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Registered Client Associate Jobs in Minneapolis, MN

Care Planners Inc.

Registered Nurse (RN)

Saint Paul, MN · On-site

$28/hr

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 ...

Care Planners Inc.

Registered Nurse (RN)

Saint Paul, MN · On-site

$28/hr

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 ...

Seventh Haven Care Services Llc

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 ...

Seventh Haven Care Services Llc

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 ...

Northwestern Mutual

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 ...

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Showing results 21-40

All JobsRegistered Client Associate JobsRegistered Client Associate Jobs in Minneapolis, MN

Registered Client Associate information

See Minneapolis, MN salary details

$23.5K

$60.1K

$87.2K

How much do registered client associate jobs pay per year?

As of Sep 5, 2026, the average yearly pay for registered client associate in Minneapolis, MN is $60,127.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,200.00 and $76,700.00 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 Minneapolis, MN as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 13% Part Time, and 6% Contract. Highlights an 81% Physical, 3% Hybrid, and 16% Remote job distribution, with an average salary of $60,127 per year, or $28.9 per hour.

Branch Administrative Supervisor

Robert W Baird & Co

Edina, MN

$33.59 - $45.49/hr

Full-time

Posted 2 days ago

New

Job description

About the Role:

The Branch Administrative Supervisor (BAS) is primarily responsible for performing advanced administrative, industry and professional support functions for the Branch Management Team. In addition, the Branch Administrative Supervisoris responsible forassistingwith supervision of the branch support staff, including onboarding, training,developmentand ongoing associate communication. The position also includes planning,directingand organizing the branch's administrative work,developingand recommending branch procedures, and researching and completing special projects.This position will require a comprehensive understanding of ClientSpecialist(CS) functions and expectations.

The Impact You'll Make:

  • Responsible for the employment life cycle, including interviewing and onboarding or off boarding, of branch associates

  • Responsible for, in partnership with the Branch Administrative Manager and Financial Advisors, ongoing associate development through the performance management process. Facilitates setting associate goals and ongoing monthly performance coaching toestablishproper career development. In addition, ensures alignment of goals with branch and FA business plans

  • Ensures associates are aware of PWM branch initiatives andcommunicatesadministrative and operational topics to staff appropriately.Assistwith plans andleadsmonthly staff meetings

  • Supervises and evaluates the work of the branch support staff. Prioritizes work, assignstasksandmonitorsprogress

  • Schedules support staff work hours and time off to provide adequate coverage for the branch's varied assignments andmanagestimecard approvals. May act as backup to staff, filling in where necessary

  • Resolves problems and interprets policies, procedures, and guidelines for staff

  • Performs other duties and specialprojects asassigned

  • Potential to supervise up to 10 branch office support staff

  • Responsible for various administrative tasks supporting the branch management teami.e.scheduling, checkrequest, bookingtravel,submittingbusiness expenses, facilitiesrequestsetc.

What You'll Bring to Baird:

  • High school diploma or equivalent required. Bachelor's degree preferred, not required

  • Must have SIE, Series 7, 63/65 or 66 licenses or be able to obtain licenses within1 year

  • Strong technology aptitude with the ability to adopt new tools, including AI-enabled solutions, preferred

  • 3+ years of industry experience as a registered client specialist or comparable role preferred.Previoussupervisory experiencestronglypreferred

  • Knowledge of advanced sales support functions

  • Strong organizational skills - ability to prioritize and delegate branch's daily workflow to effectively organize tasks/peoplein order toachieve specific goals

  • Consistentlydemonstrateseffective follow-thruandhigh qualityperformance

  • Proficiencyand experience with Microsoft Office (Word, Excel,PowerPoint) and all PWM technology and productivity tools

  • Ability to work well in and effectively lead a team

  • Excellent interpersonal, written, and verbal communications skills

  • Superior analytical skills with a focus on detail

Compensation and Benefits:

  • $33.59 - $45.49 hourly rate

  • Bonus potential up to 10.5% of base pay

  • Compensation and bonus are commensurate with experience, performance and/or firm profitability

  • Check out ourTotal Rewards at Baird, which is a summary of our benefits and compensation

#LI-PWM3

Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

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