Wealth Management Associate
3 days ago
Fusco Personnel is seeking a highly skilled Client Wealth Coordinator to join a growing Wealth Management Firm in the Capital District area.
Key Responsibilities- Provide exceptional client service and support to wealth management clients
- Assist with daily operations, including data entry, record-keeping, and communication with clients and team members
- Develop and maintain strong relationships with clients, colleagues, and other stakeholders
- Stay up-to-date with industry trends and best practices to provide expert guidance to clients
- 2-5 years of experience in the financial services industry
- Excellent written, verbal, and interpersonal communication skills
- Strong attention to detail and organizational skills
- Proficiency in Excel and other financial software
- Experience with Orion, Salesforce, DocuXplorer, QuickBooks, and LaCerte (a plus)
- A competitive salary range of $52-60k based on experience
- A dynamic and supportive work environment
- Opportunities for professional growth and development
Fusco Personnel takes pride in successfully matching talent and culture for our valued clients. We accomplish this through the hard work and expertise of our specialty recruiters and staff. Whether you are contemplating your next career move or seeking the key players to bring your business to the next level, consider contacting our experts.
Fusco Personnel is a NYS Certified Women Business Enterprise (WBE) and an Affirmative Action/Equal Opportunity, Race/Gender/Veterans/Disability Employer.
-
Wealth Management Associate
3 weeks ago
Albany, New York, United States UHY Wealth Management Full timeJob 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...
-
Wealth Management Professional
4 weeks ago
Albany, New York, United States UHY Wealth Management Full timeJob 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...
-
Asset and Wealth Management Professional
4 weeks ago
Albany, New York, United States Goldman Sachs Full timeJoin 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...
-
Asset and Wealth Management Professional
4 days ago
Albany, New York, United States Goldman Sachs Full timeEmpowering 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...
-
Asset and Wealth Management Professional
4 weeks ago
Albany, New York, United States Goldman Sachs Full timeJob 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...
-
Asset and Wealth Management Professional
3 weeks ago
Albany, New York, United States Goldman Sachs Full timeUnlock 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...
-
Asset & Wealth Management Professional
1 month ago
Albany, New York, United States Goldman Sachs Full timeAbout 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...
-
Financial Services Associate
6 days ago
Albany, New York, United States The Colony Group Full timeClient Service AssociateWe are seeking a highly motivated and detail-oriented Client Service Associate to join our team at The Colony Group. As a key member of our financial advisory team, you will be responsible for providing exceptional client service and support to our high-net-worth and ultra-high-net-worth clients.Key Responsibilities:Assist clients and...
-
Private Client Associate Attorney
3 weeks ago
Albany, New York, United States Umanist Staffing LLC Full timeJob 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...
-
Event Marketing Manager
4 days ago
Albany, New York, United States Broadridge Financial Solutions , Inc. Full timeJob SummaryWe are seeking a highly skilled Event Marketing Manager to join our team at Broadridge Financial Solutions, Inc. As a key member of our marketing team, you will be responsible for developing and executing world-class in-person and virtual events that drive revenue, pipeline development, and client engagement.Key ResponsibilitiesPartner with...
-
Automotive Production Associate
16 hours ago
Albany, New York, United States Staff Management SMX Full timeJob SummaryWe are seeking a skilled Assembly Associate to join our team at Staff Management SMX. As a key member of our production team, you will be responsible for assembling interior components and molding assemblies for automobiles.Key ResponsibilitiesAssemble interior components and molding assemblies for automobiles, including dashboards, consoles, air...
-
Financial Services Coordinator
3 weeks ago
Albany, New York, United States Fusco Personnel, Inc. Full timeJob 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,...
-
Senior Business Manager
3 days ago
Albany, New York, United States Fusco Personnel, Inc. Full timeJob OverviewFusco Personnel, Inc. is seeking a highly skilled Senior Business Manager to lead our client-facing team. This is a full-time direct hire opportunity in the Capital Region.Key ResponsibilitiesManage a team of professionals in a wealth management firm.Develop and implement business strategies to drive growth and success.Collaborate with...
-
Albany, New York, United States Britt Medical Search Full timeJob SummaryWe are seeking a highly skilled and experienced Surgical Physician Associate to join our General Surgery team in Albany, NY. As a key member of our team, you will play a vital role in supporting our Urology surgeons in providing exceptional patient care.ResponsibilitiesAssist Urologists in preoperative assessments, surgical procedures, and...
-
Regulatory Compliance Manager
3 weeks ago
Albany, New York, United States Elevate Power Management LLC Full timeJob Title: Director of RegulatoryWe are seeking a highly skilled and motivated individual to join our team as the Director of Regulatory at Elevate Power Management LLC. The Director of Regulatory is responsible for providing expert oversight, coordination, and implementation of procedures and practices related to FERC regulatory compliance obligations for...
-
Account Management Trainee
3 days ago
Albany, New York, United States Remarkable Promotions Management Group Full timeJob OverviewRemarkable Promotions Management Group is seeking a highly motivated and detail-oriented Account Management Trainee to join our team. As a key member of our sales team, you will be responsible for assisting clients with product issues and maintaining a high customer retention level.Key Responsibilities:Collaborate with the sales team to develop...
-
Estate Planning Attorney
1 week ago
Albany, New York, United States Umanist Staffing LLC Full timeJob OpportunityWe are seeking a highly skilled Estate Planning Attorney to join our team at Umanist Staffing LLC. As a Private Client Associate Attorney, you will have the opportunity to work with high net worth clients, developing and implementing practical planning solutions to protect their assets, minimize taxes, and preserve wealth through multiple...
-
Product Management Associate
1 week ago
Albany, New York, United States National Grid USA Full timeAbout National Grid USANational Grid USA is a leading energy company that is shaping the future of energy. We are a dynamic and ever-changing industry that requires innovative thinking and fresh perspectives. Our Graduate Development Program is a year-long development program for recent college graduates who aspire to take on future leadership roles in our...
-
Product Management Associate
3 weeks ago
Albany, New York, United States National Grid USA Full timeAbout the RoleNational Grid USA is seeking a highly skilled and motivated Associate Product Manager to join our Electric Product Management team. As a key member of our team, you will be responsible for driving the development and release of innovative features and services to meet our business needs.Key ResponsibilitiesWork closely with Product Managers to...
-
Insurance Management Trainee
4 weeks ago
Albany, New York, United States SilverLinx Full timeJoin Our Team at DebekaWe are one of the top ten companies in the insurance and building society industry, with a strong focus on employee-friendly work environments and top-notch insurance quality. Our commitment to excellence has earned us numerous awards, and we're proud to be the largest trainer in the insurance industry nationwide.As a key member of our...