Client Associate Salaries in Blue Bell, PA

Upon obtaining the Series 65 license: Receive client calls and resolve questions or issues as needed. With a comprehensive understanding of investment products…

$70,000 - $85,000 a year

3 days ago

Customer service experience within a design firm, high-end furniture showroom, or luxury retail setting preferred.

$25 - $29 an hour

Answers all incoming phone calls and handles as appropriate. Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take…

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

Receive and manage incoming referrals from hospitals, physicians, case managers, managed care organizations, and community partners.

$23 - $25 an hour

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).