Client Wealth Coordinator

Client Wealth CoordinatorAlbany, NY Fusco Personnel is actively recruiting a Client Wealth Coordinator for a growing Wealth Management Firm in the Capital District area. This is a FT Direct Hire opportunity. Qualifications:2-5 years experience in the financial services industryExcellent written, verbal and interpersonal communication skillsStrong attention...

Job Title: Wealth Management AssociateWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at UHY Wealth Management. As a Wealth Management Associate, you will play a critical role in supporting our wealth advisory team in delivering exceptional client service and achieving business objectives.Key...

Job SummaryWe are seeking a highly motivated and detail-oriented Wealth Advisory Assistant to join our team at UHY Wealth Management. As a key member of our wealth management team, you will be responsible for providing exceptional client service, executing trades, and performing various administrative tasks to support the department.Key...

THE FOCUS IS YOU: We get to know you and take a focused approach to serving your business, totally dedicated to your specific needs. We give you specialized, individualized attention and provide solutions that empower you to succeed. All while delivering “The Next Level of Service”.Our Albany office is looking for a Wealth Advisory Assistant to create...

Job OverviewFusco Personnel is seeking a highly skilled Client Wealth Coordinator to join a growing Wealth Management Firm in the Capital District area.Key ResponsibilitiesProvide exceptional client service and support to wealth management clientsAssist with daily operations, including data entry, record-keeping, and communication with clients and team...

Job Summary:The Wealth Planner is responsible for delivering a comprehensive financial planning experience to high-net-worth clients and prospects. The Planner will collaborate with Relationship Managers to acquire and deepen client relationships by increasing engagement through planning. This role involves supporting prospect engagements, providing risk...

Join Our Team as a Wealth Management ProfessionalWe are seeking a highly motivated and detail-oriented Wealth Management Professional to join our team at Goldman Sachs. As a key member of our Wealth Management team, you will be responsible for providing exceptional client service, operational support, and risk management to our Private Wealth Advisors and...

Job SummaryFusco Personnel, Inc. is seeking a highly skilled Client Wealth Coordinator to join our team. As a Client Wealth Coordinator, you will be responsible for providing exceptional client service and support to our wealth management clients.Key ResponsibilitiesProvide administrative support to our wealth management team, including data entry,...

Empowering Client SuccessAt Goldman Sachs, we seek a highly motivated and detail-oriented Wealth Management Professional to support our Private Wealth Advisors and clients in Albany, NY. As a key member of our team, you will provide exceptional client service, operational support, and risk management expertise to drive business growth and client...

Job SummaryWe are seeking a highly motivated and detail-oriented Wealth Management Professional to join our team at Goldman Sachs. As a key member of our Centralized Wealth Management team, you will provide comprehensive support to our Private Wealth Advisors and their clients, ensuring exceptional client service and operational excellence.Key...

Unlock Your PotentialAre you a detail-oriented and self-motivated individual with a passion for client service and a desire to work in a fast-paced environment? Our Wealth Management Professionals support all aspects of our business from an operational and relationship management perspective. We are seeking professionals with an interest in the markets who...

About Our BusinessAt Goldman Sachs, we are a leading global investment banking, securities and investment management firm. Our commitment is to empower clients and customers around the world to reach their financial goals.Our Wealth Management BusinessWe provide financial planning, investment management, banking and comprehensive advice to a wide range of...

Job OpportunityWe are seeking a highly skilled and motivated Private Client Associate Attorney to join our team at Umanist Staffing LLC.About the RoleThe ideal candidate will have approximately five to seven years' experience in estate planning for high net-worth clients, representing individuals, trusts, partnerships, limited liability companies and...

About the RoleNFP is seeking a highly skilled Commercial Insurance AVP, Client Services Manager to join our team. As a key member of our client-facing team, you will work closely with internal Producers (Advisors) to manage and grow their book of business.Key ResponsibilitiesLiaise between Producers and Account Management team to ensure seamless renewal...

Job SummaryHope House, Inc. is seeking a dedicated and compassionate Substance Abuse Treatment Assistant to join our team. As a key member of our staff, you will play a vital role in providing high-quality care and support to our clients.Key ResponsibilitiesFacilitate recovery plans and provide crisis intervention services to clients.Ensure the safety and...

Job SummaryWe are seeking a highly skilled Client Associate to join our team at EmblemHealth. As a Client Associate, you will play a critical role in delivering exceptional client service and support to our clients.Key ResponsibilitiesProvide timely and accurate resolution of client inquiries and issues related to claims, membership, billing, and contract...

Description of Duties: •Handle sales administration of client's benefit plan by initiating follow-up to resolution of all service inquiries involving claims, membership, billing, interpretation of contract provisions, benefits/plan design, and other administrative requests originating from client groups in a timely fashion. •Assist with preparing...

Job Title: Client AssociateEmblemHealth is seeking a highly motivated and detail-oriented Client Associate to join our team. As a Client Associate, you will be responsible for handling sales administration of client benefit plans, including initiating follow-up to resolution of all service inquiries involving claims, membership, billing, and other...

The CompanyOur client, one of the nation’s largest bank and financial services providers, is seeking to add a Wealth Planner – Certified Financial Planner (CFP) to their team in Albany, NY. This position is a great career opportunity for an experienced wealth management professional and offers a highly competitive salary and benefits package.The...

Client Specialist REMOTEWe are seeking a dedicated and customer-focused Remote Client Specialist to join our team at Happy Vibes Travel. As a Remote Client Specialist, you will serve as the primary point of contact for our clients, ensuring their needs are met and exceeded. This remote position offers the flexibility to work from anywhere, along with...