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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 ...

Stifel

Client Service Associate

Boston, MA · On-site

$40K - $59K/yr

Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients. * Provide ...

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 Jul 17, 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 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 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 July 2026, with employment types broken down into 1% As Needed, 63% Full Time, 32% Part Time, 2% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $60,783 per year, or $29.2 per hour.

Client Services Associate

NextPhase Search

Waltham, MA • On-site

Other

Posted 3 days ago

Job description

Client Service Associate/ Registered Client Service Associate, Boutique Wealth Management Firm | Waltham, MA


About the Company: Our client is a well-established and growing boutique wealth management firm based in Waltham, MA, advising multiple billions in client capital across all asset classes and serving ultra-high-net-worth families, foundations, and endowments. This firm has built something genuinely different: a collaborative, team-first environment where newer employees consistently describe the culture as truly family-like—not just in name. Leadership is deeply invested in mentorship and professional development, and employees are encouraged to contribute ideas and improve processes. Flexible hours, a hybrid schedule, and four Summer Fridays reflect a real commitment to work/life balance.


About the role: This is an opportunity for a Client Service Associate or Registered Client Services Associate to join their close-knit, high-performing team. This is a hands-on, client-facing role at the center of day-to-day portfolio administration, reporting, and relationship support—with direct exposure to both the Investments and Operations teams and a clear path for growth from Client Service Associate → Senior Client Associate → Vice President → Relationship Management.


RESPONSIBILITIES


  • Prepare client presentation packages and performance reporting
  • Monitor asset allocation and liquidity requirements
  • Proactively manage client relationships and develop process enhancements
  • Participate in client meetings in person and virtually on a quarterly basis
  • Facilitate money movements and wire transfers for client accounts
  • Utilize Addepar (firm's reporting platform) to view portfolio data, asset allocation, and transactions, and generate reports for clients and internal use
  • Onboard new clients and coordinate asset transfers with third parties
  • Collaborate with the client service team on ad hoc requests and projects
  • Work with the investment team on portfolio construction and monitoring
  • Assist with tax information research, K-1 tracking, and distribution to clients and their accountants


QUALIFICATIONS


  • Bachelor's degree with strong academic record
  • 2–3 years of client service experience in a wealth management, multi-family office, or institutional investment setting (THIS IS REQUIRED)
  • Addepar experience a plus; training will be provided
  • Experience with new accounts, wires, and alternative investment subscriptions
  • Familiarity with portfolio construction and alternative investments (private equity, real estate, hedge funds)
  • Strong Excel and MicrosoftOffice skills
  • Excellent written and verbal communication; polished, professional, and relationship-oriented
  • Highly organized with strong attention to detail and ability to multitask
  • Series 7 license is a plus, willingness and ability to acquire the Series 7 on the job is required


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