Registered Client Associate Salaries in Colorado

Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.). Organize and assist in the maintenance of complete…

$53,000 - $70,000 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).

$35,000 - $75,000 a year

Performs financial planning analyses for clients including, but not limited to retirement, investments, estate, tax, education funding, real estate, and risk…

$100,300 - $111,300 a year

15 hours ago

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

13 days ago

Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly.

$55,000 - $60,000 a year

14 days ago

In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

$41,250 - $75,000 a year

6 days ago