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Registered Client Associate Jobs in New Jersey (NOW HIRING)

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Registered Client Associate information

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$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 Private Client Associate - Hackensack, NJ

Janney Montgomery Scott LLC

Hackensack, NJ • On-site

$50K - $75K/yr

Full-time

Medical, Dental, Life, Retirement, PTO

Re-posted 7 days ago

Job description

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.
The Registered Private Client Associate will provide administrative, client, and marketing support to The Croonquist Group to enhance and grow their business with a strong focus on financial and retirement planning. Roles and responsibilities may vary depending upon the team structure. This individual demonstrates extreme competence in all major areas of responsibility and operates with a relatively high level of independence. This individual will possess a Series 7, 63 and 65, or 66 licenses.
Responsibilities:
  • Work independently with all home office departments to service the clients' requests.
  • Assist FAs in the ongoing development and maintenance of effective client relationships.
  • Be knowledgeable of products and technology and comply with all rules and regulations of the firm, as well as the various regulatory agencies. Anticipate potential issues and or problems and alert respective FA and/or Branch Management as necessary.
  • Be knowledgeable of all firm technology necessary to provide quick responses to client and FA inquiries and also assist in helping train other Private Client Associates.
  • Compose effective client correspondence in accordance with established policies and procedures.
  • Assist FAs in organizing and implementing productivity based campaigns.
  • Coordinate marketing efforts through the marketing department (e.g., for local advertising).
  • Interface effectively with home office departments and branch associates.
  • Provide excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail. Ensure continuous telephone coverage.
  • Perform other duties as required that contribute to the overall effectiveness of the branch office and individual FAs. May also perform some operations responsibilities for the entire branch in small branch offices.
  • Work closely with their FA to understand the clients' investments objectives, their financial situation and their tolerance of risk.
  • Keep assigned FAs informed of all pertinent information and activity related to client accounts and transactions, including issues related to client suitability.
  • May accept client orders and complete their requests in clients' accounts on behalf of their FA.

What you have:
  • High School Diploma; Associate's or Bachelor's degree preferred
  • Series 7, 63 and 65, or 66 required; or the licenses must be obtained within 12 months of hire
  • Excellent customer service skills
  • Computer skills in Word, Excel, PowerPoint and Outlook
  • Able to work effectively in a fast paced, deadline oriented environment
  • Strong attention to detail
  • Able to work effectively as part of a team
  • High ethical standards

Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee's life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus, Employee Ownership, and Professional Development Assistance Plan designed to help you make the most of your life at work and at home-today and in the future. Explore further.
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. We've earned the Great Place to Work® certification, which recognizes employers that create an outstanding employee experience. Based entirely on what current employees say about their experience working at Janney, this prestigious recognition underscores our commitment to our people and culture. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.
The compensation package for this position consists of a base salary, (with eligibility for an annual bonus/commissions if applicable) as well as eligibility to participate in all company benefits offered by Janney to full-time employees including health, dental, medical coverage, disability income protection, life insurance, PTO/vacation, holidays, and 401(k). The salary range for this position will be $50,000 to $75,000Total compensation packages at Janney are based on experience, skills, credentials, and geographical location, of each specific candidate.
Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.

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