Registered Client Associate Salaries in Texas

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,…

Ability to obtain additional securities and advisory state registrations if required by state. Series 63, 65 and/or 66 as required by state.

4 hours ago

With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage…

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 - $65,000 a year

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