Wealth Management Client Associate
RBC
RBC in Seattle is seeking a Registered Client Associate to build strong client relationships, answer account questions, and guide inquiries to appropriate financial advisors. You will support trading, transfers, and documentation while maintaining confidentiality. Candidates should have a Bachelor’s degree or relevant experience, and licenses Series 7 and 66 (or 63/65) or willingness to obtain. The role offers a comprehensive benefits package and opportunities to grow in a high‑performing wealth #J-18808-Ljbffr RBC
- ...Seattle-based financial advisory practice, seeks a Registered Client Associate who thrives in a collaborative team and delivers... ...Bachelor’s or Associate’s degree and possess 2+ years in wealth management, plus SIE, Series 7, and Series 66/63/65 or the ability to...SuggestedFull time
$25 - $44 per hour
Merrill Wealth Management Job OpportunityMerrill Wealth Management is a leading provider of comprehensive wealth management and investment... ....Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift- ...Wealth Management Client Associate Seattle, Washington 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 eligibility requirements prior to applying for any new position...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...RBC Wealth Management is seeking a Client Associate/Registered Client Associate to serve clients and advisors at our Seattle branch. You will help onboard accounts, maintain records, and ensure compliance while supporting day-to-day advisory activities. You will build...Suggested
- Morgan Stanley in Washington, DC seeks a Wealth Management Associate to support Financial Advisors and teams, enhancing client experiences through service, digital tools, and marketing support. The role requires 5+ years of related experience, a four-year degree or cert...Suggested
- RBC Wealth Management in Seattle is seeking a capable Client Associate to build and maintain client relationships, handle account inquiries, and support financial advisors. You will ensure compliance, process transfers, trades, and documentation with a client-first approach...
$25 - $44 per hour
About Merrill Wealth Management Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products... .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- The Simmons Group in Seattle is seeking a Registered Client Associate to join our wealth management team. This on-site, full-time role focuses on delivering high-quality client service and accurate account administration. The successful candidate will have 2+ years in...Full time
- Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services... .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...Seasonal workWork at officeWork from homeShift workDay shift
$25 - $44 per hour
...Merrill Wealth Management Job Opportunity Merrill Wealth Management is a leading provider of comprehensive wealth management and investment... .... Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$35.63k - $85k
...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... ...initiatives directed by local management Regularly seek opportunities...Temporary workWork at officeLocal areaWork visa$33.28k - $85k
Client Service Associate Client Service Associates provide exceptional service to our clients and support... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily... .../or other duties directed by local management ADMINISTRATIVE SUPPORT Answering...Temporary workWork at officeLocal areaWork visa- Bank of America's Merrill Wealth Management in Washington, DC is seeking a client service professional to support multiple Financial Advisors. You will be the primary point of contact, tailoring solutions and ensuring timely, accurate service for clients and FAs. The role...
- ...J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management to provide client service, operational marketing and administrative support to Private Client Advisors. You will assist with account openings, money movement and investment trades...
- One Oak Wealth Management in Seattle is seeking a Client Service & Operations Associate to enhance the client experience. This role is crucial in managing workflows and ensuring advisors can focus on clients. The ideal candidate will have 3-5 years in wealth management...
- J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management to provide client service, operational marketing and administrative support to Private Client Advisors. You will assist with account openings, money movement and investment trades...
- .... Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships,... ...their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing...
- JPMorgan Chase & Co. in Bellevue, WA seeks a Private Client Investment Associate to provide client service and operational support to Private Client Advisors within Wealth Management. The role focuses on processing account openings, money movements and trades while helping...
- .... Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships,... ...their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational...
- J.P. Morgan Chase in Wealth Management seeks a Private Client Investment Associate to deliver client service, support to Private Client Advisors and assist with wealth planning. You will serve clients with investment guidance and maintain relationships across accounts....
- ...UBS is seeking a Client Associate in Seattle to support a team of financial advisors in the Pacific Northwest. The role focuses on delivering exceptional client service, educating clients on account services, and assisting with meeting preparations. Ideal candidates will...
$70k - $95k
Overview Client Service & Operations Associate — Wealth Management Company: One Oak Wealth Management Location: South Lake Union, Seattle, WA (in-office, Mon-Fri) Compensation: $70,000-$95,000 base + performance bonus | Full benefits The Role One Oak Wealth Management...Work at office$65k - $85k
...SkillBridge will be considered Keep management systems up-to-date with client information Educate clients on... ...staff capacity. As a Registered Client Associate, you’ll play an important role in... ...UBS is a leading and truly global wealth manager and the leading universal bank...Full timeTraineeshipWork at officeFlexible hours$45k - $70k
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...Full timeFlexible hours$27.88 - $45.67 per hour
...Senior Client Associate in Wealth and Investment Management About this role: Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs...Work experience placementWork at office$90k - $100k
...focusing on what truly matters to our clients. With a 26‑year history of consistent... ...and success, we are an independent wealth and asset management firm with over $13.5 billion in assets... ...We are seeking an accomplished Senior Associate in Client Service to join one of our...Full timeSummer workWork at office$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$70k - $90k
Client Service AssociateRobertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa... ...as primary liaison with Salesforce and associated CRM activities, including mail list management.Provide...- Blackstone seeks a Private Wealth Funds Attorney to support registered funds, BDCs, and other vehicles within the Private Wealth Group.... ...development, governance, and day-to-day legal matters to launch and manage registered products for a diverse investor base. You will...
$165k - $250k
...’s largest alternative asset manager. Blackstone seeks to deliver... .... Business Unit The Private Wealth Public Funds Legal group supports... ..., Operations, Institutional Client Solutions, Finance, Tax,... ...practicing law as a law firm associate or in-house counsel, preferably...Local area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Associate. Be the first to apply!
- client success associate Seattle, WA
- registered client associate Seattle, WA
- client solutions associate Seattle, WA
- client account associate Seattle, WA
- client services associate Seattle, WA
- client relationship associate Seattle, WA
- director global product management Seattle, WA
- junior asset management Seattle, WA
- creed management Seattle, WA
- product management specialist Seattle, WA

