Registered Client Associate Salaries in Tempe, AZ

Perform regular review meetings and periodic check-in calls to ensure client satisfaction and engagement. The ideal candidate is a relationship-driven fiduciary…

$80,000 - $130,000 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).

You will work closely with one or more Financial Advisors (FA) and help them grow their business, educate clients regarding products and services, monitor…

This person will answer incoming calls, welcome clients, manage the advisor calendar, coordinate meetings, process applications and service requests, track…

$70,000 - $90,000 a year

Other responsibilities include directly assisting with client service/requests, general operational/administrative support, researching questions/issues,…

10 days ago

Understands key business drivers; uses this understanding to accomplish own work. Requires expanded conceptual knowledge in own job discipline.

5 days ago