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Registered Client Associate Jobs in Vancouver, WA

Allworth Financial

Service Associate

Vancouver, WA · On-site

$60K - $68K/yr

Allworth Financial is a high growth, private equity backed, multi branch Registered Investment ... This role goes beyond day-to-day client support and requires a strategic approach to managing ...

Allworth Financial

Service Associate

Vancouver, WA · On-site

$60K - $68K/yr

Allworth Financial is a high growth, private equity backed, multi branch Registered Investment ... This role goes beyond day-to-day client support and requires a strategic approach to managing ...

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All JobsRegistered Client Associate JobsRegistered Client Associate Jobs in Vancouver, WA

Registered Client Associate information

See Vancouver, WA salary details

$23.6K

$60.3K

$87.4K

How much do registered client associate jobs pay per year?

As of Aug 14, 2026, the average yearly pay for registered client associate in Vancouver, WA is $60,309.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,300.00 and $77,000.00 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

Registered Client Associate

D.A. Davidson

Lake Oswego, OR • On-site

Full-time

Posted 7 days ago

D.A. Davidson rating

7.9

Company rating: 7.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.

Summary/Function
We are currently seeking an exceptional individual to join a dynamic and high-producing team in our Lake Oswego, OR office. This team-critical role requires outstanding attention to detail, the ability to balance multiple requests, outstanding client service skills, and a high level of integrity and confidentiality with respect to client, FA, branch and company information. 

Primary Qualifications:
•    Successful completion of the (SIE) Securities Industry Essentials and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]) or the ability to obtain licensing is required.
•    Significant knowledge of the securities industry, its operations and products to include stocks, bonds, margin accounts, options, mutual funds, annuities and insurance products.
•    At least two years previous experience as a Registered Client Associate.
•    Post-Secondary education preferred.
•    Solid technology skills (Microsoft Word, Excel and Outlook). Experience with Thomson ONE, Envestnet, CRM, Money Guide Pro preferred. 
•    Excellent communication (written and verbal), problem solving and client service skills. 
•    Strong attention to detail and accuracy including the ability to perform semi-advanced math. 
•    Proven ability to manage multiple demands and competing priorities in a deadline-oriented environment.
•    Ability to maintain regular, predictable attendance and to work overtime as needed. 

Primary Duties:
•    Provide exceptionally professional and courteous customer service supporting client satisfaction including effectively articulating certain requirements in a regulatory environment.
•    Adherence to all Branch, Firm and Compliance policies, procedures, rules and regulations.
•    Review, maintain and process account documents and information - Inform FA of meaningful information and activities related to client accounts and transactions including suspicious activity. 
•    Assist FA with comprehensive financial plans for current and prospective clients. 
•    Assist FA in developing and implementing periodic client mailings, communications and events. 
•    Facilitate the transfer of client funds and/or securities and the issuance of checks upon request.
•    Enter orders to include buy/sell stock and bond trades, sell stop orders, option and margin trades and mutual funds.
•    Provide administrative support, including but not limited to phone, correspondence, appointments, filing and other projects as assigned by the FA and/or Branch Manager. 
•    Other projects and duties as assigned!

What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:  
•    Medical, Dental and Vision
•    Company 401(k)and ESOP contribution 
•    Generous sick, vacation, and maternity/parental leave
•    Paid holidays
•    Professional Development Opportunities
•    Tuition Reimbursement ($15,000 lifetime cap)
•    Discounted personal insurance including home, auto and recreational vehicles
•    Charitable gift-matching program
•    Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.  

The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.

D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets.  We hope you will consider joining us! 

At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
 
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
 
ACKNOWLEDGMENT
Please answer all questions carefully.  By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.

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