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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

$60K - $80K/yr

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 ...

ARMStaffing

Travel Med Surg RN

Corpus Christi, TX · On-site

$1.6K - $2.2K/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 ...

New

ARMStaffing

Travel Med Surg RN

Corpus Christi, TX · On-site

$1.6K - $2.2K/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 ...

New

ARMStaffing

Travel ICU RN

Corpus Christi, TX · On-site

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 ...

New

ARMStaffing

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 ...

Solomon Page

Travel ICU RN

Corpus Christi, TX · On-site

$1.7K - $2.3K/wk

Travel Our client is looking to add a Registered Nurse to their team. Job Details: * Location ... Associates can enroll in the 401K plan after they have worked 1000 hours. * ESOP Benefits: As an ...

New

Solomon Page

Travel ICU Registered Nurse

Corpus Christi, TX · On-site

$1.7K - $2.3K/wk

Travel Our client is looking to add a Registered Nurse to their team. Job Details: * Location ... Associates can enroll in the 401K plan after they have worked 1000 hours. * ESOP Benefits: As an ...

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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 29, 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 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $46,533 per year, or $22.4 per hour.
Investment Management Associate

Investment Management Associate

Herndon Plant Oakley Ltd

Corpus Christi, TX • On-site

$60K - $80K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 15 days ago

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Job description

Investment Management Associate

Who We’re Looking For

HPO is seeking a motivated professional who wants to grow their career with a proven leader in the investment business. We are a team of high performers looking for the right person to bolster our growth through new client development and portfolio management. Previous experience at firms such as Merrill Lynch, UBS, JPMorgan, Morgan Stanley, Edward Jones, Northwestern Mutual, Fisher Investments, and others would be helpful. If you are ambitious and can close big business, we may be a fit.
*If currently employed in closing sales of any sophisticated products, please apply.

Key Responsibilities

  • Prospecting for new clients and setting appointments
  • Onboarding new clients
  • Acting as the frontline client liaison
  • Performing additional investment-related activities as needed

Requirements

  • 3+ years of experience in the investment industry
  • Appropriate licenses and certifications (Series 7, Series 65, or the ability to obtain the Series 7 within six months)
  • Ability to work in person at our Corpus Christi office five days a week
  • Excellent people skills
  • Track record of success as a team player
  • Self starter

Benefits/Perks

  • Employer-paid health insurance
  • Dental and Vision insurance
  • 401(k) employer match

Company Description

Registered broker-dealer in Corpus Christi, Texas.
Herndon Plant Oakley logo

About Herndon Plant Oakley

Sourced by ZipRecruiter

Industry

Investment management and consulting services

Company size

1 - 10 Employees

Headquarters location

Corpus Christi, TX, US

Year founded

1985

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