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Registered Client Service Associate Jobs in New York

Stifel

Registered Client Service Associate

Manhattan, NY · On-site

$53K - $80K/yr

What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and ...

UBS

Registered Client Service Associate

Florham Park, NJ · On-site

$65K - $85K/yr

Do you know how to take care of people? We're looking for a Registered Client Service Associate to: • keep management systems up-to-date with client information • educate clients on account ...

Stifel

Registered Client Service Associate

Manhattan, NY · On-site

$53K - $80K/yr

Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide ...

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Registered Client Service Associate information

See New York salary details

$11

$24

$44

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

As of Aug 25, 2026, the average hourly pay for registered client service associate in New York is $24.51, according to ZipRecruiter salary data. Most workers in this role earn between $18.65 and $27.36 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 are popular job titles related to Registered Client Service Associate jobs in New York?

For Registered Client Service Associate jobs in New York, the most frequently searched job titles are:

What job categories do people searching Registered Client Service Associate jobs in New York look for?

The top searched job categories for Registered Client Service Associate jobs in New York are:

What cities in New York are hiring for Registered Client Service Associate jobs?

Cities in New York with the most Registered Client Service Associate job openings:

Registered Client Service Associate jobs near you
Infographic showing various Registered Client Service Associate job openings in New York as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $50,980 per year, or $24.5 per hour.

Registered Client Service Associate

H Cap Connect, LLC

Parsippany, NJ • On-site

Full-time

Posted 28 days ago

Job description

Registered Client Service Associate (Transition Team)

Location: Parsippany, NJ (Onsite)
Travel:  25%

We're partnering with a growing wealth management firm seeking an experienced Registered Client Service Associate (CSA) to play a critical role in advisor transitions and delivering an exceptional client experience.

Unlike a traditional CSA position, this role serves as part of a specialized transition team. You'll become fully trained in the firm's technology, workflows, and multi-custodial environment so you're ready to support advisors as they join the firm. Your expertise will help ensure a seamless experience for clients while newly transitioned advisors build their permanent support team.

If you enjoy learning, adapting to new situations, and making an immediate impact, this is a unique opportunity to become an invaluable resource within a highly respected wealth management organization.

What You'll Do

  • Support advisors during client transition and onboarding periods

  • Build relationships with clients while providing a white-glove service experience

  • Process account openings, transfers, money movements, maintenance requests, and client paperwork

  • Coordinate with multiple custodians to facilitate account transitions

  • Maintain accurate client records and documentation

  • Prepare advisors for client meetings and follow up on action items

  • Serve as a knowledgeable resource on firm systems, technology, and operational processes

  • Partner with advisors and leadership to ensure a smooth transition for every new practice

  • Assist with special projects and operational initiatives as needed

What We're Looking For

  • Previous experience as a Client Service Associate within a Registered Investment Advisor (RIA), independent broker-dealer, or wealth management firm

  • Strong understanding of account servicing, client onboarding, and financial operations

  • Experience working with multiple custodial platforms is preferred

  • Exceptional organizational skills and attention to detail

  • Outstanding communication and client service abilities

  • Ability to thrive in a fast-paced environment where priorities shift

  • A proactive mindset with a desire to solve problems and support others

  • FINRA registrations are required

Why This Role Is Different

This isn't a traditional desk assignment supporting one advisor. Instead, you'll become a trusted transition specialist—helping advisors and their clients navigate one of the most important moments in their business. You'll work alongside leadership, gain exposure to multiple practices, and become an integral part of the firm's long-term growth strategy.

If you're looking for a role where your experience is valued, your work makes an immediate impact, and every day brings something new, we'd love to hear from you.

I actually think this role has a great story to tell. It's essentially an internal transition specialist for wealth management. I'd even consider changing the title to Transition Client Service Associate or Transition & Client Service Associate. Those titles immediately signal that this is more strategic than a standard CSA role and will attract candidates who enjoy problem-solving and variety rather than supporting a single advisor indefinitely.