Financial Services Client Experience Specialist
Listed on 2026-10-07
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Finance & Banking
Financial Sales, Banking & Finance, Bank Customer Service -
Customer Service/HelpDesk
Banking & Finance, Bank Customer Service
Ever Peak Recruitment seeks a Client Services Associate in Albany, NY to provide front-line support to financial advisors, clients, and internal teams within a dual-registered broker-dealer/registered investment advisor (RIA) environment.
The role focuses on account administration, trade support, client inquiries, and compliance documentation. The ideal candidate is detail-oriented, service-driven, and comfortable with brokerage and advisory accounts.
The Financial Services Client Experience Specialist role at Ever Peak Recruitment is now open for applications in City of Albany, NY, United States.
Join us at Ever Peak Recruitment as our next Financial Services Client Experience Specialist in City of Albany, NY, United States.
We are currently recruiting a Financial Services Client Experience Specialist for our team in City of Albany, NY, United States.
This is a genuine opening to take on the Financial Services Client Experience Specialist role at Ever Peak Recruitment.
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