Senior Client Services Associate Salaries in New York State

Strong drafting and estate administration skills required, including experience drafting complex wills and trusts, preparation of client presentations, tax…

$285,000 - $365,000 a year

Exceptional telephone demeanor and the ability to lead productive calls to meet project timelines. Works with brokerage team to implement Open Enrollment setups…

$75,000 - $85,000 a year

6 days ago

Assist in overseeing client service teams handling inbound phone and written inquiries, researching and resolving shareholder-related matters, and making…

$100,000 - $1,300,000 a year

Active CPA license or EA certification or in progress preferred. Stay current on federal and state tax law developments and apply changes to client work.

$80,000 - $90,000 a year

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

$75,000 - $90,000 a year

Bachelor’s degree in finance, Business Administration, Economics, or a related field. Assist in processing client transactions, including wire transfers, FX…

$120,000 - $150,000 a year