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Senior Registered Client Associate Jobs in Virginia

RBC

Client Associate

Winchester, VA · On-site

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 ...

114 Private Wealth

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Senior Registered Wealth Associate

Alexandria, VA · On-site

$100K - $185K/yr

This is an important client-facing and operational position for an individual who takes pride in ... Position Overview The Senior Registered Wealth Associate will work closely with our Wealth Advisors ...

114 Private Wealth

Be Seen First

Senior Registered Wealth Associate

Alexandria, VA · On-site

$100K - $185K/yr

This is an important client-facing and operational position for an individual who takes pride in ... Position Overview The Senior Registered Wealth Associate will work closely with our Wealth Advisors ...

Royal Bank of Canada

Client Associate

Winchester, VA · On-site

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 ...

Royal Bank of Canada

Client Associate

Winchester, VA · On-site

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 ...

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Senior Registered Client Associate information

See Virginia salary details

$22.3K

$57.1K

$82.8K

How much do senior registered client associate jobs pay per year?

As of Aug 28, 2026, the average yearly pay for senior registered client associate in Virginia is $57,110.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,200.00 and $72,900.00 per year, depending on experience, location, and employer.

What is a senior registered client associate?

Senior Registered Client Associates are experienced professionals who support financial advisors and clients in wealth management firms. They handle a range of responsibilities, including managing client relationships, processing account transactions, preparing reports, and ensuring compliance with financial regulations. These associates are typically licensed to perform certain financial transactions and play a vital role in providing high-level administrative and client service support. Their expertise helps ensure smooth operations and exceptional service for clients and advisors alike.

How does a senior registered client associate typically collaborate with financial advisors and other team members?

As a Senior Registered Client Associate, you will work closely with financial advisors to support client relationships, manage account operations, and ensure seamless client service. You often serve as a key point of contact for clients, handling inquiries, scheduling meetings, and processing transactions. Collaboration is essential, as you will coordinate with operations, compliance, and investment teams to resolve client issues and execute advisor strategies. This team-oriented environment allows you to develop a deep understanding of financial services operations and build long-term professional relationships.

What are the key skills and qualifications needed to thrive as a senior registered client associate, and why are they important?

To thrive as a Senior Registered Client Associate, you need a strong background in finance, client service, and compliance, usually supported by FINRA Series 7 and 63/66 licenses. Familiarity with financial software such as CRM systems, portfolio management tools, and trading platforms is typically required. Exceptional organizational skills, attention to detail, and proactive communication help build lasting client relationships and manage multiple tasks efficiently. These skills are crucial for ensuring accurate account management, regulatory adherence, and delivering a superior client experience in a fast-paced financial environment.

What are popular job titles related to Senior Registered Client Associate jobs in Virginia?

For Senior Registered Client Associate jobs in Virginia, the most frequently searched job titles are:

What job categories do people searching Senior Registered Client Associate jobs in Virginia look for?

The top searched job categories for Senior Registered Client Associate jobs in Virginia are:

What cities in Virginia are hiring for Senior Registered Client Associate jobs?

Cities in Virginia with the most Senior Registered Client Associate job openings:

Senior Registered Client Associate jobs near you
Infographic showing various Senior Registered Client Associate job openings in Virginia as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 18% Part Time, and 5% Contract. Highlights an 70% Physical, 4% Hybrid, and 26% Remote job distribution, with an average salary of $57,110 per year, or $27.5 per hour.

Financial Services Client Associate

Waynesboro, VA • On-site

LD&B Insurance Services
See more jobs at LD&B Insurance Servicesexternal

$21.61 - $25.69/hr

Full-time

Re-posted 6 days ago

Job description

Layman Diener Borntrager Insurance Agency - Client Associate (Registered Client Associate preferred)

*Registered Client Associate preferred

The Client Associate is a professional who provides support to the Financial Services Division. The individual in this position will provide client service, assist with marketing initiatives, and be knowledgeable and proficient with related computer software. The Client Associate provides operational assistance through account processing and monitoring, practice management (organizes Financial Services team logistics, maintains contact management information systems, and complies with firm policies and industry standards) and special projects. As a representative of the organization, the Client Associate aligns personally with the organization’s values as reflected in the LD&B BLUEprint and models these values daily.

Essential Duties & Responsibilities:
  • Provide support for the Financial Services Division by assisting with client account opening, onboarding, and service.
  • Collaborate with the marketing department to develop division specific materials. 
  • Review and maintain operating processes to ensure efficient workflows while adhering to firm policies and industry standards. 
  • Perform detailed data entry, generate reports and output data for various purposes, and maintain proficiency and mastery across all financial services platforms. 
  • Cultivate professional relationships with clients by providing high-quality client experience.
  • Demonstrate regular and reliable attendance.
  • Maintain a strong work ethic with a total commitment to success and consistently demonstrate our BLUEprint values every day.
  • Other duties as assigned by management.

Requirements:

Education, Requirements, Qualifications & Skills:
  • High school diploma or equivalent required. Additional college courses and/or office environment experience preferred. 
  • Ability to obtain current appropriate licenses, certifications, or credentials necessary and applicable to the division, including maintenance of same. 
  • Adherence to compliance requirements of the regulatory bodies, broker-dealer and firm for non-registered persons. 
  • Excellent communication and interpersonal skills to effectively engage with clients and provide exceptional service.
  • Strong organizational and time management skills to handle multiple tasks and prioritize effectively.
  • Must be a self-starter and capable of completing tasks with little or no supervision.
  • Knowledge of insurance regulations and compliance requirements.
  • Ability to understand and adhere to all requirements related to information security, privacy and confidentiality always.

Physical Requirements:
  • Must be physically able to work a minimum of 38 hours per week in the office.
  • Must be able to sit for long periods of time, which may include extensive use of personal computers and associated software.
  • Must possess the ability to hear, see, and speak.
  • Must be able to stand, sit, walk, use repetitive small motor activity, use hands and fingers, and reach with hands and arms, stoop, and kneel.
  • Occasionally required to lift and carry up to 20 pounds.
  • Perform with a high-energy level and ability to handle stress-related situations daily.
  • Must have a valid state issued driver’s license and have the ability to operate a vehicle.
  • Must be able to drive and travel unaccompanied in diverse weather conditions.