Senior Registered Client Associate: Wealth Management
RBC Capital Markets, LLC
RBC Wealth Management in New York is seeking a Senior Registered Client Associate to be a trusted resource for clients, advisors and the branch. You will use your administrative and operational skills to help advisors grow their business, meet compliance standards, onboard new accounts, maintain records, and prepare correspondence in a fast-paced, professional environment. This role offers ongoing training and development within a collaborative team, focusing on client service, accuracy, and #J-18808-Ljbffr RBC Capital Markets, LLC
$25 - $45 per hour
Job Description:Job DescriptionMerrill Wealth Management is a leading provider of... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision... ...specified timeframe if being hired into a registered job code.**Possesses advanced...SuggestedHourly payFull timeSeasonal workWork at officeWork from homeDay shift$55k - $90k
...Description What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral... ...of our branch serving financial advisors and our clients. As a Senior Registered Client Associate, become a trusted resource to our clients, advisors...SeniorFull timeFlexible hours$70k - $95k
...know how to take care of people? We’re looking for a Senior Registered Client Associate to: keep management systems up-to-date with client information educate... ...Group branch office in mid-town Manhattan. We provide wealth management solutions to ultra and high net worth...SeniorFull timeWork at officeFlexible hours$55k - $90k
...Senior Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Senior Registered Client Associate, become a trusted resource to our clients, advisors...SeniorFull timeFlexible hours$100k - $115k
Your Future TeamLCK Wealth is a growing wealth management practice providing complex solutions... ...to Ultra High Net Worth clients.This Barron’s and Forbes... ...-energy client service associate who thrives in an... ..., the firm operates as a registered investment advisor (RIA)....SeniorPermanent employmentWork at officeLocal area- A wealth management firm is seeking a Senior Associate, Client Relationship Manager, in New York, NY. The ideal candidate will enhance client experience, provide operational support to Wealth Advisors, and manage client relationships and inquiries. The firm offers a hybrid...Senior
- M&T Bank Corporation is seeking a Wealth Senior Client Associate in New York, NY, to support high net worth clients through exceptional service and relationship management. This hybrid position requires a Bachelor's degree and a minimum of 2 years’ experience in financial...Senior
- UBS in New York's Midtown Manhattan branch seeks a Senior Registered Client Associate to provide exceptional service to ultra/high net worth clients, keep client data current, educate clients on account services, and assist with client meeting materials. You will gather...Senior
$75.9k - $126.5k
...Wealth Management Client Service Representative Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management...SeniorWork experience placement- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision... ...timeframe if being hired into a registered job code.** Possesses advanced industry...Seasonal workWork at officeWork from homeShift workDay shift
$34.32k - $90k
...Client Service Associate Client Service Associates provide exceptional service to our clients and... ...support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis.... ...and/or other duties directed by local management Administrative Support: Answer...Temporary workWork at officeLocal area$34.32k - $90k
POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated... ...participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for...Work at officeLocal area$34.32k - $90k
...POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support... ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily... .../or other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering...Full timeTemporary workWork at officeLocal area$30.77 - $45.67 per hour
...About this role: Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will: Assist Financial...Ongoing contractWork experience placementWork at officeImmediate start- ...Private Wealth Client Associate New York, New York To proceed with your application, you must... ...Job Description: Merrill Wealth Management is a leading provider of comprehensive... ...Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment...Seasonal workWork at officeWork from homeShift workDay shift
$65k - $75k
...Janney Montgomery Scott LLC in Midtown, NY is seeking a Registered Private Client Associate to support Financial Advisors and deliver a high-... ...driven client experience. You’ll gain hands-on exposure to wealth management, client service, and financial planning as part of a...$65k - $75k
...About Savvy Wealth Wealth management is a $545 billion industry that still... ...-native home. Savvy is a registered investment advisor (RIA),... ...proprietary tech platform and client portal, an in-house... ...looking for an experienced Senior Client Associate who is ready to apply their...Senior$100k - $120k
...is the best way to help our clients and advance our business.... ...is currently recruiting a Senior Client Associate to join our Latin America private... ...and assisting Relationship Managers (RMs). The Sr CA will be... ...client support role ~ Wealth Management/Private Banking...SeniorWork at officeLocal area$53.9k - $80.7k
...for a culture that puts its clients and associates first: a culture where... ...client services associate (registered) assists one or more financial... ...or escalated to the branch manager; including suspicious client... ...start-up. We are a global wealth management and investment banking...Work at officeImmediate startFlexible hours$70k - $110k
...seeking an experienced Financial Registered Sales Assistant to join their investment management firm in Midtown, Manhattan. This... ...onsite position requires strong client service skills and a proactive... ...will have experience supporting wealth management teams, be proficient...Work at office- ...have an enthusiasm for helping our clients, taking care of our employees,... ...needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service,... ...condition of employmentIf you were registered after October 1, 2018 you must...
- ...Capital provides personalized wealth planning and investment management strategies for... ...wealth management to help clients navigate the complexities... ...Capital works with duly registered representatives of Equitable... ...The Client Service Associate, Private Wealth Management...Full timeWork at office
$65k - $75k
Junior Client Service & Relations Associate - Altium Wealth Management Purchase, Harrison, NY 10577, USA Job Description Posted Wednesday, August 12, 2026 at 5:... ...with advisors across the U.S., we operate as a registered investment advisor (RIA). AN EQUAL OPPORTUNITY EMPLOYER...Permanent employmentWork at officeLocal areaMonday to Friday$34.32k - $90k
...Job Description Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through... ...other duties directed by local management ADMINISTRATIVE SUPPORT: •...Full timeTemporary workWork at officeLocal area- Job Description: Senior Associate, Digital Product - Becoming a ClientJPMorgan... ...and unifying the Becoming a Client (BAC) experience. This role... ...of experience in product management, digital strategy, or a... ...account-opening processes in wealth management or bankingPreferredPrevious...Casual workBank staff
- ...Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a... ...tailored to clients’ specific needs.As a Client Associate in J.P. Morgan Advisors, you will provide dedicated business...SeniorLocal area
- ...have an enthusiasm for helping our clients, taking care of our employees,... .... As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service,... ...condition of employment If you were registered after October 1, 2018 you must also...
$25 - $44 per hour
...Merrill Wealth Management Job Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products... .... Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$25 - $44 per hour
...Merrill Wealth Management Job OpportunityMerrill Wealth Management is a leading provider of comprehensive wealth management and investment... ....Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...Hourly paySeasonal workWork at officeWork from homeDay shift$75k - $85k
...Client Associate Neuberger Wealth is Neuberger's direct-to-client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned wealth and investment... ..., certifications, experience, skills, seniority, geographic location, business sector,...Work at officeLocal areaShift work
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