Registered Client Associate Salaries in Pennsylvania

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

Provides exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, demographic update,…

6 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.

$33,113 - $90,000 a year

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

You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. Review for completeness and accuracy.

Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.). Communication Skills - The ability to communicate…

5 days ago