Registered Client Associate Salaries in Pennsylvania

Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed). Industry experience is a plus.

$33,113 - $90,000 a year

Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies,…

Provide general administrative duties such as answering the advisors’ phone, processing expense management reports, preparing routine client correspondence,…

Adaptability – Quickly adjusts to different branch environments, advisor practices, technologies, and client service models while maintaining a high level of…

21 hours ago

Strong client service & technical skills (MS Word & Excel and CRM). Professional or relevant internship experience in financial, banking, and/or insurance…

$45,000 - $55,000 a year

In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.