Registered Client Associate Salaries in Massachusetts

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).

$15.00 - $40.87 an hour

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

FINRA Series 65 or willingness to obtain industry licensing, if applicable. Support implementation of financial planning and investment recommendations.

$80,200 - $105,000 a year

7 days ago

Keen interest in and understanding of investment products and financial instruments such as equities and fixed income.

$60,000 - $90,000 a year

Associate Degree in Business, Finance, or related field. Bachelor’s Degree in Business, Finance, or related field. Plan and arrange client meetings.

$55,000 - $85,000 a year

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

$40,000 - $59,800 a year