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Senior Client Associate Jobs (NOW HIRING)

RBC

Senior Client Associate

Minneapolis, MN

$40K - $60K/yr

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 ...

Wells Fargo

Senior Client Associate

New York, NY · On-site

Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisionsat wellsfargojobs.com. In ...

IMA Financial Group

Senior Client Associate

Newton, MA · On-site

$59.20K - $88.30K/yr

Senior Client Associate IMA Boston is an employee benefits broker located in Newton, MA. The Senior Benefit Analyst is an experienced-level role with a career path in benefit consulting or other ...

IMA Financial Group

Senior Client Associate

Newton, MA · On-site

$59.20K - $88.30K/yr

The Senior Benefit Analyst is an experienced-level role with a career path in benefit consulting or ... Maintain accurate client records and systems, including benchmarking and internal platforms

Gallagher

Senior Client Associate

Lake Mary, FL · On-site

Overview At Gallagher, we're looking for a Senior Client Associate to join our team. This role is all about delivering exceptional service to our clients and supporting our branch operations. You'll ...

New

Gallagher

Senior Client Associate

Rockford, IL · On-site

As a Senior Client Associate, you'll play a key role in supporting our clients and ensuring they receive exceptional service. You'll be part of a team that values collaboration, innovation, and ...

Gallagher

Sr. Client Associate

Bloomfield Hills, MI · On-site

$13.75 - $19/hr

As a Senior Client Associate, you'll play a key role in supporting our clients and ensuring they receive exceptional service. You'll be part of a team that values collaboration, innovation, and ...

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$29K

$74.2K

$133K

How much do senior client associate jobs pay per year?

As of Jun 1, 2026, the average yearly pay for senior client associate in the United States is $74,198.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,500.00 and $95,000.00 per year, depending on experience, location, and employer.

What is a Senior Client Associate job?

A Senior Client Associate is a professional who supports client relations, manages account activities, and ensures exceptional service delivery. They often work in finance, consulting, or professional services, assisting with client inquiries, preparing reports, and coordinating projects. With a strong focus on relationship management, they help maintain and grow client accounts while collaborating with internal teams. Strong communication, problem-solving, and organizational skills are essential for success in this role.

What are the key skills and qualifications needed to thrive in the Senior Client Associate position, and why are they important?

To thrive as a Senior Client Associate, you need expertise in client relationship management, account servicing, and financial or professional services experience, often supported by a relevant degree. Familiarity with CRM software, portfolio management tools, and industry-specific regulatory platforms is typically required. Excellent communication, attention to detail, and problem-solving abilities are highly valued soft skills for this role. These competencies are crucial for building client trust, efficiently managing complex client needs, and contributing to overall team success.

What are the common responsibilities of a Senior Client Associate on a day-to-day basis?

As a Senior Client Associate, your daily responsibilities typically include managing client accounts, responding to client inquiries, coordinating with internal teams to ensure seamless service delivery, and handling transactions or documentation. You may be responsible for preparing reports, supporting client onboarding processes, and identifying opportunities to enhance client satisfaction. Collaboration with financial advisors, operations staff, or other associates is common, allowing you to play a key role in delivering a high-quality client experience. This role often involves juggling multiple priorities and maintaining strong organizational skills to meet client and business goals.
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Senior Client Associate jobs near you
Infographic showing various Senior Client Associate job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 59% Full Time, 33% Part Time, 1% Temporary, and 6% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $74,198 per year, or $35.7 per hour.
Senior Client Associate

Senior Client Associate

RBC

Minneapolis, MN

$40K - $60K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 24 days ago

Job description

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 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
  • Opportunities to do challenging work
  • Opportunities to take on progressively greater accountabilities
  • Access to a variety of job opportunities across business

The good-faith expected salary range for the Client Associate position is $40,000 - $60,000 and the Registered Client Associate position is $45,000 - $70,000, depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan. 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: 250 NICOLLET MALL, City: Minneapolis, Country: United States of America, Work hours/week: 40, Employment Type: Full time, Platform: WEALTH MANAGEMENT, Job Type: Regular, Pay Type: Salaried, Posted Date: 2026-01-12, Application Deadline: 2026-01-11

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