Registered Client Service Associate Salaries in United States

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).

$35,000 - $75,000 a year

A bachelor degree in business/finance is preferred. The Client Service Associate supports the Relationship Managers, Portfolio Managers, and Director of Client…

$69,588.50 a year

Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments.

$55,000 - $65,000 a year

Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments.

$50,000 - $60,000 a year

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

Ability to obtain additional securities and advisory state registrations if required by state. Series 63, 65 and/or 66 as required by state.