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Registered Client Associate Jobs in Red Bank, NJ

COGENCY GLOBAL INC.

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Client Service Associate

New York, NY · Remote

$40K - $45K/yr

Client Service Associate Schedule: Monday-Friday, 9:30 AM - 5:30 PM Salary: $45-50K About the Role ... Remote Company Description Cogency Global Inc. is a professional registered agent company that ...

Skin Laundry

Aesthetic Registered Nurse

New York, NY · On-site

Associate License and Certifications: * Licensure: Active and unrestricted Registered Nurse (RN) ... Assess client eligibility for treatments by reviewing medical history, obtaining informed consent ...

Skin Laundry

Aesthetic Registered Nurse

New York, NY

Associate License and Certifications: * Licensure: Active and unrestricted Registered Nurse (RN) ... Assess client eligibility for treatments by reviewing medical history, obtaining informed consent ...

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All JobsRegistered Client Associate JobsRegistered Client Associate Jobs in Red Bank, NJ

Registered Client Associate information

See Red Bank, NJ salary details

$23.1K

$59.1K

$85.7K

How much do registered client associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for registered client associate in Red Bank, NJ is $59,115.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,500.00 and $75,400.00 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.
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Registered Client Associate jobs near you
Infographic showing various Registered Client Associate job openings in Red Bank, NJ as of August 2026, with employment types broken down into 2% As Needed, 89% Full Time, 7% Part Time, and 2% Contract. Highlights an 96% In-person, 2% Hybrid, and 2% Remote job distribution, with an average salary of $59,115 per year, or $28.4 per hour.

Associate, Client Advisory

Jordan Park Group

New York, NY • On-site

$125K - $150K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted yesterday

Job description

Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our team is composed of empathetic problem solvers with depth and diversity of experience. We embrace complexity and navigate challenges to empower clients to achieve their optimal outcomes.
Our mission is to enhance lives and legacies.
Associate, Client AdvisoryNew York, New York
Your Role
The Client Advisory Team is looking for an Associate to work directly with the senior members of the Team across all areas of the client engagement. The ideal candidate would have an interest and aptitude in the topics noted above and be able to balance their technical knowledge with strong written and oral communication skills. Responsibilities include but are not limited to:
  • Working closely with a subset of the firm's Client Advisors and clients to support the advisory process
  • Building client relationships by interacting directly with clients in an advisory capacity, with Senior Advisor oversight
  • Providing strategic financial and investment advice across a client's entire balance sheet, including opportunities sourced through the clients' network
  • Working with Advisors and engaging with families early on during the prospecting phase to understand and articulate how Jordan Park would add value
  • Serving as a project manager, coordinating across internal Jordan Park subject matter experts as well as external advisors (e.g., tax, legal, real estate, lending, etc) to problem solve and drive successful outcomes for clients
  • Coordinating with the Investment and Analyst Teams to deliver portfolio reporting and ad hoc analysis based on Client Advisor and/or client requests
  • Financial planning and forward modeling of client balance sheets
  • Strategizing the best portfolio implementation given a client's fact pattern and working closely with the investment team to oversee the execution and ongoing maintenance
  • Having strategic conversations around client engagement with Client Advisors - not just delivering on a request
  • Owning a project from start to finish and coordinating with multiple parties (internal + external) to drive a successful outcome
  • Tackling requests that may be outside of the job description and serving as an advisor on behalf of a family on matters that may go beyond the balance sheet

About You
  • Have a bachelor's degree and 3-6 years of work experience ideally in financial services (e.g., investment banking, private wealth management, etc.)
  • Have experience serving and working with clients
  • Genuinely like helping people
  • Pay attention to the details and produce accurate work product
  • Are hungry to learn; Love taking on challenges and finding creative solutions
  • Are resilient and don't get flustered easily
  • Can communicate effectively with a broad range of stakeholders
  • Are discreet in handling sensitive and confidential information
  • Work well as part of a team
  • Are skilled with Microsoft Office
  • Travel as necessary (estimated 20-30%) when safe to do so
  • Strongly preferred:
  • Business, economics, or finance major
  • CFA, MBA, and/or other graduate degree or certification
  • Aptitude for learning new technologies

Compensation & Benefits
Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits and other perks. We apply a total reward philosophy when determining compensation terms.
The expected base salary for this role in New York, New York will range from $125,000-$150,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.
Our benefits package includes:
  • Medical, dental & vision insurance - 100% of premium covered for employees
  • 401k participation with employer contribution
  • Generous paid time off
  • Commuter benefits program (pre-paid tax dollars towards your commute)
  • Fitness Reimbursement
  • Annual Professional Development and Mindfulness Stipend

We are empathetic problem solvers and subject matter experts, committed to serving clients at the highest level of trust and partnership. Our hallmarks of responsiveness, availability, dependability, and competency are our highest priorities.
Jordan Park is always seeking great talent. We are proud to be an equal opportunity employer, and we consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition or disability. We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records.
For information about our privacy practices, including disclosures for California residents, please see our Privacy Notice
Jordan Park is an SEC-registered investment adviser (RIA).

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