Registered Client Associate Salaries in Philadelphia, PA

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.

$33,113 - $90,000 a year

Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies,…

Provide general administrative duties such as answering the advisors’ phone, processing expense management reports, preparing routine client correspondence,…

Adaptability – Quickly adjusts to different branch environments, advisor practices, technologies, and client service models while maintaining a high level of…

8 days ago

Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization…

$61,880 - $92,560 a year

In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.