10 of the Most Popular Types of Client Associate Jobs in 2026

See what kind of roles similar to Client Associate jobs are hiring now

Top Types Of Client Associate Jobs

• 1811 Series

  Salary range: $53,000 - $116,500

  1811 Series is a common job search query. Most salaries for 1811 Series jobs pay between $53,000 (25th percentile) and $116,500 (75th percentile) annually. Take a look at the variety of open positions nationwide for 1811 Series job searches hiring now on ZipRecruiter.

• Series 66

  Salary range: $59,000 - $95,500

  Series 66 is a typical job search query Most salaries for Series 66 jobs pay between $59,000 (25th percentile) and $95,500 (75th percentile) annually. Take a look at the variety of open positions nationwide for Series 66 job searches hiring now on ZipRecruiter.

• Diener

  Salary range: $31,500 - $64,000

  Diener is a common job search query. Most salaries for Diener jobs pay between $31,500 (25th percentile) and $64,000 (75th percentile) annually. You’ll find many open positions nationwide for Diener job searches hiring now on ZipRecruiter.

• Registered Client Associate

  Salary range: $38,500 - $73,500

  A registered client associate works for a bank or similar financial institution to acquire and retain new customers. As a client associate, your job duties revolve around interacting with clients to ensure their satisfaction. This includes setting up their accounts and sharing progress with an associate or financial advisor. You play a crucial role in client service for these accounts, letting those with more robust wealth management backgrounds handle the investment aspect. In some positions, registered client associates may also provide sales support, assist in social media marketing efforts, and educate clients on new account services.

• Client Reporting Associate

  Salary range: $41,500 - $87,500

  Client Reporting Associate is a more unusual job search query but still may give you interesting job results. Most salaries for Client Reporting Associate jobs pay between $41,500 (25th percentile) and $87,500 (75th percentile) annually. Currently, there are not many open positions nationwide for Client Reporting Associate job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.

• Series 7

  Salary range: $40,000 - $61,000

  Series 7 is a common job search query. Most salaries for Series 7 jobs pay between $40,000 (25th percentile) and $61,000 (75th percentile) annually. You’ll find many open positions nationwide for Series 7 job searches hiring now on ZipRecruiter.

• Contract Finra Series 7

  Salary range: $40,000 - $61,000

  Contract Finra Series 7 is a more unusual job search query but still may give you interesting job results. Most salaries for Contract Finra Series 7 jobs pay between $40,000 (25th percentile) and $61,000 (75th percentile) annually. Currently, there are not many open positions nationwide for Contract Finra Series 7 job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.

• Senior Client Associate

  Salary range: $44,500 - $95,000

  Senior Client Associate is a more unusual job search query but still may give you interesting job results. Most salaries for Senior Client Associate jobs pay between $44,500 (25th percentile) and $95,000 (75th percentile) annually. Currently, there are not many open positions nationwide for Senior Client Associate job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.

• Schwab Private Client

  Salary range: $38,500 - $53,000

  Schwab Private Client is a more unusual job search query but still may give you interesting job results. Most salaries for Schwab Private Client jobs pay between $38,500 (25th percentile) and $53,000 (75th percentile) annually. Currently, there are not many open positions nationwide for Schwab Private Client job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.

• Client Services Associate

  Salary range: $35,500 - $52,000

  A client services associate is responsible for supporting financial advisors by providing a number of sales and support functions. In this career, you are typically employed by financial or wealth management organizations. Your job duties include giving quotes to customers, keeping records of investment transactions, building customer portfolios, and handling general customer service requests. Qualifications include experience with stocks, bonds and other investments, and strong customer service and oral communication skills.