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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 ...

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 ...

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 ...

Optimum Results Staffing

Corporate Associate

Boston, MA · On-site

Leading Am Law 50 Firm -- Corporate / Technology Transactions About the Firm Our client is an Am ... Supporting registered equity offerings, including S-1 and S-3 registration statements, prospectus ...

Allworth Financial

Associate Advisor

Lynnfield, MA · On-site

$75K - $90K/yr

Allworth Financial is a high growth, private equity backed, multi branch Registered Investment ... Participate in client meetings by shadowing and, over time, actively contributing to discussions ...

Percy Towers

Jr Associate Attorney

Boston, MA · Hybrid

$245K - $305K/yr

Experience should include public company work, registered equity offerings, and M&A. Corporate life sciences transactional experience is preferred, but strong client-facing associates from private ...

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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 Sep 12, 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 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.

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 assist with client service and compliance tasks.
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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, 75% Full Time, 9% Part Time, 10% Temporary, 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 Funds Associate

Boston, MA

5 Legal
See more jobs at 5 Legalexternal

Full-time

Re-posted 6 days ago

Job description

Am Law top 100 firm which is popular for its high-profile financial services is seeking a highly qualified 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 Investment Advisers Act required. Experience with exchange-traded funds, variable insurance products, business development companies, investment advisers, and/or commodities work is a plus. Large law firm, in-house or regulatory agency experience preferred