Registered Client Associate Salaries in Texas

Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.). Organize and assist in the maintenance of complete…

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).

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

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

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

Verify accounts are traded into the accurate model and aid operation teams as needed; supervise incoming rollovers, other investment funding, and transfers to…

$54,000 - $65,000 a year