Top 1428 Registered Client Associate Jobs

Associate Plan Support Consultant - FULLY REMOTE
Slavic401K —Boca Raton, FL
- $21.39 - $28.00 an hour
- Full-time
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays
Quick Apply
2d
Registered Client Service Associate
Stifel —Rochester, MN
- $46,900 - $70,200 a year
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
5d
Non Registered - Client Service Associate
Stifel —Goshen, NY
- $39,800 - $59,500 a year
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
Client Service Associate
Stifel —Newport Beach, CA
- $55,300 - $74,000 a year
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Client Service Associate - Non-Registered
Stifel —Greenwood Village, CO
- $47,000 - $62,000 a year
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
11d
Registered Client Service Associate
Morgan Stanley —West Palm Beach, FL
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
2d
Client Service Associate
Orgel Wealth Management, LLC —Altoona, WI
- Writing skills
- Office
- 3 years
- Retirement plan
Quick Apply
Client Service Associate - NR
Stifel —Auburn, CA
- $49,400 - $65,000 a year
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
3d
Registered Client Service Associate
LPL Employee Services —Newport Beach, CA
- $28.47 - $47.44 an hour
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- Paid time off
Quick Apply
9d
Registered Client Service Associate - Raleigh, NC
LPL Employee Services —Raleigh, NC
- $25.85 - $43.08 an hour
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- Paid time off
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Registered Wealth Management Client Associate
Bank of America —West Palm Beach, FL
- $25 - $45 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
4d
Associate Wealth Advisor
EARNED —Remote
- $80,000 - $100,000 a year
- Full-time
- Bachelor of Science
- Mid-level
- 3 years
- Health insurance
- Dental insurance
ASSOCIATE, PRIVATE WEALTH CLIENT SERVICES
Cresset Capital —Dallas, TX
- Mid-level
- Office
- Finance
- Health savings account
- Disability insurance
Quick Apply
9d
Client Service Associate
PNC Financial Services Group —Houston, TX
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Wellness program
- Health savings account
Private Wealth Management Registered Client Service Associate
Morgan Stanley —Washington, DC
- $33,280 - $85,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Paid holidays
Associate Financial Advisor - Wisconsin Heartland Associates
Thrivent —Madison, WI
- $36,000 a year
- Full-time
- Background check
- Mid-level
- Office
- 401(k)
Quick Apply
Wealth Planning Liaison
MMG Wealth Management —Grand Haven, MI
- $45,000 - $85,000 a year
- Multiple hires
- Background check
- Microsoft Excel
- Microsoft Outlook
- Relocation assistance
- Tuition reimbursement
Quick Apply
Registered Wealth Management Advisor
Raymond James Financial, Inc. —Altoona, PA
- Full-time
- Research
- Mid-level
- Office
- Profit sharing
- Paid holidays
Registered Client Service Associate
Wilcox Financial / Wilcox Sports Management —Detroit, MI
- Full-time
- Background check
- Writing skills
- Office
- Health insurance
- Dental insurance
Quick Apply
6d
Associate Wealth Advisor
Summit Financial, LLC —Parsippany-Troy Hills, NJ
- From $120,000 a year
- Full-time
- Hybrid work
- 5 years
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply

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Associate Plan Support Consultant - FULLY REMOTE

Slavic401K -
Boca Raton, FL

Quick Apply

Job Details

Full-time
$21.39 - $28.00 an hour
2 days ago

Benefits

Paid parental leave
Paid holidays
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Paid time off
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Life insurance
Pet insurance

Qualifications

Optimizing workflow processes
Benefits administration
Defined contribution retirement plans
Customer records maintenance
Records maintenance
Financial services customer support
Operations coordination
Regulatory compliance
Bachelor's degree in business
Process improvement
Mid-level
Employee Retirement Income Security Act of 1974 (ERISA)
Managing clients in a customer support role
Salesforce Cloud
Bachelor's degree
Internal employee customer service
Compliance documentation
Organizational skills
Document quality checks
Financial services
Financial regulatory compliance
CRM system proficiency
Productivity software
1 year
Document change management
Cross-functional collaboration
Business
Communication skills
Cross-functional communication
Quality data entry

Full Job Description

While this position is fully remote, we are only registered and can proceed with qualified candidates who reside and will work in one of the following states: AL, AZ, FL, GA, MI, MS, NE, NC, OH, OK, TN, TX. No exceptions. No relocation assistance is available. Must be eligible to work in the US without employment sponsorship. Direct Hire only, no third-party agency applications, please.

Job Description

Job Title: Associate Plan Support Consultant

Department: Plan Support Consultants FLSA Status: Exempt Job Status: FT

Reports To: Manager, Plan Support Consultants

Positions Supervised: n/a Work Schedule: Monday – Friday, 8:30 am – 5:00 pm

Position Summary

The Associate Plan Support Consultant supports the administration and ongoing service of retirement plans for existing clients by assisting with plan-level service requests, documentation, and internal coordination. This role partners closely with Plan Support Consultants, Plan Documentation Specialists, Client Account Managers, and internal operational teams to ensure plan changes and administrative requests are completed accurately, timely, and in compliance with ERISA and internal guidelines.

This position serves as a developmental role, building foundational experience in plan administration, documentation accuracy, and client service while progressively taking on increased ownership and client interaction. Success in this role requires attention to detail, strong organizational skills, responsiveness, and a willingness to learn in a fast-paced, highly regulated environment.

Essential Functions

Support plan-level service and administrative requests for existing clients, including assisting with plan changes, amendments, and documentation updates

Gather, review, and validate required information and documentation related to plan design changes, amendments, and client requests

Prepare and submit plan documentation through established workflows, ensuring completeness and accuracy prior to review

Assist with tracking documentation, approvals, signatures, and status updates within Salesforce and other internal systems

Support Plan Support Consultants during plan design discussions and consultations by preparing background information and documenting outcomes as needed

Review plan documentation for consistency with master plan documents, plan provisions, and regulatory requirements under guidance

Serve as a support point of contact for internal partner inquiries, providing timely follow-up and clear communication

Coordinate cross-functionally with internal departments to support accurate and on-time execution of plan updates

Identify missing information, potential risks, or delays and escalate appropriately

Perform administrative tasks to support daily operations, including data entry, document management, status tracking, reporting support, and maintenance of accurate plan records across systems

Participate in training, documentation, and process improvement initiatives to build knowledge and improve team workflows

Skills & Abilities

Strong attention to detail with a focus on document accuracy and completeness

Ability to manage multiple tasks and priorities in a deadline-driven environment

Clear, professional written and verbal communication skills

Developing sense of ownership and accountability, with willingness to ask questions and seek guidance

Client-focused mindset with an interest in consultative service

Ability to learn and interpret retirement plan documents and administrative requirements

Strong organizational and follow-through skills in a cross-functional environment

Proficiency with Microsoft Office applications and willingness to learn internal systems (Salesforce, recordkeeping platforms)

Receptiveness to coaching, feedback, and continuous learning

Experience

1–3 years of experience in the retirement industry, financial services, or a related client support or operational role preferred

Prior exposure to 401(k) plan administration, documentation, or ERISA concepts a plus

Client-facing or internal service support experience preferred

Education

Bachelor’s degree in business or related field preferred, or equivalent combination of education and relevant experience

Certificates & Licenses

Progress toward industry designation (QKA, QKS, ASPPA, or similar) encouraged

Work Environment

Extended sitting and computer work

For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace. Additionally, there is an internet work speed requirement of 100 MBps or better. If you are unsure of your internet speed, please check with your service provider. Please ensure that you are able to meet these expectations before applying as adequate home work environment and the required internet connection is a non-negotiable requirement of remote employment

Job Description Disclaimer

This job description is intended to describe the general nature and level of work performed. It is not intended to be an exhaustive list of all duties, responsibilities, or qualifications. Duties and responsibilities may change at any time based on business needs.

The Power of WE

WE serve the individual saver and investor, know that their savings represents not only money, but the time it took to earn that money, which is forever gone. WE will prudently, cost-effectively and efficiently safeguard and invest that money for a better future for all we serve.

WE are guided by core principles of honesty, accountability, and transparency. Consequently, we are always looking to do the right thing.

WE will treat every customer and colleague with respect and dignity. WE will exhibit humility both as individuals and as a corporate entity.

What’s in it for you Package
This role will have a base pay range of $21.39 - $28 per hour. Please know, this is the base range only and does not consider other components that make up the total rewards package for this role. This position is also eligible for an annual performance bonus.

Other perks in the total rewards package are:

Flexible work environment
Participation in Personal Annual Performance Bonus incentive program
Medical, Dental, Vision, and Life Insurance
75% employer coverage of Medical Premiums
Retirement Savings – 401(k) plan with generous company match, vested after 2 years
Tuition Reimbursement up to $5,250/year
Generous Paid Time Off upon hire – plus quarterly Work/Life Balance days and paid holidays
Paid Parental Leave
Voluntary Pet Insurance, Lifelock and More!
24/7 no-cost Employee Assistance Program (EAP)

Slavic401k is an Equal Opportunity Employer

Slavic 401k is an equal opportunity employer with a commitment of inclusion for all qualified candidates. Slavic401k strictly prohibits unlawful discrimination based upon an individual’s race, color, religion, gender, sexual orientation, gender identity/expression, national origin/ancestry, age, mental/physical disability, medical condition, marital status, veteran status, or any other characteristic protected by law.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

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