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 ...
New
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 ...
New
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 ...
New
New Haven, CT · On-site
Do you know how to take care of people? 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 ...
New Haven, CT · On-site
Do you know how to take care of people? 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 ...
Riverhead, NY · On-site
$26.50 - $45/hr
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 ...
Riverhead, NY · On-site
$26.50 - $45/hr
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 ...
Riverhead, NY · On-site
$26.50 - $45/hr
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 ...
Riverhead, NY · On-site
$26.50 - $45/hr
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 ...
Manchester, CT · On-site
$26.50 - $45/hr
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 ...
Manchester, CT · On-site
$26.50 - $45/hr
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 ...
Position Summary The Private Bank Client Services Associate serves as a trusted partner to Private Bankers and high-net-worth clients, delivering a white-glove service experience across both consumer ...
Position Summary The Private Bank Client Services Associate serves as a trusted partner to Private Bankers and high-net-worth clients, delivering a white-glove service experience across both consumer ...
Old Lyme, CT · On-site
$57K - $76K/yr
As a Client Services Associate , you'll serve as a key partner to both Advisors and clients, helping create a seamless and exceptional client experience. In this role, you'll manage a variety of ...
Old Lyme, CT · On-site
$57K - $76K/yr
As a Client Services Associate , you'll serve as a key partner to both Advisors and clients, helping create a seamless and exceptional client experience. In this role, you'll manage a variety of ...
Position Summary The Private Bank Client Services Associate serves as a trusted partner to Private Bankers and high-net-worth clients, delivering a white-glove service experience across both consumer ...
Position Summary The Private Bank Client Services Associate serves as a trusted partner to Private Bankers and high-net-worth clients, delivering a white-glove service experience across both consumer ...
Old Lyme, CT · On-site
$57K - $76K/yr
As a Client Services Associate , you'll serve as a key partner to both Advisors and clients, helping create a seamless and exceptional client experience. In this role, you'll manage a variety of ...
Old Lyme, CT · On-site
$57K - $76K/yr
As a Client Services Associate , you'll serve as a key partner to both Advisors and clients, helping create a seamless and exceptional client experience. In this role, you'll manage a variety of ...
Shelton, CT · Hybrid
$65K - $80K/yr
Client Service Associate Location: Shelton, CT Compensation: $65,000 - $80,000 (based on experience) Status: Full-time; Hybrid (one day from home) We are a multigenerational firm that strives to ...
Quick apply
Shelton, CT · Hybrid
$65K - $80K/yr
Client Service Associate Location: Shelton, CT Compensation: $65,000 - $80,000 (based on experience) Status: Full-time; Hybrid (one day from home) We are a multigenerational firm that strives to ...
Be Seen First
Branford, CT · On-site
$45K - $52K/yr
Resolve client issues * Facilitate communication between internal teams and clients * Prepare ... Associate or Bachelor's (Preferred) Work Location: In person Company Description Wells Thomas, LLC ...
Quick apply
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Branford, CT · On-site
$45K - $52K/yr
Resolve client issues * Facilitate communication between internal teams and clients * Prepare ... Associate or Bachelor's (Preferred) Work Location: In person Company Description Wells Thomas, LLC ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Riverhead, NY · On-site
$22 - $26/hr
The Client Service Associate enhances the client experience by delivering exceptional service while proactively driving commercial and small business deposit growth. This role is responsible for ...
Riverhead, NY · On-site
$22 - $26/hr
The Client Service Associate enhances the client experience by delivering exceptional service while proactively driving commercial and small business deposit growth. This role is responsible for ...
The Client Service Associate enhances the client experience by delivering exceptional service while proactively driving commercial and small business deposit growth. This role is responsible for ...
The Client Service Associate enhances the client experience by delivering exceptional service while proactively driving commercial and small business deposit growth. This role is responsible for ...
The Client Service Associate enhances the client experience by delivering exceptional service while proactively driving commercial and small business deposit growth. This role is responsible for ...
Quick apply
The Client Service Associate enhances the client experience by delivering exceptional service while proactively driving commercial and small business deposit growth. This role is responsible for ...
Be Seen First
Hamden, CT · On-site
$16 - $18/hr
We are hiring a full-time Travel Advisor / Client Service Associate to join our small, close-knit team. This is a hybrid role. You will support our clients and advisors day to day while building the ...
Quick apply
Be Seen First
Hamden, CT · On-site
$16 - $18/hr
We are hiring a full-time Travel Advisor / Client Service Associate to join our small, close-knit team. This is a hybrid role. You will support our clients and advisors day to day while building the ...
Associate's or Bachelor's degree in Business, Finance, or a related field preferred, but not required * Ability to multitask and prioritize effectively in a fast-paced, client-centric environment
Associate's or Bachelor's degree in Business, Finance, or a related field preferred, but not required * Ability to multitask and prioritize effectively in a fast-paced, client-centric environment
Associate's or Bachelor's degree in Business, Finance, or a related field preferred, but not required * Ability to multitask and prioritize effectively in a fast-paced, client-centric environment
Associate's or Bachelor's degree in Business, Finance, or a related field preferred, but not required * Ability to multitask and prioritize effectively in a fast-paced, client-centric environment
$16.9K - $21.7K
3% of jobs
$21.7K - $26.4K
1% of jobs
$26.4K - $31.1K
9% of jobs
$31.1K - $35.9K
6% of jobs
$37.5K is the 25th percentile. Wages below this are outliers.
$35.9K - $40.6K
16% of jobs
$40.6K - $45.4K
11% of jobs
The median wage is $47K / yr.
$45.4K - $50.1K
11% of jobs
$50.1K - $54.8K
14% of jobs
$56.1K is the 75th percentile. Wages above this are outliers.
$54.8K - $59.6K
15% of jobs
$59.6K - $64.3K
11% of jobs
$64.3K - $69.1K
3% of jobs
$16.9K
$46.6K
$69.1K
| 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.

$49K - $77K/yr
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 3 days ago
New
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?
What do you need to succeed?
Must-have
Nice-to-have
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.
The expected salary range for the Registered Client Associate position is $49,500 - $77,000 and the Client Associate position is $44,000 - $66,000,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:
Job Skills
Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing SoftwareAdditional Job Details
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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.
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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.
Employment Type: FULL_TIMESourced by ZipRecruiter
Banking and credit intermediation
10,000+ Employees
Toronto, Ontario, CA