Client Service Associate - Registered

Benefits

Parental leave

Not verified

Non-birth-parent leave

Not verified

Family-building benefits

• Fertility benefits: Not verified
• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

Not verified

Relocation assistance

Not verified

Childcare support

Not verified

Learning budget

Not verified

Verification

Not verified checked Jun 13, 2026

Salary

Not verified

401(k) match

Reported from DOL Form 5500 industry filing (not employer-specific)

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Market context

U.S. role benchmark (BLS OEWS)

$78,856 U.S. median for this role

Projected growth (BLS Employment Projections)

+0.8% - Slower

Matched to SOC 11-1021 - Customer Success aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Schedule

Shift type

Not verified

Weekend work

Not verified

Application

Cover letter

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Assessment

Not verified

Deadline

Not stated

Where they hire

State eligibility is not yet verified.

About this role

Client Service Associate - Registered Dallas, TX, United States The Registered Client Service Associate (R-CSA) plays a critical role in supporting Financial Advisors (FAs), and their teams in delivering exceptional client service. This role involves direct client interaction, administrative support, and operational execution to ensure a seamless client experience. The R-CSA builds trusted relationships through consistent communication and a client-first mindset. Client Support Serve as the primary point of contact for client inquiries, including account queries, stock orders, payments, and documentation. Assist with account opening, onboarding, due diligence, and ongoing monitoring. Execute money movement transactions and enter trade orders at the direction of the FA. Educate and enroll clients in digital tools (e.g., eSign, eAuthorization). Maintain and update client account information, including investment objectives and risk tolerance. Support client meetings, business trips, and investment proposals with necessary documentation. Ensure compliance with legal, regulatory, and internal policy requirements. Help implement and maintain the FA/team's marketing strategy (e.g., website updates). Administrative Support Manage calendars, schedule meetings, and coordinate logistics including Zoom credentials and materials. Handle travel arrangements, prepare expense reports, and manage reimbursements. Answer inbound and outbound calls, providing updates and scheduling follow-ups. Perform general office duties such as filing, scanning, and maintaining records. Act as gatekeeper during prime market hours to ensure focus and efficiency. Education & Licensing High School Diploma or equivalent required; college degree a plus. Active Series 7 and Series 66 (or Series 63 and 65) licenses required. Experience 2-4 years of experience in the financial services or

Read the full description at ejlu.fa.us2.oraclecloud.com. FewerJobs shows a preview and links to the original posting.