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Registered Client Associate Jobs in Appleton, WI

Royal Bank of Canada

Client Associate

Green Bay, WI · On-site

As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow ...

Royal Bank of Canada

Client Associate

Green Bay, WI · On-site

As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow ...

Calumet County, WI

HHC/Hospice RN (Part-Time)

Chilton, WI · On-site

$34.09 - $43.83/hr

Maintains strict confidentiality with client information. Communicates effectively and timely with ... with an Associate's Degree, Diploma, or Bachelor's Degree in Nursing; two to three years of ...

Calumet County, WI

HHC/Hospice RN (Part-Time)

Chilton, WI · On-site

$34.09 - $43.83/hr

Maintains strict confidentiality with client information. Communicates effectively and timely with ... with an Associate's Degree, Diploma, or Bachelor's Degree in Nursing; two to three years of ...

Calumet County

HHC/Hospice RN (Part-Time)

Chilton, WI · On-site

$34.09 - $43.83/hr

Maintains strict confidentiality with client information. Communicates effectively and timely with ... with an Associate's Degree, Diploma, or Bachelor's Degree in Nursing; two to three years of ...

GovernmentJobs.com

HHC/Hospice RN

Chilton, WI · On-site

Maintains strict confidentiality with client information. * Communicates effectively and timely ... with an Associate's Degree, Diploma, or Bachelor's Degree in Nursing; two to three years of ...

Calumet County, WI

HHC/Hospice RN

Chilton, WI · On-site

$34.09 - $43.83/hr

Maintains strict confidentiality with client information. Communicates effectively and timely with ... with an Associate's Degree, Diploma, or Bachelor's Degree in Nursing; two to three years of ...

Calumet County

HHC/Hospice RN

Chilton, WI · On-site

$34.09 - $43.83/hr

Maintains strict confidentiality with client information. Communicates effectively and timely with ... with an Associate's Degree, Diploma, or Bachelor's Degree in Nursing; two to three years of ...

Calumet County, WI

HHC/Hospice RN

Chilton, WI · On-site

$34.09 - $43.83/hr

Maintains strict confidentiality with client information. Communicates effectively and timely with ... with an Associate's Degree, Diploma, or Bachelor's Degree in Nursing; two to three years of ...

US Foods, Inc.

CDL A Delivery Driver

Appleton, WI · On-site

$34.04/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 Delivery Driver

Oneida, WI · On-site

$34.04/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 Delivery Driver

Neenah, WI · On-site

$34.04/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 Delivery Driver

Stockbridge, WI · On-site

$34.04/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 Delivery Driver

Oshkosh, WI · On-site

$34.04/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 Appleton, WI

Registered Client Associate information

See Appleton, WI salary details

$21.4K

$54.8K

$79.5K

How much do registered client associate jobs pay per year?

As of Jul 11, 2026, the average yearly pay for registered client associate in Appleton, WI is $54,821.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,600.00 and $69,900.00 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
What job categories do people searching Registered Client Associate jobs in Appleton, WI look for? The top searched job categories for Registered Client Associate jobs in Appleton, WI are:
What cities near Appleton, WI are hiring for Registered Client Associate jobs? Cities near Appleton, WI with the most Registered Client Associate job openings:
Registered Client Associate jobs near you
Infographic showing various Registered Client Associate job openings in Appleton, WI as of July 2026, with employment types broken down into 1% As Needed, 67% Full Time, 30% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $54,821 per year, or $26.4 per hour.
Client Associate

Client Associate

Royal Bank of Canada

Green Bay, WI • On-site

Full-time

Re-posted 28 days ago

Job description

Job Description

What is the opportunity?

Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment.

At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.

What will you do?

  • Build and maintain professional relationships with clients by assisting them and answering account questions.
  • Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.
  • Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
  • Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH's in a timely manner.
  • Maintain confidentiality in accordance with RBC's Code of Conduct.

What do you need to succeed?

Must-have

  • Bachelor's degree or job-related experience
  • Strong soft skills including verbal and written communication, people, organizational, and client service skills
  • Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
  • Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire
  • Ability to adapt to a rapidly changing business and technology environment

Nice-to-have

  • Current FINRA registrations
  • Financial services experience

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Opportunities to do challenging work
  • Opportunities to take on progressively greater accountabilities
  • Access to a variety of job opportunities across business

Job Skills

Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities

Additional Job Details

Address:

2465 MARINA CIRCLE:GREEN BAY

City:

Green Bay

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-02-12

Application Deadline:

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Employment Type: FULL_TIME

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