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Registered Client Service Associate information

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$10

$22

$40

How much do registered client service associate jobs pay per hour?

As of Jun 11, 2026, the average hourly pay for registered client service associate in the United States is $22.40, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $25.00 per hour, depending on experience, location, and employer.

What is the difference between Registered Client Service Associate vs Client Service Associate?

AspectRegistered Client Service AssociateClient Service Associate
CredentialsFINRA registration, Series 7/63 licenses often requiredTypically no licensing required
Work EnvironmentFinancial firms, banks, investment companiesBank branches, financial institutions, customer service centers
Employer & IndustryFinancial services, wealth managementBanking, retail banking, financial services
Search & ComparisonOften compared for client interaction and licensing requirementsCommonly compared for entry-level client support roles

The main difference is that Registered Client Service Associates typically hold licensing and work in financial firms handling investment-related client services, while Client Service Associates usually work in banking environments providing general customer support without licensing requirements.

What cities are hiring for Registered Client Service Associate jobs? Cities with the most Registered Client Service Associate job openings:
What states have the most Registered Client Service Associate jobs? States with the most job openings for Registered Client Service Associate jobs include:
Registered Client Service Associate jobs near you
Infographic showing various Registered Client Service Associate job openings in the United States as of June 2026, with employment types broken down into 77% Full Time, 21% Part Time, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $46,598 per year, or $22.4 per hour.
Registered Client Service Associate

Registered Client Service Associate

Boutique Recruiting

Pasadena, CA • On-site

$72K - $78K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 29 days ago

Job description

About the job
Position Title: Registered Client Service Associate
The Registered Client Service Associate plays a critical role in supporting a top financial advisor by managing client relationships and driving the operational efficiencies needed to deliver an exceptional client experience. This position supporting a high-performing wealth management practice requires an individual who demonstrates a high degree of ownership across their responsibilities which include account opening and administration, meeting preparation, records accuracy, calendar discipline, and responsive client communication.
The associate will work in lockstep with the lead advisor, assisting with planning execution and portfolio management for a substantial book of business. This role is ideal for someone who takes pride in getting the details right, thrives in a fast-paced environment while staying calm under pressure, and builds trust through technical mastery, consistent high-quality of work, and skillful interpersonal communication. The ideal candidate can anticipate needs, close loops, and run service workflows while contributing to a positive and collaborative office culture that values teamwork and that places the client's experience first.
Salary Range: $72,800 - $78,520 / Year DOE
Registered Client Service Associate Responsibilities:
  • Support the advisor in managing a $400 million AUM book of business
  • Prepare for client meetings and assist in data input for financial planning
  • Communicate effectively with clients and facilitate ongoing relationships
  • Compile client summaries with actionable items post-meeting
  • Execute trades and assist in rebalancing client portfolios
  • Utilize MoneyGuide Pro for financial planning tasks
  • Establish new client accounts, facilitate new client onboarding
  • Process incoming and outgoing asset transfers and fulfill cash management requests.
  • Monitor reports and notifications related to the book of business

Registered Client Service Associate Requirements
  • Series 7, Series 66 or Series 63/65, and SIE Licensed
  • 5+ years of experience in financial services as a CSA or related role
  • Proficient with technology
  • Bachelor's degree is preferred

Benefits:
  • Comprehensive medical, dental, and vision benefits
  • Company 401(k) and ESOP contributions
  • Generous sick, vacation, and maternity/parental leave
  • Paid holidays including New Year's Day, Memorial Day, and Christmas Day
  • Professional development opportunities and tuition reimbursement
  • Discounted personal insurance options
  • Participation in a charitable gift-matching program

If you are a Registered Client Service Associate looking to take the next step in your career, apply now!#LI-SB1
Boutique Recruiting logo

About Boutique Recruiting

Sourced by ZipRecruiter

We are a team with shared goals; mindfully placing candidates in the workforce to successfully fulfill their career ambitions while encouraging a sense of purpose and value. We have created a new kind of placement firm — one that values connection, personalization, commitment, impact, boldness and achievement. At Boutique Recruiting, our clients, candidates and employees are at the heart of our success.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

San Diego, CA, US

Year founded

2014

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