Registered Client Associate/Client Associate
$45k - $70kRBC
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 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 elevate 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 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 $45,000 - $70,000,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:
225 SCHILLING CIRCLE:HUNT VALLEY
City: Hunt Valley Country: United States of America Work hours/week: 40 Employment Type: Full time Platform:WEALTH MANAGEMENT
Job Type: Regular Pay Type: Salaried Posted Date: 2026-09-01 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. #J-18808-Ljbffr RBC$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$45k - $70k
...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...SuggestedFull timeFlexible hours$45k - $85k
...history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps...SuggestedWork at office$33.28k - $88k
...Morgan Stanley Registered Client Service Associate Job Description 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...SuggestedTemporary workWork at officeLocal area- ...POSITION SUMMARY 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...SuggestedFull timeWork at officeLocal areaWork visa
- ...Job Description POSITION SUMMARY: \n 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...Work at officeLocal areaWork visa
- RBC Wealth Management in Hunt Valley, MD is seeking a Client Associate/Registered Client Associate to support financial advisors and clients. You will apply your administrative and operational skills to help advisors manage and grow their business, while upholding compliance...
$46.5k - $60k
...advisor. NFP provides solutions enabling client success through the expertise of over 8,... ...service processes. The Client Services Associate must provide superior client service by... ...scheduling and confirming client meetings, registering visitors with security, and booking...Work at office- ...Wealth Management Client Associate Baltimore, Maryland To proceed with your application, you must be at least 18 years of age.... ...of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC...Seasonal workWork at officeWork from homeShift workDay shift
$37.13k - $61.88k
...opportunity to contribute to the company’s success. As a(n) Client Experience Associate within PNC's Retail Branch organization, you will be... ...of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing...Full timeTemporary workPart timeWork experience placementWork at office- Raymond James & Associates, Inc. is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, prospective and existing clients, and branch staff. The role involves onboarding, servicing accounts, and handling inquiries...
- ...Diversified Insurance, a top workplace in 2023 and 2024, and a leader in innovative insurance solutions, is seeking a Client Relationship Associate (Commercial Lines) to join our award-winning team. This role is essential in fostering exceptional client service by accurately...Work at office
$75k - $85k
Wealth Management Client Service Associate (CSA) Location: Towson, MD Salary: $75,000 to $85,000 DOE plus bonus Wealth Management Client Service Associate This is an opportunity to join a warm, collaborative, and close-knit team within a growing boutique RIA that is...Work at office$60k - $75k
...firms. Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is an independent investment... ...to our clients. As a key member of this team, the Relationship Associate will execute on a range of client requests while maintaining...Temporary workH1bWork at officeWorldwide$22 - $25 per hour
...insurance 401(k) matching Build your career at Ram Supply as a Client Success Executive supporting our client service team for our... ...High School Degree required. College coursework or an associate degree preferred, which may be substituted with 2-4 years of experience...Hourly payFull timeWork experience placementCasual workWork at officeMonday to Friday$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$120k - $175k
...surety matters, and general commercial litigation , representing clients from initial investigation through trial and appeal. Offer... ...national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime...Ongoing contractFor contractorsFor subcontractorLocal area- ...Associate Account Manager / Client Services Associate – Employee Benefits We're a growing employee benefits consulting firm in the DMV area looking for an Associate Account Manager / Client Services Associate to support our Account Management team. This is an employee...Full timeWork at office
$20 - $21 per hour
...Base pay range $20.00/hr - $21.00/hr Responsibilities Responsible for evaluating incoming documents and inquiries, performing the associated research, and making a determination of the validity of the action or document. The Representative must develop subject matter...Contract workWork at office- ...oriented, customer-focused communicator looking for a dynamic role with real career growth? AlphaGraphics is seeking a Client Experience & Operations Associate to join our growing team. In this role, your primary mission is to be the friendly face and voice of our...Full timeWork at officeLocal areaMonday to Friday
- AlphaGraphics Reisterstown is hiring a Client Experience & Operations Associate to deliver excellent inside customer service. You will manage walk-in clients, process orders, and learn print production through hands-on cross-training. This role offers a fast-track path...
- AlphaGraphics in Maryland is seeking a Client Experience & Operations Associate to be the friendly face of our center, handling walk-in clients and orders while ensuring every project starts on the right track. You will gain hands-on cross-training across operations, digital...Local area
- ...Job Description Job Description We are a small boutique law firm with big firm clients and a fast paced environment and are seeking a Civil Attorney with 5+ years of experience to become a part of our team! Compensation based on experience and is negotiable. Responsibilities...
- ...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
$17.75 per hour
...andonlineordering,and know how to direct the guest to enroll, activate and use these features. ~ Attempt every returnor exchangeand follow register prompts;partnerwith immediateleaders as needed to help solveissuesfor the guestwhile following Target's policies and procedures....Hourly payWork at officeFlexible hoursShift workNight shift$17.75 per hour
...ordering, and know how to direct the guest to enroll, activate and use these features. ~ Attempt every return or exchange and follow register prompts; partner with immediate leaders as needed to help solve issues for the guest while following Target's policies and...Hourly payWork at officeLocal areaImmediate startFlexible hoursShift workNight shiftDay shift$150k - $200k
...join its growing practice in Towson, Maryland. This role offers the opportunity to represent businesses, employers, and commercial clients in a variety of litigation and dispute resolution matters. The ideal candidate will have experience handling commercial litigation...Full timeContract work- Well-regarded regional defense litigation firm is seeking a General Liability Attorney to join their Towson area, MD team. The ideal candidate will have 2+ years of general liability litigation experience. This position is hybrid remote, 2 days remote, 3 days in office...Work at officeRemote work2 days per week3 days per week
$125k - $145k
...You will work alongside an experienced settlement and processing team, allowing you to focus on the legal, title-review, and client-facing aspects of the transaction. Depending on the candidate’s background and interests, the position may also include relationship...$150k - $200k
...wants to handle sophisticated commercial disputes for a diverse client base. Responsibilities: Manage all phases of business... ...risk and business objectives Collaborate with partners and associates on case strategy and staffing Mentor junior associates as needed...Full timeContract work
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