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

BMC - Boston Medical Center

RN - Stepdown

Boston, MA · On-site

$2.7K/wk

Details Client Name BMC - Boston Medical Center Job Type Travel Offering Nursing Profession ... TLC Nursing Associates, Inc. is an equal-opportunity employer and fully complies with all ...

Modera Wealth Management

Client Service Specialist

Boston, MA · On-site

$18.50 - $24.50/hr

Associate's Degree, at a minimum * Minimum of 3+ years of experience in an RIA firm or financial ... Modera Wealth Management., LLC is an SEC registered investment adviser with places of business in ...

Modera Wealth Management

Client Service Specialist

Boston, MA · On-site

$18.50 - $24.50/hr

Associate's Degree, at a minimum * Minimum of 3+ years of experience in an RIA firm or financial ... Modera Wealth Management., LLC is an SEC registered investment adviser with places of business in ...

Boston Senior Home Care

AFC Registered Nurse

Boston, MA · On-site

$80K/yr

Participates in the case management peer review of client records and provides consultation ... Must have a Bachelor's degree in Nursing or an Associates of Science Degree in Nursing and at least ...

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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 10, 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.

Client Service Associate - Argent Wealth Management

Hightower

Waltham, MA • On-site

$15.75 - $21.75/hr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 26 days ago

Job description

Your Future Team
Investments, estate, tax and financial planning - all under one roof. Argent Wealth Management is an independent-minded business where individuals and families experience truly comprehensive and personal wealth management services. Our practice is steeped in a tradition of client service and personal relationships. We built these relationships over 30 years of being devoted to helping individuals and their families achieve their financial goals.
At Argent, behind every business decision is a single core belief: We provide white glove service to our clients. From continual training of our team on the latest estate and tax strategies and implementing state-of-the-art investment research technology, to discovering better ways to improve client service, it's all about our clients. We aim to simplify our clients' lives, find solutions, and create long-lasting, trusted relationships.
What You'll Do
You will report to the Director of Operations and be responsible for:
  • Delivering service both internally and externally
  • Serving on client team with advisor (s) as the primary contact for clients, addressing inquiries and providing client service through phone, email, and in-person interactions
  • Onboarding new clients and supporting existing clients, including account openings, all aspects of money movements (journals, wires, ACAT/DTC transfers, RMD's, etc) and account maintenance
  • Promptly addressing client inquiries within same day and responding to requests and providing information
  • Completing cashiering responsibilities and ACH/wire/check requests
  • Maintaining client records and files, ensuring that all data is current and accurate following regulatory requirements and company policies
  • Collaborating with custodian partners (Fidelity, & Schwab, outside custodians, etc.) to ensure accurate processing of client transactions. Downloading and uploading forms, monitoring and verifying changes in the system, resolving issues, and staying current with changing procedures
  • Becoming comfortable and proficient in using our different applications (Outlook, Salesforce, Orion, and custodial platforms Schwab and Fidelity) to obtain account information and complete/coordinate all aspects of client service and account maintenance requests
  • Fielding client requests and completing tasks, following through to make sure client's needs are met while following compliance standards and requirements
  • Managing client data within CRM (Salesforce) and monitoring to ensure accuracy
  • Participating in weekly CSA team meeting - prepare and contribute thoughts for agendas, raise concerns, suggest solutions, look for and implement efficiency and process improvement

What You'll Bring
  • 2+ years of experience in a similar role
  • Experience building relationships with main partners for each assigned customer
  • Accuracy and organization along with follow-up/follow-through skills
  • Experience assessing severity of support requests and escalate based on severity
  • Team player who shows a client-first attitude
  • Proactively anticipate advisor and client needs
  • Experience maintaining composure and remaining positive even in time-sensitive and complex situations
  • Experience maintaining client relationships and providing service in a corporate environment
  • Finance industry experience
  • Proficiency in MS Outlook and MS Word required (Excel and Salesforce)
  • Eagerness to work in a growing practice
  • You are trustworthy, ethical, and able to handle sensitive financial information with the utmost confidentiality.

What We Offer
  • Coverage on the first day of employment for medical, dental, and vision insurance
  • Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
  • Hybrid model work schedule - minimum of 3 days in office (5 days in office for first 6 months)
  • 401k matching plan
  • HSA employer contributions
  • Student loan assistance
  • Pet insurance

Our Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).
AN EQUAL OPPORTUNITY EMPLOYER:Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

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