Registered Client Service Associate | Dallas, TX A forward-thinking, technology-driven Registered Investment Advisor and Financial Planning firm dedicated to delivering innovative investment ...
Registered Client Service Associate | Dallas, TX A forward-thinking, technology-driven Registered Investment Advisor and Financial Planning firm dedicated to delivering innovative investment ...
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Client Service Associate
Dallas, TX · On-site
$14.50 - $19.75/hr
Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis.
Client Service Associate
Dallas, TX · On-site
$14.50 - $19.75/hr
Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis.
Client Service Associate
Dallas, TX · On-site
$14.50 - $19.75/hr
Required Qualifications * 2-3 years of experience in a Client Service Associate, Registered Client Associate, or similar client-facing support role within wealth management, private banking, or ...
Client Service Associate
Dallas, TX · On-site
$14.50 - $19.75/hr
Required Qualifications * 2-3 years of experience in a Client Service Associate, Registered Client Associate, or similar client-facing support role within wealth management, private banking, or ...
Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients. * Provide ...
Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients. * Provide ...
Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients. * Provide ...
Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients. * Provide ...
Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients. * Provide ...
Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients. * Provide ...
Client Service Associate
Dallas, TX · On-site
$14.25 - $19.75/hr
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Client Service Associate
Dallas, TX · On-site
$14.25 - $19.75/hr
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Client Service Associate
Dallas, TX · On-site
$14.25 - $19.75/hr
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Client Service Associate
Dallas, TX · On-site
$14.25 - $19.75/hr
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Client Service Associate
$14 - $19.25/hr
Client Services Associate Location: Westlake, TX 76262 Schedule: 8:00 am - 4:30 pm Employment Type: Full-time | Onsite We're hiring! If you're a peoplefocused, detailoriented professional who enjoys ...
Client Service Associate
$14 - $19.25/hr
Client Services Associate Location: Westlake, TX 76262 Schedule: 8:00 am - 4:30 pm Employment Type: Full-time | Onsite We're hiring! If you're a peoplefocused, detailoriented professional who enjoys ...
Client Service Associate
Plano, TX · On-site
$14 - $19.25/hr
Client Service Associate Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our ...
Client Service Associate
Plano, TX · On-site
$14 - $19.25/hr
Client Service Associate Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our ...
Client Service Associate
Westlake, TX · On-site
$14 - $19.25/hr
Client Services Associate Location: Westlake, TX 76262 Schedule: 8:00 am - 4:30 pm Employment Type: Full-time | Onsite We're hiring! If you're a people‑focused, detail‑oriented professional who ...
Quick apply
Client Service Associate
Westlake, TX · On-site
$14 - $19.25/hr
Client Services Associate Location: Westlake, TX 76262 Schedule: 8:00 am - 4:30 pm Employment Type: Full-time | Onsite We're hiring! If you're a people‑focused, detail‑oriented professional who ...
Client Service Associate
Roanoke, TX · On-site
$14 - $19.25/hr
Client Service Associate Westlake, Texas, United States Location: Westlake, TX 76262 Schedule: 8:00 am - 4:30 pm Employment Type: Full-time | Onsite We're hiring! If you're a people-focused, detail ...
Client Service Associate
Roanoke, TX · On-site
$14 - $19.25/hr
Client Service Associate Westlake, Texas, United States Location: Westlake, TX 76262 Schedule: 8:00 am - 4:30 pm Employment Type: Full-time | Onsite We're hiring! If you're a people-focused, detail ...
Registered Client Service Associate information
See Dallas, TX salary details
$9.99 - $12.76
3% of jobs
$12.76 - $15.53
12% of jobs
$16.72 is the 25th percentile. Wages below this are outliers.
$15.53 - $18.30
23% of jobs
The median wage is $19.62 / hr.
$18.30 - $21.06
24% of jobs
$23.34 is the 75th percentile. Wages above this are outliers.
$21.06 - $23.83
15% of jobs
$23.83 - $26.60
10% of jobs
$26.60 - $29.37
6% of jobs
$29.37 - $32.14
2% of jobs
$32.14 - $34.91
2% of jobs
$34.91 - $37.67
1% of jobs
$37.67 - $40.44
1% of jobs
$9
$22
$40
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 Dallas, TX is $22.17, according to ZipRecruiter salary data. Most workers in this role earn between $16.88 and $24.76 per hour, depending on experience, location, and employer.
What is the difference between Registered Client Service Associate vs Client Service Associate?
| Aspect | Registered Client Service Associate | Client Service Associate |
|---|---|---|
| Credentials | FINRA registration, Series 7/63 licenses often required | Typically no licensing required |
| Work Environment | Financial firms, banks, investment companies | Bank branches, financial institutions, customer service centers |
| Employer & Industry | Financial services, wealth management | Banking, retail banking, financial services |
| Search & Comparison | Often compared for client interaction and licensing requirements | Commonly 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 Dallas, TX?
For Registered Client Service Associate jobs in Dallas, TX, the most frequently searched job titles are:
What job categories do people searching Registered Client Service Associate jobs in Dallas, TX look for?
The top searched job categories for Registered Client Service Associate jobs in Dallas, TX are:
What cities near Dallas, TX are hiring for Registered Client Service Associate jobs?
Cities near Dallas, TX with the most Registered Client Service Associate job openings:
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Re-posted 17 days ago
Job description
Registered Client Service Associate | Dallas, TX
A forward-thinking, technology-driven Registered Investment Advisor and Financial Planning firm dedicated to delivering innovative investment management and holistic financial planning solutions is seeking a Registered Client Service Associate. Serving individuals, families, and small businesses, to build customized financial plans and dynamic portfolios designed to manage risk and optimize returns. As a privately owned, fiduciary firm with no sales incentives or proprietary products, their focus is on creating long-term value through trusted client relationships.
The Registered Client Service Associate will play a key role in supporting senior advisors by preparing portfolio materials, coordinating client interactions, and helping to deepen and retain client relationships.
Responsibilities:
Support the advisors in servicing clients by preparing financial plans, conducting investment research, and executing trades and transactions
Coordinate and prepare for client meetings, including scheduling and confirming appointments, updating the CRM system, creating meeting agendas and summaries, greeting clients, and ensuring timely follow-up
Manage new business processing by preparing necessary forms, collecting signatures, submitting documentation to the home office, tracking applications, and coordinating rollovers
Assist with marketing efforts, including preparation and organization of marketing materials and event support
Perform general administrative responsibilities, such as trade support, answering the advisor's phone, drafting routine client correspondence, maintaining client files, and managing internal communications and alerts
Requirements:
Bachelor's degree and/or equivalent experience required
3+ years of relevant industry experience
Prior experience working with High Net Worth (HNW) clientele
Active IAR registration and Series 65 license required
Certified Financial Planner (CFP) designation preferred or willingness to obtain
Proven experience in client service or advisory environment
Excellent organizational and time management abilities
Capable of managing multiple priorities and meeting deadlines
Effective communicator across all levels of the organization
Team-oriented and process-driven approach
Proficient in Microsoft Office Suite and other relevant software systems
Previous experience with platforms such as Fidelity, Black Diamond, eMoney, Nitrogen (formerly Riskalyze), and Wealthbox is preferred
A forward-thinking, technology-driven Registered Investment Advisor and Financial Planning firm dedicated to delivering innovative investment management and holistic financial planning solutions is seeking a Registered Client Service Associate. Serving individuals, families, and small businesses, to build customized financial plans and dynamic portfolios designed to manage risk and optimize returns. As a privately owned, fiduciary firm with no sales incentives or proprietary products, their focus is on creating long-term value through trusted client relationships.
The Registered Client Service Associate will play a key role in supporting senior advisors by preparing portfolio materials, coordinating client interactions, and helping to deepen and retain client relationships.
Responsibilities:
Support the advisors in servicing clients by preparing financial plans, conducting investment research, and executing trades and transactions
Coordinate and prepare for client meetings, including scheduling and confirming appointments, updating the CRM system, creating meeting agendas and summaries, greeting clients, and ensuring timely follow-up
Manage new business processing by preparing necessary forms, collecting signatures, submitting documentation to the home office, tracking applications, and coordinating rollovers
Assist with marketing efforts, including preparation and organization of marketing materials and event support
Perform general administrative responsibilities, such as trade support, answering the advisor's phone, drafting routine client correspondence, maintaining client files, and managing internal communications and alerts
Requirements:
Bachelor's degree and/or equivalent experience required
3+ years of relevant industry experience
Prior experience working with High Net Worth (HNW) clientele
Active IAR registration and Series 65 license required
Certified Financial Planner (CFP) designation preferred or willingness to obtain
Proven experience in client service or advisory environment
Excellent organizational and time management abilities
Capable of managing multiple priorities and meeting deadlines
Effective communicator across all levels of the organization
Team-oriented and process-driven approach
Proficient in Microsoft Office Suite and other relevant software systems
Previous experience with platforms such as Fidelity, Black Diamond, eMoney, Nitrogen (formerly Riskalyze), and Wealthbox is preferred
About BCI Brokerage Consultants
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
11 - 50 Employees
Headquarters location
Chicago, IL, US
Year founded
1992