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Registered Client Associate Jobs in Eden Prairie, MN

Paraplanning Associate

Minneapolis, MN · On-site

$16.50 - $22/hr

The Paraplanning Associate plays a critical role by performing a variety of client service and ... registered investment adviser, broker-dealer, and member of FINRA and SIPC. To view detailed ...

Paraplanning Associate

Minneapolis, MN · On-site

$16.50 - $22/hr

The Paraplanning Associate plays a critical role by performing a variety of client service and ... registered investment adviser, broker-dealer, and member of FINRA and SIPC. To view detailed ...

This position requires travel to client's homes and the ability to work with a diverse population ... Associate Required license or certification: * Registered Nurse (RN) Reliable Transportation with ...

RN/LPN

Rogers, MN · On-site

$30 - $43/hr

Conduct initial and ongoing client health assessments * Assist in the development and ... Associate or bachelor's degree in nursing ( 2-4-year degree required ) For Licensed Practical Nurse ...

RN/LPN

Rogers, MN · On-site

$30 - $43/hr

Conduct initial and ongoing client health assessments * Assist in the development and ... Associate or bachelor's degree in nursing ( 2-4-year degree required ) For Licensed Practical Nurse ...

Registered Nurse The Registered Nurse is accountable for ensuring the overall quality and ... Communicate the concept of quality client care by QHS to associates in various settings. * Provide ...

Showing results 21-40

Registered Client Associate information

See Eden Prairie, MN salary details

$22.9K

$58.7K

$85.1K

How much do registered client associate jobs pay per year?

As of Aug 11, 2026, the average yearly pay for registered client associate in Eden Prairie, MN is $58,731.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,300.00 and $74,900.00 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 job categories do people searching Registered Client Associate jobs in Eden Prairie, MN look for? The top searched job categories for Registered Client Associate jobs in Eden Prairie, MN are:
What cities near Eden Prairie, MN are hiring for Registered Client Associate jobs? Cities near Eden Prairie, MN with the most Registered Client Associate job openings:
Infographic showing various Registered Client Associate job openings in Eden Prairie, MN as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 17% Part Time, and 7% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $58,731 per year, or $28.2 per hour.

Client Operations Associate - Manager

DSG CAPITAL ADVISORS, LLC

Minneapolis, MN • On-site

$70K - $85K/yr

Full-time

This job post has expired today. Applications are no longer accepted.


Job description

We're growing — and we're looking for the person to keep everything running smoothly.

DSG Capital Advisors is a boutique, fast-growing Registered Investment Advisor (RIA) based in Edina, MN. We serve a select group of high-net-worth client families through a personalized, Family Office model, and as we grow, we're adding a Client Operations Associate / Manager to our team.

This isn't a back-office role. You'll work side by side with our advisors, leadership, and clients, playing a meaningful part in the experience we deliver every day.

What you'll do:

· Manage day-to-day operations and workflows across the firm

· Support client onboarding, account management, and service requests

· Coordinate between advisors, leadership, and custodians

· Identify and improve operational processes as we scale

· Contribute to a team-first culture built on accountability and excellence

Who we're looking for:

· 2–8 years of operations experience in an RIA, wealth management, or financial services environment

· Someone who thrives in a boutique, high-touch setting — not a large corporation

· Detail-oriented, proactive, and comfortable wearing multiple hats

· A collaborative communicator who takes ownership of their work

· A process-driven professional dedicated to streamlining workflows and maximizing operational efficiency.

We value people who show up, invest in the team, and grow with the firm. As DSG continues to expand, we are committed to recognizing and rewarding those who make meaningful contributions to our success.

DSG Capital Advisors, LLC does not discriminate based on race, color, religion, sex, national origin, age, disability, or genetic information.