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Registered Client Associate Jobs in Mesquite, TX

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Registered Client Associate information

See Mesquite, TX salary details

$20.4K

$52.4K

$75.9K

How much do registered client associate jobs pay per year?

As of Sep 8, 2026, the average yearly pay for registered client associate in Mesquite, TX is $52,357.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,000.00 and $66,800.00 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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What cities near Mesquite, TX are hiring for Registered Client Associate jobs?

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Registered Client Associate jobs near you
Infographic showing various Registered Client Associate job openings in Mesquite, TX as of September 2026, with employment types broken down into 88% Full Time, 8% Part Time, and 4% Contract. Highlights an 72% Physical, 3% Hybrid, and 25% Remote job distribution, with an average salary of $52,357 per year, or $25.2 per hour.

Registered Client Service Associate | Dallas, TX

BCI - Brokerage Consultants Inc

Dallas, TX • On-site

Other

Re-posted yesterday

Job description

Registered Client Service Associate | Dallas, TX
A forward-thinking, technology-driven Registered Investment Advisor and Financial Planning firm dedicated to delivering innovative investment management and holistic financial planning solutions is seeking a Registered Client Service Associate. Serving individuals, families, and small businesses, to build customized financial plans and dynamic portfolios designed to manage risk and optimize returns. As a privately owned, fiduciary firm with no sales incentives or proprietary products, their focus is on creating long-term value through trusted client relationships.
The Registered Client Service Associate will play a key role in supporting senior advisors by preparing portfolio materials, coordinating client interactions, and helping to deepen and retain client relationships.
Responsibilities:
Support the advisors in servicing clients by preparing financial plans, conducting investment research, and executing trades and transactions
Coordinate and prepare for client meetings, including scheduling and confirming appointments, updating the CRM system, creating meeting agendas and summaries, greeting clients, and ensuring timely follow-up
Manage new business processing by preparing necessary forms, collecting signatures, submitting documentation to the home office, tracking applications, and coordinating rollovers
Assist with marketing efforts, including preparation and organization of marketing materials and event support
Perform general administrative responsibilities, such as trade support, answering the advisor's phone, drafting routine client correspondence, maintaining client files, and managing internal communications and alerts
Requirements:
Bachelor's degree and/or equivalent experience required
3+ years of relevant industry experience
Prior experience working with High Net Worth (HNW) clientele
Active IAR registration and Series 65 license required
Certified Financial Planner (CFP) designation preferred or willingness to obtain
Proven experience in client service or advisory environment
Excellent organizational and time management abilities
Capable of managing multiple priorities and meeting deadlines
Effective communicator across all levels of the organization
Team-oriented and process-driven approach
Proficient in Microsoft Office Suite and other relevant software systems
Previous experience with platforms such as Fidelity, Black Diamond, eMoney, Nitrogen (formerly Riskalyze), and Wealthbox is preferred

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