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Registered Client Associate Jobs in Utah (NOW HIRING)

David Evans & Associates Inc

$32 - $42/hr

At David Evans and Associates, Inc., our Transportation team blends innovation, sustainability, and ... Perform design-related tasks under the supervision of a registered Professional Engineer using ...

Enlyte

Medical Field Case Manager

Salt Lake City, UT · On-site

$71K - $85K/yr

Whether you're supporting a Fortune 500 client or a local business, developing cutting-edge ... Education: Associates Degree or Bachelor's Degree in Nursing or related field. * Experience: 2+ ...

Enlyte

Medical Field Case Manager

Salt Lake City, UT · On-site

$71K - $85K/yr

Whether you're supporting a Fortune 500 client or a local business, developing cutting-edge ... Education: Associates Degree or Bachelor's Degree in Nursing or related field. * Experience: 2+ ...

US Foods, Inc.

Delivery Driver

Saint George, UT · On-site

$25.64 - $32.05/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

US Foods, Inc.

CDL A Truck Driver

Saint George, UT · On-site

$25.64 - $32.05/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

US Foods, Inc.

Delivery Driver

Salt Lake City, UT · On-site

$32.70 - $35.70/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

US Foods, Inc.

Delivery Driver

Honeyville, UT · On-site

$32.70 - $35.70/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

US Foods, Inc.

Delivery Driver

Salt Lake City, UT · On-site

$32.70 - $35.70/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

US Foods, Inc.

Delivery Driver

Bountiful, UT · On-site

$32.70 - $35.70/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

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All JobsRegistered Client Associate JobsRegistered Client Associate Jobs in Utah

Registered Client Associate information

See Utah salary details

$20.5K

$52.4K

$76K

How much do registered client associate jobs pay per year?

As of Jul 13, 2026, the average yearly pay for registered client associate in Utah is $52,441.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,000.00 and $66,900.00 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
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Registered Client Associate jobs near you

RN Educator- Registered Nurse: Endocrinology

Trinityhealth

Francis, UT • On-site

Full-time

Re-posted 9 days ago

Job description

Employment Type:Full timeShift:Day ShiftDescription:At MercyOne, health care is more than just a doctor's visit or a place to go when you're in need of medical attention. Our Mission is based on improving the health of our communities - that means not only when you are sick but keeping you well.
MercyOne Northeast Iowa provides expert health care to eight counties. MercyOne Northeast Iowa provides excellent, personalized care close to home to the communities in the Cedar Valley. With 491 licensed beds between the three medical centers, each providing 24-hour emergency lifesaving care, MercyOne is there for you in critical moments:
MercyOne Waterloo Medical Center, an Area Level III Trauma Center and an accredited chest pain center
MercyOne Cedar Falls Medical Center, Community Level IV Trauma Designation
MercyOne Oelwein Medical Center, Community Level IV Trauma Designation
With more than 2,500 colleagues, MercyOne is one of the largest employers in Northeast Iowa.
MercyOne Medical Group - Northeast Iowa is made up of more than 30 primary care, pediatric, internal medicine and specialty clinics located throughout Black Hawk, Bremer, Buchanan, Benton, Butler, Fayette and Tama counties.
MercyOne Waterloo Endocrinology Care
MercyOne provides personalized, expert care for patients with complex conditions related to hormones and glands. If any part of your endocrine system isn't working properly, you might feel unwell. Your primary care provider may refer you to a MercyOne specialist so we can get you back to living your best life.
Diabetes may be the best-known endocrine condition. MercyOne brings together diabetes educators, dietitians and nurses to provide supportive, convenient care for patients with diabetes. However, there's more to endocrine care at MercyOne than diabetes.

Want to Learn More about MercyOne Waterloo Endocrinology Care: MercyOne Waterloo Endocrinology Care | MercyOne

Join the MercyOne Family! We are looking to hire at MercyOne Waterloo Endocrinology Care!

As a RN Educator at MercyOne, you provide diabetes education and counseling to clients at Waterloo Medical Center as appropriate. Assists with the development of services. Adheres to MercyOne's performance expectations and performs all defined services and otherrelated duties in accordance with the mission, vision and values of MercyOne

Schedule:

  • Full time 40 hours
  • Office Hours 8:30-5:00
  • No weekends or Holidays

General Requirements:

  • Provides assessment, teaching and follow-up instruction to program participants in individual and group
  • settings.
  • Receives referrals from patient, physician or patient care staff.
  • Receives and returns calls from clients to provide educational assistance and emotional support.
  • Selects and demonstrates procedures, techniques and devices.
  • Conducts initial needs assessment.
  • Develops plan of care based on identified concerns or problems.
  • Coordinates/provides follow-up services in person or via phone.
  • Communicates patient status.
  • Communicates with physician regarding education provided, follow-up plan and next physician visit.
  • Documents education provided for inpatients on patient medical record.
  • Documents extensive client conversations as appropriate.
  • Facilitates ongoing development of services.
  • Reviews and updates educational materials/curriculum.
  • Reviews patient satisfaction data and incorporates learnings to improve services.
  • Assists with the formal review of program on an annual basis.
  • Functions as referral resource/consultant for other health care professionals and the community.

Education:

  • Associate Degree: Graduate of an accredited school of nursing
  • Bachelors Degree: preferred
  • Current Iowa RN license or licensure/certification in
  • field of study. IBCLC certification preferred. BLS.
  • Mandatory Reporter
  • 0 - 2 years - Minimum of 2 years maternal child nursing experience; patient education experience preferred.

Colleagues of MercyOne Health System enjoy competitive compensation with a full benefits package and opportunity for growth throughout the system!

Visit MercyOne Careers to learn more about the benefits, culture, and career development opportunities available to you at MercyOne Health System circle of care.

Our Commitment

Rooted in our Mission and Core Values, we honor the dignity of every person and recognize the unique perspectives, experiences, and talents each colleague brings. By finding common ground and embracing our differences, we grow stronger together and deliver more compassionate, person-centered care. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other status protected by federal, state, or local law.

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