Client Associate Salaries in Newport Beach, CA

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

$60,000 - $65,000 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

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity),…

$21,567 - $45,000 a month

8 days ago

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

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

$25 - $45 an hour

Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments.

$50,000 - $60,000 a year