Top 1139 Registered client associate Jobs

Remote Client Service Associate - Wealth Management (RIA/Broker-Dealer)
Reshape Wealth —Remote
- $80,000 - $105,000 a year
- Full-time
- Remote
- Mid-level
- 2 years
- Paid holidays
- Health insurance
Quick Apply
Associate Financial Advisor - Wisconsin Heartland Associates
Thrivent —Madison, WI
- $36,000 a year
- Full-time
- Background check
- Mid-level
- Office
- 401(k)
Quick Apply
Registered Wealth Management Advisor
Raymond James Financial, Inc. —Altoona, PA
- Full-time
- Research
- Mid-level
- Office
- Profit sharing
- Paid holidays
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
Registered Client Associate
Raymond James Financial, Inc. —Scottsdale, AZ
- Full-time
- Writing skills
- Research
- Mid-level
- Paid holidays
- Health insurance
11d
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 Client Service Associate
Wilcox Financial / Wilcox Sports Management —Toledo, OH
- Full-time
- Background check
- Writing skills
- Office
- Health insurance
- Dental insurance
Quick Apply
6d
Paraplanner with eMoney Experience (Series 7 & Series 66 Required)
Pathlight Advisors —Scottsdale, AZ
- $65,000 - $75,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Profit sharing
- Health savings account
Quick Apply
9d
Financial Services Sales Representative – Insurance & Investments
Evan Profeta State Farm Insurance Agency —Cumming, GA
- $40,000 - $120,000 a year
- Full-time
- Office
- Business development experience
- Bachelor's degree
- 401(k)
- Paid time off
Quick Apply
Financial Professional (Accelerated Path to Management Program)
New York Life —Newport Beach, CA
- $75,000 - $200,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Business development experience
- AD&D insurance
- Disability insurance
Quick Apply
Wealth Planning Associate
Everforth —Seattle, WA
- $90,000 - $115,000 a year
- Full-time
- Data analysis skills
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Registered Branch Associate
Edward Jones —Orange City, IA
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Health savings account
Account Coordinator II
Corovan Corporation —San Jose, CA
- $24.00 - $28.10 an hour
- Overtime
- Bachelor of Science
- Writing skills
- English
Quick Apply
Operations Support Associate
PharmLabs LLC —San Diego, CA
- From $25 an hour
- Email
- CRM software
- Laboratory experience
- Business development experience
- Health insurance
- 401(k)
Quick Apply
4d
Associate, Client Service - Wealth Mgmt (Hybrid)
NFP Corp —Madison, WI
- $50,000 - $58,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Office
- Health savings account
- Paid holidays
Quick Apply
Financial Services Management Trainee/ Southern California Applicants Only
New York Life —San Dimas, CA
- $70,300 - $150,000 a year
- Full-time
- Sales
- Office
- Finance
- AD&D insurance
- Disability insurance
Quick Apply
5d
Fast Track to Management
New York Life —Township of Wall, NJ
- $50,000 - $150,000 a year
- Full-time
- Hybrid work
- Management
- Sales
- Business development experience
- AD&D insurance
- Disability insurance
Quick Apply
Registered Paraplanner
Starboard Financial Group, Ameriprise Financial Services, LLC —Brookfield, WI
- $60,000 - $77,000 a year
- Part-time
- Background check
- Microsoft Outlook
- Mid-level
- Profit sharing
- Paid holidays
Quick Apply
14d
Registered Client Associate
Ascent Wealth Partners —Boulder, CO
- $75,000 - $95,000 a year
- Full-time
- Background check
- Research
- Office
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Sterling, VA
- $75,000 a year
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account

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Remote Client Service Associate - Wealth Management (RIA/Broker-Dealer)

Reshape Wealth
Remote

Quick Apply

Job Details

Full-time
$80,000 - $105,000 a year

Benefits

Paid holidays
Health insurance
401(k)
Paid time off
Flexible schedule

Qualifications

Managing customer accounts
Financial services customer support
Managing clients in a finance role
Client services experience
Investment account customer support
Process management
Account opening

Full Job Description

Client Service Associate (CSA) – Remote & to $105K - Growing Wealth Management Firm

****Must have SCHWAB experience and 2+ years of RIA (Registered Investment Advisor) or Broker/Dealer experience as a Client Service Associate or in Operations experience to apply.**** Without that experience you will NOT be contacted.

We’re looking for a dependable and proactive Client Service Associate (CSA) to support a high-performing financial services firm with client service and internal process management. This is a fully remote opportunity that offers structure, autonomy, and the chance to contribute to a growing business that values precision and trust.

You'll work behind the scenes to keep things running smoothly—handling account openings, supporting day-to-day operations, and serving as a reliable point of contact for both clients and internal team members. Your responsibilities will include assisting with documentation and custodial forms, managing schedules, updating systems, tracking workflows, maintaining CRM accuracy, and ensuring timely follow-ups—all while contributing to a seamless and professional client experience.

Highlights:

· Up to $105,000 base salary (based on experience)

· Work from anywhere in the US

· Full benefits, 401(k), and remote tech setup

· Paid time off, market holidays, and flexibility

· Long-term role with advancement potential

This is a great opportunity for someone ready to take ownership of their role, grow with a forward-thinking firm, and be trusted to do great work without micromanagement.

Note: This summary is not exhaustive and may include potential income, ranges, or benefit options. Please contact us for full details.

Pay: $80,000.00 - $105,000.00 per year

Benefits:

401(k)
Flexible schedule
Health insurance
Paid time off

Application Question(s):

Are you currently a CSA or Ops Manager supporting an RIA or broker?
How many years have you worked with the Schwab platform?

Experience:

Onboarding Schwab accounts: 1 year (Required)
CSA or Ops Manager supporting an RIA or Broker: 2 years (Required)
current CSA or Ops Manager: 1 year (Preferred)

Work Location: Remote

Quick Apply

Refine Your Search

registered client associate jobs

Remote Client Service Associate - Wealth Management (RIA/Broker-Dealer)

Associate Financial Advisor - Wisconsin Heartland Associates

Registered Wealth Management Advisor

Associate Wealth Advisor

Registered Client Associate

Wealth Planning Liaison

Registered Client Service Associate

Paraplanner with eMoney Experience (Series 7 & Series 66 Required)

Financial Services Sales Representative – Insurance & Investments

Financial Professional (Accelerated Path to Management Program)

Wealth Planning Associate

Registered Branch Associate

Account Coordinator II

Operations Support Associate

Associate, Client Service - Wealth Mgmt (Hybrid)

Financial Services Management Trainee/ Southern California Applicants Only

Fast Track to Management

Registered Paraplanner

Registered Client Associate

Financial Advisor - PNC Wealth Management

I want to receive the latest job alert for registered client associate

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