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Registered Client Associate Jobs in Brookline, MA

5 Legal

Registered Funds Associate

Boston, MA · On-site

... associate to join their Financial Services group. The ideal candidate must have 3-6 years of experience working with registered investment companies. Knowledge of the Investment Company Act and ...

Morgan Stanley

Client Service Associate

Middleton, MA · On-site

$40.87/hr

Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson a daily basis.Through regular ...

Morgan Stanley

Client Service Associate

Middleton, MA · On-site

$16.75 - $23/hr

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

Morgan Stanley

Client Service Associate

Middleton, MA · On-site

$16.75 - $23/hr

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

Morgan Stanley

PWM Client Service Associate

Boston, MA · On-site

$40.87/hr

Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson a daily basis.Through regular ...

Morgan Stanley

PWM Client Service Associate

Boston, MA · On-site

$15.75 - $21.75/hr

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

Morgan Stanley

PWM Client Service Associate

Boston, MA · On-site

$15.75 - $21.75/hr

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

Allworth Financial

Service Associate

Waltham, MA · On-site

$60K - $65K/yr

Allworth Financial is a high growth, private equity backed, multi branch Registered Investment ... The Service Associate - Client Support is responsible for providing exceptional administrative ...

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Showing results 21-40

All JobsRegistered Client Associate JobsRegistered Client Associate Jobs in Brookline, MA

Registered Client Associate information

See Brookline, MA salary details

$24.3K

$62.3K

$90.3K

How much do registered client associate jobs pay per year?

As of Aug 10, 2026, the average yearly pay for registered client associate in Brookline, MA is $62,323.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,700.00 and $79,500.00 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.
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Registered Client Associate jobs near you
Infographic showing various Registered Client Associate job openings in Brookline, MA as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $62,323 per year, or $30 per hour.

Registered Funds Associate

5 Legal

Boston, MA • On-site

Full-time

Re-posted 3 days ago

Job description

Am Law top 100 firm which is popular for its high-profile financial services is seeking a highly qualified associate to join their Financial Services group.


The ideal candidate must have 3-6 years of experience working with registered investment companies. Knowledge of the Investment Company Act and Investment Advisers Act required. Experience with exchange-traded funds, variable insurance products, business development companies, investment advisers, and/or commodities work is a plus. Large law firm, in-house or regulatory agency experience preferred