Registered Client Associate Salaries in Utah

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 - $72,000 a year

4 days ago

Manage cash balances, process physical checks, execute wire transfers, and manage all daily digital Money Movement requests.

$60,000 - $80,000 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).

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

3 days ago