Registered Client Associate Salaries in Florida

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

Client Communications: Handle inbound phone calls and email inquiries from existing clients, often resolving complex requests over multiple days.

$24.80 - $31.00 an hour

Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and…

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).

A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment. A valid and active Series 66 (63/65), and Life and…

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