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
$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...SuggestedFull timeFlexible hours- ...Registered Wealth Management Client Associate Boston, Massachusetts 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...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$31.2k - $90k
...POSITION SUMMARY Registered 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 with clients, individuals in this role build...SuggestedTemporary workWork at officeLocal area$55k - $75k
...Your role Educate clients on account services and capabilities Input client information into the financial planning tools and Firm tools Assist with the preparation of reports and other materials for client meetings Ensure appropriate documentation is collated for new...SuggestedFull timeWork at officeFlexible hours- ...Wealth Management is a leading provider of comprehensive wealth management and investment services. Responsibilities Provide excellent client service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensure timeliness,...Hourly paySeasonal workWork from homeShift workDay shift
$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...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- ...Your role • Educate clients on account services and capabilities • Input client information into the financial planning tools and Firm tools • Assist with the preparation of reports and other materials for client meetings • Ensure appropriate documentation is...Work at officeFlexible hours
$100k - $125k
...Boston Partners Global Investors, Inc. in Boston is seeking a Client Relations & Trading Associate to support portfolio operations and client services. The ideal candidate will have 3-5 years of experience in wealth management. This role requires strong operational oversight...Work at office$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 Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and...Full 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...Local area$31.2k - $90k
...Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities...Full timeTemporary workWork at officeLocal area$25 - $45 per hour
...Job Description This role provides client service support to multiple Financial Advisors (FAs), supporting enterprise strategic objectives, operational excellence goals, and client advocacy. The most frequent point of contact within Merrill for client service needs. Responsibilities...Hourly paySeasonal workWork from homeShift workDay shift$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$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$135k - $200k
...growing and dynamic business, with a focus on registered funds and BDCs within Blackstone’s... ...Investment Teams, Operations, Institutional Client Solutions, Finance, Tax, Public Affairs,... ...experience practicing law as a law firm associate or in-house counsel, preferably focused...Full timeLocal area$29 per hour
We are seeking a client-focused and detail-oriented Senior Client Services Representative to serve as a key liaison between clients and internal operations teams. This role is responsible for delivering exceptional service by managing inquiries, coordinating issue resolution...Hourly payFor contractorsWork at officeLocal area$130k - $150k
...forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together.... ...across regions worldwide.Position OverviewThe Client Portfolio Associate is a member of the North American Client Portfolio Manager (...Full timeWork at officeLocal areaWorldwide$64.1k - $88.1k
....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 timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week- ...worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated... ...customize solutions tailored to clients’ specific needs.As a Client Associate in J.P. Morgan Advisors, you will provide dedicated business...Local area
$180k - $230k
DescriptionOur client, a well-established law firm, is seeking a mid-level Attorney to join a private client practice serving individuals... ...to building lasting client relationships.Role: Private Client Associate AttorneyLocation: Boston, MASalary: $180,000 - $230,000 (...Private practiceRemote work$45k - $110k
...Rockefeller Capital Management is seeking a motivated Client Associate for its Private Advisor team in Boston. This role involves supporting high-net-worth clients with account management, investment documentation, and client inquiries. The ideal candidate has 3-5 years...- ...is seeking a dedicated individual to join Merrill Wealth Management in Boston, MA. This position focuses on providing exceptional client service while ensuring timeliness and completeness of client materials. Candidates must hold FINRA licenses and have advanced knowledge...Hourly payFlexible hours
- ...Bank of America is seeking a driven individual for a client service role supporting Financial Advisors in Boston, Massachusetts. The ideal candidate will excel in providing client-centric services and build strong relationships while promoting the bank’s products. Responsibilities...
$45k - $110k
...team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Associate. The Client Associate will work with our Private Advisor team members and will interact directly with high-net-worth clients....Work at officeLocal area$100k - $125k
## Client Relations & Trading AssociateApplylocations: Bostontime type: Full timeposted on: Posted 7 Days Agojob requisition id: R-100083**Position:**Client Relations & Trading Associate**Department:**532100 Private Wealth**Location:**Boston**Job Description:****Company...Full timeWork at office- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As an Associate I in Investment Middle Office Services - Client Operations, your key responsibility will be to provide premier service delivery...Work at officeFlexible hours
$28 per hour
Seeking a detail-oriented FX Currency Administration Client Service Representative to support the daily administration of foreign exchange (FX) client accounts. This role is responsible for completing daily operational tasks, responding to client inquiries, and ensuring...Hourly payFor contractorsWork at officeLocal area- ...detail, and a shared commitment to continuous improvement Job Description We are seeking a motivated and detail-oriented Client Support Associate to join our growing team. In this role, you will serve as a key point of contact for clients, ensuring smooth communication...Full timeWork at office
$65k - $80k
..., 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 Service Associate located in Boston will support and work closely with senior...Temporary workWork experience placementWork at officeLocal areaFlexible hours
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