Client Associate/Registered Client Associate
$49.5k - $77krbc
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 escal 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 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 111 SOUTH WACKER DRIVE, SUITE 3200:CHICAGO City: Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-09-09 Application Deadline: Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above The expected salary range for this particular position 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 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 value 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 #J-18808-Ljbffr rbc
$55k - $75k
...Are you detail-oriented? Do you enjoy going above and beyond to ensure tasks are met and exceeded? We’re looking for a Registered Client Service Associate to: provide a best-in-class client experience through active communication, exceptional attention to detail, and...SuggestedFull timeWork at officeFlexible hours$49.5k - $77k
...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- ...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...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$37.13k - $61.88k
...opportunity to contribute to the company’s success. As a Client Experience Associate within PNC's Retail Banking organization, you will be based... ...of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage...SuggestedFull timeTemporary workPart timeWork experience placementWork at office- ...Wealth Management Client Associate Chicago, Illinois To proceed with your application, you must be at least 18 years of age. Acknowledge... ...of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$70k - $80k
We are seeking a highly motivated and detail-oriented Client Services Associate to join our dynamic client services team. This individual will... ...Experience Prior experience in a client service role at a Registered Investment Advisor (RIA) Experience with Fidelity...Full timeWork at office$95k - $100k
.../yr Additional compensation types Annual Bonus Job Title: Client Service Associate Location: Chicago - Hybrid Type: Full-Time, Permanent/Direct... ...of relevant work experience Familiarity with brokerage or registered investment advisory firm operations, preferably with prior...Permanent employmentFull timeWork experience placementWork at office$42.95k - $68.67k
...Client Services Associate Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth... ...'s calendar, scheduling and confirming client meetings, registering visitors with security, and booking conference rooms....Full timeWork at office$65k - $75k
...Client Service Associate At Ameriprise Financial, we're not just in the business of helping clients with their financial goals we also help... ...Base Pay Salary: The salary will be $65,000-$75,000 un-registered and $80,000-$100,000 registered. Full-Time/Part-Time: Full...Full timePart timePrivate practiceWork at officeHome office- ...hub of communication and help build deep and lasting relationships with our most complex Commercial Bank clients across the country. As a Client Success Sr. Associate within the Commercial & Investment Bank (CIB) you will support Sr. team Members and serve as a key...Work experience placementWork at office
- ...building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the... ...Commercial Term Lending team is a great fit! As a Client Associate on the Commercial Term Lending team, you will have an internal...Work at office
- ...building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the... ...Commercial Term Lending team is a great fit! As a Client Associate on the Commercial Term Lending team, you will have an internal...Work at office
- ...Private Client Investment Associate At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ...120 days as a condition of employment If you were registered after October 1, 2018, you must also have a valid and active...
$81.13k - $164.57k
...innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business... ...seeking a Global Executive & Private Client Group (GEPC) Senior Associate to join our Business Tax Services practice.Responsibilities:Accountable...Work at officeLocal areaRelocationRelocation package$87.36k - $131.04k
Job ID: 96472556208Posted: 2026-07-13Location: Chicago, Illinois, United StatesSalary: $87 360,00 - $131 040,00Category: Private Client Coverage, WealthCompany: CitiThis is a seasoned professional role responsible for applying in-depth disciplinary knowledge to improve...Full time$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$27.5 - $30 per hour
...Help develop and execute customer success plans tailored to each client’s goals and business objectives. Provide regular updates to... ...to detail. Preferred Qualifications (if applicable) Associate degree or equivalent experience. Experience generating and converting...Hourly payFor contractorsWork at officeLocal area$25 per hour
...Job Description Job Description The next Chicago Client Success cohort start date is in January 2027! Our 2026 cohorts are now full... ...takes to deliver Operational Excellence. As a Client Success Associate, you will be responsible for the daily operations of existing and...Hourly payWork experience placementCasual workWork at officeLocal areaRelocationRelocation package- ...Job Description Job Description A leading international law firm and top 100 Am Law firm seeks an associate to join their Private Client Practice Group. The ideal candidate must have experience in drafting standard and sophisticated estate planning documents....Private practice
- ...Job Description Job Description An international law firm and one of the top 50 AmLaw firms is seeking an associate to join their Private Clients, Trust & Estates practice. Ideal candidates will have 3-5 years of experience and should have a broad background with...Private practice
- Essential Functions Act as a point of contact and demonstrate a client-first attitude, addressing client inquiries and concerns.... ...presentation and meeting materials with Client Communications Associate Troubleshoot client issues promptly and effectively. Support...Work experience placementWork at officeFlexible hours
$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 payWork experience placementSeasonal workWork at officeWork from homeShift workDay shift$60k - $75k
The Client Relationship Associate is the operational engine of the Retirement Plan Consulting (RPC) practice. The CRA coordinates the delivery of services for clients and assists our consultants in the day-to-day management of clients. The CRA owns everything from scheduling...Local area- ...division of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth... ...tailored to clients’ specific needs. As a Client Service Associate with J.P. Morgan Advisors, you will be the primary point of contact...Work at office
$365k - $420k
...culture that is based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized for a... ...before the Internal Revenue Service.We are seeking an experienced associate with 4-6 years of relevant transactional experience in trust and...Full time- About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than...Flexible hours
- ...ambitious and curious tax professional with an interest in private client taxation, ongoing learning, and exemplary client service. Do... ...for each individual client? About YOU: As the Tax Senior Associate within our private client team, you will be: Preparing...Immediate startRemote work
- ...Job Description Embark on a rewarding journey as a Client Onboarding Associate at JP Morgan Chase, where you'll lead the charge in delivering exceptional treasury and banking product implementations. Utilize your project management skills to create seamless onboarding...Temporary work
- ...DSP, ensuring precision in campaign setup, pacing coordination Consultative Account Management: Act as a technical advisor to clients, translating data into actionable growth strategies. Performance Engineering: Collaborate with Technical Account Managers to troubleshoot...
- ...J.P. Morgan Chase is seeking a Private Client Investment Associate in Wealth Management to deliver exceptional client service and support Private Client Advisors. You will handle account openings, money movements, investment trades, and regulatory compliance with accuracy...
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