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Registered Client Associate Jobs in Bancroft, WI

CDL A Delivery Driver

Port Edwards, WI · On-site

$34.04 - $36.04/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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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 Aug 8, 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 does a registered client associate do?

A registered client associate supports financial advisors by managing client accounts, processing transactions, and providing administrative assistance. They often hold securities licenses and use financial software to ensure compliance and accurate record-keeping, contributing to client service and operational efficiency.

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.

How much do registered client associates make?

Registered Client Associates in New York City typically earn between $50,000 and $80,000 annually, with experienced professionals and those working at large financial firms earning higher salaries. Compensation can also include bonuses and benefits, depending on performance and firm size.
What cities near Bancroft, WI are hiring for Registered Client Associate jobs? Cities near Bancroft, WI with the most Registered Client Associate job openings:

CDL A Delivery Driver

US Foods, Inc.

Port Edwards, WI • On-site

$34.04 - $36.04/hr

Full-time

Medical, Life, Retirement, PTO

Posted 4 days ago


US Foods rating

7.8

Company rating: 7.8 out of 10

Based on 243 frontline employees who took The Breakroom Quiz

95th of 360 rated logistics


Job description

ARE YOU A CURRENT US FOODS EMPLOYEE? PLEASE APPLY DIRECTLY THROUGH OUR INTERNAL WORKDAY CAREER SITE

Join Our Community of Food People!

BECOME A US FOODS® DRIVER!
Ready to build a career with a company that’s leading the food service industry?

Location: Stevens Point, WI

Schedule:
Monday-Friday
3am - 6am shift start
Daily OT after 10 hours

Compensation depends on relevant experience and/or education, specific skills, function, geographic location, and other factors as applicable by law.  The expected base rate for this role is between $34.04 and $36.04. This role will also receive overtime compensation.

The starting rate of pay for this role is $34.04.

Benefits for this role may include health insurance, pre-tax spending accounts, retirement benefits, paid time off, short-term and long-term disability, employee stock purchase plan, and life insurance.

US Foods is one of the largest food distributors with a culture and history of promoting from within, excellent training programs and a continuous improvement focus. 

Main Ingredients of the Job

  • Safely drive trucks to customers and meet scheduled customer delivery times

  • Carefully unload products from the trailer with a two-wheeler, pallet jack, or by hand and place in designated customer storage areas

  • Verify accuracy of delivery with customers and obtain proper signatures

  • Handle collections and payments from customers when applicable

  • Professionally perform customer service responsibilities to enhance our client experience

  • Perform all pre-trip and post-trip equipment inspection

Physical Requirements

  • Ability to lift/carry/push/pull 20 to 80+ lbs. of product repetitively during each shift required

  • Comfortable driving and working in inclement weather conditions with frequent stops (10+ per shift) required

What You Bring to the Table

  • Register to the FMCSA Clearinghouse*

  • Must be at least 21 years of age

  • Must have valid CDL Class A issued by the state of legal residence with necessary endorsements and DOT qualifications

  • Minimum of six months commercial driving experience (any industry) OR three months commercial driving experience in the food and/or beverage delivery industry required

  • Ability to operate manual transmission preferred; may be required in specific locations

  • Must be able to read and communicate in the English language - able to hold a conversation, to understand highway traffic signs and signals, to respond to official inquiries,  and to enter information on reports and records.

Why US Foods

US Foods®  helps our customers Make It, with products and services that shape the communities where we live and work. Opportunities in our company abound for skilled, forward-thinking associates.

Great drivers are crucial to the US Foods® team and one of the important faces of our organization. On and off the road, our drivers strive for integrity and reliability, while building trusting relationships with customers.

At the foundation of those efforts are our cultural beliefs, the pillars that define our work ethic, collaborative spirit and service. Together we help our customers make it, but we also believe in helping our drivers make it!

At US Foods®, we are committed to Total Rewards that respect and reward our associates for their dedication and hard work.

Compensation depends on relevant experience and/or education, specific skills, function, geographic location, and other factors as applicable by law.  The expected base rate for this role is between $34.04 and $36.04. This role will also receive overtime compensation.

*Registering to the FMCSA Clearinghouse is a requirement by the Department of Transportation. All Drivers are required to the Clearinghouse website and register to the new database. The Clearinghouse is a secure online database that provides real-time information about commercial driver’s license (CDL) and commercial learner’s permit (CLP) holders’ drug and alcohol program violations. If you have not registered to the FMCSA database, please note registration is required. Please visit https://clearinghouse.fmcsa.dot.gov/register and click GO to login. If you are able to log into login, but are having trouble with the Clearinghouse registration, see “Clearinghouse Help” field on the clearinghouse page.

LI-KG2

***EOE – Race/Color/Religion/Sex/Sexual Orientation/Gender Identity/National Origin/Age/Genetic Information/Protected Veteran/Disability Status*** 


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About US Foods

Sourced by ZipRecruiter

US Foods® is one of America's great food companies and a leading foodservice distributor, partnering with approximately 300,000 restaurants and foodservice operators to help their businesses succeed. With nearly 28,000 employees and more than 70 locations, we provide our customers with a broad and innovative food offering and a comprehensive suite of e-commerce, technology and business solutions.

Industry

Food services and drinking places

Company size

10,000+ Employees

Headquarters location

Rosemont, IL, US

Year founded

1853