Client Associate/Registered Client Associate
RBC
Job Description 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 escalates 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: 704 4TH AVENUE:HUNTINGTON City: Huntington Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-08-25 Application Deadline: 2026-09-26 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. #J-18808-Ljbffr
$75k - $90k
...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 to...SuggestedFull timeFlexible hours- ...A leading financial services firm located in Jericho, NY is seeking a Senior Registered Client Associate to join their team. This role requires a Bachelor's degree or equivalent experience and active Series 7 and 66 licenses. Your responsibilities include maintaining client...Suggested
$26.5 - $42 per hour
...Merrill Wealth Management Client AssociateMerrill Wealth Management is a leading provider... ...Advisors and Wealth Management Client Associates help clients pursue the life they envision... ...and effective.Position OverviewThe Registered Wealth Management Client Associate role...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift$55k - $90k
...Join a Forbes Best‑in‑State advisor team in Jericho, NY, as a Senior Registered Client Associate and become an integral part of a nationally recognized, high‑performing group at RBC Wealth Management. This role is ideal for professionals with at least 3+ years as a Registered...SuggestedFull timeFlexible hours$75k - $90k
...Registered Private Client Associate Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture...SuggestedFull timeWork at officeHome office$31.2k - $90k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role...Temporary workWork at officeLocal area- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ...financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you... ...day condition of employmentIf you were registered after October 1, 2018 you must also have...
$50k - $60k
...investment advisory and asset management services. Job Description Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Jericho, NY branch office. The RCSA's primary responsibility is to support Financial...Local area- ...Wealth Management Client Associate Lynbrook, New York To proceed with your application, you must be at least 18 years of age. Acknowledge... ...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
- ...RBC Wealth Management in Jericho, NY seeks a Client Associate/Registered Client Associate to support financial advisors and clients. You will manage account questions, onboarding, documentation, and compliance in a fast-paced, collaborative setting. You will process transfers...
- ...thriving in competitive environments and engaging confidently with clients? If so, the Commercial Term Lending team is just what you're looking for! Join the nation's #1 multifamily lender as a Client Associate on our multifamily lending sales team, where the CTL Group's...Work at office
$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 homeDay shift- J.P. Morgan Chase is seeking a Private Client Investment Associate in Wealth Management to provide client service, operational support, and administrative assistance to Private Client Advisors. You will handle account openings, transfers, and trades, while building client...
- J.P. Morgan Chase in New York is seeking a Private Client Investment Associate within Wealth Management to deliver client service, operational support, and wealth planning assistance to Private Client Advisors. You will process account openings, money movements, and trades...
- TravisMathew TravisMathew is a premium apparel brand that exists because we seized an opportunityand we're inviting you to take yours. Back in 2007, we saw there weren't many companies whose clothing bridged the gap between performance and lifestyle, so we created our...Part time
$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$25 per hour
...Job Description Job Description Client Experience Associate Appliance World · Huntington, NY Full-time (Non-Exempt) On-site $25/hr. $52K/yr 100% Employee-Owned About Appliance World Appliance World is a luxury appliance dealer located in Huntington...Hourly payFull timeWork at officeWeekend work1 day per week- ...Description Our client is seeking a client services associate who is accustomed to working in a fast paced environment. The ideal candidate will have excellent communication skills and a professional demeanor. This is an excellent opportunity for individuals who are...Temporary workWork at officeLocal areaShift workWeekend workAfternoon shift
$18 - $18.5 per hour
...We are seeking a reliable and detail-oriented Client Services Associate to join our team. The ideal candidate will be responsible for mailroom tasks, print production, restocking and maintaining inventory for office and pantry supplies, while providing support to ensure...Full timeTemporary workPart timeWork experience placementWork at officeLocal areaImmediate startShift work$25 - $28 per hour
Description We're looking for a reliable, organized, and customer-focused Delivery Coordinator & Customer Service Representative to help ensure smooth daily operations and exceptional customer experiences. Responsibilities Coordinate and schedule deliveries...Casual workWork at officeDay shift$80k - $90k
...Sr Client Service Associate Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi...Full timeTemporary workWork at officeMonday to FridayFlexible hours$51.45k - $84k
...Client Service Associate / Sr. Client Service Associate Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our...Full timeTemporary workWork at officeFlexible hoursNight shift- ...Job Description Job Description Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide...Full timeCasual workWork at officeRemote workFlexible hours
$18 - $18.5 per hour
We are seeking a reliable and detail-oriented Client Services Associate to join our team. The ideal candidate will be responsible for mailroom tasks, print production, restocking and maintaining inventory for office and pantry supplies, while providing support to ensure...Full timePart timeWork experience placementWork at officeLocal areaShift work- ...Client Advisor Venus ET Fleur is a custom rose atelier that intersects the romantic tradition of sending flowers with stylish design. We specialize in lush, customizable arrangements which are everlasting roses that maintain freshness for over a year. Each personalized...Part timeLocal areaFlexible hoursRotating shift2 days per week
- ...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
$18 per hour
...online ordering, and know how to direct the guest to enroll, activate and use these features. ~ Attempt every return and follow register prompts; partner with immediate Leaders as needed to help solve for the guest while following Target's policies and procedures....Hourly payWork at officeLocal areaImmediate startFlexible hoursShift workNight shiftDay shift$110k - $155k
...professional liability matters in a collaborative and fast-paced environment. Our attorneys receive meaningful hands-on experience, direct client interaction, and strong mentorship while representing professionals, businesses, and insurers in complex litigation matters.The...Full timeWork at office- ...firm. The ideal candidate will have a strong background in family law and litigation, providing legal counsel and representation to clients in matters such as divorce, child custody, and domestic relations. This role requires a compassionate approach to clients while...Full timeLive inWork at officeRemote work
$145k - $160k
Job description: Represent clients in matrimonial and family law matters, including divorce proceedings, child custody disputes, spousal maintenance, and equitable distribution.Draft and review legal documents, such as separation agreements, prenuptial agreements, and court...
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