Registered Client Associate Salaries in San Mateo, 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

Assisting with managing cash positions, money movements, and private banking services for clients as needed. Managing risk and assisting the Firm in adhering to…

$100,000 - $135,000 a year

CFA, MBA, and/or other graduate degree or certification. Have a bachelor's degree and 3-6 years of work experience ideally in financial services (e.g.,…

$125,000 - $150,000 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).

$35,152 - $90,000 a year

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

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).

$35,152 - $90,000 a year