Registered Client Associate Salaries in Tempe, AZ

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

Complete all required firm and division training, continuing education, and licensing requirements; remain current on compliance and product updates.

$63,200 - $104,200 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).

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

$45,000 - $65,000 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

The COA partners with the team will help to ensure that our Investment Management, IRA, other Non-Trust Accounts and all deposit account types are originated…