Client Services Specialist: Accounts & CRM Excellence
$65k - $75kCerity-Partners
Cerity Partners in Albany, NY is looking for a Client Service Associate to support clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings, preparing reports, and ensuring CRM data accuracy. The ideal candidate will have a Bachelor’s degree and strong organizational skills, with a commitment to providing professional client service. The salary range for this position is $65,000 - $75,000 annually. #J-18808-Ljbffr Cerity-Partners
Vacancy posted 4 days ago
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