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...