Client Associate Salaries in Richmond, CA

Decisions will be determined on a case-by-case basis. We are excited to offer a competitive total rewards package which includes health and welfare benefits,…

$35,600 - $66,200 a year

Backup reception and phones when needed. Interface with custodians and other professional interested parties on behalf of clients to complete client…

$90,000 - $120,000 a year

10 days ago

A client-centric mindset and consistently acts in the clients’ best interests. Undergraduate degree or equivalent practical experience.

$90,000 - $105,000 a year

Assist Financial Advisors with problem resolution of account opening, maintenance items and other inquiries related to client onboarding, servicing and client…

$130,000 - $175,000 a year

Applies analytical thinking and knowledge of data analysis tools and methodologies. Appropriately assess risk when business decisions are made, demonstrating…

$61,280 - $109,280 a year

5 days ago

Interface and develop strong working relationships with all departments, including Portfolio Management and Trading, Client Service, Operations, Technology,…

$130,000 - $185,000 a year