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Registered Client Associate Jobs in Schofield, WI

Delivery Driver

Stevens Point, WI · On-site

$34.04 - $36.04/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

Delivery Driver

Auburndale, WI · On-site

$34.04 - $36.04/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

Delivery Driver

Wausau, WI · On-site

$34.04 - $36.04/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

Delivery Driver

Junction City, WI · On-site

$34.04 - $36.04/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

Delivery Driver

Mosinee, WI · On-site

$34.04 - $36.04/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

Delivery Driver

Hatley, WI · On-site

$34.04 - $36.04/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

Delivery Driver

Marathon, WI · On-site

$34.04 - $36.04/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

Delivery Driver

Brokaw, WI · On-site

$34.04 - $36.04/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

Delivery Driver

Stevens Point, WI · On-site

$34.04 - $36.04/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

Delivery Driver

Custer, WI · On-site

$34.04 - $36.04/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

Delivery Driver

Stevens Point, WI · On-site

$34.04 - $36.04/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

Delivery Driver

Rosholt, WI · On-site

$34.04 - $36.04/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

Delivery Driver

Elderon, WI · On-site

$34.04 - $36.04/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

Delivery Driver

Wausau, WI · On-site

$34.04 - $36.04/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

Delivery Driver

Schofield, WI · On-site

$34.04 - $36.04/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

CDL A Truck Driver

Stevens Point, WI · On-site

$34.04 - $36.04/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

Delivery Driver

Eland, WI · On-site

$34.04 - $36.04/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

Delivery Driver

Wausau, WI · On-site

$34.04 - $36.04/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

Showing results 21-40

Registered Client Associate information

See Schofield, WI salary details

$22.4K

$57.4K

$83.2K

How much do registered client associate jobs pay per year?

As of Sep 4, 2026, the average yearly pay for registered client associate in Schofield, WI is $57,428.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,400.00 and $73,300.00 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.

What job categories do people searching Registered Client Associate jobs in Schofield, WI look for?

The top searched job categories for Registered Client Associate jobs in Schofield, WI are:

What cities near Schofield, WI are hiring for Registered Client Associate jobs?

Cities near Schofield, WI with the most Registered Client Associate job openings:

Infographic showing various Registered Client Associate job openings in Schofield, WI as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 12% Part Time, and 6% Contract. Highlights an 75% Physical, 4% Hybrid, and 21% Remote job distribution, with an average salary of $57,428 per year, or $27.6 per hour.

$18.75 - $24.25/hr

Other

This job post has expired today. Applications are no longer accepted.


Job description

Job Purpose

The Case Manager plays a vital role in empowering Veterans and their families to achieve stability and independence. Through comprehensive case management, financial guidance, and hands-on support, the Case Manager helps ensure that Veterans experiencing housing crises and homelessness are quickly and successfully rehoused. This role is at the heart of creating hope, security, and lasting positive change in the lives of those who have served.

Key Responsibilities

Case Management & Client Support

  • Deliver case management & supportive services to homeless Veterans; maintain accurate case files
  • Determine participant service needs
  • Develop Housing Identification and Stability Plans
  • Develop and monitor Single Coordinated Care Plans
  • Execute participation agreements with participants
  • Create discharge plans with referral options

Housing Stability & Counseling

  • Provide housing stability counseling, including awareness and referral to rental, rent subsidy, and housing assistance programs
  • Educate participants on supportive services and client rights, including fair housing, landlord-tenant laws, lease terms, rent delinquency, home maintenance, and financial management

Referrals & Service Linkages

  • Make program referrals and establish linkages with appropriate agencies, including:
    • VA services and programs
    • Provide linkages to Local shelters, GPD, and safe havens
    • County Veteran Service Officers to inquire about VA benefits
    • Local Veteran Agencies & non-profit organizations
    • Vocational and rehabilitation counseling
    • Employment, training, and educational assistance
    • Healthcare and childcare services
    • Protective payee and legal services
    • Transportation assistance
    • Daily living, emergency, and direct financial assistance

Financial Counseling & Assistance

  • Provide financial counseling and assist participants in developing personal budgets
  • Request temporary financial assistance after Area Manager/Director approval

Documentation & Compliance

  • Maintain accurate, timely file records of client assessments, contacts, progress, and HMIS entries

Outreach

  • Attend local CoC meetings and applicable CoC sub-committee meetings
  • Represent the organization's SSVF Program at community events, networking opportunities, and public meetings
  • Build partnerships with local organizations, both veteran and community-based

Other duties as requested or assigned

Key Performance Indicators

  • 100% of participants have updated Housing and Coordinated Care Plans within 30 days of intake
  • 100% of case files and participant documentation are complete and accurate in HMIS
  • 80% of participants meet housing stability goals within the planned timeframe
  • 90% of participants are connected to at least one resource within 30 days of intake
  • 85% of participants develop and follow a personal budget plan
  • 100% of client records updated within 48 hours of service delivery
  • Zero compliance issues identified in internal or external audits

Qualifications

  • A bachelors degree in social services is required.
  • Minimum two years of experience in case management, life skills, as well as conducting assessments and counseling services
  • An associate's degree with 4-5 years of experience in case management, life skills, as well as conducting assessment and counseling services, is acceptable
  • Experience providing services to veterans is strongly preferred
  • Experience delivering services to SUD, COD, or homeless populations is also preferred
  • Valid Wisconsin Driver's License in good standing and current/valid auto insurance

Other Skills & Abilities

  • Ability to effectively communicate clearly and concisely in both oral and written formats
  • High levels of professionalism with different stakeholders
  • Skill in public relations and partnering practices
  • Knowledge of the veteran recovery community and issues
  • Must be flexible, maintain composure in difficult situations, and have a sense of humor
  • Ability to relate to and interact with individuals from diverse cultural backgrounds
  • Maintain confidentiality of written and verbal information
  • Assist registered sex offenders and those with a history of violent crimes