<p>Our client, a well-established and growing wealth management firm in the Albany area, is seeking a <strong>Private Client Associate</strong> to support a high-performing Financial Advisor. This is an excellent opportunity for a detail-oriented professional looking to build a long-term career within a collaborative and client-focused environment.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Private Client Associate will play a key role in supporting day-to-day client service, account administration, and operational functions. This individual will act as a primary point of contact for clients while ensuring a seamless experience across all interactions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Provide administrative and operational support to a Financial Advisor</li><li>Serve as a primary liaison for client inquiries and requests</li><li>Open and maintain client accounts, ensuring accuracy and compliance</li><li>Process transactions, including transfers, distributions, and trades</li><li>Prepare client meeting materials and follow-up documentation</li><li>Maintain accurate client records and documentation</li><li>Coordinate with custodians and internal teams to resolve issues</li><li>Assist with client onboarding and relationship management</li></ul><p><br></p>

<p><strong>Qualifications</strong></p><ul><li>Series 7, 63, 65 or 66 highly preferred (or willingness to obtain)</li><li>2+ years of experience in wealth management, financial services, or a related field</li><li>Strong understanding of investment products and account types</li><li>Exceptional organizational skills and attention to detail</li><li>Strong communication and client service skills</li><li>Ability to manage multiple priorities in a fast-paced environment</li><li>Proficiency in Microsoft Office; experience with CRM systems a plus</li></ul><p><br></p>

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