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Robert Half Logo Robert Half · Banking

Senior Registered Client Service Associate

United States, Boston Employment contract 85000.00 USD / Year · Job Posted June 04, 2026
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Job Description

We are seeking a Registered Client Associate to support financial advisors and deliver an exceptional client experience. This role is responsible for client communications, account servicing, money movement requests, new account openings, meeting coordination, and administrative support. The ideal candidate will have 3–7 years of financial services experience, strong organizational and client service skills, and the ability to manage multiple priorities in a fast-paced environment. FINRA licensing (SIE, Series 7, and Series 66 or equivalent) is preferred or must be obtained within a designated timeframe. This is an excellent opportunity for a detail-oriented professional looking to grow their career within a collaborative wealth management environment. Salary to 85k base + bonuses.

Job Responsibility

  • Support financial advisors
  • deliver an exceptional client experience
  • client communications
  • account servicing
  • money movement requests
  • new account openings
  • meeting coordination
  • administrative support

Requirements

  • 3–7 years of financial services experience
  • strong organizational and client service skills
  • ability to manage multiple priorities in a fast-paced environment
  • FINRA licensing (SIE, Series 7, and Series 66 or equivalent) is preferred or must be obtained within a designated timeframe

Nice to have

FINRA licensing (SIE, Series 7, and Series 66 or equivalent)

What we offer

  • Bonuses
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
  • free online training
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