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Registered Client Service Associate Jobs in New Rochelle, NY

Morgan Stanley

Registered CSA

Stamford, CT

$24K - $83K/yr

POSITION SUMMARY 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.

Morgan Stanley

Registered CSA

Stamford, CT · On-site

$24K - $83K/yr

POSITION SUMMARY 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.

Morgan Stanley

Registered CSA

Stamford, CT · On-site

$24K - $83K/yr

POSITION SUMMARY 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.

Stifel

Client Service Associate

White Plains, NY

$43K - $65K/yr

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 ...

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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 (Jericho, NY)

Registered Client Service Associate (Jericho, NY)

Oppenheimer & Co.

Jericho, NY

$50K - $60K/yr

Other

Posted 8 days ago

Job description

Who We Are:
Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
Job Description
Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their Jericho, NY branch office. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking skill sets. The candidate should be able to operate independently as well as a member of a small team. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards.
Responsibilities
  • Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors
  • Quickly develop knowledge of a variety of forms and account procedures in order to assist clients
  • Learn to utilize research and technical support tools
  • Produce quality analytical reports using various software programs
  • Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions
  • Act with integrity and respect in all situations
  • Cultivate and grow existing client relationships
  • Assist with marketing efforts and plan client events
  • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments
  • Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts
  • Local office interaction with other support members, Financial Advisors and Management
Skills/Requirements
  • FINRA Registrations: Series 7 and 63/65 (or 66) required
  • 3+ years' experience working as a sales assistant/RCSA in a corporate/brokerage environment
  • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs
  • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role
  • Must be able to maintain the highest level of confidentiality
  • Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills
  • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner
  • Able to meet designated deadlines and work effectively in a pressurized environment
  • Demonstrate the ability to handle multiple tasks to completion with little or no supervision

Compensation
For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $50,000.00 - $60,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

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