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Registered Client Associate Jobs in Plainfield, WI

US Foods, Inc.

Delivery Driver

Stevens Point, WI · On-site

$34.04 - $36.04/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

US Foods, Inc.

Delivery Driver

Ogdensburg, WI · On-site

$34.04 - $36.04/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

US Foods, Inc.

Delivery Driver

Almond, WI · On-site

$34.04 - $36.04/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

US Foods, Inc.

Delivery Driver

Nekoosa, WI · On-site

$34.04 - $36.04/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

US Foods, Inc.

Delivery Driver

Weyauwega, WI · On-site

$34.04 - $36.04/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

US Foods, Inc.

Delivery Driver

Rudolph, WI · On-site

$34.04 - $36.04/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

US Foods, Inc.

Delivery Driver

Westfield, WI · On-site

$34.04 - $36.04/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

US Foods, Inc.

Delivery Driver

Bancroft, WI · On-site

$34.04 - $36.04/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

US Foods, Inc.

Delivery Driver

Plainfield, WI · On-site

$34.04 - $36.04/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

US Foods, Inc.

Delivery Driver

Amherst, WI · On-site

$34.04 - $36.04/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

US Foods, Inc.

Delivery Driver

Wisconsin Rapids, WI · On-site

$34.04 - $36.04/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

US Foods, Inc.

Delivery Driver

Vesper, WI · On-site

$34.04 - $36.04/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

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

Registered Client Associate information

See Plainfield, WI salary details

$22.1K

$56.5K

$81.9K

How much do registered client associate jobs pay per year?

As of Aug 21, 2026, the average yearly pay for registered client associate in Plainfield, WI is $56,466.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,700.00 and $72,000.00 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.
More about Registered Client Associate jobs

What cities near Plainfield, WI are hiring for Registered Client Associate jobs?

Cities near Plainfield, WI with the most Registered Client Associate job openings:

Registered Client Associate jobs near you

RN - CASE MANAGER - Home Health WI Rapids

Aspirus Health

Wisconsin Rapids, WI • On-site

Other

Vision, Retirement, PTO

Re-posted 4 days ago

Aspirus Health rating

6.5

Company rating: 6.5 out of 10

Based on 260 frontline employees who took The Breakroom Quiz

606th of 891 rated healthcare providers

Job description

Compassion. Accountability. Collaboration. Foresight. Joy.
These are the Aspirus Core Values; and we are looking for the BEST around to join us as we demonstrate those values Every. Single. Day.
We pay hourly, not by the visit. We also reimburse for mileage.
This position may be eligible for a Sign on Bonus!
The Registered Nurse, Case Manager is a professional who assumes the responsibility and accountability for the provision of assessment, planning, implementation, coordination, monitoring, and evaluation of nursing care options and services provided to Home Health patients of all ages and their families to meet the patients' health needs through communication and available resources across the health care continuum in all settings. The Registered Nurse, Case Manager participates in the development of care plans in partnership with Home Health employees and volunteers, Aspirus, Inc. entities and community partners.
HOURS: Full Time or 1.0 FTE, 80 hours every pay period. Day shift Mon-Fri. Various weekends and on call shifts.
Experience/Qualifications
  • Knowledge of patient care standards is normally acquired through completion of a Diploma, associate degree or bachelor's degree in nursing, an active Wisconsin and or Michigan nursing license and current CPR certification.
  • Previous experience working in home health or hospice and five years of broad-based nursing experience with additional training or experience with the terminally ill beneficial.
  • Possesses an active Wisconsin RN nursing license.
  • Possesses an active Michigan RN nursing license or obtained within 90 days of hire - (Rhinelander Home Health only)
  • Current BLS certification or obtained within 90 days of hire - All clinical personnel in identified job codes are required to maintain Basic Life Support (BLS) training through independent study, manikin and knowledge testing. An acceptable CPR training program is the Basic Life Support (BLS) Health Care Provider course from the American Heart Association or the American Red Cross Professional Rescuer Program with AED. (See Cardiopulmonary Resuscitation Training Policy).
  • Possesses a valid Wisconsin or Michigan Driver's License required.
  • Can travel to patient/client homes to provide patient/client care.
  • Possesses automobile liability insurance with minimum $100,000/$300,000 coverage required.
  • Respects maintenance of patient/family rights, provision of excellent hospice care, promotion of patient/family involvement in care, respect for spiritual and cultural beliefs, patient advocacy, and promotion of quality of life.
  • Behaves in a professional manner in all contacts related to home health and hospice employment, respects professional boundaries in relation with patients and families, maintains confidentiality, and acts as a positive ambassador for Aspirus.
  • Participates as a positive, contributing member of the home health and hospice team through behaviors which demonstrate cooperation, collaboration, effective communication, initiative, dependability, accountability for one's actions, willingness to learn and teach, and team support.
  • Maintains corporate compliance by following all applicable federal, state, corporate, and other regulations and policies.
  • Demonstrates respect for governmental, public, private, and corporate funding of hospice care always through cost-effective practices.
  • Demonstrates behaviors reflective of Aspirus's mission, vision, goals, and ethics always
Employee Benefits
  • Full benefits packages available for part- and full-time status.
  • PTO accrual from day one!
  • Generous retirement plan with match available.
  • Wellness program for employees and their families.

Aspirus at Home is a part of the Aspirus health system and is a nonprofit, Medicare-certified home health agency that offers services in northern and central Wisconsin, northeastern Minnesota, and parts of the Upper Peninsula of Michigan. Aspirus at Home helps to bridge the gap between the more intensive levels of care received in a hospital, nursing or rehabilitation facility and in client's home. For 60 years we have provided caring support to help people live in their own home as long as possible.
Our Mission: We heal people, promote health and strengthen communities.
Our Vision: Aspirus is a catalyst for creating healthy, thriving communities, trusted and engaged above all others.
As an Aspirus team, we demonstrate caring, we plan to impact the future, work with happiness and enthusiasm, recognize our power to make a difference and improve the health of our communities.
Aspirus Health is a nonprofit, community-directed health system based in Wausau, Wisconsin, serving northeastern Minnesota, northern and central Wisconsin and the Upper Peninsula of Michigan. The health system operates 18 hospitals and 130 outpatient locations with nearly 14,000 team members, including 1,300 employed physicians and advanced practice clinicians. For more information visit aspirus.org.
Click here to learn more.
Credentials:
Essential:
* CPR or BLS
* Drivers Licenses
* REGISTERED NURSE LICENSE
* AUTO INSURANCE

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