Registered Client Associate Salaries in Mill Valley, CA

Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…

$25 - $45 an hour

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).

$72,200 - $85,000 a year

Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…

$25 - $45 an hour

3 days ago

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).

$35,152 - $90,000 a year

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

CFA, MBA, and/or other graduate degree or certification. Have a bachelor's degree and 3-6 years of work experience ideally in financial services (e.g.,…

$125,000 - $150,000 a year