Registered Client Associate Salaries in Pennsylvania

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).

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

8 days ago

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

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

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

14 days ago

Perform various administrative duties (i.e., typing, filing, answering phones, mailing documents/letters, etc.). Review materials for completeness and accuracy.