Registered Client Associate Salaries in Florida

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

$25 - $45 an hour

10 days ago

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).

7 days ago

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

11 days ago

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

Ability to obtain additional securities and advisory state registrations if required by state. Series 63, 65 and/or 66 as required by state.

The associate is responsible for formulating and implementing advice but may also rely on technical specialists to develop recommendations.