Registered Client Associate Salaries in United States

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$80,000 - $105,000 a year

2 days ago

Gain exposure to wealth management business, products, services and clients’ financial needs. Gain industry and organizational knowledge through daily business…

Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed). Industry experience is a plus.

$16.00 - $40.87 an hour

Be a problem solver: Demonstrate empathy and help clients resolve issues when answering inbound phone calls and servicing client accounts, to create an…

Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly.

$45,000 - $65,000 a year

Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).