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Registered Client Associate Jobs in Bancroft, WI

Registered Client Associate information

See Bancroft, WI salary details

$22K

$56.3K

$81.6K

How much do registered client associate jobs pay per year?

As of Jul 20, 2026, the average yearly pay for registered client associate in Bancroft, WI is $56,311.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,600.00 and $71,800.00 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.
What cities near Bancroft, WI are hiring for Registered Client Associate jobs? Cities near Bancroft, WI with the most Registered Client Associate job openings:
REGISTERED NURSE - WI Rapids/St Point

REGISTERED NURSE - WI Rapids/St Point

ASPIRUS HEALTH

Wisconsin Rapids, WI • On-site

Full-time

Medical, Retirement, PTO

Re-posted 13 days ago


Aspirus Health rating

6.5

Company rating: 6.5 out of 10

Based on 256 frontline employees who took The Breakroom Quiz

607th of 886 rated healthcare providers


Job description

REGISTERED NURSE - HOME HEALTHCome join us to work in a flexible, independent yet collaborative work environment
Aspirus At Home, Wisconsin Rapids and Stevens Point, WI
Full Time (1.0 FTE, 80 hours every pay period)
8-hour weekday day shifts, every fifth weekend, 2-3 weekdays of on call per month
Compassion. Accountability. Collaboration. Foresight. Joy. These are the Aspirus Core Values; and we are looking for the BEST around to join us as we demonstrate those values Every. Single. Day.
Job Description:
The Registered Nurse ensures quality and safe delivery of home health/hospice care services to patients of all ages. Coordinate's provision of home health and hospice services that reflect the agency's philosophy and standards of home health/hospice and nursing care of assigned clients including Assisted Living and CBRF's. Ensures quality and safe delivery of nursing care services. Provides documentation of care consistent with applicable federal, state, and local regulations and accreditation standards.
Experience/Qualifications:
  • Associate's degree in nursing required.
  • Bachelor's degree in nursing preferred.
  • Certification in specialty desired.
  • Ideally, there is a minimum of three years practicing as a RN in comparative setting.
  • Possesses an active Wisconsin and/or Michigan RN nursing license.
  • Maintains specialty certification as per department scope of service.
  • Current BLS certification or obtained within 90 days of hire. (See Cardiopulmonary Resuscitation Training Policy).
  • Current Heart Association Advanced Cardiac Life Support Provider (ACLS), Pediatric Advanced Life Support (PALS), or Neonatal Resuscitation (NRP) certification may be required based on primary department.
  • Valid Wisconsin driver's license required.
  • Possesses automobile liability insurance with minimum $100,000/$300,000 coverage required, or $300,000 combined single-limit liability.

Why You'll Love It Here:
✔Strong work-life balance
✔Flexible work schedule
✔Full benefits for part-time and full-time employees
✔PTO starts day one
✔Retirement plan with employer match
✔Wellness programs for you and your family
Aspirus at Home is a part of the Aspirus health system and is a nonprofit, Medicare-certified home health agency that offers services in northern and central Wisconsin, northeastern Minnesota, and parts of the Upper Peninsula of Michigan. Aspirus at Home helps to bridge the gap between the more intensive levels of care received in a hospital, nursing or rehabilitation facility and in client's home. For 60 years we have provided caring support to help people live in their own home as long as possible.
Our Mission: We heal people, promote health and strengthen communities.
Our Vision: Aspirus is a catalyst for creating healthy, thriving communities, trusted and engaged above all others.
As an Aspirus team, we demonstrate caring, we plan to impact the future, work with happiness and enthusiasm, recognize our power to make a difference and improve the health of our communities.
Aspirus Health is a nonprofit, community-directed health system based in Wausau, Wisconsin, serving northeastern Minnesota, northern and central Wisconsin and the Upper Peninsula of Michigan. The health system operates 18 hospitals and 130 outpatient locations with nearly 14,000 team members, including 1,300 employed physicians and advanced practice clinicians. For more information visit aspirus.org.
Click here to learn more.
Credentials:
Essential:
* CPR or BLS
* Drivers Licenses
* REGISTERED NURSE LICENSE
* AUTO INSURANCE

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