Registered Client Associate Salaries in Pleasanton, CA

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).

$75,000 - $110,000 a year

Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team,…

$75,000 - $125,000 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).

$35,152 - $90,000 a year

1 day ago

Support administrative tasks and office support, including answering phone calls, monitoring email addresses, maintaining database records, scheduling client…

$70,000 - $80,000 a year

3 days ago

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

A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment. A valid and active Series 66 (63/65), and Life and…

$28.85 - $39.90 an hour