Client Associate/Registered Client Associate
$45k - $70kRBC
Client Associate/Registered Client AssociateEmbrace 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-haveBachelor's degree or job-related experienceStrong soft skills including verbal and written communication, people, organizational, and client service skillsAttention to detail coupled with the mindset of how you can make advisors more efficient and effectiveSeries 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hireAbility to adapt to a rapidly changing business and technology environmentNice-to-haveCurrent FINRA registrationsFinancial services experienceWhat'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 applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamFlexible work/life balance optionsOpportunities to do challenging workOpportunities to take on progressively greater accountabilitiesAccess to a variety of job opportunities across businessThe expected salary range for the Registered Client Associate position is $45,000 - $70,000 and the Client Associate position is $40,000 - $60,000, 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 cultureEnables collective achievement of our strategic goalsGenerates sustainable shareholder returns and above market shareholder valueJob Skills: Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing SoftwareAdditional Job Details:Address: 401 Union Street, SeattleCity: SeattleCountry: United States of AmericaWork hours/week: 40Employment Type: Full timePlatform: WEALTH MANAGEMENTJob Type: RegularPay Type: SalariedPosted Date: 2026-09-18Application Deadline: 2026-10-24
$45k - $70k
...Client Associate/Registered Client AssociateEmbrace 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...SuggestedFlexible hours$49.5k - $77k
...do? Build and maintain professional relationships with clients by assisting them and answering account questions. Take... ...clients. The good-faith expected salary range for the Registered Client Associate role is $49,500 - $77,000 and the Client Associate role is...SuggestedFull timeFlexible hours$90k - $110k
...advisory practice that works as advocates for high net-worth clients and their families. As a team, we work collaboratively and... ...clients’ expectations. The Simmons Group is seeking a Registered Client Associate to join our independent and seasoned financial advisory group...SuggestedFull timeTemporary workWork at officeLocal areaFlexible hours$15k
...integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive... ...and insurance products. Some previous experience as a Registered Client Associate is preferred. Post-Secondary education preferred....SuggestedHourly payWork at officeLocal area- D.A. Davidson in Seattle, WA is seeking a capable Client Associate to join our high performing team. This role requires meticulous attention to detail, the ability to juggle multiple requests, and strong client service skills in a confidential environment. You will support...Suggested
- ...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...
- ...The Simmons Group, a Seattle-based financial advisory practice, seeks a Registered Client Associate who thrives in a collaborative team and delivers exceptional client service. The role emphasizes accuracy, organization, and relationship-building in a full-time on-site...Full time
- ...Senior Client Associate in Wealth and Investment ManagementAbout this role:Wells Fargo is seeking a Senior Client Associate in Wealth and... ...disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and...Work experience placementWork at office
$65k - $85k
...will be considered Keep management systems up-to-date with client information Educate clients on account services and... ...Financial Advisor team in a support staff capacity. As a Registered Client Associate, you’ll play an important role in servicing clients and supporting...Full timeTraineeshipWork at officeFlexible hours- 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 client...
- 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 wealth...Full time
- Our client, a growing Registered Investment Advisor (RIA) serving high-net-worth clients, executives, and professionals, is seeking a Client Service Associate to support their advisory team. This is a client-facing operational role critical to the firm’s day-to-day service...
$60k - $70k
...join one of our established wealth management teams. As a Client Service Associate, you'll play an important role in supporting clients and the... ...of the team while gaining hands-on experience in the Registered Investment Advisor industry. This is a great opportunity for...Temporary workWork at officeWork from home$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- ..., 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...
- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ...needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will... ...day condition of employment If you were registered after October 1, 2018 you must also have...
- Edward Jones is seeking a Registered Branch Associate to deepen client relationships and support Financial Advisors across the branch network. You will gather suitability information, help open new accounts, and contribute to portfolio discussions with clients. Join a...
- ...inviting transitioning service members to join its SkillBridge training program in a New York City-based support role as a Registered Client Associate. You will assist a Financial Advisor team, help open and service client accounts, and prepare documents for client...
$52k - $60k
...qualifications. Position Summary We are seeking a Client Support Services Associate for our wealth management Office in Tukwila, WA. If you... ...Advisors, Inc. Mainspring Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial...Full timeWork at office- 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...
- McKinstry seeks an Associate Account Manager in Seattle, WA, joining the Mobile Service team to develop core skills in account management, client service, and sales within a collaborative, fast-paced setting. You will manage a portfolio of high-volume house accounts, handling...
- Sound Philanthropy seeks a full-time Client Associate to join our growing team. Approximately 80% of the Associate’s time is spent managing a portfolio of clients, in partnership with our leadership team. The Associate plays a key role in supporting philanthropic clients...Full timeWork at officeRelocation package2 days per week3 days per week
$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- ...must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. As our Client Experience Associate, you’ll help new and current Wealth Center customers feel comfortable while they’re making significant financial...Work at office
- ...building a leading e-commerce business, and opening retail stores around the world. We invite you to join team TravisMathew. The Client Associate is responsible for maintaining the in‑store sales and service experience and promoting sales culture within the retail store...Hourly payWeekend workAfternoon shift
- ...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 workWork at officeWork from homeShift workDay shift
- RH Gallery in Seattle is seeking a Client Services Associate to deliver luxury service and help clients find the right RH solution. You will greet guests, respond to inquiries, and connect clients with experts based on their needs, both in the Gallery and via phone or email...
$65k - $75k
...Client Associate Opportunity We are partnering with a Seattle-based wealth management firm supporting high-net-worth individuals and families, and they're looking to add a Client Associate to their growing team. This is an incredible opportunity for someone who thrives...Work at office$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- ...Resource Manager & Handling Invesco/Jeffco Public Schools/Seattle Public Schools/Community Transit Direct Client Role Client Service Associate Seattle WA Invesco 6 Months 4 days onsite Job Description Summary The SMA Client Service team partners with the portfolio management...
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