Registered Client Associate Salaries in United States

BA/BS degree in finance, economics, or related field. Streamline new client prospecting, closing, and onboarding processes including meeting preparation,…

$65,000 - $75,000 a year

Ability to obtain additional securities and advisory state registrations if required by state. Series 63, 65 and/or 66 as required by state.

Serve as a point of contact for client service requests across multiple advisors, coordinating and prioritizing incoming work.

From $75,000 a year

4 days ago

Monitor and maintain team calendar, phones and compliance emails. Knowledge of Sales Navigator and social media. Assist with maintaining Social Media platforms.

Communication –Providing excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail.

$75,000 - $90,000 a year

Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…

$25 - $44 an hour