Client Service Associate Salary at Morgia Wealth Management BETA

How much does a Morgia Wealth Management Client Service Associate make?

As of January 2025, the average annual salary for a Client Service Associate at Morgia Wealth Management is $48,465, which translates to approximately $23 per hour. Salaries for Client Service Associate at Morgia Wealth Management typically range from $43,260 to $54,636, reflecting the diverse roles within the company.

It's essential to understand that salaries can vary significantly based on factors such as geographic location, departmental budget, and individual qualifications. Key determinants include years of experience, specific skill sets, educational background, and relevant certifications. For a more tailored salary estimate, consider these variables when evaluating compensation for this role.

DISCLAIMER: The salary range presented here is an estimation that has been derived from our proprietary algorithm. It should be noted that this range does not originate from the company's factual payroll records or survey data.

Morgia Wealth Management Overview

Website:
morgiawm.com
Size:
<25 Employees
Revenue:
<$5M
Industry:
Business Services

Tony Morgia began his portfolio management career in 1968 at Spencer Trask. Mr. Morgia has experienced firsthand just about every type of market, from the top bull markets of the 1990s to the very bearish markets of the 1970s. He has a keen ability to look at the macroeconomic picture and relate it to the investment process. Mr. Morgias success has come from the application of a long-term investment approach that focuses on risk control and downside protection. Mr. Morgia spends the majority of his time meeting with clients and assisting them with their long-term financial plans. He also uses his many years of investment experience to take a birds-eye view of his clients entire financial situation. Tonys experience is a tremendous asset to the Morgia Wealth Management team; with his many years in the field he is able to see trends and potential shifts in the markets. Mr. Morgia is a graduate of LeMoyne College, with a Bachelors Degree in Business & Finance. He did graduate work at St. Lawrence University, and trained for Wall Street at the New York Finance Institute. Mr. Morgia is a past member of the Board of Directors of the Northern New York Community Foundation, the Northern New York Builders Exchange and WNPE/WNPI Public Television. He holds Series 7 & 63 licenses. Michael Morgia is a Managing Director and Partner at HighTower. He serves as the lead equity portfolio manager for Morgia Wealth Management. Mr. Morgia began his career in 1988 with Smith Barney, where he worked as a Senior Portfolio Management Director and financial consultant. At HighTower, he developed and continues to refine and improve the methodology for analyzing and evaluating equities based on Morgia Wealth Management founder Tony Morgias investment philosophies. He has also developed the algorithms and software programs used for Morgia Wealth Managements quantitative investment strategies. For more than twenty-five years, his dedicated, holistic approach to analyzing clients needs and developing detailed financial plans has helped ...

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What Skills Does a person Need at Morgia Wealth Management?

At Morgia Wealth Management, specify the abilities and skills that a person needs in order to carry out the specified job duties. Each competency has five to ten behavioral assertions that can be observed, each with a corresponding performance level (from one to five) that is required for a particular job.

  1. client service: Client services are the processes and interactions organizations and members of their staff have with their clients.
  2. Customer Service: Customer service is the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees "who can adjust themselves to the personality of the guest". Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback. From the point of view of an overall sales process engineering effort, customer service plays an important role in an organization's ability to generate income and revenue. From that perspective, customer service should be included as part of an overall approach to systematic improvement. One good customer service experience can change the entire perception a customer holds towards the organization.
  3. Initiative: Taking decisive action and initiating plans independently to address problems, improve professional life, and achieve goals.
  4. Leadership: Knowledge of and ability to employ effective strategies that motivate and guide other members within our business to achieve optimum results.
  5. Written Communication: Communicating information through written media to educate, inform and influence the target audience.

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Check more jobs information at Morgia Wealth Management

Job Title Average Morgia Wealth Management Salary Hourly Rate
2 Senior Client Service Associate $48,978 $24
3 Financial Advisor $44,049 $21

Hourly Pay at Morgia Wealth Management

The average hourly pay at Morgia Wealth Management for a Client Service Associate is $23 per hour. The location, department, and job description all have an impact on the typical compensation for Morgia Wealth Management positions. The pay range and total remuneration for the job title are shown in the table below. Morgia Wealth Management may pay a varying wage for a given position based on experience, talents, and education.
How accurate does $48,465 look to you?

FAQ about Salary and Jobs at Morgia Wealth Management

1. How much does Morgia Wealth Management pay per hour?
The average hourly pay is $23. The salary for each employee depends on several factors, including the level of experience, work performance, certifications and skills.
2. What is the highest salary at Morgia Wealth Management?
According to the data, the highest approximate salary is about $54,636 per year. Salaries are usually determined by comparing other employees’ salaries in similar positions in the same region and industry.
3. What is the lowest pay at Morgia Wealth Management?
According to the data, the lowest estimated salary is about $43,260 per year. Pay levels are mainly influenced by market forces, supply and demand, and social structures.
4. What steps can an employee take to increase their salary?
There are various ways to increase the wage. Level of education: An employee may receive a higher salary and get a promotion if they obtain advanced degrees. Experience in management: an employee with supervisory experience can increase the likelihood to earn more.