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Registered Client Associate Jobs in Boca Raton, FL

Assess individual client care needs, initiate medical treatment plans, and competently process ... Associate (ADN) or Bachelors (BSN) degree. * Currently licensed as an RN is required. * Current CPR ...

Assess individual client care needs, initiate medical treatment plans, and competently process ... Associate (ADN) or Bachelors (BSN) degree. * Currently licensed as an RN is required. * Current CPR ...

RN - Med Surg Tele

Pompano Beach, FL

$1K - $2K/wk

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

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Registered Client Associate information

See Boca Raton, FL salary details

$21.3K

$54.5K

$79K

How much do registered client associate jobs pay per year?

As of Jun 8, 2026, the average yearly pay for registered client associate in Boca Raton, FL is $54,500.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,400.00 and $69,500.00 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 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.
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What cities near Boca Raton, FL are hiring for Registered Client Associate jobs? Cities near Boca Raton, FL with the most Registered Client Associate job openings:
Infographic showing various Registered Client Associate job openings in Boca Raton, FL as of May 2026, with employment types broken down into 94% Full Time, and 6% Part Time. Highlights an 100% In-person job distribution, with an average salary of $54,500 per year, or $26.2 per hour.
Registered Nurse

Registered Nurse

Hanley Foundation

West Palm Beach, FL • On-site

$31 - $36/hr

Full-time

Medical

Posted 12 days ago


Job description

Description:

Are you a compassionate RN looking to make a real difference? Hanley Foundation in West Palm Beach seeks skilled nurses to join our team at our state-of-the-art substance use/mental health treatment facility. Our non-profit is dedicated to eliminating addiction through prevention, treatment, advocacy, and recovery support.


**Required Schedule: Monday -Friday, 3pm to 11pm**

Duties & Responsibilities:

  • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Perform/document nursing assessments and screenings, including reviewing client histories and establishing a clinical nursing summary of all clients admitted to Hanley Foundation.
  • Assess individual client care needs, initiate medical treatment plans, and competently process/implement all care according to physician orders and standards of nursing practice.
  • Utilize safe and effective medication ordering and management practices as defined by policy and nursing practice standards.
  • Accurately administer and monitor the effects of medications and conduct accurate controlled medication counts.
  • Processes physician orders in a timely and accurate manner
  • Collect and process lab specimens following proper infection control procedures.
  • Provide appropriate client education as determined by client assessments/needs and treatment plans.
  • Delegates some duties and coordinates care with other direct-care staff to ensure continuity of client care, staff relations, and service efficiency.
  • Prepares and maintains client medical records, including appropriate and timely documentation.
  • Accurately and thoroughly documents in the medical record utilizing approved medical record language and abbreviations adhering to the medical record policies and procedures.
  • Provide thorough and accurate shift reports to ensure continuity of client care.
  • Work a flexible schedule based upon service demands.
  • Attend all mandatory training as identified by Hanley policy.
  • Complete yearly training requirements and mentor new employees.
  • Effectively communicate medical/ nursing issues to the clinical/case management team and serve as a resource.
  • Uphold all Hanley Foundation Policies and Procedures.
  • Maintain client/potential client confidentiality following Hanley Policy.

Additional Responsibilities:

  • Be responsible for the health, safety, and welfare of clients.
  • Ensures the privacy and confidentiality of all clients and their medical records.
  • Completes duties in a professional and timely manner.
  • Reports all alleged incidents of abuse or neglect following all state standards and accrediting bodies.
  • Ensures that all records are available for all state and accrediting bodies staff inspection.
  • Ensures and coordinates with the clinical staff’s functioning to avoid scheduling conflicts for clients between Administration, Clinical, and programmatic needs or requirements set forth by the standards.
  • Stands "On Call" at designated times.
  • Reports directly to the MD/PA/ANP and completes orders in a professional and timely manner.

Education/Experience/Qualifications:

  • Associate (ADN) or Bachelors (BSN) degree.
  • Currently licensed as an RN is required.
  • Current CPR/First Aid training/certification.
  • Previous hospital, chemical dependency rehabilitation treatment program, and/or behavioral health experience desired.
  • If in recovery, one year of continuous sobriety is required.

Knowledge/Skills/Abilities:

  • Possess a working knowledge of addictions with age-specific client populations preferred.
  • Must be computer literate and be familiar with Microsoft products and network components.
  • Must have fluid communication skills.
  • Must possess a high degree of organizational skills.

Hanley Foundation provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.


Hanley Foundation is a Drug-Free Workplace. After receiving a conditional offer of employment, job applicants are required to undergo drug screening.


Company Website: www.hanleyfoundation.org

Requirements: