Client Services Specialist - Financial Advisory Support (Albany, In‑Office)

$23.52 - $39.17 per hour

LPL Financial LLC

LPL Financial LLC is seeking a Client Service Associate based onsite in Albany, NY. The role involves providing daily support to financial advisors and ensuring an exceptional client experience, requiring in-office presence five days a week. The ideal candidate should have over three years of experience with Microsoft Office Suite and strong organizational skills. This position offers a competitive hourly pay ranging from $23.52 to $39.17 and a comprehensive benefits package including 401(k) matching and health benefits. #J-18808-Ljbffr LPL Financial LLC

Apply

Vacancy posted 5 days ago

Similar jobs that could be interesting for youBased on the Client Services Specialist - Financial Advisory Support (Albany, In‑Office) in Albany, NY vacancy

Customer Service Representative Remote Albany NY
$20 per hour
...hiring for Customer Service Representatives to... ...training in Albany, NY with opportunity... ...possible for our clients and customers - ensuring... ...Holistic Wellness Support - Access resources... ..., emotional, and financial wellness through... ...constantly performed in an office environment....
Work at office
Financial
Minimum wage
Contract work
Temporary work
Work experience placement
Currently hiring
Remote work
Home office
MAXIMUS
Albany, NY
2 days ago
Client Service Specialist
$47k - $52k
...7k – $52k /year Job Title: Client Service Specialist Job #: 5900 Location: Latham, NY Category: Banking, Financial Services, & Insurance Position... ..., applications, and supporting documentation to ensure accuracy... ...platforms, and Microsoft Office applications. Excellent verbal...
Work at office
Financial
Permanent employment
Full time
Immediate start
Monday to Friday
Walrath Recruiting Inc
Latham, NY
3 days ago
Private Client Advisor
$62.4k
...0 Central Avenue, Albany New York Job Summary... ...The Private Client Advisor's focus will... ...with planning and financial wellness as the... ...provider of investment services to KeyBank Mass... ...Services solutions to support cross-selling... ...Ability to use standard office equipment,...
Work at office
Financial
Temporary work
Bank staff
Flexible hours
Night shift
Key Bank
Albany, NY
17 minutes ago
Client Service Specialist- Commercial Lines
$47.5k - $52.5k
...our mission to empower clients to predict, prepare... ...Marshall+Sterling's Latham Office.We are seeking a... ...-focused Client Service Specialist with strong communication... ...will play a key role in supporting clients in either... ...and exposures.Perform financial duties as directed by...
Work at office
Financial
Marshall + Sterling
Latham, NY
5 days ago
J.P. Morgan Wealth Management - Private Client Advisor - Albany, NY
...Management - Private Client Advisor - Albany, NY role at JPMorganChase... ...offer comprehensive financial planning and advice... ...families. You will support a wide range of clients... ...equivalent financial services experience.... ...management solutions and advisory services to clients across...
Financial
JPMorganChase
Albany, NY
1 day ago
Accounts Payable Coordinator
$50.64k - $75.96k
...assigned portfolio to support the operations of all campuses of the Albany Med Health System (AMHS... ...outstanding levels of services to all stakeholders, both... ...support and comply with financial processes and... ...changing demands of the office, either temporary or permanently...
Work at office
Financial
Temporary work
Shift work
Albany Med
Albany, NY
8 days ago
Accounts Receivable Coordinator
$55k - $63k
...The University at Albany Foundation is a 501(c)(3) organization... ...gifts and grants in support of the University’s... ...a detail-oriented and service-focused professional to... ...the confidentiality of financial and donor information.... ...in Microsoft Office applications, especially...
Work at office
Financial
Full time
Clifton Park
Albany, NY
2 days ago
Customer Service Specialist II
$20 per hour
...Customer Service Specialist II Location: Albany, New York (Hybrid)-2x on-site... ...Service Specialist II to support a state-level... ...Proficiency with Microsoft Office (Word, Excel,... ...thousands of clients across the globe. When... ...optional layer of financial protection. We offer...
Work at office
Financial
Hourly pay
Weekly pay
Full time
Contract work
Work from home
Apex Systems
Albany, NY
4 days ago
Accounting Coordinator
$24 - $27 per hour
...Accounting CoordinatorApplylocations: Albany, NYtime type: Part timeposted on:... ...is responsible for providing financial, administrative and clerical services in the finance department. This... ...accounting projects and general office support tasks when necessary.* Process checks...
Work at office
Financial
Hourly pay
For contractors
Immediate start
Monday to Friday
Legends Global
Albany, NY
17 hours ago
Senior Customer Service Specialist
$18.17 - $34.62 per hour
...citizenship required due to client contracts. Position must... ...and mayrequire in-office attendance based on business... ...an Associate Customer Service Solution Analyst within Oracle Health Support, you will serve as the first... ...Stock Purchase Plan Financial planning and group legal...
Work at office
Financial
Hourly pay
Temporary work
Immediate start
Monday to Friday
Flexible hours
Shift work
Oracle
Albany, NY
5 days ago
Member Service & Loan Representative
$25 - $27 per hour
...Job Title: Member Service & Loan Representative... ...#: 5909 Location: Albany, NY Category: Banking & Financial Services & Insurance... ..., Permanent Our client is currently seeking... ...interactions, telephone support, and other... ...Proficiency in Microsoft Office Suite with strong...
Work at office
Financial
Permanent employment
Full time
Immediate start
Walrath Recruiting
Albany, NY
4 days ago
Access Service Representative I
Overview The Access Service Representative I is responsible... ...’s eligibility and financial responsibility. Discuss... ...registration and support clinical workflow. Functional... .... Hospital or clinic office experience preferred. Remaining... ...with no copay at Albany Medical Center...
Work at office
Financial
100 Albany Med Health System
Albany, NY
1 day ago
Home & Auto Client Support Specialist
...health) for current and potential customers Manage office sales pipeline of potential business opportunities Service existing book of business Address customer... ...holidays Paid licensing and license renewal reimbursement #J-18808-Ljbffr Financial Services of America
Work at office
Financial
Full time
Financial Services of America
Albany, NY
5 days ago
AWM-Wealth Advisory Services-Tax Policy & Research-Associate-Albany
$60k - $100k
..., Individual Tax Specialist, where you will be... ...and enhance our clients' financial legacies. You will... ...implementation services. HOW YOU WILL FULFILL... .... Expert Advisory & Client Solutions... ...Collaborative Research & Support: Provide... ...salary for this Albany, New York, United...
Financial
Full time
Temporary work
Part time
The Goldman Sachs Group
Albany, NY
5 days ago
Client Accounting Specialist (Meritain Health)
$18.5 - $42.35 per hour
...Performs a broad range tasks and assignments of operational & financial activities in support of revenue or claim information. Performs general data... ...-related field. Working knowledge of Microsoft Office products (Word, PowerPoint, Outlook), as well as a moderate...
Work at office
Financial
Hourly pay
Full time
Temporary work
Local area
3 days per week
CVS Health
Albany, NY
3 days ago
Customer Service Representative
...the country! Our office works year round to grow and retain clients who entrust their... ...and how to sell and service insurance Quoting prices and financial options Make sales... ...your success ~ Supportive, professional... ...GEICO Local Office of Albany is a privately...
Work at office
Financial
Work experience placement
Local area
Flexible hours
GEICO Local Office - Albany
Albany, NY
23 days ago
Account Coordinator
$19.78 - $24.73 per hour
...mission to super-serve our clients and listeners. You’ll... .... Responsibilities Support Account Executives in... ...Proficiency in Microsoft Office Suite (especially... ...delivering exceptional client service. Desired Skills... ...consultation on legal and financial matters, emotional...
Work at office
Financial
iHeartMedia
Glenmont, NY
3 days ago
Banking Associate - Customer Advisor in Albany
...seeking a Banking Associate in Albany, New York. This role involves accurately... ..., providing advice, and supporting customers with educational resources about financial products. The ideal candidate... ...high school diploma, customer service experience, and strong organizational...
Financial
Full time
TD Bank
Albany, NY
3 days ago
Oncology Account Manager/Sr. OAM - Albany, NY
$160k - $240k
...hospitals/academic medical centers, office, and ancillary staff involved... ...for this role encompasses Albany, Yonkers, and Tarrytown NY.... ...Effectively support Genmab's Oncology portfolio in... ...that supports your physical, financial, social, and emotional wellness...
Work at office
Financial
Full time
Fixed term contract
Private practice
Remote work
Flexible hours
Genmab
Albany, NY
1 hour ago
Plant Finance Manager in Albany
...Plant Finance Manager in Albany, GA area!... ...Serve as the primary financial leader at the site, providing... ...providing strategic financial support and guidance to plant leadership... ...finance, and regional service organizations on all... ...administrative and office staff, including scheduling...
Work at office
Financial
Local area
Energy Jobline ZR
Albany, NY
3 days ago
Accounting Manager
$85k - $115.5k
...Outsourced Accounting & Advisory Services Team... ...organized team of chief financial officers, controllers,... ...and bookkeeping specialists with years of... ...accomplish our clients' daily accounting... ...projects, and the support of budget and forecast... ...• Named one of Albany's Best Places to...
Work at office
Financial
Full time
Flexible hours
BST & Co. CPAs, LLP
Albany, NY
5 days ago
Customer Service Representative
$25 per hour
...Albany Office: 15 Tech Valley Drive, Suite 201, East Greenbush... ...point of contact for servicing our life and or... ...telephone coverage servicing clients and advisors.... ...regulatory guidelines and supports the company's wealth... ...and/or processing financial and administrative...
Work at office
Financial
Local area
Shift work
Nassau
East Greenbush, NY
2 days ago
Private Client Advisor
$62.4k
...Summary The Private Client Advisor's focus will... ...base with planning and financial wellness as the basis... ...provider of investment services to KeyBank Mass Affluent... ...Services solutions to support cross-selling... ...Ability to use standard office equipment, proprietary...
Work at office
Financial
Temporary work
Bank staff
Immediate start
Flexible hours
Night shift
Key Bank
East Greenbush, NY
3 days ago
Hybrid Client Accounting Specialist - Reconciliations
...Health is seeking a Finance professional based in Albany, NY, to perform a range of operational and financial tasks including data analysis, balancing financial... ...finance-related experience and proficiency in Microsoft Office, particularly Excel. This full-time position...
Work at office
Financial
Full time
CVS Health
Albany, NY
3 days ago
Customer Service Support Associate - Bob Squad
$16.5 per hour
...Customer Service Support Associate - Bob's Squad Join Bob's Discount Furniture as a Customer... ...-paid Life Insurance ~ Legal & Financial Planning assistance and wellness resources... ...speak clearly on phone and use standard office equipment Diversity is a Core Value...
Work at office
Financial
Hourly pay
Full time
Local area
Flexible hours
Bob's Discount Furniture
Latham, NY
3 days ago
Client Services Coordinator
$23.52 - $39.17 per hour
Job Overview Client Service Associate based onsite in Albany, NY, providing daily support to financial advisors and ensuring an exceptional client experience. Requires in‑office presence five days per week. Responsibilities Serve as first point of contact for clients via...
Work at office
Financial
Hourly pay
LPL Financial LLC
Albany, NY
1 day ago
Customer Service Representative II - Albany, NY
$18 per hour
...seeking a Customer Service Representative II to join our team in Albany, NY. In this rewarding... ...to-face and telephone support, guiding individuals... ...physical, emotional, and financial wellness through our... ...health programs to clients at LDSS/HRA offices Assist clients...
Financial
Minimum wage
Full time
Contract work
Temporary work
Work experience placement
Local area
Remote work
Home office
Monday to Friday
Maximus
Albany, NY
2 days ago
Asset & Wealth Management, Goldman Sachs Ayco, Estate Settlements Services, Associate, Albany
$60k - $100k
Albany, NY, United States Job Description YOUR... ...navigate important financial transitions? Do you... ...an Estate Settlement Services Advisor to join our... ...the opportunity to support advisors and clients through the estate and... ...centers in certain offices. Financial Wellness...
Work at office
Financial
Full time
Temporary work
Part time
Goldman Sachs Group, Inc.
Albany, NY
3 days ago
Field Service Technician - Albany, NY
$58.92k - $73.67k
...we design, manufacture, and service the mission‑critical infrastructure... ...24/7 Technical/Factory Support and technical online libraries... ...market segment, including retail, financial, and municipal customers.... ...to the customer and local office upon completion of each assignment...
Work at office
Financial
Temporary work
Local area
Flexible hours
Weekend work
Afternoon shift
Vertiv
Albany, NY
1 day ago
Vaccine Customer Representative - St. Louis Central, MO
$79.2k - $124.7k
...Customer Representative (VCR) supports customers by providing... ...support customer operational and financial needs such as reimbursement information... ..., immunization managers, and office managers. Within their... ..., consultative, or customer service experience Experience developing...
Work at office
Financial
Contract work
For contractors
Work experience placement
Local area
Remote work
Flexible hours
Merck
Albany, NY
5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Services Specialist - Financial Advisory Support (Albany, In‑Office). Be the first to apply!