Registered Client Associate Salaries in Gilbert, AZ

Be a problem solver: Demonstrate empathy and help clients resolve issues when answering inbound phone calls and servicing client accounts, to create an…

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).

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

$45,000 - $65,000 a year

Partner with advisory teams to gather necessary information, guide them through required steps, and provide clear updates on custodial status and next actions.

$75,000 - $85,000 a year

Complete all required firm and division training, continuing education, and licensing requirements; remain current on compliance and product updates.

$63,200 - $104,200 a year

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity),…