Wealth Management Client Experience Associate
Job in
City of Albany, Albany, Albany County, New York, 12201, USA
Listed on 2026-01-27
Listing for:
Cerity Partners LLC
Full Time
position Listed on 2026-01-27
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A leading financial advisory firm is seeking a Client Service Associate to provide exceptional support and foster trusted client relationships. The ideal candidate demonstrates strong organizational skills and communication proficiency, thriving in a fast-paced, hybrid environment. A bachelor’s degree and up to 2 years of relevant experience alongside knowledge of CRM platforms are required. The firm provides a competitive salary and benefits, including health insurance and a flexible PTO policy.
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Position Requirements
10+ Years
work experience
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