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Registered Client Service Associate Jobs in New Rochelle, NY

Stifel

Registered Client Service Associate

Manhattan, NY

$48K - $72K/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 ...

New

Stifel

Registered Client Service Associate

Manhattan, NY

$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 ...

New

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All JobsRegistered Client Service Associate JobsRegistered Client Service Associate Jobs in New Rochelle, NY

Registered Client Service Associate information

See New Rochelle, NY salary details

$10

$23

$42

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

As of Jun 17, 2026, the average hourly pay for registered client service associate in New Rochelle, NY is $23.05, according to ZipRecruiter salary data. Most workers in this role earn between $17.55 and $25.72 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 near New Rochelle, NY are hiring for Registered Client Service Associate jobs? Cities near New Rochelle, NY 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 Rochelle, NY as of June 2026, with employment types broken down into 78% Full Time, 20% Part Time, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $47,952 per year, or $23.1 per hour.
Registered Client Service Associate

Registered Client Service Associate

Morgan Stanley

Purchase, NY • On-site

Other

Posted 9 days ago

Morgan Stanley rating

8.3

Company rating: 8.3 out of 10

Based on 147 frontline employees who took The Breakroom Quiz

40th of 138 rated financial services

Job description

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. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.

Duties and Responsibilities

Client Support:

  • Supporting the Financial Advisor/Private Wealth Advisor/team in cultivating and enhancing new and existing client relationships
  • Executing money movement transactions at the request of the client and/or Financial Advisor/Private Wealth Advisor/team
  • Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)
  • Entering profile information or pre-filling account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or Financial Advisor/Private Wealth Advisor/team
  • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
  • Onboarding and maintaining client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or Financial Advisor/Private Wealth Advisor/team
  • Providing existing clients with details around their account information (e.g., investment objectives, risk tolerance)
  • Accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity at the direction of the Financial Advisor/Private Wealth Advisor/team
  • Supporting the Financial Advisors/Private Wealth Advisors/teams' marketing strategy (e.g., website maintenance)
  • Assisting Financial Advisors/Private Wealth Advisors/teams in delivering against their business plan and client service model
  • Remaining current on all policies, procedures, and new platforms
  • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

Administrative Support:

  • Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with Financial Advisors/Private Wealth Advisors/teams as needed)
  • Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
  • Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
  • Assisting with general in-office support functions such as copying, filing and scanning documentation
  • Preparing and submitting expense reports for processing at the direction of the Financial Advisor/Private Wealth Advisor
Education, Experience, Knowledge, and Skills

Education and/or Experience:

  • High School Diploma/Equivalency
  • College degree preferred
  • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
  • Two or more years of industry experience preferred

Knowledge/Skills:

  • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
  • Detail orientated with superior organizational skills and ability to prioritize
  • Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
  • Exceptional writing, interpersonal and client service skills
  • Strong time management skills
  • Team player with the ability to collaborate with others
  • Ability to work in a fast-paced, evolving environment
  • Adaptable and ability to multitask
  • Goal oriented, self-motivated and results driven

Reports to: Business Service Officer

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