Posted 03/11/2026
Job Number: 15790

Registered Client Service Associate

Pasadena, CA Onsite

Industry:  Financial Services

Job Category: Wealth Management

Job Type:  Direct Hire

Salary:  $72,800 - $78,520 / Annually

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Job Description

Position Title: Registered Client Service Associate

The Registered Client Service Associate plays a crucial role in supporting financial advisors by managing client relationships and ensuring efficient operations. This position requires a proactive individual who is detail-oriented and capable of handling various responsibilities, such as data input and client communication. The associate will work closely with an advisor, assisting with planning and portfolio management for a substantial book of business. This role involves a blend of technical skills and interpersonal communication, making it essential for the candidate to thrive in a fast-paced environment. The ideal candidate will contribute to a positive office culture that values teamwork and client impact.

Salary Range: $72,800 – $78,520 / Year DOE

Registered Client Service Associate Responsibilities:

  • Support the advisor in managing a $400 million AUM book of business
  • Prepare for client meetings and assist in data input for financial planning
  • Communicate effectively with clients and facilitate ongoing relationships
  • Compile client summaries with actionable items post-meeting
  • Execute trades and assist in rebalancing client portfolios
  • Utilize MoneyGuide Pro for financial planning tasks
  • Open new client accounts and process transfers and distributions
  • Monitor reports and notifications related to the book of business
  • Review accounts using the Paragon platform to ensure portfolio balance

Registered Client Service Associate Requirements:

  • Series 7, Series 66 or Series 63/65, and SIE Licensed
  • 5-10+ years of experience in financial services as a CSA or related role
  • Proficient with technology
  • Bachelor’s degree is preferred

Benefits:

  • Comprehensive medical, dental, and vision benefits
  • Company 401(k) and ESOP contributions
  • Generous sick, vacation, and maternity/parental leave
  • Paid holidays including New Year’s Day, Memorial Day, and Christmas Day
  • Professional development opportunities and tuition reimbursement
  • Discounted personal insurance options
  • Participation in a charitable gift-matching program
  • Engagement in community service through Davidson Day of Giving

If you are a Registered Client Service Associate looking to take the next step in your career, apply now! #LI-SB1

Job ID: a0CUm00003v1C4sMAE

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