Registered Client Associate Salaries in Phoenix, AZ

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).

7 days ago

Partner with advisory teams to gather necessary information, guide them through required steps, and provide clear updates on custodial status and next actions.

$75,000 - $85,000 a year

Be a problem solver: Demonstrate empathy and help clients resolve issues when answering inbound phone calls and servicing client accounts, to create an…

Perform regular review meetings and periodic check-in calls to ensure client satisfaction and engagement. The ideal candidate is a relationship-driven fiduciary…

$80,000 - $130,000 a year

1 day ago

CFP certification preferred, or willingness to pursue certification. Conduct research and analysis on financial planning topics such as retirement income…

$60,000 - $70,000 a year

Understands key business drivers; uses this understanding to accomplish own work. Requires expanded conceptual knowledge in own job discipline.

8 days ago