Client Associate Salaries in Palo Alto, 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

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

$34,320 - $90,000 a year

Process trade tickets and execute transactions seamlessly. Manage account-related tasks (cash movement, wires, journals, etc.) with minimal supervision.

$85,000 - $100,000 a year

7 days ago

You will partner directly with members to understand their goals, design tailored strategies, manage implementation, and monitor performance.

$110,000 - $300,000 a year

6 days ago

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

$35,152 - $90,000 a year

7 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).

$34,320 - $90,000 a year