Registered Client Associate/Client Associate
$44k - $66kRBC Capital Markets, LLC
Registered Client Associate/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 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 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. Provide administrative and operational support to one or more Financial Advisors (FA) and/or the Branch Director. Such responsibilities may include servicing clients, researching problems, processing account forms and related paperwork, maintaining appropriate account records, preparing client correspondence and entering unsolicited orders in client accounts. Goals should reflect and align with the overall business plan of the FA(s) this person supports. 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? 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 the Client Associate role is $44,000 - $66,000 and the Registered Client Associate role is $49,500 - $77,000, 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 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 and Analysis Desktop Tools Group Problem Solving Interpersonal Relationships Knowledge Organization Teamwork Time Management Word Processing Software Additional Job Details Address 200 PARK AVENUE:FLORHAM PARK City Florham Park Country United States of America Work hours/week 40 Employment Type Full time Platform WEALTH MANAGEMENT Job Type Regular Pay Type Salaried Posted Date 2026-06-02 Application Deadline 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. #J-18808-Ljbffr
$25 - $44 per hour
...institutions. We specialize in goals‑based wealth management, helping clients plan for retirement, education, legacy, and other life goals... ...must be obtained within a specified timeframe if hired into a registered job code. Advanced industry knowledge and understanding of...SuggestedHourly paySeasonal workLocal areaShift workDay shift$65k - $85k
...Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Associate to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • help...SuggestedFull timeFlexible hours$44k - $66k
...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$25 - $44 per hour
...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... ...obtained within a specified timeframe if being hired into a registered job code.** Possesses advanced industry knowledge and an understanding...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift$44k - $66k
...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- ...Registered Wealth Management Client Associate Florham Park, New Jersey;Short Hills, New Jersey; Summit, New Jersey To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting...Seasonal workWork at officeWork from homeShift workDay shift
$105k - $135k
...professionals who take pride in operational excellence, proactive client service, and seamless behind-the-scenes support. Position Overview Quorum Private Wealth - East is seeking an Registered Senior Client Associate to act as a trusted partner to advisors and a central...Full timeWork at officeMonday to Friday$75k - $85k
...Location Florham Park, New Jersey, United States. Job Type Full Time Job Reference # 338565BR Your role We’re looking for a Registered Client Associate to assist financial advisors in client conversations, providing analytic information and aiming to understand the client’...Full timeWork at office$32.2k - $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...Temporary workWork at officeLocal area$32.22k - $90k
Registered Client Service Associate 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...Temporary workWork at officeLocal area$45k - $70k
...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...Full timeFlexible hours$49.5k - $77k
...Job Description What is the opportunity? This role is perfect for experienced professionals with 3+ years in a Registered Client Associate position and active Series 7 and 66 (or 63/65) licenses, ready to deliver exceptional service in a fast-paced, collaborative...Full timeFlexible hours$60k - $65k
...services and investment advisory and asset management services. Job Description Oppenheimer & Co is seeking a Registered Client Service Associate to join the Summit NJ team. The primary responsibility of the role is to support the day-to-day operations of a successful...$50k - $70k
...Job Description Job Description Position Overview Hennion & Walsh is seeking motivated and detail-oriented Registered Client Service Associates to join our growing financial services team. This role is ideal for individuals who currently hold their FINRA Series...$31.2k - $90k
...Senior Registered Service Associates perform operational support and oversight on behalf of the Complex as well as general management support functions... ...) • Identify Firm services and solutions that support clients’ needs including secure, digital offerings like Morgan...Full timeTemporary workWork at officeLocal areaRemote workHome officeNight shift- RBC is looking for a Client Associate/Registered Client Associate in Florham Park, NJ. This role involves supporting financial advisors and clients, emphasizing a client-first approach in a fast-paced environment. The ideal candidate will possess strong organizational and...Flexible hours
$105k - $135k
Sanctuary Wealth Group is looking for a Registered Senior Client Associate in Morristown, NJ, to function as a trusted partner for advisors and support high-net-worth client relationships. This individual will manage operational workflows, oversee client service requests...Full time- RBC Capital Markets, LLC in Florham Park is looking for a Registered Client Associate to support financial advisors and clients. You will use your operational skills to manage accounts and ensure compliance, while adhering to RBC’s core values. The ideal candidate possesses...
- Morgan Stanley in Morristown, New Jersey is seeking a Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors. The candidate will manage client accounts, assist in transactions, and build trusted relationships. Preferred...Work at office
$32.2k - $90k
PowerToFly is hiring a Registered Client Service Associate in Morristown, New Jersey. This role focuses on providing exceptional client service and supporting Financial Advisors. Candidates should possess strong interpersonal skills and knowledge of financial services products...- PowerToFly is looking for a Registered Client Service Associate in Morristown, NJ. This role involves providing exceptional service and support to Financial Advisors and clients, fostering relationships through effective communication and client management. The ideal candidate...
- Direct Jobs is seeking a Registered Nurse in Morristown, New Jersey. The ideal candidate will work collaboratively with healthcare professionals to monitor and treat patients with various conditions. Responsibilities include administering medications, maintaining health...Day shift
$33.11k - $90k
...Job Summary Client Service Associates provide exceptional service to our clients and support Financial Advisors (FAs), Private Wealth Advisors (PWAs), and teams on a daily basis. Through regular interactions, they build trusted relationships and assist clients with their...Temporary workWork at officeLocal area$55k - $75k
...Entry-Level Client Service Associate, Wealth Management Location: Morristown, NJ (In-office, Monday-Friday) Compensation Range: See details below. Type: Full-Time Reports To: Senior Advisor Firm: Quorum Private Wealth - East Join Our Team at Quorum Private...Full timeWork at officeMonday to Friday- Bank of America in Florham Park is seeking a Client Service Support position within Merrill Wealth Management. This role involves assisting Financial Advisors and providing excellent client service while educating clients on bank offerings. The ideal candidate should hold...
- Oppenheimer & Co. Inc. is looking for a Registered Client Service Associate in Summit, NJ, to support daily operations of a wealth management practice. The ideal candidate will have strong interpersonal skills, attention to detail, and a willingness to maintain the highest...
$50k - $53k
Northeast Private Client Group is a distinguished boutique financial advisory firm, driven by a profound commitment to our guiding principles... .... About Opportunity NEPCG is seeking a Client Service Associate to support the onboarding of new clients and the servicing operations...Full time- ...Bleakley is a leading independent Registered Investment Advisor firm dedicated to providing... ...investment strategies. Our commitment to our clients is matched only by our dedication to our... ...We are seeking a dynamic Client Service Associate to join Advisors, Mark Feldman and...Contract workWork at office
- J.P. Morgan Wealth Management - Private Client Investment Associate - Montclair, NJ Upper Montclair, NJ, United States Job Description At J.P... ...obtained within a 60 day condition of employment If you were registered after October 1, 2018 you must also have a valid and...
- ...200, Morristown, NJ 07960, USA Job Description Posted Tuesday, June 9, 2026 at 8:00 AM Lead with Purpose. Partner with Impact. The Client Services & Operations Manager oversees high-level administrative and business operations for the advisory team. This position exercises...Summer internshipWork at office
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