More jobs:
Wealth Operations & Client Service Associate
Job in
City of Albany, Albany, Albany County, New York, 12201, USA
Listed on 2026-07-31
Listing for:
Socket.dev
Full Time
position Listed on 2026-07-31
Job specializations:
-
Customer Service/HelpDesk
Bank Customer Service -
Finance & Banking
Bank Customer Service
Job Description & How to Apply Below
Focus Partners Wealth seeks a Client Service Associate to join our growing team. The role partners with Wealth Advisors to support client relationships, handling operational and service requests from start to finish with accuracy and thoughtful communication.
You will work in a hybrid schedule (3 days in office, 2 remote) and own end-to-end service tasks, including account openings, transfers, and documentation, while delivering proactive updates and maintaining fiduciary accuracy.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×