Registered Client Associate Salaries in Massachusetts

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

$64,100 - $88,100 a year

8 days ago

Keen interest in and understanding of investment products and financial instruments such as equities and fixed income.

$60,000 - $90,000 a year

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

$25 - $45 an hour

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

$68,000 - $120,000 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).

$15.00 - $40.87 an hour

Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies,…

$31,200 - $90,000 a year