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Registered Client Associate Jobs in Sun Prairie, WI

Agrace

Graduate Nurse

Madison, WI · On-site

... client abuse and/or neglect, suicide ideation or violence. * Under the direct supervision of an RN, ... Associate degree of Nursing from an accredited school of professional nursing. * Valid driver ...

Agrace

Graduate Nurse

Madison, WI · On-site

... client abuse and/or neglect, suicide ideation or violence. * Under the direct supervision of an RN, ... Associate degree of Nursing from an accredited school of professional nursing. * Valid driver ...

Agrace HospiceCare

Graduate Nurse

Madison, WI

... client abuse and/or neglect, suicide ideation or violence. * Under the direct supervision of an RN, ... Associate degree of Nursing from an accredited school of professional nursing. * Valid driver ...

ECS Ltd

Building Enclosure Principal

Waunakee, WI · On-site

This is a client-facing role with daily interaction with clients, architects, contractors ... Mentor and develop junior staff and Associate Principals, supporting overall team growth and ...

ECS Ltd

Building Enclosure Principal

Waunakee, WI

This is a client-facing role with daily interaction with clients, architects, contractors ... Mentor and develop junior staff and Associate Principals, supporting overall team growth and ...

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All JobsRegistered Client Associate JobsRegistered Client Associate Jobs in Sun Prairie, WI

Registered Client Associate information

See Sun Prairie, WI salary details

$21.9K

$56K

$81.2K

How much do registered client associate jobs pay per year?

As of Jun 16, 2026, the average yearly pay for registered client associate in Sun Prairie, WI is $56,045.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,500.00 and $71,500.00 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 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.
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Registered Client Associate jobs near you

Telephonic Nurse Care Associate

Advanced Monitored Caregiving Inc.

Madison, WI • Remote

Full-time

Posted 10 days ago

Job description

At AMC Health, we are transforming healthcare through advanced remote patient monitoring and virtual care solutions that help patients manage chronic conditions safely at home. Our care teams play a critical role in improving outcomes, enhancing patient engagement, and reducing avoidable hospitalizations.

We are seeking a Telephonic Nurse Care Associate (LPN/LVN) who is passionate about patient engagement, chronic care support, and using technology to improve healthcare delivery.

What You’ll Do

  • Conduct telephonic clinical outreach to patients enrolled in Remote Patient Monitoring (RPM) and chronic care programs.
  • Review biometric alerts and identify out-of-range readings; escalate clinical concerns according to protocols.
  • Provide patient education and coaching to support adherence to care plans and lifestyle recommendations.
  • Accurately document patient encounters in EMR/RPM systems in compliance with clinical and regulatory standards.
  • Collaborate with clinical management, RN Care Managers, providers, and interdisciplinary care teams to coordinate patient care.
  • Support patient engagement initiatives designed to improve monitoring compliance and clinical outcomes.

What You Bring

  • Active LPN/LVN license in good standing.
  • 5+ years of clinical experience, including 3+ years in care coordination, telehealth, home care, or chronic disease management.
  • Experience supporting patients with conditions such as CHF, COPD, diabetes, or hypertension preferred.
  • Strong telephonic communication, patient education, and motivational interviewing skills.
  • Experience using EMR/EHR systems and comfort working in a technology-enabled care environment.
  • Ability to work independently in a structured remote clinical workflow.

Why AMC Health

  • Fully remote clinical role supporting patients nationwide
  • Opportunity to work at the forefront of virtual care innovation
  • Collaborative interdisciplinary care teams
  • Meaningful work improving patient outcomes every day
  • Growth opportunities within expanding virtual care programs

Work Environment Requirements

  • Private, secure, distraction-free home workspace
  • Reliable high-speed internet connectivity
  • Ability to work schedules aligned with assigned patient populations or client time zones

Apply