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Registered Client Associate Jobs in Portland, TX

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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 Jun 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 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.
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

Registered Nurse (RN) - Multiple Specialties

Quality Talent Group

Corpus Christi, TX

Full-time, Part-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 10 days ago

Be an early applicant

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!