Registered Client Associate
$49.5k - $77kRBC Capital Markets, LLC
Job Description 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 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 escape 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. 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 Ability to adapt to a rapidly changing business and technology environment 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 include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off. 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. Opportunities to do challenging work. Opportunities to build close relationships with clients. The expected salary range for the Registered Client Associate position is $49,500 - $77,000 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 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 Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software Additional Job Details Address: 53 STATE STREET:BOSTON City: Boston Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-08-05 Application Deadline: 2026-09-02 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. #J-18808-Ljbffr
$49.5k - $77k
...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 Registered Client Associate, become a trusted resource to our clients, advisors and branch...SuggestedFull timeFlexible hours$25 - $45 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$49.5k - $77k
...Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to...SuggestedFull timeFlexible hours$60k - $65k
...making, trust services and investment advisory and asset management services. Job Description The firm is seeking a Registered Client Service Associate to join our Private Client Division in Boston, MA. The RCSA's primary responsibility is to support Financial Advisors...SuggestedLocal area$31.2k - $90k
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....5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and... ...financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing...Full timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week- Wealth Management - Client Service Associate Overview Directly support Morgan Stanley clients by delivering an elevated standard of care, understanding firm policies and capabilities, and helping to shape client experiences through effective service delivery. Responsibilities...Full timeWork at officeLocal area
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$64.3k - $85.8k
...aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients'... ...Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services...$275k - $375k
...and AI adoption.About Our ClientThis global law firm advises clients across a broad range of complex legal, regulatory, and business... ...knowledge resources and tools to support the legal team's work on registered funds.Collaborate with attorneys to capture, organize, and...Work at office$75k - $85k
...consulting firm. This role is for one of our clients in Charlestown. To view other open roles... ...jobs.lead-advisor.com Client Service Associate Our client is an established boutique... ...0 2 weeks ago Private Wealth Management Registered Client Service Associate Boston, MA $85,...Full timeWork at office$60k - $70k
...a motivated and qualified individual for the position of Client Service Associate. The individual selected for this opportunity will be distinguished... ...relevant work experience. Familiarity with brokerage or registered investment advisory firm operations. Strong mathematical...Work experience placementWork at office$180k - $230k
Our client, a well-established law firm, is seeking a mid-level Attorney to join a private client practice serving individuals and families... ...to building lasting client relationships.Role: Private Client Associate AttorneyLocation: Boston, MASalary: $180,000 - $230,000 (...Private practiceRemote work- RBC Wealth Management in Boston is seeking a Registered Client Associate to support financial advisors and clients with onboarding, account maintenance and regulatory compliance. You will build trusted relationships, resolve issues, and ensure efficient service in a fast...
$70k - $80k
...Client Treasury Senior Associate Boston, Massachusetts, United States; Chicago, Illinois, United States; Raleigh, North Carolina, United States We are a provider of specialized fund administration services for Managers and General Partners of private equity funds...Full timeWork at officeFlexible hours$50.07k - $65k
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$250k - $300k
...backgrounds and experiences to apply. Our nationally recognized Private Clients lawyers partner with individuals, families and business owners... ...Private Clients Practice Group is seeking to hire a mid-level associate with approximately three to five years’ experience to join our...Work experience placementPrivate practiceWork at office$25 - $44 per hour
Bank of America is seeking a Client Service Support for its Merrill Wealth Management team in Cambridge, MA. This role will focus on providing exceptional service to Financial Advisors and their clients, ensuring operational excellence and effective communication. The...Hourly pay- The FX Currency Administration Client Service Representative is responsible for supporting the daily production and client servicing activities for Currency Administration mandates. This role ensures all client deliverables are completed accurately and on time while providing...
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Overview We are seeking a Client Reporting Associate to join our Boston office. This individual will take a leadership role within the Client Reporting team, act as a key liaison to the Client Service Team, and help design and implement efficient operational workflows...Work at office- Cambridge Associates LLC in Boston seeks an Associate for the Private Client Practice to support business development and client relationships. You will help coordinate RFPs, proposals, pitch materials, and prospect meetings, ensuring high-quality submissions and timely...Private practice
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..., the firm constructs customized investment portfolios for its clients tapping into its deep network of partnerships with what we consider... ...are valued. Position Description The Client Onboarding Associate located in Boston will be responsible for coordinating the onboarding...Temporary workWork at officeFlexible hours$45k - $90k
...well as an office in London. The Firm oversees $224 billion in client assets as of June 30, 2026. Position A Private Advisor team... ...a motivated individual to join its growing team as a Client Associate. The Client Associate will work with our Private Advisor team members...Work at officeLocal area- ...Client Success Associate Stropro is looking for a candidate who takes a high degree of ownership, values team collaboration and has a hunger for personal growth. The role will involve the prospecting, qualifying and onboarding of accredited investors onto the Stropro...
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