Registered Client Associate Salaries in Pennsylvania

You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. Review for completeness and accuracy.

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).

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

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

Perform various administrative duties (i.e., typing, filing, answering phones, mailing documents/letters, etc.). Review materials for completeness and accuracy.

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