Client Associate Salaries in New York State

Cross-Sell the full range of Third Bridge services including content library, surveys, advisory, as well as 1-1 calls.

$96,000 - $127,000 a year

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

$50,000 - $70,000 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

Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering…

$70,000 - $90,000 a year

11 hours ago

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

$75,000 - $90,000 a year

Empower teams to manage their own goals. As you develop, you’ll take on larger workstreams, deeper client interaction, and greater responsibility for planning…

$65,000 - $80,000 a year

12 days ago