Wealth Management Client Associate
$25 - $44 per hourDormont Manufacturing Company
Job Description This job is responsible for providing client service support to multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA’s business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. Responsibilities Provides excellent Client Service to the bank’s clients through educating them on all of the bank’s service and banking offerings Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests Assists with ensuring practices are in alignment with the bank’s policies and procedures to support operational excellence, protect the bank’s clients, and manage risk Identifies, deepens, and maintains client relationships through emphasizing the bank’s offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset Required Qualifications Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results Demonstrates a client-centric mindset, always acting in the best interest of the client Has the ability to learn and adapt to new information and technology platforms Desired Qualifications Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66) Possesses industry knowledge and an understanding of investment products Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience Is comfortable operating in a fast‑paced environment with changing and evolving responsibilities Is detail oriented Demonstrates a commitment to continuous learning and professional growth Exhibits sound judgment and discretion when handling sensitive information Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce Demonstrates professional verbal and written communication skills Skills Account Management Client Management Customer and Client Focus Issue Management Oral Communications Business Development Client Solutions Advisory Pipeline Management Prioritization Administrative Services Emotional Intelligence Referral Identification Written Communications Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent Shift 1st shift (United States of America) Hours Per Week 37.5 Pay Transparency details US - NY - Albany - 69 STATE ST (NY6100) Pay range $25.00 - $44.00 hourly pay, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. #J-18808-Ljbffr
$65k - $70k
...Client Service Associate Albany, NY Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate... ...take ownership of requests from start to finish, manage multiple timelines, and ensure work is completed...SuggestedWork at officeRemote work2 days per week$55k
...national full-service law firm, is seeking a driven, sales-minded Client Relations Associate to join our Albany, NY office. This role is all about... ...client needs and match them with the appropriate attorney. Manage and track prospects in the CRM system. Schedule and...SuggestedHourly payFull timeWork at officeMonday to FridayWeekend workAfternoon shift- ...and relationship-focused Staffing Account Manager to support and expand our staffing and... ...recruiting activities, and building strong client relationships. They should be local to... ...vehicles is a plus Client Engagement Associate Key Responsibilities Manage and grow staffing...SuggestedContract workLocal area
$16.83 - $26.44 per hour
...business hours.** What is the opportunity? Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to...SuggestedPart timeMonday to FridayFlexible hours- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer... ...projects on time. work with internal and external Project Managers to keep all deliverables moving down the pipeline on time....Suggested
- ...What You Will Be Doing Respond to client requests for new project initiatives through our centralized technology. Collaborate with various... ...solving and analytical skills. Customer service and/or project management experience. Strong organizational skills, attention to detail,...Local area
- ...Office. For more information about our work, our staff, and our clients, visit We are a unionized program with excellent benefits,... ...include data collection, grant reporting, case file, and case management system maintenance. Work Environment This position...Work at officeLocal areaRemote workFlexible hours
$160k - $200k
...related to power, transmission and energy regulation. Will require managing closings for large projects and asset transfers in coordination... ...on complex matters and transactions for specific business clients Provide daily direction, mentorship, coaching and review work...Contract work$157k - $196k
...Provide legal advice to the Power Authority's Trustees, senior management, and all Authority business units, focusing on the Real Estate... ...course of action Attend meetings with business unit clients and provide legal support and counsel relative to key issues,...$120k - $150k
...authorities. Specialties may include but are not limited to Contract Management, Employment Law, Governmental/Regulatory Affairs and... ...oversight in judicial or other administrative forumsInteract with clients to develop and implement strategies that further NYPA’s and...Contract workPart time$145k - $205k
...functioning workforces that are engaged and stable, and share our clients’ goals to emphasize belonging and respect for the... ...as well as in both Employment Law and Labor Law on behalf of Management, in the U.S. News - Best Lawyers® “Best Law Firms”. This position...Contract work$130k - $145k
...A reputable law firm located in Albany, NY is seeking a Senior Associate Attorney specializing in family and matrimonial law. This leadership... ...a J.D., at least 5 years of litigation experience, and strong client advocacy skills. Join a supportive team that values...- ...Client Service Associate GP Fund Solutions As a Client Service Associate GPFS, you'll play a key role in delivering exceptional services and... ...requests, and provide timely status updates. Upload and manage documents, as well as create campaigns within industry-specific...Work at officeTrial period
$35.36k - $90k
...Registered Client Service Associates (RCSAs) play a key role in modernizing the client experience by elevating service standards. The Registered... ...participate in firm initiatives directed by local management. Seek opportunities to use firm resources for peer sharing...Temporary workWork at officeLocal area$49.5k - $54k
...and emotional support to survivors. Respond to hotline calls, walk-in clients, and crisis situations. Conduct individualized safety planning and risk assessments. Provide case management and advocacy services. Assist survivors with emergency shelter, housing...Full timeLocal areaAfternoon shift$92.3k - $153.9k
The New York Independent System Operator (NYISO) manages the efficient flow of electricity on more than 11,000 circuit-miles of high‑voltage... ..., interpretations, and recommendations to internal NYISO clients regarding NYISO policies, federal and state statutes, court and...Full timeRemote workNight shiftWeekend work$123k - $165k
...delivered high quality legal advice and exceptional service to our clients across the globe. We have worked alongside innovators and... ...Handling depositions Motion practice Court appearances Managing electronic discovery Requirements : Juris Doctor (J.D.) from...Work at officeFlexible hours$130k - $180k
...file labor certifications, EB-1 petitions, nonimmigrant visa petitions, and J-1 waiver applications. Provide excellent client service and case management. Maintain up-to-date knowledge of immigration laws and regulations. Collaborate with clients to develop immigration...Work at office- ...At Gallagher, we help clients face risk with confidence because we believe that when... ...Gallagher, we’re looking for a Client Service Associate to join our Surety team. In this role,... ...and deliver quality results. • Manage multiple priorities effectively, ensuring...Work experience placementWork at officeLocal areaShift work
$104.7k - $111k
...their own cases, and supervise the EDCAP Paralegal. They will manage and develop the EDCAP program, provide training, technical assistance... ...advice and counsel, as well as direct legal representation, to clients. Salary The referenced pay range/scale represents this...Hourly payFull timeContract workTemporary workWork at officeLocal areaImmediate startShift work$32 - $40 per hour
...lay out repair work, using diagrams, drawings, blueprints, maintenance manuals, and schematic diagrams. 8. Oversee the inventory management of spare parts and equipment, ensuring the necessary parts are always available and reordering when necessary. 9. Assist in...Hourly payPermanent employmentLocal area$19 per hour
Job Description Job Description We're looking for Customer Advocates with at least 2 years of customer-facing experience to build an exciting career at Carvana - the fastest-growing used automotive retailer in U.S. history and one of the four fastest companies to make...Hourly paySummer workLocal areaShift workWeekday work$2,000 per month
...Center or Albany office is required to meet client and organizational needs. o This... ...Collaborate with the Director of Litigation and Managing Attorneys to ensure coordinated and... ...Center in external coalitions, bar association activities, and community settings to advance...Hourly payFull timeWork at officeLocal areaRemote workFlexible hours$140k - $170k
...particularly in insurance defense. Our team represents a wide range of clients across claims including premises liability, products liability,... ...a broad spectrum of industries. You will be responsible for managing all aspects of litigation, from initial case evaluation through...Local areaFlexible hours$150k - $200k
...tailored to meet the specific needs of our clients. Our approach is client-focused,... ...experienced Business Immigration Attorney & Team Manager to join our growing firm. This is an... ...00.00 1 month ago Commercial Litigation Associate Attorney REMOTE Litigation Attorney - Manhattan...Permanent employmentFull timeH1bLocal areaRemote workWork visa$150k
...independently, and zealously represent clients both in and out of court. WhitsonLaw is... ...experience and be willing to mentor our newer associates. This role is best suited for a highly... .... Litigation & Negotiation Manage the full lifecycle of family law matters...Work at officeLocal areaFlexible hours$21.92 per hour
...evidenced based approaches for intervention and management strategies. Certified Recovery Peer... ...outline the general responsibilities associated with this position. Each of these functions... ...and recovery-oriented interventions for clients diagnosed with substance disorders....Hourly payFull timeInterim roleWork at officeFlexible hours$135k - $180k
...Salary: $135,000 - $180,000 per year A bit about us: Our client, a growing premier New York law firm is looking to add a Commercial... ...with a team of attorneys and support staff to effectively manage cases. Qualifications 1. Juris Doctorate degree from an accredited...Summer workLocal areaFlexible hours$110k - $155k
...Kansas City, FL and NJ, is seeking Labor & Employment Associates for our Albany and Syracuse, NY offices. Locations:... ...multitask, meet deadlines and promptly respond to client’s needs Strong organizational, time management, and project management skills Committed to legal...Local area- A healthcare solutions company is seeking an Individual Contributor to deliver excellent customer service and support across local branch offices. The role focuses on reviewing patient orders and maximizing health plan benefits. Candidates should possess a high school ...Local areaRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Associate. Be the first to apply!
- identity management Albany, NY
- learning management system specialist Albany, NY
- managing broker Albany, NY
- leave management specialist Albany, NY
- managed care specialist Albany, NY
- director revenue management Albany, NY
- cvs management Albany, NY
- identity & access management Albany, NY
- aviation management Albany, NY
- director management consulting Albany, NY



