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 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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Client Associate
Wichita, KS ยท On-site
What You'll Do As a Client Associate, you will gain hands-on experience supporting client strategy, renewals, underwriting and analytics processes, carrier management, compliance initiatives, open ...
Client Associate
Wichita, KS ยท On-site
What You'll Do As a Client Associate, you will gain hands-on experience supporting client strategy, renewals, underwriting and analytics processes, carrier management, compliance initiatives, open ...
Client Associate
Wichita, KS ยท On-site
What You'll Do As a Client Associate, you will gain hands-on experience supporting client strategy, renewals, underwriting and analytics processes, carrier management, compliance initiatives, open ...
Client Associate
Wichita, KS ยท On-site
What You'll Do As a Client Associate, you will gain hands-on experience supporting client strategy, renewals, underwriting and analytics processes, carrier management, compliance initiatives, open ...
Intake Client Associate
Topeka, KS ยท On-site
$21 - $24/hr
We're seeking a Intake Client Associate who is passionate about making a difference and driving impact. This role offers an opportunity to contribute to meaningful work and help shape the future of ...
Intake Client Associate
Topeka, KS ยท On-site
$21 - $24/hr
We're seeking a Intake Client Associate who is passionate about making a difference and driving impact. This role offers an opportunity to contribute to meaningful work and help shape the future of ...
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. We ...
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. We ...
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. We ...
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. We ...
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. We ...
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. We ...
UA Associate - Direct Markets
Olathe, KS ยท Hybrid
$23.80 - $38.94/hr
As a UA Associate, you will support and work closely with experienced Underwriters in the review and analysis of risks. You will enjoy the opportunity to fully apply and hone your research and ...
UA Associate - Direct Markets
Olathe, KS ยท Hybrid
$23.80 - $38.94/hr
As a UA Associate, you will support and work closely with experienced Underwriters in the review and analysis of risks. You will enjoy the opportunity to fully apply and hone your research and ...
UA Associate - Direct Markets
Olathe, KS ยท On-site
$23.80 - $38.94/hr
As a UA Associate, you will support and work closely with experienced Underwriters in the review and analysis of risks. You will enjoy the opportunity to fully apply and hone your research and ...
UA Associate - Direct Markets
Olathe, KS ยท On-site
$23.80 - $38.94/hr
As a UA Associate, you will support and work closely with experienced Underwriters in the review and analysis of risks. You will enjoy the opportunity to fully apply and hone your research and ...
UA Associate - Direct Markets
Olathe, KS ยท On-site
$23.80 - $38.94/hr
As a UA Associate, you will support and work closely with experienced Underwriters in the review and analysis of risks. You will enjoy the opportunity to fully apply and hone your research and ...
UA Associate - Direct Markets
Olathe, KS ยท On-site
$23.80 - $38.94/hr
As a UA Associate, you will support and work closely with experienced Underwriters in the review and analysis of risks. You will enjoy the opportunity to fully apply and hone your research and ...
Client Service Associate
Prairie Village, KS ยท On-site
$14.25 - $19.75/hr
Client Service Associate If you've spent a decade in financial services and you're at your best when the pace is fast and the clients expect nothing less than exceptional, this one's worth reading.
Client Service Associate
Prairie Village, KS ยท On-site
$14.25 - $19.75/hr
Client Service Associate If you've spent a decade in financial services and you're at your best when the pace is fast and the clients expect nothing less than exceptional, this one's worth reading.
Client Service Associate
Leawood, KS ยท On-site
$70K - $90K/yr
FCS Family Office, a high-net-worth wealth management firm in the Prairie Village area, is looking for an experienced Client Service Associate to support two Associate Advisors as they grow their ...
Client Service Associate
Leawood, KS ยท On-site
$70K - $90K/yr
FCS Family Office, a high-net-worth wealth management firm in the Prairie Village area, is looking for an experienced Client Service Associate to support two Associate Advisors as they grow their ...
Client Service Associate
$70K - $90K/yr
FCS Family Office, a high-net-worth wealth management firm in the Prairie Village area, is looking for an experienced Client Service Associate to support two Associate Advisors as they grow their ...
Client Service Associate
$70K - $90K/yr
FCS Family Office, a high-net-worth wealth management firm in the Prairie Village area, is looking for an experienced Client Service Associate to support two Associate Advisors as they grow their ...
Client Service Associate
Leawood, KS ยท On-site
$70K - $90K/yr
FCS Family Office, a high-net-worth wealth management firm in the Prairie Village area, is looking for an experienced Client Service Associate to support two Associate Advisors as they grow their ...
Client Service Associate
Leawood, KS ยท On-site
$70K - $90K/yr
FCS Family Office, a high-net-worth wealth management firm in the Prairie Village area, is looking for an experienced Client Service Associate to support two Associate Advisors as they grow their ...
Client Service Associate
Leawood, KS ยท On-site
$70K - $90K/yr
FCS Family Office, a high-net-worth wealth management firm in the Prairie Village area, is looking for an experienced Client Service Associate to support two Associate Advisors as they grow their ...
Quick apply
Client Service Associate
Leawood, KS ยท On-site
$70K - $90K/yr
FCS Family Office, a high-net-worth wealth management firm in the Prairie Village area, is looking for an experienced Client Service Associate to support two Associate Advisors as they grow their ...
Proactively resolve client and associate issues, drive positive ends, and reduce negative ends and lost clients. * Monitor the Clearly Rated Client & Associate Experience process and scores and ...
Quick apply
Proactively resolve client and associate issues, drive positive ends, and reduce negative ends and lost clients. * Monitor the Clearly Rated Client & Associate Experience process and scores and ...
Registered VT
Overland Park, KS ยท On-site
$22.01 - $31.80/hr
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. Registered Veterinary ...
Registered VT
Overland Park, KS ยท On-site
$22.01 - $31.80/hr
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. Registered Veterinary ...
Client Associate information
See Kansas salary details
$16.5K - $21.1K
3% of jobs
$21.1K - $25.7K
1% of jobs
$25.7K - $30.4K
9% of jobs
$30.4K - $35K
6% of jobs
$36.6K is the 25th percentile. Wages below this are outliers.
$35K - $39.6K
16% of jobs
$39.6K - $44.2K
11% of jobs
The median wage is $45.8K / yr.
$44.2K - $48.8K
11% of jobs
$48.8K - $53.5K
14% of jobs
$54.7K is the 75th percentile. Wages above this are outliers.
$53.5K - $58.1K
15% of jobs
$58.1K - $62.7K
11% of jobs
$62.7K - $67.3K
3% of jobs
$16.5K
$45.5K
$67.3K
How much do client associate jobs pay per year?
How does a client associate typically collaborate with other teams within a financial services firm?
What is a client associate?
What are the key skills and qualifications needed to thrive as a client associate?
What is the difference between Client Associate vs Customer Service Representative?
| Aspect | Client Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles prefer finance or sales certifications | High school diploma or equivalent; customer service training often preferred |
| Work Environment | Financial institutions, investment firms, banks | Retail, call centers, service centers |
| Employer & Industry Usage | Financial services, banking, wealth management | Retail, telecommunications, hospitality |
| Common Search & Comparison Intent | Understanding roles in finance and client management | Customer support and service roles |
The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.

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 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 Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities
Additional Job Details
Address: 4001 WEST 114TH STREET:LEAWOOD
City: Leawood
Country: United States of America
Work hours/week: 40
Employment Type: Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular
Pay Type: Salaried
Posted Date: 2026-07-31
Application Deadline: 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.
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About Royal Bank of Canada
Sourced by ZipRecruiter
Industry
Banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
Toronto, Ontario, CA