Registered Client Associate Salaries in Potomac, MD

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

$26.50 - $45.00 an hour

6 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

Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to…

$55,000 - $75,000 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).

$33,280 - $85,000 a year

Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments.

$55,000 - $65,000 a year

A bachelor degree in business/finance is preferred. The Client Service Associate supports the Relationship Managers, Portfolio Managers, and Director of Client…

$69,588.50 a year