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2 results for Relationship Manager in Albany, NY
- Albany, NY
- onsite
- Permanent
- 55000.00 - 70000.00 USD / Yearly
- We are looking for a Workplace Consultant to join our team in Albany, New York. In this role, you will play a central part in identifying and cultivating customer relationships, managing sales processes, and ensuring the satisfaction of our clients. This position offers an opportunity to contribute to business growth while maintaining high standards and advancing your expertise.<br><br>Responsibilities:<br>• Identify potential customers through various channels, including referrals, networking, and online research.<br>• Build and maintain strong customer relationships by ensuring consistent satisfaction and addressing client needs.<br>• Monitor quarterly performance metrics and prepare detailed reports for review.<br>• Create accurate quotations and oversee budget development, pricing strategies, and profit margin calculations.<br>• Coordinate internal resources, such as project management and design teams, to ensure smooth execution of sales initiatives.<br>• Conduct site visits as needed to assess project requirements and provide hands-on support.<br>• Manage credit applications and payment processes, ensuring compliance with company policies and resolving any obstacles.<br>• Serve as a liaison between customers and the credit department to address and resolve payment discrepancies or credit holds.<br>• Stay informed about industry developments by attending workshops, reviewing publications, and participating in relevant networks.<br>• Monitor market trends and competitor activities, recommending improvements to enhance products, services, and strategies.
- 2026-03-17T17:28:46Z
- Albany, NY
- onsite
- Permanent
- 65000.00 - 95000.00 USD / Yearly
- <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>
- 2026-03-19T16:58:44Z