Client Associate Salaries in Redmond, WA

Oversee new client onboarding activities including the collection of required documentation, partnering with internal operations teams on process execution,…

$60,500 - $90,000 a year

Handle routine communication with clients and their advisors via telephone, email and fax. Work with Client Administration Team to open accounts and coordinate…

$80,000 - $100,000 a year

Threadline Wealth is an independent SEC-registered investment adviser serving high-net-worth individuals, families, and business owners.

$63,000 - $86,000 a year

3 days ago

Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity,…

$80,168.40 - $99,900.00 a year

Maintain regular communication with clients, field teams, and internal partners through email, calls, and collaboration tools.

$58,900 - $75,000 a year

Provide administrative support, including but not limited to phone, correspondence, appointments, filing and other projects as assigned by the FA and/or Branch…

$30 - $36 an hour

8 days ago