- Bank of America (Albany, NY)
- Wealth Management Client Associate Albany, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- KeyBank (Albany, NY)
- …* Prepares various reports, correspondence, technical documents and special projects as requested. Client Management * Builds and maintains strong client ... accounts * Keeps current on the latest developments in wealth management law, tax law, and other...of experience working within the financial industry or other client service roles. * Associate degree in business-related… more
- Broadridge Financial Solutions (Albany, NY)
- …others along the way, come join the Broadridge team. In this role, the Associate will be responsible for the daily processing of shareholder and DTC presentations ... related to various transfer agent activities. The Associate will be responsible for reviewing all paperwork associated...to ensure accurate and timely responses; and Have time management and data entry skills. Hourly rate: $26 -… more
- Broadridge Financial Solutions (Albany, NY)
- …the Broadridge team. Broadridge is hiring! We have several openings for Client Service Representatives for temporary contract positions during our busy season. In ... this role, you will be working together with our Client Facing team, checking the accuracy of all financial documents and entering data into a tracking database. the… more
- Foresters Financial Services (Albany, NY)
- …and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and ... Sales Support Associate Sales Albany, New York Apply Description What...of hire to allow the incumbent to expand the client support provided to the Representative. What you will… more
- Broadridge Financial Solutions (Albany, NY)
- …project stakeholders including Business, Product Owners, Development, Quality Assurance, Project Management and Client Support to ensure understanding of ... This role ensures what we deliver meets what the client expected while reducing the time from sales to...that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are… more
- Broadridge Financial Solutions (Albany, NY)
- …the Broadridge team. Broadridge is growing! We are actively seeking an Operations Associate to join our dynamic team! This remote, contract position is within the ... SEC standards. + Research possible fraudulent bank activities and report to management . + Reconcile and report weekly/quarterly tax liability payments to the IRS… more
- Equitable (Albany, NY)
- …STATES-PA-Erie **Organization** : Equitable Advisors **Description** **Equitable Advisors** is a respected wealth management firm with a proven track record in ... to empower you with the skills and tools needed for success: client relationship management , product knowledge, sales techniques, market development, role… more