Client Associate Salaries in Sunnyvale, CA

Demonstrate curiosity, sound judgment, and the ability to critically evaluate and responsibly leverage AI-enabled tools in accordance with company policies,…

$26 - $43 an hour

8 days ago

Oversee new client onboarding activities including the collection of required documentation, partnering with internal operations teams on process execution,…

$60,500 - $90,000 a year

You will partner directly with members to understand their goals, design tailored strategies, manage implementation, and monitor performance.

$110,000 - $300,000 a year

9 days ago

Other duties, as assigned, including administrative tasks such as scanning, processing mail, answering phones for the office, etc.

$60,000 - $70,000 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

Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly.

$75,000 - $85,000 a year

9 days ago