Client Associate/Registered Client Associate
$49.5k - $77kRBC
Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. Job Description As a Client Associate/Registered Client Associate, you will become a trusted resource to our clients, advisors and branch. You will use your administrative and operational skills to help our advisors manage and grow their business. You will demonstrate a client-first approach while meeting compliance standards, researching and resolving problems, onboarding new accounts, processing and maintaining account records, implementing technology changes and preparing correspondence in a fast‑paced, professional and collaborative environment. 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 ACH transfers 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 related experience. Strong soft skills including verbal and written communication, people, organizational, and client service skills. Attention to detail and a mindset of helping advisors more efficient and effective. Series 7 and 66 (or 63/65) licenses or willingness to obtain 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. Benefits A comprehensive Total Rewards Program including competitive compensation and flexible benefits such as 401(k) with company matching, health, dental, vision, life, disability insurance, and paid time off. Leadership support for your development through coaching and management opportunities. Opportunity to make a lasting impact and build strong client relationships. Work in a dynamic, collaborative, progressive, and high‑performing team. Opportunities for challenging work. Salary The expected salary range for the Registered Client Associate is $49,500 - $77,000 and for the Client Associate is $44,000 - $66,000, depending on experience, skills, registration status, market conditions and business needs. Compensation may include RBC’s discretionary variable compensation program. Job Skills Customer knowledge, customer service, customer service management, group problem solving, identifying sales opportunities, interpersonal relationship management, oral communications, perseverance and follow‑through, product services, sales activities. Location and Details 401 UNION STREET, SEATTLE, United States of America Work hours: 40 per week Employment Type: Full time, Regular Platform: Wealth Management Pay Type: Salaried Posted Date: 2026-06-22 #J-18808-Ljbffr RBC
$65k - $85k
...people? Responsibilities keep management systems up-to-date with client information educate clients on account services and... ...the utmost care. Your expertise series 7 and 66 licenses (for registered CSAs only) ideally 1-3 years of experience in client service, within...SuggestedFull timeWork at office$72k - $85k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) and Private Wealth Advisor(s) (PWAs) on a daily basis. Through regular interactions with clients, individuals in...SuggestedTemporary workWork at officeLocal area$30 - $33.65 per hour
...continued growth. Our Seattle office is currently seeking a Registered Client ServiceAssociate to provide comprehensive support to... ...or Colleague is perceived tohave these characteristics or is associated with someone who isperceived to have these characteristics....SuggestedWork experience placementWork at officeFlexible hours$60k - $70k
...Registered Client Service Associate Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their Seattle or Bellevue branch office in Washington. The RCSA's primary responsibility is to support Financial Advisors...SuggestedFull timePart timeLocal area$28 - $45 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....SuggestedHourly payFull timeSeasonal workWork at officeWork from homeShift workDay shift$60k - $70k
...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 Seattle or Bellevue branch office in Washington. The RCSA's primary responsibility is...Full timePart timeLocal area$65.5k
Client Associate - Trust Services (Tax/Bill Pay) We are seeking a full‑time Client Associate to join our team. You will work with a team... ...gender identity, gender expression, ancestry, marital status, registered domestic partner status, military and veteran status, civil...Full timeContract workWork experience placementWork at officeFlexible hours- RBC Capital Markets, LLC is looking for a Client Associate/Registered Client Associate in Seattle. This role emphasizes client relationships, compliance, and operational excellence while providing growth opportunities. You will manage account inquiries, ensuring top-notch...
$65.5k
Location: Seattle, WA Position Summary We are seeking a full-time Client Associate & Trust Services to join our team. Based in Seattle, Laird... ...identity, gender expression, ancestry, marital status, registered domestic partner status, military and veteran status, civil...Full timeContract workWork experience placementWork at officeRemote workFlexible hours- ...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
$30 - $33.65 per hour
Wedbush in Seattle is seeking a Registered Client Service Associate to support Financial Advisors and senior management. The role includes providing sales and administrative support, maintaining client account information, and organizing meetings. Successful candidates...- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ...financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you... ...day condition of employment If you were registered after October 1, 2018 you must also have...
- RBC in Seattle is looking for a Client Associate/Registered Client Associate to support our financial advisors and clients by utilizing strong operational and administrative skills. You will be responsible for assisting with account management, demonstrating compliance,...
$20 per hour
...TravisMathew Client Associate TravisMathew is a premium apparel brand that exists because we seized an opportunityand we're inviting you to take yours. Back in 2007, we saw there weren't many companies whose clothing bridged the gap between performance and lifestyle...Hourly paySeasonal workWeekend workAfternoon shift$60.5k - $90k
...90,000.00 Travel Percentage: None Job Shift: Day Job Category: Client Service EP Wealth Advisors (EPWA) is a wealth management advisory... ...an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges...Full timeTemporary workWork at officeFlexible hoursShift work$25 - $44 per hour
Dormont Manufacturing Co is looking for a Client Service Support role to assist Financial Advisors in Seattle, Washington. The position involves providing exceptional client service, addressing client inquiries, and ensuring alignment with bank policies. Successful candidates...Hourly pay$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- A business development firm in Seattle is seeking a Business Development Associate to foster new client relationships and assist with outreach initiatives. The ideal candidate is self-motivated and possesses strong communication skills. This role offers a flexible, structured...Remote jobFlexible hours
- JPMorgan Chase & Co. is looking for a Client Associate in Seattle, WA, to deliver exceptional wealth management services to ultra-high net worth clients. You will assist Financial Advisors and provide personalized solutions while developing your skills in a collaborative...
$25 - $44 per hour
This role supports multiple Financial Advisors by providing client service support, ensuring timely, accurate and complete client materials, advocating for clients, and promoting banking solutions. Responsibilities Provide excellent client service and educate clients on...Hourly paySeasonal workShift workDay shift- JPMorganChase is looking for a Client Associate in Seattle to deliver exceptional wealth management services to ultra-high net worth clients. You will support Financial Advisors, providing personalized solutions and building lasting relationships. Your role involves client...
$65k - $81k
Pathstone is seeking a support role for their Bellevue, WA office to assist a Client Advisory Team with client service and daily operations. Key duties involve supporting investment strategies, drafting documentation, and liaising with other professionals. The ideal candidate...Work at office$225k - $365k
A top-tier legal firm in Washington is seeking a Junior to Mid-Level Private Client Services Associate. This role involves handling trusts and estates alongside tax matters, including estate structuring and charitable giving for high-net-worth individuals. Candidates should...- ...navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered... ...world of work; think of Gallagher. Overview As the Client Associate you will develop industry knowledge and skills to support account...Full timeWork at officeLocal areaFlexible hoursShift work
- ...Client Associate At J.P. Morgan Advisors Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take...Local area
- Job Information Job Identification 210760874 Job Category Client Advisory Business Unit Asset & Wealth Management Posting Date 06/18/... ...Schedule Full time Job Description Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of...Full timeLocal area
$65k - $80k
...infrastructure management for small- to mid-sized businesses. As we continue to expand our services, we are eager to find a Client Relationship Associate who embodies our core values: Teamwork: We achieve our goals collaboratively. Growth Mindset: We are focused on...Full timeImmediate startRemote work- Job Title Mailroom Associate Reports To The Mailroom Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview The Mailroom Associate provides exceptional mail and shipping/receiving services, delivering...Temporary workWork experience placementFlexible hours
- A leading benefits service provider in Bellevue, WA, is seeking a Client Associate to support its account teams. This role involves learning about the employee benefits Client Service Cycle and assisting in client-related tasks. Key skills include communication, adaptability...Flexible hours
$65.5k - $82k
Laird Norton Wetherby in Seattle is looking for a full-time Client Associate in Trust Services. In this role, you will help manage Trust tax and bill payments by working closely with wealth management professionals. Ideal candidates will possess strong organizational and...Full time
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