Top 17 Registered client associate Jobs in Norwell Ma

Registered Client Associate
Moors & Cabot Inc —Boston, MA
- $55,000 - $85,000 a year
- Full-time
- Hybrid work
- Google Workspace
- Writing skills
- Basic math
- Disability insurance
- Health insurance
Quick Apply
Operations - Analyst, Senior Analyst, Associate Client Service - Parametric
Morgan Stanley —Boston, MA
- $60,000 - $90,000 a year
- Hybrid work
- Marketing
- Mid-level
- Office
Registered Wealth Management Client Associate
Bank of America —Boston, MA
- $26.50 - $45.00 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Client Relationship Associate, Wealth Management
Voya Financial —Boston, MA
- $70,000 - $80,000 a year
- Full-time
- Office
- Finance
- Bachelor's degree
- Paid holidays
- Health insurance
Private Wealth Management Wealth Management Associate
Morgan Stanley —Boston, MA
- $68,000 - $120,000 a year
- Email
- Computer literacy
- Writing skills
- Office
Private Wealth Management Registered Client Service Associate
Morgan Stanley —Boston, MA
- $31,200 - $90,000 a year
- Writing skills
- Mid-level
- Office
Client Service Associate
Beacon Bank —Boston, MA
- $52,000 - $90,498 a year
- Research
- Mid-level
- Office
Registered Client Service Associate (Boston, MA)
Oppenheimer & Co. Inc. —Boston, MA
- $60,000 - $65,000 a year
- Full-time
- 5 years
- Organizational skills
- Senior level
Quick Apply
Wealth Management Associate
Morgan Stanley —Boston, MA
- $58,000 - $115,000 a year
- Full-time
- 5 years
- Computer literacy
- Writing skills
PWM Client Service Associate
Morgan Stanley —Boston, MA
- $15.00 - $40.87 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Client Service Associate
Stifel —Boston, MA
- $40,000 - $59,800 a year
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
Accelerated Path to Management Program
New York Life - John Judkins —Boston, MA
- $80,000 - $125,000 a year
- Full-time
- Spanish
- Office
- 3 years
- Disability insurance
- Health insurance
Quick Apply
Trust Officer
MassMutual —Boston, MA
- $90,500 - $118,700 a year
- Background check
- 3 years
- High school diploma or GED
- Commuter assistance
- Paid holidays
Senior Wealth Strategist - PNC Private Bank
PNC Financial Services Group —Boston, MA
- $159,600 - $296,400 a year
- Full-time
- Customer service
- Research
- Office
- Wellness program
- Health savings account
Financial Advisor
NYL - Patrick Piscitelli —Bridgewater, MA
- $80,000 - $100,000 a year
- Full-time
- Mid-level
- 3 years
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Fast Track Insurance Partner
New York Life, Coelho Group — Bridgewater —Bridgewater, MA
- $65,000 - $200,000 a year
- Spanish
- Office
- Recruiting
- Tuition reimbursement
- Life insurance
Quick Apply

More jobs to discover

Find similar jobs that you might be interested in.

Operations - Analyst, Senior Analyst, Associate Client Service - Parametric
Morgan Stanley —Boston, MA
Keen interest in and understanding of investment products and financial instruments such as equities and fixed income.
$60,000 - $90,000 a year
Operations Analyst
First Circuit Court of Appeals —Boston, MA
Opening and Closing Dates 06/22/2026 - 07/20/2026. Classification Level/Grade CL 26 - CL 27.
$61,581 - $109,971 a year
11d

Show more similar jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Registered Branch Associate
Edward Jones —Columbus, OH
Complete required CE training to ensure license(s) are in good standing. Research portfolio performance, cost/fees, asset allocation, changes to portfolio…
Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Sunbury, OH
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
$75,000 a year

Show more jobs in cities nearby

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

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

registered client associate jobs near norwell ma

Registered Client Associate jobs in Boston, MA

Financial Advisor jobs in Boston, MA

Client Services Associate jobs in Boston, MA

Client Associate jobs in Boston, MA

Trustee jobs in Boston, MA

Program Manager jobs in Boston, MA

Management Associate jobs in Boston, MA

Registered Client Associate jobs in Denver, CO

Registered Client Associate jobs in Andover, MA

Registered Client Associate jobs in Phoenix, AZ

Registered Client Associate jobs in Atlanta, GA

Registered Nurse jobs in Helena, MT

Ahn Registered Nurse jobs in Pittsburgh, PA

Associate Dentist jobs in New York, NY

Financial Advisor jobs in Mobile, AL

Financial Advisor jobs in Arkansas

Financial Advisor jobs in West Palm Beach, FL

Financial Advisor jobs in Brentwood, TN

Entry Level Financial Analyst jobs in Los Angeles, CA

Entry Level Financial Analyst jobs in Atlanta, GA

Registered Client Associate

Moors & Cabot Inc -
Boston, MA

Quick Apply

Job Details

Full-time
$55,000 - $85,000 a year

Benefits

Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Vision insurance
401(k) matching
Opportunities for advancement
Life insurance

Qualifications

Google Workspace
Google Docs
Spreadsheets
Writing skills
Basic math
Research
Series 7
Securities Industry Essentials
Associate's degree
Negotiation

Full Job Description

Moors & Cabot: Where Your Financial Career Finds Its Home.

For over 135 years, Moors & Cabot has been a cornerstone of personalized wealth management. Headquartered in Boston, MA, with offices across the United States, we're not just a financial firm – we're a community dedicated to helping clients achieve their financial goals.

We empower our full-service Financial Professionals with the tools and support they need to excel, offering a comprehensive suite of investment services including financial planning, investment advisory, brokerage, retirement planning, and cash management. We also proudly serve individuals, families, and institutions with a wide range of investment products.

Join a firm with a rich history of integrity and a future built on innovation. At Moors & Cabot, we foster a professional and supportive environment where your contributions are valued, and your success is our priority. Come define the meaning of financial services with us.

Role Description

The Registered Client Associate is a forward facing member of the Moors & Cabot team with a mission to help clients achieve their financial goals by competitively delivering the highest quality service. This role is an integral part of the client/financial professional relationship as well as a valuable partner in the success of the branch. This position exemplifies Moors & Cabot’s core values of Integrity, Service is Personal, One Team, Communication and Initiative by communicating with clients, providing a personalized experience, and problem solving. By facilitating these interactions and being an active, collaborative and engaged employee, this role provides room for growth and advancement opportunities.

This full-time role reports to the Branch Manager with additional feedback gathered from the assigned Financial Professionals (FPs). Working hours are Monday - Friday 8:30 AM to 5:00 PM EST. This role is located in our Boston headquarters and is eligible for a hybrid schedule: at least 3 days in office and up to 2 days remote.

Role Responsibilities

Client/Financial Professional Team Duties (70%)

Directly communicate with clients to service their account requests or concerns via phone, email, or other mediums
Plan and arrange client meetings
Document and execute money moves - deposits, ACH, wires, withdrawals, rollovers, etc.
Complete data entry for MoneyguidePro plans and assist with Riskalyze questionnaire completion
Assist with new account openings and maintain contact with new clients to verify account information, beneficiary designation, address changes, etc.
Assist with new financial professional transition when assigned
Service advisory accounts, as applicable
Maintain working relationships with other business functions to ensure seamless business practices and troubleshoot problems when they arise
- Compliance, Operations, IT, Strategic Initiatives, Training Center, etc.
Research client portfolios as assigned and as experience is gained remain knowledgeable about financial markets
Determining client needs through service to initiate opportunities for Financial Professionals
Perform research for client portfolios, as assigned
As experience progresses, maintain open communication with assigned FPs to discuss financial opportunities and client financial plans
Collaborate with Marketing to assist with financial professional marketing strategies and initiatives
Contribute to Client Associate RingCentral chat to share knowledge with others
Assist with other branch coverage when needed
Adhere to and keep up to date on Compliance and firm policies and participate in firm sponsored trainings
Ensure and maintain good standing with all FINRA/SEC rules and regulations including licensure and continuing education requirements, if applicable

Office Administrative (20%)

Maintain and organize client files, CRM Redtail notes, and documentation
Utilize DocuSign and DocuPace for form signature, distribution, and documentation
Provide administrative support to assigned Financial Professional(s) and Branch Manager as needed
Other duties as assigned

Other (10%)

Take initiative in career growth by enrolling in Google Classroom courses and provided development opportunities
Compile monthly reports for assigned client/financial professional teams
Submit monthly expense reports to provide accurate P&L data
Be an active culture carrier within teams and contribute to a positive team morale

Key Measurements

Ability to integrate into Financial Professional(s)’ business and build rapport with clients
Accomplishment of annual organizational, team and personal goals as communicated by management
Revenue growth for the Financial Professional(s)’ business as well as overall growth for the firm
Activity volume measured from communications, workflow items, adoption of new tools and professional development courses

Minimum Requirements

3-7 years of relevant experience
Associate Degree in Business, Finance, or related field
SIE licensed
Series 7 and 66 (63/65) licensed or able to attain within first 3-6 months of employment
Confident in using Microsoft Office Suite and Google Suite
Competent using Concur, RBC, AOS, RedOak, RedTail
Comfortable taking initiative and being part of a team
Competent in the following Knowledge, Skills, and Abilities:
- Customer Service
- Math
- Clerical Work
- Reading, Writing, and Oral Expression
- Active Listening
- Critical Thinking
- Social Perceptiveness
- Coordination
- Time Management
- Deductive and Inductive Reasoning
- Empathy
- Selective Attention
- Time Sharing
- Memorization
- Initiative
- Persuasion
- Negotiation

Preferred Requirements

Bachelor’s Degree in Business, Finance, or related field

Compensation and Benefits

The expected base salary for the role at the time of posting will be between $55,000 and $85,000 per year at the commencement of employment. However, base salary, if hired, will be determined on an individualized basis and is dependent on experience, skills, registration status, market conditions, location and business needs. Base salary is only part of the total compensation package, which may also include variable compensation in the form of commission earnings, incentive compensation, discretionary bonuses, and other Moors & Cabot sponsored benefit programs.

Total Rewards Benefits Package:

Medical, Dental & Vision
Short Term Disability, Long Term Disability, Life Insurance, and optional Supplemental Life insurance for employee, spouse, and dependents
401k plans with yearly match
Flexible spending accounts
Identity Theft Protection insurance
Critical Illness and Accident insurance plans
PTO: vacation, personal days, sick time, and volunteerism day to encourage community involvement

Moors & Cabot is an Equal Opportunity Employer.

Moors & Cabot is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

We utilize the Department of Homeland Security’s employee authorization program, E-Verify. E-Verify confirms employment eligibility by comparing the employee's Form I-9 information entered in E-Verify by the employer with the information in records available to SSA and/or DHS.

Quick Apply

Refine Your Search

registered client associate jobs in norwell ma

Registered Client Associate

Operations - Analyst, Senior Analyst, Associate Client Service - Parametric

Registered Wealth Management Client Associate

Client Relationship Associate, Wealth Management

Private Wealth Management Wealth Management Associate

Private Wealth Management Registered Client Service Associate

Client Service Associate

Registered Client Service Associate (Boston, MA)

Wealth Management Associate

PWM Client Service Associate

Client Service Associate

Accelerated Path to Management Program

Trust Officer

Senior Wealth Strategist - PNC Private Bank

Financial Advisor

Fast Track Insurance Partner

More jobs to discover

Explore jobs in cities nearby

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

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected