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,…

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,…

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

9 days ago

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

Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team,…

3 days ago