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Registered Client Associate Jobs in New Jersey (NOW HIRING)

Stifel

Registered Client Service Associate

Succasunna, NJ · On-site

$53K - $80K/yr

What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and ...

UBS

Registered Client Service Associate

Florham Park, NJ · On-site

$65K - $85K/yr

Do you know how to take care of people? We're looking for a Registered Client Service Associate to: • keep management systems up-to-date with client information • educate clients on account ...

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All JobsRegistered Client Associate JobsRegistered Client Associate Jobs in New Jersey

Registered Client Associate information

See New Jersey salary details

$22.8K

$58.5K

$84.8K

How much do registered client associate jobs pay per year?

As of Aug 21, 2026, the average yearly pay for registered client associate in New Jersey is $58,482.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,100.00 and $74,600.00 per year, depending on experience, location, and employer.

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.

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 assist with client service and compliance tasks.
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Registered Client Associate jobs near you
Infographic showing various Registered Client Associate job openings in New Jersey as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 10% Part Time, and 5% Contract. Highlights an 70% Physical, 4% Hybrid, and 26% Remote job distribution, with an average salary of $58,482 per year, or $28.1 per hour.

Registered Client Service Associate

H Cap Connect, LLC

Parsippany, NJ

Full-time

Posted 24 days ago

Job description

Registered Client Service Associate (Transition Team)

Location: Parsippany, NJ (Onsite)
Travel:  25%

We're partnering with a growing wealth management firm seeking an experienced Registered Client Service Associate (CSA) to play a critical role in advisor transitions and delivering an exceptional client experience.

Unlike a traditional CSA position, this role serves as part of a specialized transition team. You'll become fully trained in the firm's technology, workflows, and multi-custodial environment so you're ready to support advisors as they join the firm. Your expertise will help ensure a seamless experience for clients while newly transitioned advisors build their permanent support team.

If you enjoy learning, adapting to new situations, and making an immediate impact, this is a unique opportunity to become an invaluable resource within a highly respected wealth management organization.

What You'll Do

  • Support advisors during client transition and onboarding periods

  • Build relationships with clients while providing a white-glove service experience

  • Process account openings, transfers, money movements, maintenance requests, and client paperwork

  • Coordinate with multiple custodians to facilitate account transitions

  • Maintain accurate client records and documentation

  • Prepare advisors for client meetings and follow up on action items

  • Serve as a knowledgeable resource on firm systems, technology, and operational processes

  • Partner with advisors and leadership to ensure a smooth transition for every new practice

  • Assist with special projects and operational initiatives as needed

What We're Looking For

  • Previous experience as a Client Service Associate within a Registered Investment Advisor (RIA), independent broker-dealer, or wealth management firm

  • Strong understanding of account servicing, client onboarding, and financial operations

  • Experience working with multiple custodial platforms is preferred

  • Exceptional organizational skills and attention to detail

  • Outstanding communication and client service abilities

  • Ability to thrive in a fast-paced environment where priorities shift

  • A proactive mindset with a desire to solve problems and support others

  • FINRA registrations are required

Why This Role Is Different

This isn't a traditional desk assignment supporting one advisor. Instead, you'll become a trusted transition specialist—helping advisors and their clients navigate one of the most important moments in their business. You'll work alongside leadership, gain exposure to multiple practices, and become an integral part of the firm's long-term growth strategy.

If you're looking for a role where your experience is valued, your work makes an immediate impact, and every day brings something new, we'd love to hear from you.

I actually think this role has a great story to tell. It's essentially an internal transition specialist for wealth management. I'd even consider changing the title to Transition Client Service Associate or Transition & Client Service Associate. Those titles immediately signal that this is more strategic than a standard CSA role and will attract candidates who enjoy problem-solving and variety rather than supporting a single advisor indefinitely.