz

453rd of 870 rated healthcare providers

Job description

Company Description

Location: 1221 Sixth St, Traverse City MI 

Schedule: Office Hours: Monday - Friday 7:30 AM - 4:00 PM (PRN Schedule up to 30 Hours Weekly)

More Than Just Care, It's Community  

Imagine doing meaningful work in a place where people vacation. That's life at Munson Healthcare - northern Michigan's largest healthcare system, with eight award-winning community hospitals serving over half a million residents across 29 counties.  

If you want a career in healthcare and a lifestyle most people only dream about - with freshwater lakes, scenic trails, charming downtowns, a vibrant arts scene, and endless outdoor adventures - you might just be Munson Material. To us, that means teammates who live by our values of excellence, teamness, positivity, creativity, and a commitment to creating exceptional experiences for our patients and each other. Join a team that delivers outstanding care in one of the most beautiful regions in the country.

Invested in You  

  • Grow: Tuition reimbursement, in-person and online development, and access to our career hub to help you advance. 

  • Thrive: Full benefits, paid holidays, generous PTO, employee discounts, and free individual retirement counseling.  

  • Be Well: Free wellness platform for you and your family, plus personalized support for personal or family challenges. 

  • Be Heard: Share your ideas and help shape the way we work through improvement huddles, employee surveys, and town hall meetings  

Job Description

A Day in the Life 

  • As a Medical Business Associate (Receptionist), you are the first point of contact for patients & their families. Your personal interaction and efficiency start the path for an exceptional experience of care, wellness, and healing.

  • You will obtain/verify all required patient and insurance information and enter the information into the registration system in an accurate manner.

  • You will schedule patient appointments which may include return office visits, referrals, diagnostic testing/procedures. 

  • You will set the tone for the visit! You will greet patients professionally in person and over the telephone and respond effectively to patients and their families.

Qualifications

What's Required  

  • High school graduate or GED

  • 6 months to 1 year Customer Service experience required. Usually achieved by previously working with the public with minimal supervision.

  • Proficient in typing, Windows, and experience with multiple computer systems.

Additional Information

Are you Munson Material? Apply today! 

Munson Healthcare requires all employees be vaccinated or have lab confirmed immunity for Measles, Mumps, Rubella and Varicella. MHC also requires all employees to receive a flu vaccine during the flu season in the year that they are hired and annually thereafter, or receive an approved medical or religious exemption.

What Munson Healthcare employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Munson Healthcare logo

About Munson Healthcare

Sourced by ZipRecruiter

Munson Healthcare is Northern Michigan's largest regional healthcare provider. We serve 30 Michigan counties with 8 community-based hospitals each with a system of outlying primary care and specialty clinics. We are committed to improving lives in those communities and invite you to become part of that mission by choosing Munson for your career in healthcare.

Industry

Health care and social assistance

Company size

1,001 - 5,000 Employees

Headquarters location

Traverse City, MI, US

Year founded

1925

Social media

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