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Registered Client Associate Jobs in Wisconsin (NOW HIRING)

Eden Senior Care

Registered Nurse (RN)

Milwaukee, WI · On-site

Reliable Healthcare Associates, LLC is a premier staffing agency that prides itself on paying our ... Depending on our client's needs, there will be an option to extend the contract. * To provide ...

Eden Senior Care

Registered Nurse (RN)

Rhinelander, WI · On-site

Reliable Healthcare Associates, LLC is a premier staffing agency that prides itself on paying our ... Depending on our client's needs, there will be an option to extend the contract. * To provide ...

Eden Senior Care

Registered Nurse (RN)

Platteville, WI · On-site

$50/hr

Reliable Healthcare Associates, LLC is a premier staffing agency that prides itself on paying our ... Depending on our client's needs, there will be an option to extend the contract. * To provide ...

Talent4Health

Registered Nurse (RN) - L&D

Mauston, WI · On-site

$2.3K/wk

Details Client Name Mile Bluff Medical Center Job Type Travel Offering Nursing Profession ... TLC Nursing Associates, Inc. is an equal-opportunity employer and fully complies with all ...

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Showing results 21-40

All JobsRegistered Client Associate JobsRegistered Client Associate Jobs in Wisconsin

Registered Client Associate information

See Wisconsin salary details

$22.7K

$58.1K

$84.3K

How much do registered client associate jobs pay per year?

As of Aug 20, 2026, the average yearly pay for registered client associate in Wisconsin is $58,143.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,900.00 and $74,200.00 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 Wisconsin as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $58,143 per year, or $28 per hour.

Investment Client Srvcs Analyst (New Accounts) - Hybrid

Northwestern Mutual Life Insurance Company

Franklin, WI • On-site

Full-time

Posted 22 days ago

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 75 frontline employees who took The Breakroom Quiz

166th of 310 rated insurance

Job description

About the Job
The New Accounts team within Investment Client Services supports our field partners and clients by completing new account requests accurately and efficiently in a regulated, client-focused environment. This role provides end-to-end ownership of new account inquiries and transactions, including reviewing account-opening documentation, resolving complex issues, managing escalations, and partnering with Financial Representatives to support a smooth account-opening experience. The role requires strong attention to detail, sound judgment, and strict adherence to confidentiality and client data privacy standards.
What You'll Do
  • Deliver a personalized and remarkable experience by answering new account questions, explaining available servicing options, and guiding Financial Representatives through the account-opening process in a call center environment.

  • Resolve basic, intermediate, and complex new account inquiries and transactions within a registered area.

  • Review new account requests and supporting documentation for accuracy, completeness, and alignment with established procedures and regulatory requirements.

  • Research and evaluate solutions to complex new account issues, including identifying root causes, addressing exceptions, and resolving escalations.

  • Take ownership of new account inquiries and transactions from initial submission through resolution, anticipating potential issues to reduce delays, repeat contacts, and unnecessary transfers.

  • Effectively de-escalate challenging situations while guiding Financial Representatives through complex or unique new account requirements.

  • Serve as a trusted advocate for Financial Representatives and partner with them to support the needs of their clients throughout the account-opening process.

  • Promote available technology and self-service capabilities by educating Financial Representatives on tools and resources that support new account submissions.

  • Understand the risks and potential client impacts associated with new account transactions, documentation, and account setup.

  • Understand how systems connect to new account processes and outcomes and clearly explain system capabilities and limitations to others.

  • Work effectively through ambiguity and changing requirements within a regulated environment to deliver accurate and positive outcomes.

  • Support team members through process, technology, and regulatory changes and help others adapt to new ways of working.

  • Build professional relationships with team members, field partners, and clients to strengthen trust and brand loyalty.

  • Balance phone and transactional responsibilities while maintaining accuracy, confidentiality, and client data privacy.

  • Identify opportunities to improve new account processes, reduce delays, and enhance the experience for Financial Representatives and clients.

  • Coach, mentor, or train team members on new account processes and procedures as needed.

What You'll Bring to the Role
  • Associate degree in business or a related field, or an equivalent combination of education and experience.

  • Minimum of four years of related customer service experience with demonstrated customer service skills.

  • Basic knowledge of investment products, financial markets, and account registration types.

  • Basic understanding of tax implications related to investment accounts.

  • Advanced written and verbal communication skills.

  • Ability to manage a high volume of calls and new account transactions while maintaining a high degree of accuracy.

  • Strong organizational skills with the ability to prioritize work and manage multiple requests.

  • Strong attention to detail, particularly when reviewing account-opening documentation and transactional information.

  • Strong problem-solving skills with the ability to research issues, evaluate options, and support timely resolution.

  • Ability to work effectively within established procedures while navigating exceptions and complex account-opening situations.

  • Demonstrated computer proficiency, solid keyboarding skills, and experience working with current software applications.

  • Strong desire to continuously learn and improve.

Skills You Have
  • Customer Service Mindset (NM) - Advanced: Anticipates customer needs and applies understanding of customer needs or perspectives to solve problems and drive outcomes as the basis for decision making. Leverages knowledge of trends affecting customer to help them make informed decisions.

  • Attention to Detail (NM) - Advanced: Focuses on specific details to spot and correct errors in advance of them being found and surpass quality expectations. Performs work with thorough proofreading for presentation, content, accuracy, and overall quality.

  • Financial Services Industry Acumen (NM) - Advanced: Applies knowledge of both general and organization-specific financial theories and is up-to-date on the latest market movements. Demonstrates problem-solving skills that ensures business's financial stability, follows generally accepted accounting principles, regulations, and business ethics.

  • Customer Support (NM) - Advanced: Captures customer information for inquiry and analysis in an organized, clear, and consistent manner; leverages knowledge of trends affecting customer to help them make informed decisions and communicates with the customer and the field. Uses customer intelligence to solve problems, demonstrate patience and understanding, ensure customer satisfaction by knowing the customer and audience and resolve customer complaints efficiently.

  • Client Advocacy (NM) - Advanced: Translates customer issues and pain points into requirements, represents client's best interests. Analyzes customer feedback to understand client needs and communicates client sentiment to product teams and relevant stakeholders.

  • Change Adaptability (NM) - Advanced: Becomes adaptable in response to continual changes; shows an openness to new ways of working, new methods, work-in-progress improvements and changes and seamlessly navigates the changing business environment and adjusts behavior as appropriate to the situation.

  • Case Management (NM) - Advanced: Manages and maintains ownership of assigned cases, communicating status, managing requirements, and answering client questions. Ensures all claims and inquiries are necessary, reasonable, and legitimate.

This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA
Compensation Range:
Pay Range - Start:
$23.11
Pay Range - End:
$34.66
Geographic Specific Pay Structure:
Structure 110:
Structure 115:
We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer that welcomes talented individuals of all backgrounds. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

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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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