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Registered Client Associate Jobs in Portland, TX

Herndon Plant Oakley Ltd

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Investment Management Associate

Corpus Christi, TX · On-site

Acting as the frontline client liaison * Performing additional investment-related activities as ... Dental and Vision insurance * 401(k) employer match Company Description Registered broker-dealer in ...

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Travel CVOR Registered Nurse

Corpus Christi, TX · On-site

$2.1K - $2.8K/wk

We accomplish this through our total dedication to our clients and field associates, our over 15 ... client's criteria. This allows us to tailor our services to best suit the staffing needs of our ...

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All JobsRegistered Client Associate JobsRegistered Client Associate Jobs in Portland, TX

Registered Client Associate information

See Portland, TX salary details

$18.2K

$46.5K

$67.5K

How much do registered client associate jobs pay per year?

As of Jul 16, 2026, the average yearly pay for registered client associate in Portland, TX is $46,533.00, according to ZipRecruiter salary data. Most workers in this role earn between $31,100.00 and $59,400.00 per year, depending on experience, location, and employer.

What are Registered Client Associates?

Registered Client Associates are financial professionals who support financial advisors and their clients by managing administrative tasks, client communications, and account services. They hold securities licenses, such as the Series 7 and Series 63 or 66, allowing them to assist with investment transactions and provide information to clients. Their role is crucial in ensuring smooth operations within investment firms and delivering a high level of client service. Registered Client Associates often serve as a primary point of contact for clients, helping to address inquiries, process paperwork, and coordinate meetings. Their expertise helps financial advisors focus on developing client relationships and financial strategies.

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 ensure compliance and accurate record-keeping. Their role involves providing excellent client service and assisting with investment-related activities.

What does a registered client associate make?

A registered client associate at Morgan Stanley typically earns between $50,000 and $70,000 annually, depending on experience and location. Compensation may include bonuses and benefits, and the role often requires passing the Series 7 and Series 63 licenses. Salaries can vary based on performance and tenure within the firm.

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.

Is a CSA job stressful?

A Client Service Associate (CSA) role can be stressful due to managing client inquiries, meeting deadlines, and maintaining accuracy under pressure. The level of stress varies depending on the work environment, workload, and individual skills in communication and organization.

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 $85,000 annually, depending on experience, firm size, and certifications such as the Series 7 or Series 66. Compensation may also include bonuses and benefits, with some earning higher with additional skills or seniority.
More about Registered Client Associate jobs
What cities near Portland, TX are hiring for Registered Client Associate jobs? Cities near Portland, TX with the most Registered Client Associate job openings:
Registered Client Associate jobs near you
Infographic showing various Registered Client Associate job openings in Portland, TX as of July 2026, with employment types broken down into 1% As Needed, 67% Full Time, 30% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $46,533 per year, or $22.4 per hour.

Registered Nurse (RN) - Multiple Specialties

Quality Talent Group

Corpus Christi, TX

Full-time, Part-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 9 days ago

Job description

Registered Nurse (RN) - Multiple Specialties

Job Type: Full Time, Part Time

Shift: Day/Night

ABOUT OUR CLIENT:

Our client, a non-profit health system comprising more than 600 centers across multiple states. With a community of 50,000 Associates and over 15,000 physicians, this organization has carried out its mission of care since 1866. They are seeking dedicated Registered Nurses (RNs) to join their innovative team and make a meaningful impact on the lives of thousands of patients.

BENEFITS:
  • Flexible scheduling and shift options
  • Multiple specialties are available
  • Comprehensive medical, dental, and vision coverage
  • Paid time off (vacation, holidays, and sick leave)
  • Retirement savings plan with employer match
  • Tuition reimbursement and continuing education support
  • Paid parental leave and adoption assistance
  • Wellness programs and mental health resources
  • Life insurance and short and long-term disability coverage
  • Employee discounts, recognition programs, and professional growth opportunities
QUALIFICATIONS:
  • Active RN license in the state of employment or compact license
  • Basic Life Support (BLS) certification
  • Ability to work independently and collaboratively in a clinical setting
KEY RESPONSIBILITIES:
  • Provide comprehensive nursing care using the nursing process: assessment, diagnosis, planning, intervention, and evaluation
  • Manage routine and complex care with a focus on long-term goals for patient outcomes
  • Monitor and administer medications and treatments per protocol, observing for effectiveness and side effects
  • Address complex psychological, emotional, and social needs of patients and their families
  • Educate patients and caregivers based on assessed learning needs and available resources
  • Make appropriate assignments and delegate tasks to support effective team-based care
  • Accurately document patient history, symptoms, medications, and care delivered
READY TO MAKE YOUR MARK?

If you’re a compassionate RN looking to grow your career within a mission-driven organization that values teamwork, empathy, and clinical excellence. Apply today and take the next step in your nursing journey!