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Registered Client Associate Jobs in Waupaca, WI (NOW HIRING)

... other sales associates. This role will foster a culture of excellence, compliance, and client ... State securities registered and insurance licensed and appointed in all states that comprise the ...

... other sales associates. This role will foster a culture of excellence, compliance, and client ... State securities registered and insurance licensed and appointed in all states that comprise the ...

Delivery Driver

Almond, 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

Ogdensburg, 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

Butte Des Morts, 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

Omro, 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

New London, 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

Shiocton, 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

Oshkosh, 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

Westfield, 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

Plainfield, 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

Weyauwega, 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

Bancroft, 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

Wild Rose, 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

Weyauwega, 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

Amherst Junction, 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 ...

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Showing results 1-20

Registered Client Associate information

See Waupaca, WI salary details

$21.5K

$55.1K

$79.9K

How much do registered client associate jobs pay per year?

As of Aug 20, 2026, the average yearly pay for registered client associate in Waupaca, WI is $55,092.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,800.00 and $70,300.00 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 cities near Waupaca, WI are hiring for Registered Client Associate jobs?

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

Regional Travel Nurse - Registered Nurse - $3,000 Sign On Bonus!!!

Advanced Correctional Healthcare

Oshkosh, WI • On-site

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 7 days ago


Advanced Correctional Healthcare rating

6.4

Company rating: 6.4 out of 10

Based on 5 frontline employees who took The Breakroom Quiz


Job description

Salary Range $95,000.00 - $105,000.00 Salary

Position Type Full Time

Job Shift Any

Education Level 2 Year Degree

Travel Percentage Up to 50%

Category Nursing/Nursing Support

Description

SUMMARY:

Our associates deliver a higher standard of medical and mental health care for an underserved population. We maintain professionalism, integrity, and commitment as we solve problems and make lives easier.

ESSENTIAL FUNCTIONS:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Responsible for nursing care delivery for assigned client locations.

  • Timely and accurately assess, plan, and deliver nursing care to patients.

  • Administer prescribed medication, treatments, and other tasks, as ordered by the practitioner.

  • Provide emergency first aid care when appropriate.

  • Check and record vital signs, peak flows, blood glucose checks, weight, and other diagnostic tests on-site, when appropriate.

  • Triage officer intake screenings for necessity and priority at sick call.

  • Record information in chronic clinic and report reactions to treatments and medications, as well as changes in the patients’ emotional or physical condition.

  • Record care information concisely, accurately, and completely, in a timely manner, in the appropriate format and on the appropriate forms.

  • Coordinate medical services as directed by the practitioner and provide patient education to support care.

  • Maintain aseptic techniques and infection control precautions, as required.

  • Maintain and demonstrate working knowledge of pharmacology, including drug reaction/overdose.

  • Maintain and demonstrate working knowledge of therapeutic diets and nutrition.

  • Notify supervisor of medical or security incidents.

  • Attend in-service education sessions as requested by the client.

  • Perform duties within the scope of practice mandated by state and local standards.

  • Maintain patient confidentiality and HIPAA practices as required by government agencies.

  • Acquire professional licensure as directed.

  • May be asked to train new hires and coworkers.

  • Proficient in using and maintaining patient electronic healthcare records and learning AIMM electronic Medical Records (EMR).

  • Acquire and maintain professional nursing licensure.

  • Remain available for staffing coverage needs including nights, weekends, and holidays.

  • Perform all other duties as assigned.

TRAINING EXPECTATIONS:

Associates in this role are expected, as a condition of employment, to complete all training assigned within a reasonable time, generally within less than 15 days. This role includes the following training requirements:

  • Obtain and maintain NCCHC CCHP certification.

  • Must maintain CPR/BLS certification.

EMOTIONAL INTELLIGENCE (emotional quotient; EQ):

To be successful in the organization, associates should have a high EQ. This is necessary to communicate productively, to build and maintain relationships, to recognize and reduce stress, to defuse conflict situations and to increase job satisfaction.

SUPERVISORY RESPONSIBILITY:

This is not a supervisory position. This position does not have the authority to hire, fire, discipline, discharge, assign overtime, and/or direct and assign work, or the ability to effectively recommend any of these actions. This role also serves as a coach and mentor for other employees.

WORK ENVIRONMENT:

This role operates in a correctional facility or similar setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Incumbents will be exposed to viruses, disease, and infection from patients and specimens in the working environment.

PHYSICAL DEMANDS:

This position requires the ability to push, pull, and move medication carts of approximately 50 pounds on wheels. Required physical activity includes standing, walking, bending, kneeling, stooping, crouching, lifting, and supporting patients.

POSITION TYPE/EXPECTED HOURS OF WORK:

This is a full-time position. Days and hours of work vary. Weekend, evening, night, and holiday work may be required.

TRAVEL:

This position requires travel.

Qualifications

REQUIRED EDUCATION AND EXPERIENCE:

  • Registered Nursing License and associate's degree required.

  • Must be licensed and/or willing to obtain licensure in the state(s) where practice occurs.

  • 1+ year(s) of nursing experience required.

  • Basic Life Support (BLS) certification; hands-on training required.

  • Must have a valid Driver's License and reliable transportation.

Benefits (Benefits eligibility is determined by employment status):

  • Referral program

  • 401(k) w/employer match

  • Health insurance

  • Vision insurance

  • Dental insurance

  • Professional Development

  • Paid Time Off

  • Disability Insurance


What Advanced Correctional Healthcare employees say

Pay

Hours and flexibility

Workplace

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