Client Associate Salaries in Mill Valley, CA

Effectively triage and answer inbound communication including phone, chat, e-fax, email, and portal messages within set service levels.

$27.38 - $39.12 an hour

A client-centric mindset and consistently acts in the clients’ best interests. Undergraduate degree or equivalent practical experience.

$90,000 - $105,000 a year

10 days ago

Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering…

$75,000 - $90,000 a year

5 days ago

Bachelor's degree in Business, Education, Law, Public Policy, or a related field, or equivalent combination of education and relevant professional experience.

$105,000 - $120,000 a year

Support administrative tasks and office support, including answering phone calls, monitoring email addresses, maintaining database records, scheduling client…

$70,000 - $80,000 a year

7 days ago

Assisting with managing cash positions, money movements, and private banking services for clients as needed. Managing risk and assisting the Firm in adhering to…

$100,000 - $135,000 a year