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Registered Client Associate Jobs in Madison, WI (NOW HIRING)

Ensures client compliance with federal/state regulations through policy and procedure ... Associates degree required Preferred: * 3+ years RN experience in a healthcare setting (home health ...

Associate degree in nursing * Licensed Registered Nurse in the state of Wisconsin (in good standing ... Travel between client or assignment locations during the workday. * Travel from your final work ...

Associate degree in nursing * Licensed Registered Nurse in the state of Wisconsin (in good standing ... Travel between client or assignment locations during the workday. * Travel from your final work ...

Associate degree in nursing * Licensed Registered Nurse in the state of Wisconsin (in good standing ... Travel between client or assignment locations during the workday. * Travel from your final work ...

Associate degree in nursing * Licensed Registered Nurse in the state of Wisconsin (in good standing ... Travel between client or assignment locations during the workday. * Travel from your final work ...

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Registered Client Associate information

See Madison, WI salary details

$22.7K

$58.1K

$84.2K

How much do registered client associate jobs pay per year?

As of Jul 15, 2026, the average yearly pay for registered client associate in Madison, WI is $58,052.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,800.00 and $74,100.00 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 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 ensure compliance and accurate record-keeping. Their role involves providing excellent client service and assisting with investment-related activities.

What does a registered client associate make?

A registered client associate at Morgan Stanley typically earns between $50,000 and $70,000 annually, depending on experience and location. Compensation may include bonuses and benefits, and the role often requires passing the Series 7 and Series 63 licenses. Salaries can vary based on performance and tenure within the firm.

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.

Is a CSA job stressful?

A Client Service Associate (CSA) role can be stressful due to managing client inquiries, meeting deadlines, and maintaining accuracy under pressure. The level of stress varies depending on the work environment, workload, and individual skills in communication and organization.

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 $85,000 annually, depending on experience, firm size, and certifications such as the Series 7 or Series 66. Compensation may also include bonuses and benefits, with some earning higher with additional skills or seniority.
What are popular job titles related to Registered Client Associate jobs in Madison, WI? For Registered Client Associate jobs in Madison, WI, the most frequently searched job titles are:
What cities near Madison, WI are hiring for Registered Client Associate jobs? Cities near Madison, WI with the most Registered Client Associate job openings:
Infographic showing various Registered Client Associate job openings in Madison, WI as of July 2026, with employment types broken down into 1% As Needed, 65% Full Time, 31% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $58,052 per year, or $27.9 per hour.
Registered Nurse- Oral Surgery

Registered Nurse- Oral Surgery

Access Community Health Centers

Sun Prairie, WI • On-site

Full-time

Re-posted 19 days ago


Job description

I. Purpose of Position
The Registered Nurse (RN) in Oral Surgery focuses on the health and wellness of individuals, families and populations in collaboration with other health care professionals by incorporating evidence-based practice in the management of patient care. The RN utilizes the nursing process and aligns practice with organizational policies, professional nursing standards and regulatory practice acts.
The Registered Nurse in Oral Surgery provides direct patient care to patients requiring procedural sedation, assists the Oral Surgeon in patient consults, and oversees assigned tasks to facilitate effective patient care.
II. Mission and Values Statement
  • Support our mission: Improving health, improving lives.
  • Our shared values are the guiding principles which lie at the core of the work we do every day. They reflect our culture and our commitment to those we serve.
    • Compassion
      Listen to our patients, staff and community to understand their needs and provide care with empathy and respect.
    • Diversity
      Provide care and build community that respects the personal, social and cultural diversity reflected in our patients and staff.
    • Stewardship
      Use the resources we are given effectively and efficiently, and we value innovation.
    • Opportunity

Believe that every person deserves quality healthcare to help them overcome barriers and create new opportunities.
  • Community

Work together with healthcare organizations and local partners to improve the health of our community and expand care to those with limited access.
Skills & Requirements
III. Essential Job Functions/Duties
• Demonstrates superior critical thinking and problem-solving skills.
• Demonstrates excellent written, verbal, telephone and interpersonal communication skills. Utilizes excellent hearing and listening skills in order to receive and act on detailed information. Communicates based on the client's level of comprehension and understanding. Demonstrates diplomacy and sound judgment in all interactions; respect for multicultural diversity.
• Demonstrates excellent organization and multitasking skills. Must be able to apply critical thinking, communication and documentation skills simultaneously.
• Conduct sound nursing assessment.
• Utilizes computer programs to assess, process, educate and document all information in an accurate manner. Demonstrates working knowledge of all utilized software programs
• Answer telephone inquiries regarding patient needs
• Call/e-prescribe medication to pharmacy per provider and document in electronic health record
• Perform outbound follow-up calls as requested
• Adhere to general organizational, department and clinical policies and protocols
• Respond to oral surgery emergencies
• Conform to infection control policies, utilize aseptic technique and follow standard precautions
• Utilize interpreter services for limited English proficient patients
• Provide excellent customer service and patient/family centered care.
• Works effectively on a team and communicate respectfully with patients and all staff based on shared goals and mutual respect.
• Honors patients' right to privacy and confidentiality. Adheres to strict patient, customer and business confidentiality standards
• Assists Oral Surgeon in patient consults
• Performs advanced nursing activities including procedural sedation, preoperative and postoperative assessments, and patient education.
• Assesses patient's health history, including medication reconciliation in preparation for oral surgery procedure.
• Oversees various daily activities of the oral surgery practice as assigned by the Sun Prairie Clinic Manager
IV. Additional Job Functions/Duties
• Participation in educational activities for staff, students, trainees and volunteers.
• Participate in quality improvement activities and process improvement projects.
• Maintain solid and positive communication with other work teams in the clinic.
• Performs other duties as assigned.
V. Management Responsibilities
Not applicable
VI. Education, Experience and Credentialing
Required Qualifications:
1. Associate Degree in Nursing
2. Current licensure in State of Wisconsin
3. Minimum of 3 years in experience in either an inpatient or outpatient setting
providing procedural sedation
4. BLS & ACLS certification
Preferred Qualifications:
1. Bachelor's Degree in Nursing
2. PALS Certification
3. Fluency in English and Spanish
4. Knowledge of Microsoft Office and Epic
5. Previous experience in dental setting
VII. Personal Qualifications
• Ability to multi-task in fast-paced environment
• Efficient and organized
• Reliable and punctual
• Strong communication skills
• Strong patient/customer service skills
• Problem solving skills individually and in a group setting
• Positive attitude, able to build morale
• Ability to maintain confidentiality
• Ability to work well as a team player with patient care as the first priority
• Demonstrates cultural competence with patients and staff
• Open to continuous learning to build effectiveness
• Attentive to safety and security issues
• Articulates and supports the mission of the organization
VIII. Physical Requirements
The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Qualifications