Registered Client Associate Salaries in Tempe, AZ

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).

8 days ago

Be a problem solver: Demonstrate empathy and help clients resolve issues when answering inbound phone calls and servicing client accounts, to create an…

CFP certification preferred, or willingness to pursue certification. Conduct research and analysis on financial planning topics such as retirement income…

$60,000 - $70,000 a year

Partner with advisory teams to gather necessary information, guide them through required steps, and provide clear updates on custodial status and next actions.

$75,000 - $85,000 a year

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

9 days ago

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

2 days ago