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Registered Client Associate Jobs in Clark, NJ (NOW HIRING)

Stifel

Registered Client Service Associate

Manhattan, NY · On-site

$53K - $80K/yr

What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and ...

Stifel

Registered Client Service Associate

Manhattan, NY · On-site

$53K - $80K/yr

Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide ...

Stifel

Registered Client Service Associate

Succasunna, NJ · On-site

$53K - $80K/yr

What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and ...

UBS

Registered Client Service Associate

Florham Park, NJ · On-site

$65K - $85K/yr

Do you know how to take care of people? We're looking for a Registered Client Service Associate to: • keep management systems up-to-date with client information • educate clients on account ...

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All JobsRegistered Client Associate JobsRegistered Client Associate Jobs in Clark, NJ

Registered Client Associate information

See Clark, NJ salary details

$22.9K

$58.7K

$85.2K

How much do registered client associate jobs pay per year?

As of Aug 21, 2026, the average yearly pay for registered client associate in Clark, NJ is $58,745.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,300.00 and $75,000.00 per year, depending on experience, location, and employer.

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.

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 assist with client service and compliance tasks.
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Registered Client Associate jobs near you
Infographic showing various Registered Client Associate job openings in Clark, NJ as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 75% Physical, 4% Hybrid, and 21% Remote job distribution, with an average salary of $58,745 per year, or $28.2 per hour.

Registered Client Service Associate (Series 7)

Hennion & Walsh Inc

Parsippany, NJ • On-site

$50K - $70K/yr

Full-time

Medical, Dental, Retirement

Re-posted 14 days ago

Job description


Position Overview

Hennion & Walsh is seeking motivated and detail-oriented Registered Client Service Associates to join our growing financial services team. This role is ideal for individuals who currently hold their FINRA Series 7 and Series 63 licenses and are looking to build a long-term career in financial services outside of a purely sales-focused role.

As a Registered Client Service Associate, you will work closely with Financial Advisors and clients to provide high-level service, operational support, and relationship management. This position combines client interaction, administrative support, and investment industry knowledge within a collaborative, team-oriented environment.

Hennion & Walsh provides ongoing training, mentorship, and career development opportunities, giving team members the support and resources needed to grow professionally within the firm.

Position Key Responsibilities
  • Support Financial Advisors with client servicing, operational processing, and administrative tasks
  • Develop and maintain strong client relationships through ongoing communication and support
  • Assist clients with account-related requests, paperwork, and general service inquiries
  • Provide operational support including account maintenance, money movement requests, and documentation processing
  • Collaborate with internal teams to ensure a seamless client experience
  • Maintain accurate client records and assist with regulatory and compliance-related processes
Position Must Haves
  • Active FINRA Series 7 and Series 63 licenses
  • Strong client service and relationship-building skills
  • Excellent communication and interpersonal abilities
  • Strong organizational skills and attention to detail
  • Ability to multitask and work in a fast-paced environment
  • Microsoft Office proficiency (Word, Excel, Outlook)
  • Bachelor’s Degree preferred or equivalent professional experience
  • 1–3 years of financial services or brokerage experience preferred
Position Preferences (if applicable)
  • Experience supporting Financial Advisors or wealth management teams
  • Knowledge of brokerage platforms and operational workflows
  • Interest in long-term career growth within the financial services industry
Benefits
  • Competitive compensation
  • Full medical and dental benefits
  • 401(k) plan with company match
  • Open and supportive team-based environment
  • Ongoing training and professional development opportunities
  • Career growth opportunities within a growing financial services firm



The base salary range for this position is $50,000-$70,000 per year. Please note this role requires in-person attendance.

Placement in the range will vary based on job responsibilities and scope, the candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the position may also include other variable compensation and benefits, including health benefits, 401(k) plan, and paid time off.