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Registered Client Associate Jobs in Minnesota (NOW HIRING)

Northwestern Mutual

Operations Associate

Baxter, MN · On-site

This role combines client communication with backend administration and is ideal for someone who ... Cowell Financial is not a registered investment adviser, broker-dealer, insurance agency or federal ...

Northwestern Mutual

Operations Associate

Edina, MN · On-site

$65K - $75K/yr

The Operations Associate plays a critical role in delivering a seamless client experience by ... Itasca Wealth Advisors is not a registered investment adviser, broker-dealer, insurance agency or ...

Northwestern Mutual

Operations Associate

Edina, MN · Hybrid

The Operations Associate plays a critical role in delivering a seamless client experience by ... Itasca Wealth Advisors is not a registered investment adviser, broker-dealer, insurance agency or ...

HealthPartners

Registered Nurse, Hospice

Stillwater, MN · On-site

Develops a care plan in consultation with the client /family unit, the interdisciplinary team, and ... Associate's nursing degree from an accredited school * Must have MN or WI RN license upon start ...

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Registered Client Associate information

See Minnesota salary details

$22K

$56.4K

$81.8K

How much do registered client associate jobs pay per year?

As of Jul 13, 2026, the average yearly pay for registered client associate in Minnesota is $56,418.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,700.00 and $72,000.00 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.
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What are popular job titles related to Registered Client Associate jobs in Minnesota? For Registered Client Associate jobs in Minnesota, the most frequently searched job titles are:
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What cities in Minnesota are hiring for Registered Client Associate jobs? Cities in Minnesota with the most Registered Client Associate job openings:
Registered Client Associate jobs near you
Infographic showing various Registered Client Associate job openings in Minnesota as of July 2026, with employment types broken down into 1% As Needed, 67% Full Time, 30% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $56,418 per year, or $27.1 per hour.
Operations Associate

Operations Associate

Northwestern Mutual

Baxter, MN • On-site

Full-time

Medical, Dental, Life, Retirement, PTO

Re-posted 9 days ago

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 73 frontline employees who took The Breakroom Quiz

145th of 281 rated insurance

Job description

Salary:

Cowell Financial is an established, comprehensive financial advisory firm located in the beautiful Brainerd Lakes Area.We are committed to helping our clients achieve financial clarity and security through thoughtful advice and personalized service. As we grow, were looking for a selfdisciplined, detailoriented Operations Associate to join our team and support the administrative backbone of our financial planning practice.

The Operations Associate will work closely with the Director of Operations to ensure smooth execution of investment and insurance-related processes. This role combines client communication with backend administration and is ideal for someone who enjoys working in a fast-paced, collaborative environment and takes pride in accuracy, follow-through, and exceptional client service.

Responsibilities include but are not limited to:

  • Support the Director of Operations on a full range of departmental tasks across investment and insurance workflows
  • Communicate directly with clients by phone and email to gather information, clarify instructions, and provide status updates
  • Prepare and submit applications, paperwork, and account forms for insurance and investment products
  • Execute directives reflecting client needs and internal priorities with precision and timeliness
  • Keep up to date on software updates, new product offerings, and compliance requirements
  • Participate in ongoing training and professional development to strengthen technical and industry knowledge


Qualifications:

  • 1-2 years of financial industry required
  • Post secondary degree preferred
  • Proficient with Microsoft Excel, Outlook, and Word
  • Strong written communication skills, including excellent grammar, punctuation, and typing skills
  • Demonstrated critical thinking and problem-solving ability
  • Meticulous attention to detail and commitment to accuracy
  • Proven ability to manage multiple projects and deadlines simultaneously
  • Strong sense of confidentiality and adherence to compliance standards
  • Welcomes and expects change and desires to work in a fast-paced, efficient, and high-performing environment
  • Reliable, deadline driven, and able to prioritize work effectively
  • Possesses a can do, positive attitude
  • Preferred licensing: Life/Health, SIE, Series 6, Series 63, or Series 7


Benefits

  • Health insurance
  • Dental insurance
  • Long-term disability income plan
  • Life insurance
  • 401(k) with match
  • Professional designation program
  • Paid holidays & paid personal time off


David T Cowell uses Cowell Financial as a marketing name for doing business as representatives of Northwestern Mutual. Cowell Financial is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. David T Cowell is an Insurance Agent of NM.

What Northwestern Mutual employees say

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About Northwestern Mutual

Sourced by ZipRecruiter

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Milwaukee, WI, US

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