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About the Role
Description
Our client, a well-established and growing wealth management firm in the Albany area, is seeking a Private Client Associate to support a high-performing Financial Advisor. This is an excellent opportunity for a detail-oriented professional looking to build a long-term career within a collaborative and client-focused environment.
Position Overview
The Private Client Associate will play a key role in supporting day-to-day client service, account administration, and operational functions. This individual will act as a primary point of contact for clients while ensuring a seamless experience across all interactions.
Key Responsibilities
+ Provide administrative and operational support to a Financial Advisor
+ Serve as a primary liaison for client inquiries and requests
+ Open and maintain client accounts, ensuring accuracy and compliance
+ Process transactions, including transfers, distributions, and...
Our client, a well-established and growing wealth management firm in the Albany area, is seeking a Private Client Associate to support a high-performing Financial Advisor. This is an excellent opportunity for a detail-oriented professional looking to build a long-term career within a collaborative and client-focused environment.
Position Overview
The Private Client Associate will play a key role in supporting day-to-day client service, account administration, and operational functions. This individual will act as a primary point of contact for clients while ensuring a seamless experience across all interactions.
Key Responsibilities
+ Provide administrative and operational support to a Financial Advisor
+ Serve as a primary liaison for client inquiries and requests
+ Open and maintain client accounts, ensuring accuracy and compliance
+ Process transactions, including transfers, distributions, and...
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