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Registered Client Associate Jobs in Reading, MA (NOW HIRING)

5 Legal

Registered Funds Associate

Boston, MA

... associate to join their Financial Services group. The ideal candidate must have 3-6 years of experience working with registered investment companies. Knowledge of the Investment Company Act and ...

UBS

Registered Client Service Associate

Boston, MA · On-site

Your role Key Responsibilities: • Educate clients on account services and capabilities • Input client information into the financial planning tools and Firm tools • Assist with the preparation ...

Morgan Stanley

Client Service Associate

Middleton, MA · On-site

$40.87/hr

Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson a daily basis.Through regular ...

Morgan Stanley

Client Service Associate

Middleton, MA · On-site

$16.75 - $23/hr

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

Morgan Stanley

Client Service Associate

Middleton, MA · On-site

$16.75 - $23/hr

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

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All JobsRegistered Client Associate JobsRegistered Client Associate Jobs in Reading, MA

Registered Client Associate information

See Reading, MA salary details

$23.7K

$60.8K

$88.1K

How much do registered client associate jobs pay per year?

As of Aug 9, 2026, the average yearly pay for registered client associate in Reading, MA is $60,783.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,600.00 and $77,600.00 per year, depending on experience, location, and employer.

What does a registered client associate do?

A registered client associate supports financial advisors by managing client accounts, processing transactions, and providing administrative assistance. They often hold securities licenses and use financial software to ensure compliance and accurate record-keeping, contributing to client service and operational efficiency.

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.

How much do registered client associates make?

Registered Client Associates in New York City typically earn between $50,000 and $80,000 annually, with experienced professionals and those working at large financial firms earning higher salaries. Compensation can also include bonuses and benefits, depending on performance and firm size.
More about Registered Client Associate jobs
What cities near Reading, MA are hiring for Registered Client Associate jobs? Cities near Reading, MA with the most Registered Client Associate job openings:
Registered Client Associate jobs near you
Infographic showing various Registered Client Associate job openings in Reading, MA as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 14% Part Time, and 5% Contract. Highlights an 75% Physical, 4% Hybrid, and 21% Remote job distribution, with an average salary of $60,783 per year, or $29.2 per hour.

Registered Client Associate

UBS - Experienced professionals - job boards

Boston, MA • On-site

Full-time

Posted 6 days ago

UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

16th of 170 rated banks

Job description

Are you truly service oriented. Do you know how to take care of people?
We're looking for a Registered Client Associate to:
keep management systems up-to-date with client information
educate clients on account services and capabilities
help with the preparation of reports and other materials for client meetings
collect the right documentation for opening new accounts and service requests
plan team marketing events and maintain marketing materials
provide the team with a detailed calendar of activities
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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About UBS

Sourced by ZipRecruiter

We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Zürich, ZH, CH

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