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Registered Client Associate Jobs in Milwaukee, WI

IV Nutrition

Clinic Director - RN

Brookfield, WI · On-site

$70K - $100K/yr

Represent IV Nutrition at community events and activations to strengthen relationships and support client growth Qualifications * Active Wisconsin RN license (Associate's Degree in Nursing minimum;

IV Nutrition

Clinic Director - RN

Kenosha, WI · On-site

$70K - $100K/yr

Represent IV Nutrition at community events and activations to strengthen relationships and support client growth Qualifications * Active Wisconsin RN license (Associate's Degree in Nursing minimum;

Vituity

Registered Nurse

Milwaukee, WI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Answer patient and client inquiries in a timely and polite manner; respond to inquiry or direct the ... Associate Degree in Nursing required. * Current active Registered Nurse (RN) license in good ...

MedAmerica, Inc.

Registered Nurse

Milwaukee, WI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Answer patient and client inquiries in a timely and polite manner; respond to inquiry or direct the ... Associate Degree in Nursing required. * Current active Registered Nurse (RN) license in good ...

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Showing results 21-40

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 Aug 13, 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 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.
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Registered Client Associate jobs near you
Infographic showing various Registered Client Associate job openings in Milwaukee, WI as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 10% Part Time, and 6% Contract. Highlights an 81% Physical, 3% Hybrid, and 16% Remote job distribution, with an average salary of $56,754 per year, or $27.3 per hour.

Client Service Representative (Investor Service)

UMB Financial Corporation

Milwaukee, WI • On-site

$29K - $43K/mo

Full-time

Re-posted yesterday

Job description

The Registered Funds Team provides accounting, pricing, and reconciliation services for our mutual fund and collective trust clients. This group is a growing team that continues to add to our client portfolio. With additional clients and the evolution of client needs comes the opportunity to grow our knowledge base and expand our technological capabilities.
The Investor Services team provides telephone support to mutual fund shareholders, prospective shareholders, and the public. These calls can range from trade details, distributions, tax forms, purchases, and redemptions with the goal of placing trades.
As the Investor Services Representative, you will support shareholders by resolving their issues in a pleasant manner. Ask open ended questions to determine the root cause and provide solutions. As your knowledge increases, you will begin working with alternative investments with opportunities to move into a Team Lead. In addition, passing the Securities Industry Essential test (SIE) is required within six (6) months and you will be provided with internal resources as well as study time to successfully pass the exam.
How you will spend your time:
  • Respond to incoming calls from and prospective shareholders
  • Assist shareholders with inquiries and provide account information
  • Answer questions regarding investment style, fund performance, account options and history
  • Analyze, research, and resolve shareholder concerns
  • Educate callers about funds and products
  • Process all transactions for shareholders
  • Record caller information and request mailing of appropriate fund materials
  • Provide excellent customer service
  • Updating SOLAR, our internal fund information database
  • Making outbound calls for clients of our Lead Generation project

We're excited to talk with you if:
  • Bachelor's Degree OR equivalent work experience
  • You have at least 6 months working in a customer facing environment that required direct in-person or phone interaction

Compensation Ranges:
US Employees in California, Washington DC, New Jersey, and New York:
$35,750 - $52,040
US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin:
$32,640 - $47,640
US Employees in all other states not listed above:
$29,530 - $43,240
The posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information.
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
Are you ready to be part of something more?
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request.
If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.
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