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Registered Client Associate Jobs in Anaheim, CA (NOW HIRING)

UBS

Registered Client Associate

Seal Beach, CA · On-site

$65K - $75K/yr

Key responsibilities We're looking for a Registered Client Associate to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • ...

Stifel

Registered Client Service Associate

Irvine, CA · On-site

$55K/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 ...

Stifel

Registered Client Service Associate

Irvine, CA · On-site

$55K - $73K/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 ...

Stifel

Registered Client Service Associate

Irvine, CA

$55K - $73K/yr

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 records, performs a wide ...

UBS

Client Associate

Los Angeles, CA · On-site

$65K - $85K/yr

We're looking for a Client Associate to: • Keep management systems up to date with accurate and ... Your skills and experience • Series 7 and 66 licenses (required for registered roles); if not ...

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Registered Client Associate information

See Anaheim, CA salary details

$23.6K

$60.3K

$87.4K

How much do registered client associate jobs pay per year?

As of Aug 21, 2026, the average yearly pay for registered client associate in Anaheim, CA is $60,306.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,300.00 and $76,900.00 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.
More about Registered Client Associate jobs

What job categories do people searching Registered Client Associate jobs in Anaheim, CA look for?

The top searched job categories for Registered Client Associate jobs in Anaheim, CA are:

What cities near Anaheim, CA are hiring for Registered Client Associate jobs?

Cities near Anaheim, CA with the most Registered Client Associate job openings:

Registered Client Associate jobs near you
Infographic showing various Registered Client Associate job openings in Anaheim, CA as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 11% Part Time, and 5% Contract. Highlights an 74% Physical, 4% Hybrid, and 22% Remote job distribution, with an average salary of $60,306 per year, or $29 per hour.

Registered Client Associate

UBS - Experienced professionals - job boards

Seal Beach, CA

Full-time

Re-posted 26 days ago

UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

16th of 171 rated banks

Job description

We're looking for a Registered Client Associate to:
keep management systems up-to-date with client information
educate clients on account services and capabilities
help with the preparation of reports and other materials for client meetings
collect the right documentation for opening new accounts and service requests
plan team marketing events and maintain marketing materials
provide the team with a detailed calendar of activities

What UBS employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About UBS

Sourced by ZipRecruiter

We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Zürich, ZH, CH

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