Registered Client Associate Salaries in Irvine, CA

Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.). Communication Skills - The ability to communicate…

$55,000 - $73,000 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).

$16.50 - $43.27 an hour

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

$60,000 - $65,000 a year

Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.). Communication Skills - The ability to communicate…

$55,300 - $74,000 a year

Bachelor’s degree in Finance, Accounting, Economics, or a related field. 0–3 years of experience in financial services or related field (internships or prior…

5 days ago

Providing comprehensive personal financial planning to clients via a telephone and electronic mail environment. 3-5 years of financial planning experience.

$115,000 - $120,000 a year