Registered Client Associate Salaries in San Juan Capistrano, 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).

$34,320 - $90,000 a year

Bachelor’s degree in Finance, Accounting, Economics, or a related field. 0–3 years of experience in financial services or related field (internships or prior…

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

$45,000 - $85,000 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…

$26.93 - $37.02 an hour

Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.). Communication Skills - The ability to communicate…

$55,000 - $73,000 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,…

$83,200 - $92,300 a year