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Registered Client Associate Jobs in Sun Prairie, WI

US Foods, Inc.

CDL A Truck Driver

Madison, WI · On-site

$34.04/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 ...

US Foods, Inc.

CDL A Delivery Driver

Madison, WI · On-site

$34.04/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 ...

US Foods

CDL A Delivery Driver

Windsor, WI · On-site

$34.04/hr

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

Mead & Hunt

Construction Project Leader

Madison, WI · On-site

A Bachelor's Degree in Construction Management or related field * -OR- An Associate's Degree in ... Registered Professional Engineer in Wisconsin. * WisDOT and Local project and client management ...

Ayres Associates

Geotechnical Engineer

Madison, WI · On-site

The successful candidate will be a registered professional engineer in geotechnical/geological ... Proven communication skills, including great client relationships and a willingness to market ...

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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
Civil Engineer - Transportation Construction Oversight

Civil Engineer - Transportation Construction Oversight

Ayres Associates

Madison, WI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 27 days ago

Job description

Finding the right fit:
We are seeking a dynamic individual to join our team! As an employee-owned company, our people are our central asset, and we are dedicated to making sure our professionals have every opportunity to thrive. We bring together exciting opportunities, a supportive environment, competitive compensation, and a commitment to training. Our transportation division is looking for a confident and accountable transportation construction engineer who has the skill set to serve as a resident engineer, oversee multiple projects, the diligence to represent our clients, and the professional acumen to collaborate with construction contractors.
As a construction engineer, you'll play a vital role in overseeing the success of projects. You'll be expected to operate independently, identify problems, and exercise appropriate judgement to confirm projects are completed accurately, on time, and on budget. Your leadership and strong communication skills will poise you to build strong teams that understand the value and impact of the work. You'll be encouraged to think strategically about growing the transportation construction workload and be presented with opportunities for client contact and business development.
Join Ayres - a USA TODAY Top Workplace recognized in both 2025 and 2026 - where people-first leadership, collaboration, and professional growth create an environment where great teams do their best work.
We're also excited to celebrate a recent regional honor as a 2026 Madison Top Workplace, a testament to the strength of our people and our culture.
On any given day, you'll:
  • Take the lead in successfully identifying, marketing, and winning transportation construction management projects from clients including WisDOT, Counties, municipalities, and private sector clients.
  • Assist with the preparation and negotiation of contract documents.
  • Serve as resident engineer for transportation related construction projects.
  • Manage clients.
  • Manage projects and support staff overseeing the completion of all project work, ensuring that the work is produced on schedule, profitably, and in conformance with the quality standards of Ayres Associates and requirements of the contract.
  • Build and maintain respectful working relationships with fellow employee owners and leaders within the company.
  • Support and participate in the development and mentorship of staff.
  • Perform construction engineering duties that include field layout of projects, quantity verification, record keeping, contractor pay estimate and contract modification preparation, construction meetings, materials acceptance and testing, WisDOT finals, QA/QC process, and general inspection.
  • Assist with the design and plan production of transportation related projects.
  • Actively engage in local, statewide, and/or national professional organizations.
  • Participate in office-wide, social events.

Required Qualifications:
  • A bachelor's degree in civil engineering with an emphasis in transportation or construction.
  • 4 to 10 years of construction experience on roads and/or bridges.
  • Willingness to travel out of town for periods of time for various construction projects.
  • A valid driver's license with a good driving record.
  • Ability to walk over uneven terrain and lift up to 50 lbs.

Desired skills and experiences:
  • Strong written/verbal communication skills, ability to operate independently and the ability to work well in team environments.
  • Registered professional engineer (PE) in the state of Wisconsin or ability to become one within 6 months.
  • Experience on WisDOT project development process, construction observation and materials testing for WisDOT projects.
  • Certification in WisDOT Highway Technician Program credentials desirable.
  • Experience with Microsoft software (Word, Excel, PowerPoint).
  • Proficiency in FieldManager, Civil3D, and other transportation engineering software.

Benefits of being part of the Ayres team:
  • Health, dental, and vision Insurance.
  • Short and long-term disability and life insurance.
  • Employee stock ownership plan (ESOP) and 401K with company match.
  • PTO upon hire, paid holidays including two floating holidays, and a flexible work schedule.
  • Professional development opportunities.

Please note, benefits vary depending on job status. To learn more about our great benefits, visit our website at https://www.ayresassociates.com/careers/the-ayres-advantage/
Affirmative Action/Equal Opportunity Employer
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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