Registered Client Associate Salaries in Florida

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).

Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies,…

Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed). Industry experience is a plus.

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

Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence,…

4 days ago

Bachelors degree in banking, finance, business administration or related field preferred. To identify, evaluate, monitor and make any recommendation deemed…