We're looking for a Registered Client Service Associate to: Conduct order entry functions supporting the Financial Advisor keep management systems up-to-date with client information educate clients ...
We're looking for a Registered Client Service Associate to: Conduct order entry functions supporting the Financial Advisor keep management systems up-to-date with client information educate clients ...
Your role We're looking for a Registered Client Service Associate to: Conduct order entry functions supporting the Financial Advisor keep management systems up-to-date with client information educate ...
Your role We're looking for a Registered Client Service Associate to: Conduct order entry functions supporting the Financial Advisor keep management systems up-to-date with client information educate ...
As a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by preparing portfolio materials for client meetings, leverage your analytical skills to ...
As a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by preparing portfolio materials for client meetings, leverage your analytical skills to ...
About the job Registered Client Service Associate -Miami, FL Registered Client Service Associate (Trading and Operations) - Miami, FL FinTrust Connect has partnered with a boutique, Family Office in ...
About the job Registered Client Service Associate -Miami, FL Registered Client Service Associate (Trading and Operations) - Miami, FL FinTrust Connect has partnered with a boutique, Family Office in ...
JOB SUMMARY The Client Service Associate (CSA) provides high-level administrative, operational, and client support to Financial Advisors and Registered Representatives within a Broker-Dealer/RIA. The ...
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JOB SUMMARY The Client Service Associate (CSA) provides high-level administrative, operational, and client support to Financial Advisors and Registered Representatives within a Broker-Dealer/RIA. The ...
Client Service Associate
$13.75 - $19.25/hr
... Registered Client Associate, or similar wealth management support role * Experience working within wealth management, private banking, broker-dealer, or RIA environments * Strong understanding of ...
Client Service Associate
$13.75 - $19.25/hr
... Registered Client Associate, or similar wealth management support role * Experience working within wealth management, private banking, broker-dealer, or RIA environments * Strong understanding of ...
Your role We're looking for a Registered Client Service Associate to: • Conduct order entry functions supporting the Financial Advisor keep management systems up-to-date with client information • ...
Your role We're looking for a Registered Client Service Associate to: • Conduct order entry functions supporting the Financial Advisor keep management systems up-to-date with client information • ...
Your role Your role We're looking for a Registered Client Service Associate to: • Conduct order entry functions supporting the Financial Advisor keep management systems up-to-date with client ...
Your role Your role We're looking for a Registered Client Service Associate to: • Conduct order entry functions supporting the Financial Advisor keep management systems up-to-date with client ...
Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across ...
Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across ...
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 Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical ...
... Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical ...
Gain exposure to wealth management business, products, services and clients' financial needs. Requirements: * High school diploma required. In pursuit of college degree preferable. * At least 18 ...
Gain exposure to wealth management business, products, services and clients' financial needs. Requirements: * High school diploma required. In pursuit of college degree preferable. * At least 18 ...
Gain exposure to wealth management business, products, services and clients' financial needs. Requirements: * High school diploma required. In pursuit of college degree preferable. * At least 18 ...
Gain exposure to wealth management business, products, services and clients' financial needs. Requirements: * High school diploma required. In pursuit of college degree preferable. * At least 18 ...
Gain exposure to wealth management business, products, services and clients' financial needs. Requirements: * High school diploma required. In pursuit of college degree preferable. * At least 18 ...
Gain exposure to wealth management business, products, services and clients' financial needs. Requirements: * High school diploma required. In pursuit of college degree preferable. * At least 18 ...
... Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical ...
... Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical ...
Registered Client Service Associate information
See Miami, FL salary details
$9.31 - $11.90
3% of jobs
$11.90 - $14.48
12% of jobs
$15.59 is the 25th percentile. Wages below this are outliers.
$14.48 - $17.06
23% of jobs
The median wage is $18.29 / hr.
$17.06 - $19.64
24% of jobs
$21.76 is the 75th percentile. Wages above this are outliers.
$19.64 - $22.22
15% of jobs
$22.22 - $24.80
10% of jobs
$24.80 - $27.38
6% of jobs
$27.38 - $29.96
2% of jobs
$29.96 - $32.54
2% of jobs
$32.54 - $35.12
1% of jobs
$35.12 - $37.70
1% of jobs
$9
$20
$37
How much do registered client service associate jobs pay per hour?
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.

Other
Posted 25 days ago
UBS rating
8.8
Based on 42 frontline employees who took The Breakroom Quiz
11th of 141 rated banks
Job description
We're looking for a Registered Client Service Associate to:
Conduct order entry functions supporting the Financial Advisor
keep management systems up-to-date with client information
educate clients on account services and capabilities
help with the preparation of reports and other materials for client meetings
collect the right documentation for opening new accounts and service requests
plan team marketing events and maintain marketing materials
provide the team with a detailed calendar of activities
About UBS
Sourced by ZipRecruiter
We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.
Industry
Securities, commodity contracts, and financial investments
Company size
10,000+ Employees
Headquarters location
Zürich, ZH, CH