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Registered Client Associate Jobs in Milwaukee, WI

Eden Senior Care

Registered Nurse (RN)

Milwaukee, WI · On-site

Reliable Healthcare Associates, LLC is a premier staffing agency that prides itself on paying our ... Depending on our client's needs, there will be an option to extend the contract. * To provide ...

Crown Staffing LLC

RN - Registered Nurse

Elm Grove, WI · On-site

$40 - $44/hr

Associate or Bachelor of Science in Nursing (BSN preferred) * 1-2+ years of clinical nursing ... Experience with electronic medical records (EMR) Benefits of Working With Our Client * Supportive ...

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All JobsRegistered Client Associate JobsRegistered Client Associate Jobs in Milwaukee, WI

Registered Client Associate information

See Milwaukee, WI salary details

$22.2K

$56.8K

$82.3K

How much do registered client associate jobs pay per year?

As of Sep 11, 2026, the average yearly pay for registered client associate in Milwaukee, WI is $56,754.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,900.00 and $72,400.00 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 Milwaukee, WI as of September 2026, with employment types broken down into 80% Full Time, 15% Part Time, and 5% Contract. Highlights an 69% Physical, 3% Hybrid, and 28% Remote job distribution, with an average salary of $56,754 per year, or $27.3 per hour.

Senior Retirement Operations Analyst 5550

Milwaukee, WI • Hybrid

Tier4 Group
IT Services • 51 - 200 employees
Learn more about Tier4 Groupexternal

$25 - $28/hr

Contractor

Posted yesterday

New

Job description

Senior Retirement Operations Analyst 5550

Milwaukee, WI (Hybrid)

12-Month Contract with extensions likely

Pay:  $25-$28/hr W2

 

Tier4 Group is seeking an experienced Senior Retirement Operations Analyst to support an innovative retirement services initiative within a highly collaborative financial services environment. This role is ideal for professionals with strong investment operations experience, retirement account knowledge, and a passion for delivering accurate, data-driven financial solutions.

This position offers the opportunity to work on a growing retirement platform, partner with experienced industry professionals, and contribute to strategic process improvements in a fast-paced, evolving environment.

Key Responsibilities

  • Analyze retirement plans, cash flow needs, and distribution strategies
  • Review retirement account activity and identify gaps, inconsistencies, or required actions
  • Monitor daily cash activity and support retirement distribution processes
  • Prepare and coordinate investment trade recommendations
  • Support advisor-facing teams by researching requests and providing operational guidance
  • Maintain and track client and retirement plan data with a high degree of accuracy
  • Generate reports and communicate findings to internal stakeholders
  • Partner with cross-functional teams to improve workflows, efficiency, and scalability
  • Contribute to process improvements and operational best practices

Required Qualifications

  • Bachelor's degree in Business, Finance, or a related field
  • 5+ years of experience in Financial Services, Investment Operations, Wealth Management Operations, Brokerage Operations, or Advisory Support
  • Strong understanding of retirement accounts, distributions, and investment operations
  • Experience reviewing financial data and supporting trade preparation activities
  • Excellent analytical and problem-solving skills
  • Exceptional attention to detail and data accuracy
  • Strong written and verbal communication skills

Preferred Qualifications

  • FINRA SIE, Series 6, or Series 7
  • Experience with Envestnet, Next360, Pershing, or similar investment platforms
  • Advanced Excel skills, including formulas and data analysis
  • Retirement planning or retirement income strategy experience
  • Investment advisory or wealth management experience

Why Consider This Opportunity?

  • Contribute to a high-profile retirement services initiative
  • Work alongside experienced financial services professionals
  • Gain exposure to complex retirement planning and investment operations
  • Influence process improvements and operational strategy
  • Join a collaborative, analytical, and growth-focused team
  • Opportunity for contract extension based on business needs and program success

Work Environment

  • Hybrid schedule
  • Onsite during initial training and onboarding
  • Transition to a hybrid schedule following ramp-up
  • Monday through Friday business hours
  • Primarily email-based communication with limited phone responsibilities

Ideal Backgrounds

  • Investment Operations Analyst
  • Senior Operations Specialist
  • Wealth Management Operations Specialist
  • Retirement Services Specialist
  • Brokerage Operations Analyst
  • Advisory Operations Consultant
  • Financial Planning Support Analyst
  • Registered Client Associate with strong operations experience

Interested candidates should possess a strong blend of investment operations expertise, retirement account knowledge, analytical skills, and a commitment to accuracy.