Registered Client Associate/Client Associate
$35k - $55kRBC
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 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 or the willingness to get licensed within 12 months of hire Ability to adapt to a rapidly changing business and technology environment Nice-to-have Current FINRA registrations 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 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 good-faith expected salary range is $35,000 - $55,000 for the Client Associate role, and $40,000 - $65,000 for the Registered Client Associate role. These ranges are depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. 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: 1201 Wills Street:Baltimore City: Baltimore Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2025-10-29 Application Deadline: Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Our Employment Opportunities At 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 Community Stay 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 at jobs.rbc.com. RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail. Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 84,000+ employees who bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada’s biggest bank, and one of the largest in the world based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to more than 16 million clients in Canada, the U.S. and 34 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at rbc.com/community-social-impact.
$40k - $60k
...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...SuggestedFull timeFlexible hours$40k - $70k
RBC in Baltimore, Maryland is looking for a Client Associate/Registered Client Associate to support financial advisors and clients. This role involves relationship management, compliance adherence, and operational tasks. Candidates should have a Bachelor’s degree or relevant...SuggestedFlexible hours$35k - $55k
...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$34.32k - $90k
POSITION SUMMARY 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...SuggestedTemporary workWork at officeLocal area$34.32k - $90k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role...SuggestedTemporary workWork at officeLocal area$34.32k - $90k
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 workWork at officeLocal area- RBC Capital Markets, LLC is seeking a Client Associate/Registered Client Associate in Baltimore, Maryland. In this role, you will support financial advisors by managing client accounts, ensuring compliance, and facilitating account inquiries. We offer competitive compensation...Flexible hours
- ...Job Description Job Description Cooperidge Consulting Firm is seeking a Client Service Associate for a top Boutique RIA (Registered Investment Advisor) in Towson, MD. This critical operational role manages the full client lifecycle, from sophisticated onboarding...Work at office
$34.32k - $90k
A leading financial services firm seeks a Registered Client Service Associate in Baltimore, MD, to enhance client relationships and provide exceptional service. The role requires active Series 7 and Series 66 (or 63 and 65) licenses along with strong interpersonal skills...$34.32k - $90k
...POSITION SUMMARY 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...Full timeTemporary workWork at officeLocal area$22 - $25 per hour
...~401(k) matching Build your career at Ram Supply as a Client Success Executive supporting our client service team for our client... ...High School Degree required. College coursework or an associate degree preferred, which may be substituted with 2-4 years of experience...Hourly payFull timeWork experience placementCasual workWork at officeMonday to Friday$24.87 - $41.45 per hour
Wealth Client Associate page is loaded## Wealth Client Associateremote type: Hybrid Positionlocations: Baltimore, MDtime type: Full timeposted on: Posted Todayjob requisition id: R85422## **Overview:** Supports servicing and related sales enablement activities to drive...Hourly payWork experience placement- Bank of America is seeking a motivated Client Service Associate in Towson, MD. This role focuses on providing excellent client service support to Financial Advisors while assisting with operational excellence and client advocacy. The ideal candidate should possess strong...Hourly pay
$24.87 - $41.45 per hour
M&T Bank Corporation in Baltimore, Maryland is seeking a Wealth Client Associate to support High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients. This hybrid role involves servicing daily transaction needs, building client relationships, and providing sales support...Hourly pay- ...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
$75k - $85k
Wealth Management Client Service Associate (CSA) Location: Towson, MD Salary: $75,000 to $85,000 DOE plus bonus Wealth Management Client Service Associate This is an opportunity to join a warm, collaborative, and close-knit team within a growing boutique RIA that is...Work at office$20 - $21 per hour
...Base pay range $20.00/hr - $21.00/hr Responsibilities Responsible for evaluating incoming documents and inquiries, performing the associated research, and making a determination of the validity of the action or document. The Representative must develop subject matter...Contract workWork at office$65k - $90k
Executive Search Consultant | Delivering Gems of Talent to RIAs, Single Family & Multi-Family Offices Nationwide Client Service Associate Overview Established and growing Multi-Billion dollar AUM Independent RIA serving high net worth and ultra high net worth clientele...Full time$90k - $110k
...Executive Search Consultant | Delivering Gems of Talent to RIA's, Single Family & Multi-Family Offices Nationwide Senior Client Service Associate Overview Established and growing Multi-Billion dollar AUM Independent RIA serving high net worth and ultra high net worth...Full timeTemporary workSeasonal workWork at office$75k - $85k
...Client Service Associate (RIA) Now Hiring: Client Service Associate (RIA) in Towson, MD! Apply now with 24/7 PT. Responsibilities: Manage the full client onboarding process including distribution and tracking of intake forms. Open new accounts for new and existing...Immediate start$50k - $55k
BAYADA Home Health Care has an immediate opening for a Client Services Associate to join our Towson, MD Medicare certified Home Health team. If you are looking for an exciting career opportunity in a growing industry, a Client Services Manager could be the position for...Weekly payFull timeWork at officeLocal areaImmediate startMonday to FridayWeekend work$58k - $72k
Overview Your role A Client Associate services clients and provides operational and administrative support to Financial Advisors. Your team You’ll be working as part of a Private Wealth Management Team based in Hunt Valley, Maryland. We help high net worth and ultra-high...Full timeWork at officeFlexible hours$25 - $44 per hour
Job Overview The role provides client service support to multiple Financial Advisors, serving as the primary point of contact within Merrill to address all client service needs and supporting enterprise strategic objectives, operational excellence, and client advocacy....Hourly paySeasonal workShift workDay shift- UBS is seeking a Client Associate in Hunt Valley, Maryland to provide operational and administrative support to Financial Advisors. This role involves educating clients, inputting data into financial tools, and preparing materials for client meetings. Ideal candidates...Full time
- ...Seasonal Client Service Associate At Jackson Hewitt, and its Franchisees, we provide an invaluable service in guiding our clients through the tax codes, rules, and processes. We do this with integrity, quality, and consistency. This is something that the vast majority...Full timePart timeSeasonal workWork at officeLocal areaFlexible hoursNight shiftWeekend workDay shiftWeekday work
$55k - $60k
...Client Service Associate Hunt Valley, MD Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach...InternshipWork at officeRemote work2 days per week- A leading financial services firm in Cockeysville, Maryland, seeks a Client Support Specialist to enhance client experience and manage accounts effectively. The ideal candidate has a Bachelor’s degree and at least three years of experience in financial services. Responsibilities...
$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$100k
...remaining sensitive to the needs of our employees and their families. Kiernan Trebach has become respected for our effective defense of clients ranging from Fortune 100 companies to individuals and small business owners. We take pride in knowing our clients, understanding...Full timeTemporary workLocal area- ...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
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