Client Associate/Registered Client Associate
$49.5k - $77kRBC Capital Markets, LLC
Job Description What is the opportunity? 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 to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment. At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you. What 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 elevate to financial advisors when appropriate. Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicating with clients about items needed. Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACHs in a timely manner. Maintain confidentiality in accordance with RBC's Code of Conduct. What do you need to succeed? Must-have Bachelor's degree or job-related experience Strong soft skills including verbal and written communication, people, organizational, and client service skills Attention to detail coupled with the mindset of how you can make advisors more efficient and effective Series 7 and 66 (or 63/65) licenses, or willingness to obtain upon hire Ability to adapt to a rapidly changing business and technology environment Nice-to-have Financial services experience What'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. Salary Range 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 culture, enables collective achievement of our strategic goals, generates sustainable shareholder returns and above market shareholder value. Job Skills Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software Additional Job Details Address: 1901 AVENUE OF THE STARS:LOS ANGELES City: Los Angeles Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-07-21 Application Deadline: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above #J-18808-Ljbffr
- ...oriented? Please share an example of how you deliver exceptional client service. 2-How do you ensure accuracy and attention to... ...in a client-focused environment? We're looking for a Registered Client Associate to: Keep management systems up to date with accurate...SuggestedWork at officeFlexible hours
$65k - $75k
...Responsibilities Keep management systems up to date with accurate client information. Educate clients on account services and... ...States. Qualifications Series 7 and 66 licenses required (Registered Client Associate). Must obtain required FINRA registrations within 180 days...SuggestedFull timeWork at office$49.5k - $77k
...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 to...SuggestedFull timeFlexible hours$49.5k - $77k
...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. Become a trusted resource to our clients, advisors and branch. Use your administrative...SuggestedFull timeFlexible hours$34.32k - $90k
...Job Description Registered Client Service Associates provide exceptional service to our clients and supportsFinancial Advisor(s) (FAs) teamson a daily basis.Through regular interactions with clients, individuals in this role build trusted relationships.Leading with a...SuggestedTemporary workWork at officeLocal area$35.15k - $90k
...Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor teams on a daily basis. Through regular interactions with clients, the role builds trusted relationships. The candidate will have strong interpersonal skills...Temporary workWork at officeLocal area$55k - $65k
...investment advisory and asset management services. Job Description Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Newport Beach or Los Angeles branch office in California. The RCSA's primary...Local area- ...RBC Wealth Management is seeking a Client Associate/Registered Client Associate in Los Angeles to support financial advisors and clients. You will handle onboarding, documentation, and routine trades while upholding compliance and confidentiality in a fast-paced, collaborative...
$100k - $120k
...families, foundations, and corporations is seeking a Sr. Client Service Associate to join their team. Their teams also support institutional... ...hub with offices across the United States, we operate as a registered investment advisor (RIA) . Job Responsibilities: Coordinate...Permanent employmentWork at officeLocal areaWork from home$125k - $150k
...wealthy individuals, families, trusts and foundations, targeting clients with $20 million or more in investable assets. We offer a... ...assigned. Qualifications Deep experience in a similar role with a Registered Investment Advisor and/or brokerage firm. Strong understanding...Permanent employmentWork at officeLocal areaFlexible hours$35.15k - $90k
...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...Full timeTemporary workWork at officeLocal area$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 regular interactions with clients, individuals in this role build trusted relationships...Full timeTemporary workWork at officeLocal area$20 - $30 per hour
...and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Headquartered in California... .... Overview East West Bank is currently seeking Private Client Associate who will be responsible for supporting the Private Bankers...Flexible hours$25 - $37 per hour
...Bank Of America Client Service Support At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities,...Hourly paySeasonal workWork at officeShift workDay shift- ...business owners and hiring managers, introducing our staffing services, and building long-term relationships. Once you bring in new clients, you’ll also manage those accounts and make sure they receive great service and support. No experience in sales? That’s...Work at officeLocal area
$30.77 - $35.9 per hour
...Our local market knowledge and industry expertise support our clients\' regional and global needs. Our core values are: Owner mindset... ...joining our team! Job overview JOB OVERVIEW: The Private Client Associate is responsible for supporting the Private Client team in providing...Hourly payDaily paidContract workTemporary workLocal area- ...Job Overview A law firm seeks a Private Client Associate to join its Los Angeles, California office. The ideal candidate will bring expertise in high-net-worth estate and tax planning, complex trust agreements, and estate and trust administration. Responsibilities Draft...Work at office
$25 - $44 per hour
...Job Overview: This role provides client service support to multiple Financial Advisors, serving as the primary point of contact for client service needs and supporting enterprise strategic objectives, operational excellence, and client advocacy. Responsibilities Provides...Hourly paySeasonal workWork from homeShift workDay shift$90k - $110k
...AltsWire is looking for an Associate for the Institutional Client Group, based in Los Angeles, CA. This role supports the APAC institutional sales team, building relationships and contributing to fundraising initiatives. Ideal candidates should have a degree and fluency...- ...Client Relationship Associate As a Client Relationship Associate at Apollon Wealth Management, you will serve as a trusted partner to both our advisors and clients, helping deliver an exceptional client experience from the first interaction through ongoing account servicing...Work at office
- ...Client Engagement Senior Associate, Tax Operations At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well...Contract workWork at officeLocal areaShift work
$50k - $60k
...insurance compensation. They're intimidated by the process, unsure where to turn, and desperate for good advice. As part of our Client Experience team, your job is to get them on the right path. You'll spend each day communicating on the phone with clients to understand...Work experience placementInternshipRemote work$25 - $44 per hour
...education, 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....Hourly paySeasonal workWork at officeWork from homeShift workDay shift$25 - $37 per hour
...a common purpose to help make financial lives better through the power of every connection. This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs), supporting enterprise strategic objectives, operational excellence...Hourly paySeasonal workShift workDay shift$55k - $85k
...Job Description Job Description This position is for an client service associate/manager (series 7 licensed or unlicensed) with the potential to grow into a Financial Advisor. Compensation is commensurate with experience. We are a boutique investment firm located...Full timeWork at officeShift work- ...country ($77B in AUM), serving both private HNW and institutional clients. The firm has approximately $15B in AUM and is located in... ...SKILLSET REQUIRED. POSITON OVERVIEW : This CSA/Trading Associate is responsible for extensive client contact and is involved in...Work at officeWork from home
$22 per hour
...Client Service Associate This is a Full-Time position. Monday through Friday, 8:30am to 5:30pm. Remote work available, but must reside in Arizona. Pay: up to $22.00 per hour Bilingual differential pay for those bilingual in Spanish!!! SAGE Counseling is actively recruiting...Hourly payFull timeWork at officeRemote workMonday to Friday- ...About The Role We’re hiring a Client Services Associate to support and strengthen relationships with our clients while ensuring a smooth, positive customer experience. This role is ideal for someone who enjoys working with people, staying organized, and helping accounts...Full time
$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$90k
...expert network. We serve over 1,000 investment firms, offering clients 24/7 coverage through our team of 1,300+ employees located across... ..., fielding and results seamlessly and quickly. The Survey Associate position is a key enabler in the development of our Surveys team...Flexible hours
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