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Client Services Associate, Wealth Management

Job in Albany, Albany County, New York, 12201, USA
Listing for: Broadview Federal Credit Union
Full Time position
Listed on 2026-08-12
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Financial Services
Job Description & How to Apply Below
At Broadview Wealth Management (BWM), our Client Services Associates (CSAs) are trusted professionals who serve as the service and operational foundation of our team. CSAs help our clients navigate important moments in their financial lives, and also Client Service, Wealth, Management, Associate, Advisor, Financial Planning, Retail, Banking
Position Requirements
10+ Years work experience
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