Registered Client Associate Salaries in Bethesda, MD

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).

$70,000 - $115,000 a year

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

$55,000 - $65,000 a year

Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to…

$55,000 - $75,000 a year

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).

$33,280 - $85,000 a year

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

$73,000 - $102,000 a year

5 days ago

Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…

$26.50 - $45.00 an hour

7 days ago