Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Registered Client Associate

$55k - $90k

RBC

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 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 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-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
  • Ability to adapt to a rapidly changing business and technology environment

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 including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • 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
  • Flexible work/life balance options
  • Opportunities to do challenging work
  • Opportunities to take on progressively greater accountabilities
  • Access to a variety of job opportunities across business

The expected salary range for this particular position is $55,000 - $90,000, depending on your experience, skills, and registration status, market conditions and business needs.

You have the potential to earn more through RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

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: 1211 6TH AVENUE: NEW YORK

City: New York

Country: United States of America

Work hours/week: 40

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-07-24

Application Deadline: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Registered Client Associate in New York, NY vacancy
  • $55k - $90k

     ...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 and branch. Use your administrative and operational skills... 
    Senior
    Full time
    Flexible hours

    Royal Bank of Canada

    New York, NY
    3 days ago
  • $55k - $90k

     ...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 and branch. Use your administrative and operational skills... 
    Senior
    Full time
    Flexible hours

    RBC Capital Markets, LLC

    New York, NY
    5 days ago
  • 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... 
    Senior

    RBC Capital Markets, LLC

    New York, NY
    1 day ago
  • $70k - $95k

    Your role Are you truly service oriented? Do you 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 clients on account services and capabilities help with the... 
    Senior
    Full time
    Work at office
    Flexible hours

    UBS

    New York, NY
    1 day ago
  • $25 - $45 per hour

     ...guidance.Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...  ...obtained within a specified timeframe if being hired into a registered job code.**​Possesses advanced industry knowledge and an... 
    Suggested
    Hourly pay
    Full time
    Seasonal work
    Work at office
    Work from home
    Day shift

    Bank of America

    New York, NY
    1 day ago
  •  ...Who We Are: Evolve Private Wealth is a registered investment advisor serving ultra-high-net...  ...access with deeply personalized client relationships. Our multigenerational team...  ...Description We are seeking a highly capable Senior Associate to take on elevated responsibilities in... 
    Senior
    Work at office

    Evolve Private Wealth

    New York, NY
    5 days ago
  • $65k - $75k

     ...a modern, AI-native home. Savvy is a registered investment advisor (RIA), and we partner...  ...-box: a proprietary tech platform and client portal, an in-house marketing team...  ...Savvy team is looking for an experienced Senior Client Associate who is ready to apply their exceptional... 
    Senior

    Savvy Wealth

    New York, NY
    5 days ago
  • $100k - $115k

     ...complex solutions to Ultra High Net Worth clients.This Barron’s and Forbes ranked team...  ...a proactive, high-energy client service associate who thrives in an entrepreneurial environment...  ...across the U.S., the firm operates as a registered investment advisor (RIA). AN EQUAL... 
    Senior
    Permanent employment
    Work at office
    Local area

    Hightower Advisors

    New York, NY
    3 days ago
  • $75k - $85k

     ...Job Overview We’re looking for a Registered Client Associate to provide white‑glove service to ultra high net worth clients. Responsibilities keep management systems up‑to‑date with client information educate clients on account services and capabilities help with the preparation... 
    Full time
    Work at office

    UBS

    New York, NY
    2 days ago
  • 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

    UBS

    New York, NY
    1 day ago
  • $65k - $75k

     ...financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally...  ...to thrive and grow professionally with the firm. As a Registered Private Client Associate , you will play an integral role in supporting Financial... 
    Full time
    Immediate start
    Work from home
    Home office

    Janney Montgomery Scott LLC

    New York, NY
    3 days ago
  • $25 - $44 per hour

    Client Service Support Specialist - Client Service Overview: This role is responsible for providing client service support to potentially...  ...be obtained within a specified timeframe if being hired into a registered job code. Possesses advanced industry knowledge and an... 
    Hourly pay
    Seasonal work
    Shift work
    Day shift

    Bank of America

    New York, NY
    3 days ago
  • $35.36k - $90k

     ...Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities... 
    Temporary work
    Work at office
    Local area

    Socket

    New York, NY
    1 day ago
  •  ...Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including Client Service, Registered... 
    Immediate start

    Stifel Financial

    New York, NY
    1 day ago
  • $34.32k - $90k

     ...POSITION SUMMARY Registered Service Associates perform operational support and oversight on behalf of the Complex as well as general management support...  ...) Identify Firm services and solutions that support clients’ needs including secure, digital offerings like Morgan Stanley... 
    Temporary work
    Work at office
    Remote work
    Home office
    Night shift

    Aplaro Ltd

    New York, NY
    4 days ago
  •  ...POSITION SUMMARY Registered 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... 
    Work at office
    Local area

    PowerToFly

    New York, NY
    2 days ago
  • $53.9k - $80.7k

     ...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome...  ...Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the... 
    Work at office
    Immediate start
    Flexible hours

    Stifel

    New York, NY
    4 days ago
  • $29.24 - $36.54 per hour

     ...Job Description Job Description Summary: Under direct supervision, the Registered Financial Client Associate assists the Financial Advisor (s) by providing a wide variety of administrative support to maintain client accounts, including but not limited to client... 
    Hourly pay
    Work experience placement
    Work at office
    Home office

    Benjamin F Edwards & Co

    Northfield, NJ
    18 days ago
  • $55k - $65k

    Registered Client Service Associate (Midtown East, New York) Join to apply for the Registered Client Service Associate (Midtown East, New York) role...  ...additional forms of compensation such as discretionary bonus Seniority level Seniority level Mid-Senior level Employment type... 
    Full time
    Local area

    Oppenheimer & Co. Inc.

    New York, NY
    3 days ago
  • $68.3k - $79.8k

    POSITION SUMMARY Registered 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... 
    Temporary work
    Work at office
    Local area

    PowerToFly

    New York, NY
    4 days ago
  • $34.32k - $90k

    POSITION SUMMARY Registered Service Associates perform operational support and oversight on behalf of the Complex as well as general management support...  ...) Identify firm services and solutions that support clients’ needs including secure, digital offerings like Morgan Stanley... 
    Temporary work
    Work at office
    Remote work
    Home office
    Night shift

    711 MS Smith Barney, LLC

    New York, NY
    3 days ago
  •  ...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... 
    Senior
    Local area

    JP Morgan Chase

    New York, NY
    11 hours ago
  • $81.13k - $164.57k

     ...innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business...  ...currently seeking a Global Executive & Private Client Group (GEPC) Senior Associate to join our Business Tax Services practice.Responsibilities:... 
    Senior
    Work at office
    Local area
    Relocation
    Relocation package

    KPMG

    New York, NY
    4 days ago
  • $100k - $120k

     ...professional and personal goals is the best way to help our clients and advance our business. With a 200-year legacy and a...  ...career. Brown Brothers Harriman is currently recruiting a Senior Client Associate to join our Latin America private banking team in our New York... 
    Senior
    Work at office
    Local area

    Brown Brothers Harriman

    New York, NY
    3 days ago
  •  ...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.... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    New York, NY
    4 days ago
  • A global marketing services firm in New York, NY seeks a Senior Associate in Client Strategy. This role involves developing and supporting full-funnel media strategies, managing client communications, and optimizing campaign performance. The ideal candidate possesses at... 
    Senior

    PMG

    New York, NY
    3 days ago
  • 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

    Lido Advisors, LLC

    New York, NY
    4 days ago
  • Veeva seeks a Senior Associate to join Crossix Client Analytics Services. You’ll bridge product and client goals, acting as a strategic partner to agencies and brands to deliver actionable insights with speed. In this role you will manage customer success flows, lead meetings... 
    Senior

    Veeva

    New York, NY
    11 hours ago
  • 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

    M&T Bank Corporation

    New York, NY
    11 hours ago
  • $120k - $170k

     ...EliseAI Strategy & Operations, Client AI Transformation At EliseAI, we're improving the industries that matter most: housing and healthcare...  ...deliver recommendations and move on. You'll work directly with senior client executives to identify where AI can transform their... 
    Senior
    Work at office
    Local area
    Relocation

    EliseAI

    New York, NY
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Registered Client Associate. Be the first to apply!