Senior Registered Client Associate
$55k - $90kRBC
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 Senior 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-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 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 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 this particular position is $55,000 - $90,000, 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:
1211 6TH AVENUE:NEW YORK
City: New York Country: United States of America Work hours/week: 40 Employment Type: Full time Platform:WEALTH MANAGEMENT
Job Type: Regular Pay Type: Salaried Posted Date: 2026-07-24 Application Deadline: Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above 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 Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com. RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.$34.62 - $52.4 per hour
About this role: Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Assist Financial...SeniorOngoing contractFull timeWork experience placementWork at officeImmediate start$55k - $90k
...Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Senior Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills...SeniorFull timeFlexible hours$55k - $90k
...Senior 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 Senior Registered Client Associate, become a trusted resource to our clients, advisors...SeniorFull timeFlexible hours- ...Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Senior Registered Client Associate to: • maintain accurate and current client records in management systems • educate clients on account services and capabilities...SeniorWork at officeFlexible hours
- ...Who We Are: Evolve Private Wealth is a registered investment advisor serving ultra-high-net... ...access with deeply personalized client relationships. Our multigenerational team... ...Description We are seeking a highly capable Senior Associate to take on elevated responsibilities in...SeniorWork at office
$75k - $85k
...Job Overview We’re looking for a Registered Client Associate to provide white‑glove service to ultra high net worth clients. Responsibilities keep management systems up‑to‑date with client information educate clients on account services and capabilities help with the preparation...Full timeWork at office$55k - $90k
...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- ...Registered Wealth Management Client Associate NEW YORK, New York 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...Seasonal workWork at officeWork from homeShift workDay shift
$75k - $85k
...Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Associate to: • Keep management systems up-to-date with client information • Educate clients on account services and capabilities • Help...Full timeWork at officeFlexible hours$25 - $44 per hour
Client Service Support Specialist - Client Service Overview: This role is responsible for providing client service support to potentially... ...be obtained within a specified timeframe if being hired into a registered job code. Possesses advanced industry knowledge and an...Hourly paySeasonal workShift workDay shift- ...Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including Client Service, Registered...Immediate start
- ...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...Work at officeLocal area
- ...financial expertise with a strong focus on understanding clients' goals to help them pursue the lives they want. Drawing... ...support responsible, compliant advice. Role Description The Registered Client Service Associate is a full-time, on-site role based in New York, United...Full timeWork at office
$34.32k - $90k
...POSITION SUMMARY Registered Service Associates perform operational support and oversight on behalf of the Complex as well as general management support... ...) Identify firm services and solutions that support clients’ needs including secure, digital offerings like Morgan Stanley...Temporary workWork at officeRemote workHome officeNight shift$26.5 - $45 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 payFull timeSeasonal workWork at officeWork from homeShift workDay shift$68.3k - $79.8k
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...Temporary workWork at officeLocal area$64.7k - $120.4k
...Client Service Associate The applicable base salary range for this role is $64,700 to $120,400. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements...SeniorMinimum wage- ...Management Firm — Midtown Manhattan A successful, growing independent wealth management firm with $1B+ AUM is hiring a Senior Client Service Associate for a long-term client service/operations role supporting ultra-high-net-worth client onboarding and transitions. What...SeniorWork at officeRemote workMonday to Friday
- ...investment guidelines and strategies. The team is composed of experienced investment professionals who support a large and diverse client base. As the organization continues to grow there are significant opportunities for internal mobility professional development and...SeniorVisa sponsorship
- ...Life Insurance portfolios. Position Summary Winged Keel Group’s Client Services department focuses on delivering best in class... ...expectations in a timely fashion. The successful Client Services Senior Associate will use his or her knowledge of life insurance and client...SeniorWeekend workAfternoon shift
$60k - $70k
...firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized... ...nationwide. Our Little Silver, NJ office is hiring a Senior Client Service Associate. This role serves as the liaison between the client and the...SeniorFull timeTemporary workWork at officeFlexible hours$35.36k - $90k
...Registered Client Service Associates (CSAs) 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$100k - $120k
...professional and personal goals is the best way to help our clients and advance our business. With a 200-year legacy and a... ...career. Brown Brothers Harriman is currently recruiting a Senior Client Associate to join our Latin America private banking team in our New York...SeniorWork at officeLocal area- ...UBS in New York is seeking a Registered Client Associate to provide white‑glove service to ultra high net worth clients and support senior advisors with account activity and meetings. You create and maintain client records, educate clients on account services, prepare...
$29.24 - $36.54 per hour
...Job Description Job Description Summary: Under direct supervision, the Registered Financial Client Associate assists the Financial Advisor (s) by providing a wide variety of administrative support to maintain client accounts, including but not limited to client...Hourly payWork experience placementWork at officeHome office- ...5+ countries. Who You Will Be Working With At PMG, our Client Strategy team plays a key role in shaping the media strategies... ...on the team to lead, grow, and make an impact. As a Senior Associate in Client Strategy, if you're excited about building strong client...SeniorWork experience placementLocal area
$80k - $105k
...institutional, and municipal clients. It connects a diverse client... ...of client service functions associated with supporting the strategic... ...management capabilities Assist senior team members with projects... ..., for example, certain FINRA-registered roles for which in-office...Work at officeLocal areaRemote workWork from homeWorldwide$34.32k - $90k
...Position Summary Client Service Associates (CSAs) 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 by engaging and utilizing the full capabilities...Work at officeLocal area- ...Morgan Stanley is seeking a PWM Registered Client Service Associate to provide exceptional client service and administrative support. In this entry-level position, you'll engage with clients, support Financial Advisors, and manage client accounts. The ideal candidate is...
$70k - $110k
...Gainor Staffing is seeking an experienced Financial Registered Sales Assistant to join their investment management firm in Midtown, Manhattan. This fully onsite position requires strong client service skills and a proactive approach to client engagement and account administration...Work at office
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