Client Associate Salaries in California

Effectively triage and answer inbound communication including phone, chat, e-fax, email, and portal messages within set service levels.

$27.38 - $39.12 an hour

Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering…

$75,000 - $90,000 a year

2 days ago

A client-centric mindset and consistently acts in the clients’ best interests. Undergraduate degree or equivalent practical experience.

$90,000 - $105,000 a year

7 days ago

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.

$34,320 - $90,000 a year

Oversee new client onboarding activities including the collection of required documentation, partnering with internal operations teams on process execution,…

$60,500 - $90,000 a year

Support administrative tasks and office support, including answering phone calls, monitoring email addresses, maintaining database records, scheduling client…

$70,000 - $80,000 a year

4 days ago