Registered Client Associate
$49.5k - $77kRBC
Job TitleWhat will you do?Build and maintain professional relationships with clients by assisting them and answering account questions.Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH's in a timely manner.Maintain confidentiality in accordance with RBC's Code of Conduct.What do you need to succeed?Must-haveBachelor's degree or job-related experienceStrong soft skills including verbal and written communication, people, organizational, and client service skillsAttention to detail coupled with the mindset of how you can make advisors more efficient and effectiveSeries 7 and 66 (or 63/65) licenses, or willingness to obtain upon hireAbility to adapt to a rapidly changing business and technology environmentNice-to-haveFinancial services experienceWhat's in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.Leaders who support your development through coaching and managing opportunities.Ability to make a difference and lasting impact.Work in a dynamic, collaborative, progressive, and high-performing team.Opportunities to do challenging work.Opportunities to build close relationships with clients.The good-faith expected salary range for the Registered Client Associate role is $49,500 - $77,000 and the Client Associate role is $44,000 - $66,000, depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs. To be considered Registered, you must have the Series 7 and 66 or 63/65.This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan. RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:Drives RBC's high performance cultureEnables collective achievement of our strategic goalsGenerates sustainable shareholder returns and above market shareholder valueJob SkillsCustomer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing SoftwareAdditional Job DetailsAddress: 401 Union Street, SeattleCity: SeattleCountry: United States of AmericaWork hours/week: 40Employment Type: Full timePlatform: Wealth ManagementJob Type: RegularPay Type: SalariedPosted Date: 2026-09-23Application Deadline: 2026-10-31Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveOur Employment OpportunitiesAt RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities.
$49.5k - $77k
...do? Build and maintain professional relationships with clients by assisting them and answering account questions. Take... ...clients. The good-faith expected salary range for the Registered Client Associate role is $49,500 - $77,000 and the Client Associate role is...SuggestedFull timeFlexible hours$15k
...integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive... ...and insurance products Some previous experience as a Registered Client Associate is preferred Post-Secondary education preferred Solid...SuggestedHourly payWork experience placementWork at officeLocal area$90k - $110k
...Registered Client AssociateThe Simmons Group is a financial advisory practice that works as advocates for high net-worth clients and their... ...expectations. The Simmons Group is seeking a Registered Client Associate to join our independent and seasoned financial advisory...SuggestedFull timeTemporary workWork at officeLocal areaFlexible hours$45k - $70k
...Client Associate/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 Client Associate/Registered Client Associate, become a trusted resource...SuggestedFull timeFlexible hours- ...The Simmons Group, a Seattle-based financial advisory practice, seeks a Registered Client Associate who thrives in a collaborative team and delivers exceptional client service. The role emphasizes accuracy, organization, and relationship-building in a full-time on-site...SuggestedFull time
- ...Wealth Management Client Associate Seattle, Washington To proceed with your application, you must be at least 18 years of age.... ...of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and...Seasonal workWork at officeWork from homeShift workDay shift
$60k - $70k
...join one of our established wealth management teams. As a Client Service Associate, you'll play an important role in supporting clients and the... ...of the team while gaining hands-on experience in the Registered Investment Advisor industry. This is a great opportunity for...Temporary workWork at officeWork from home$52k - $60k
...qualifications. Position Summary We are seeking a Client Support Services Associate for our wealth management Office in Tukwila, WA. If you... ...Advisors, Inc. Mainspring Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial...Full timeWork at office- ...UBS is seeking a Client Associate in Seattle to support a team of financial advisors in the Pacific Northwest. The role focuses on delivering exceptional client service, educating clients on account services, and assisting with meeting preparations. Ideal candidates will...
$35.63k - $85k
...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 regular interactions with clients, individuals in this role build trusted relationships. Leading...Temporary workWork at officeLocal areaWork visa- ...Job Description Job Description Job Title: Client Services Lead Reports To: The Client Services Lead will report... ...Manages outgoing mail/package transactions. Performs duties associated with shipping and receiving of materials. Notifies employees...Work experience placement
$90k - $110k
...Job Description Job Description Ready to make a meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth...Full timeSummer workWork at officeLocal areaImmediate startFlexible hours- ...Responsibilities Conduct scheduled virtual consultations to understand client needs Clearly explain benefit options and guide clients... ...union members, veterans, credit unions, and professional associations—helping protect families while creating meaningful career...Full timeRemote workFlexible hours
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office$80k - $85k
...Client Service Associate The Client Service team is part of a small boutique office of Invesco located in downtown Seattle. The Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best in class service...Work at office- ...J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management to provide client service, operational marketing and administrative support to Private Client Advisors. You will assist with account openings, money movement and investment trades...
- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ...needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will... ...day condition of employmentIf you were registered after October 1, 2018 you must also have...
$54k - $72k
...aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients'... ...represented Requirements: Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred Bachelor'...$90k - $120k
...Job Description Job Description Senior Client Service Associate - Hybrid We are a large financial consulting firm that has been in business... ...origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime...Ongoing contractWork at officeLocal areaWork from home2 days per week3 days per week- ...legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....Seasonal workWork at officeWork from homeShift workDay shift
$80k - $100k
...Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace... ...to building a lasting relationship. The Client Development Associate (CDA) plays a key role in guiding new clients from initial agreement...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- ...worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated... ...customize solutions tailored to clients’ specific needs.As a Client Associate in J.P. Morgan Advisors, you will provide dedicated business...Local area
$22.64 per hour
...Job Description Job Description Job Title: Client Services Associate Reports To : Client Services Leadership About the Role As a Client Services Associate, you aren't just "handling mail"—you are the engine that keeps our workplace humming. You are...Full timeTemporary workPart timeWork experience placementImmediate start$365k - $420k
...culture that is based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized for a... ...before the Internal Revenue Service.We are seeking an experienced associate with 4-6 years of relevant transactional experience in trust and...Full time$365k - $420k
...Job Description Job Description Private Client Services Associate Attorney - Midlevel 4–6 Years Experience | Multiple Locations Direct Counsel represents a leading national law firm seeking an experienced Private Client Services Associate Attorney to join...Work at office$83.94k
...Males born after 12/31/1959 must be registered with Selective Service Primary U.S.... ...of Law accredited by the American Bar Association and be an active member in good standing... ...provide legal support to or on behalf of CBP clients or to deliver training, in various...For contractorsInternshipWork at officeRelocationTrial periodRelocation package$52k - $60k
...Job Description Job Description Client Support Services Associate – Wealth Management Operations | Tukwila, Washington | $52,000–$60,000/Year Behind every smooth client experience is someone making sure the details are right. In this role, you’ll support financial...Work at office- ...545 for district-specific information. Selective Service: If you are a male applicant born after December 31, 1959, you must certify that you have registered with the Selective Service System, or are exempt from having to do so under the Selective Service Law. See...Permanent employmentWork at office
- Job Description Job Description Family Law Attorney — Legal AI Role Type: Contractor Location: Remote Job Summary We are seeking experienced Family Law Attorneys with BigLaw experience and strong family law expertise to support a legal AI training and evaluation...Remote jobFor contractors
$145k
...with respected healthcare organizations to place highly skilled registered nurses, advanced practice providers, and physicians in roles... ...Ability to work independently in a remote environment Strong client-service orientation Compensation $135,000–$170,000...Permanent employmentH1bEb 3 Visa SponsorshipWork at officeRemote workFlexible hours
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