Registered Client Associate Salaries in Texas

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).

Provides exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, demographic update,…

Verify accounts are traded into the accurate model and aid operation teams as needed; supervise incoming rollovers, other investment funding, and transfers to…

$54,000 - $65,000 a year

14 days ago

Provide general administrative duties such as answering the advisors’ phone, processing expense management reports, preparing routine client correspondence,…

Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence,…

Required knowledge and experience working in the insurance or financial services field. Hire and lead your own group of financial professionals while serving as…

$65,000 - $106,000 a year

3 days ago