Client Services Associate Salaries in Freeport, NY

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

$50,000 - $70,000 a year

Strong communication skills, including ability to answer phone/email client requests. Source for transactions based reports from various requests.

$80,000 - $85,000 a year

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.

$35,360 - $90,000 a year

Manage and process client-related administrative and operational tasks, including account onboarding, transactions, and reporting.

$80,000 - $100,000 a year

Prepare meeting materials, reports, conference rooms, and other logistics for client meetings. Process client service requests, including wires, ACH transfers,…

$70,000 - $80,000 a year

We conduct deep primary research — expert interviews with customers, competitors, and industry specialists — to build the analysis that drives investment…

$110,000 - $130,000 a year