Registered Client Associate
RBC
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 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 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 Address:
5355 TOWN CENTER ROAD:BOCA RATON
City: Boca Raton Country: United States of America Work hours/week: 40 Employment Type: Full time Platform:WEALTH MANAGEMENT
Job Type: Regular Pay Type: Salaried Posted Date: 2026-10-02 Application Deadline: 2026-10-31 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. #J-18808-Ljbffr RBC- ...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
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- ...transparency, and delivering a highly personal level of service. We are seeking an experienced and fully licensed Registered Client Service Associate to join our team. This is a full-time, in-person position at our office in Boca Raton, Florida. This is an...SuggestedFull timeWork at officeLocal areaImmediate start
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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 timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
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- Overview Registered Client Service Associate (Boca Raton, FL) at Oppenheimer & Co. Inc. The firm is seeking a Registered Client Service Associate to join our Branch office team in Boca Raton, Florida. The primary responsibilities include servicing clients, marketing, scheduling...
- ...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
- ...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
- ...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...Full timeWork at officeLocal area
- RBC Wealth Management is seeking a Client Associate/Registered Client Associate to support financial advisors and clients. You will handle inquiries, onboarding, record maintenance and process trades with a client-first approach in a fast-paced branch environment. The role...Flexible hours
- ...Senior Client Associate A Private Advisor team within our Rockefeller Global Family Office business is seeking a motivated individual... ...At least 5 years of experience in the industry preferred Registered with Series 7 & 66 (or 7, 65 & 63) Skills Excellent client...Work at officeLocal area
- Stonebrook Wealth Partners is seeking an experienced Registered Client Service Associate for its Boca Raton office. This full‑time, in‑person role partners with the Founder to service clients, prepare paperwork, and coordinate account activity. The ideal candidate holds...Full timeWork at office
- Morgan Stanley in Boca Raton, FL seeks a Registered Client Service Associate to provide exceptional client service and daily support to Financial Advisors and Private Wealth Advisors. You will handle account tasks, money movements, digital tool enrollment, and client education...
- ...Position Overview The Client Service Associate plays a critical role in supporting the day-to-day operational functions of the wealth management business. This individual will be responsible for processing client account activity, including account openings, maintenance...Full timeWork at office
- ...than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice,... ...Our office is growing, and we are looking for a Client Service Associate to join our operations team! The Client Service Associate (CSA)...Full timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
- ...how to take care of people? Job Type Part Time Job Reference 342886BR City Boca Raton Key Responsibilities We’re looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with...Part timeWork at officeFlexible hours
- UBS, a global wealth manager, is seeking a Client Associate to support a Financial Advisory (FA) team in Boca Raton. You will keep client records current, educate clients on services, and assist with meeting materials and reports. Ideal candidates have Series 7 and 66...
- Raymond James is seeking a Registered Client Service Associate in Boca Raton to provide essential administrative support to financial advisors and clients. The ideal candidate should possess effective communication skills, organizational abilities, and a commitment to customer...
- Future Opening: Client Service Associate Full Time Atlantic Avenue Advisors 401(k) Health insurance Paid time off Vision insurance Position... ..., investment, or planning questions to the appropriate registered advisor. Assist with prospect follow-up and coordination...Full time
$80k - $100k
Client Services & Operations Associate - ***Private Aviation Industry operations experience HIGHLY PREFERRED*** Location: Boca Raton, Florida (local candidates only please) On-site position (100%); Monday through Friday 9:00am to 5:00pm in office with ability to be reached...Work at officeLocal areaMonday to Friday- Seeking a Client Operations Associate for a growing team in South Florida. This role supports the day-to-day servicing of client accounts and operational functions within a financial services firm. The position provides exposure to both client-facing support and back-office...Work at officeLocal area
- UBS in Boca Raton is seeking a part-time Client Associate to support client service on a dedicated FA team. You will keep client information current, educate clients on account services, and assist with meeting materials and reporting. Responsibilities include gathering...Part timeWork at office
$50k - $80k
...Hire | $50,000 - $80,000 DOE A growing and well-established wealth management and financial planning firm is seeking a Client Service Associate or Paraplanner to join its team in Boca Raton. This position can be tailored based on experience level and offers an...Work at officeLocal area$18 - $21 per hour
...This focus allows our clinicians to obtain optimal work-life balance. We are looking for a critical thinker and proactive Client Service Associate that shares our dedication to quality and our genuine concern for the comfort and dignity of our clients. Position Types Available...Full timeWork at office- ...Job Description: Job Title: Community Association Attorney We are an executive search firm retained by an established and well... ...acquisitions, purchases, financing, and leasing Assist in forming, registering, governing, and ensuring compliance for residential,...
- ...building, product knowledge sharing and maintaining a welcoming store environment. You will complete opening/closing tasks, assist guests at the register, and help with merchandising while upholding brand standards and loss-prevention practices. #J-18808-Ljbffr Altar'd StatePart timeSeasonal work
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