Client Service Associate Salary at Northeast Financial Consultants Inc BETA

How much does a Northeast Financial Consultants Inc Client Service Associate make?

As of March 2025, the average annual salary for a Client Service Associate at Northeast Financial Consultants Inc is $56,818, which translates to approximately $27 per hour. Salaries for Client Service Associate at Northeast Financial Consultants Inc typically range from $50,614 to $64,154, 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.

Northeast Financial Consultants Inc Overview

Website:
nfc-westport.com
Size:
<25 Employees
Revenue:
<$5M
Industry:
Financial Services

The Mission of Northeast Financial Consultants, Inc. is to help our clients successfully fulfill their goals in a reliable, disciplined process with a commitment to integrity. Our goal is to deliver clear and understandable solutions in a complex investment world and to uncover compelling, best in class investments.

See similar companies related to Northeast Financial Consultants Inc

What Skills Does a person Need at Northeast Financial Consultants Inc?

At Northeast Financial Consultants Inc, 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.

Related Jobs

Morgan Stanley
Garden City , NY

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or FA/PWA/team Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) Enter profile information or pre-fill account documentation on client accounts and/or docume


Sponsored
3/6/2025 12:00:00 AM
NFP
Stamford , CT

Who We Are: Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., an Aon Company, we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique. NFP is an eight-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We're a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 8,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit:


Sponsored
3/6/2025 12:00:00 AM
Morgan Stanley
Jericho , NY

POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or FA/PWA/team Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) Enter profile information or pre-fill account documentation on client acco


Sponsored
3/6/2025 12:00:00 AM
Oppenheimer & Co. Inc.
Southbury , CT

Who We Are: Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Southbury CT office. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. The ideal candidate will have a proactive mindset in order to anticipate business needs, and will assume ad hoc responsibility for project-oriented tasks. This role will handle details of a highly co


Sponsored
3/6/2025 12:00:00 AM
Oppenheimer & Co. Inc.
Jericho , NY

Who We Are: Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their Jericho, NY branch office. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking skill sets. The candidate should be able to operate independently as well as a member of a small team. This role will assist in per


Sponsored
3/6/2025 12:00:00 AM
AJ Newington Consulting
New Haven , CT

Job Description Job Description We are a prominent sales and business development firm in the Newington area that represents top clients in the telecommunications industry. Our ultimate goal is to ensure our clients are achieving maximum brand visibility and increasing customer engagement. This year, we’ve seen exceptional growth and success, which highlights our commitment to driving results and innovation. As the entry level Client Service Associate, you will work closely with clients and customers alike to bolster brand awareness in the community and in turn drive sales revenue. Our entry level Client Service Associates are experts in our clients’ products and services, and they are excited to share their knowledge directly with consumers. If you’re a people-person with a passion for telling clients’ brand stories, we want to hear from YOU! Client Service Associate Day-to-Day Responsibilities: Work directly with customers to promote our clients’ brand, products and services Explain


Sponsored
3/5/2025 12:00:00 AM
Morgan Stanley
Purchase , NY

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or FA/PWA/team Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) Enter profile information or pre-fill account documentation on client accounts and/or docume


Sponsored
3/4/2025 12:00:00 AM
Morgan Stanley
Garden City , NY

POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or FA/PWA/team Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) Enter profile information or pre-fill account documentation on client acco


Sponsored
3/2/2025 12:00:00 AM

Check more jobs information at Northeast Financial Consultants Inc

Job Title Average Northeast Financial Consultants Inc Salary Hourly Rate
2 Accountant $82,810 $40
3 Founder & President $776,989 $374
4 Secretary $216,721 $104
5 Chief Compliance Officer $227,374 $109
6 Senior Advisor $49,698 $24

Hourly Pay at Northeast Financial Consultants Inc

The average hourly pay at Northeast Financial Consultants Inc for a Client Service Associate is $27 per hour. The location, department, and job description all have an impact on the typical compensation for Northeast Financial Consultants Inc positions. The pay range and total remuneration for the job title are shown in the table below. Northeast Financial Consultants Inc may pay a varying wage for a given position based on experience, talents, and education.
How accurate does $56,818 look to you?

FAQ about Salary and Jobs at Northeast Financial Consultants Inc

1. How much does Northeast Financial Consultants Inc pay per hour?
The average hourly pay is $27. 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 Northeast Financial Consultants Inc?
According to the data, the highest approximate salary is about $64,154 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 Northeast Financial Consultants Inc?
According to the data, the lowest estimated salary is about $50,614 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.