Registered Client Associate Salaries in Richardson, TX

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.). Organize and assist in the maintenance of complete…

Bachelor’s degree in Finance, Business, Accounting, or related field. Coordinate cash movements, distributions, and other transactions with custodians and…

Developing in depth understanding of portfolio construction and risk management. Providing a best-in-class service experience to a select group of clients,…

$75,000 - $85,000 a year

We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms.

12 days ago

As a Wealth Strategist, you will work closely with two experienced Advisors with a wide range of expertise, supporting current clients and prospects through…

$65,000 - $95,000 a year