38 client associate jobs at 22 companies in Colonie, NY
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Client Associate
Albany, New York, United States
$55k-$75k/yrOnsiteFull Time
UBSSIX Swiss Exchange: UBSG: Multinational investment bank providing wealth management and financial services.
2+ YOERequires Series 7 and 66 licenses for registered CSAs, ideally 2–5 years of finance-sector client service experience, a finance-related bachelor's or master's degree or equivalent, strong communication skills, attention to detail, and Microsoft Office proficiency.
Microsoft Office Suite, artificial intelligence (AI)
Rockefeller Capital Management: Provides wealth management and financial advisory services to clients.
3+ YOEPreferred: 3–5 years of financial-industry client service or executive support experience, or equivalent, plus a BA/BS degree. Requires Microsoft Office proficiency, organization, communication, multitasking, and attention to detail.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Concur
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
Associate's degree preferred or equivalent experience; financial or client-service experience required; trust department experience preferred; proficiency with Salesforce and Microsoft Office; strong communication and organizational skills.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
Provide client service support to Financial Advisors, deliver accurate client materials, learn technology platforms, detail-oriented, high school diploma required; SIE/Series licenses desired; Microsoft Office and Salesforce proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
GP Fund Solutions: Provides back-office fund administration services for private investment managers.
Bachelor's degree in business, 0+ years administrative experience acceptable, proficiency with Microsoft Excel/Word/Outlook/Teams, strong accuracy and communication skills.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft Teams
2+ YOERequires 2+ years in financial services, client service, or administrative support; strong organization, communication, professionalism, discretion, ethics, relationship-building, Microsoft Office, and CRM skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, CRM
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
2+ YOERequires 2+ years in financial services, client service, or administrative support; strong organization, communication, discretion, Microsoft Office, CRM, problem-solving, and relationship-building skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, CRM systems, FINRA, SEC
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High school diploma required; active Series 7 and Series 66 (or Series 63 and 65); industry experience preferred; strong Microsoft Office skills and client service abilities.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors; high school diploma/GED required; SIE/Series 7/66 (or 63/65) preferred; proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce; strong communication skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
High school diploma required (college preferred). Active Series 7 and Series 66 or Series 63 + Series 65 required. 2+ years industry experience preferred. Advanced Microsoft Office skills and client service experience.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
KnitWell Group: Retailer operating a portfolio of iconic women's fashion brands.
Sales-focused retail associate with strong customer service and clienteling skills, technological aptitude for POS/iPad/handheld systems, open availability (20–29 hrs/week) including evenings, weekends and holidays, able to lift 40 lbs and stand for extended periods.
MMB+CO: Provides professional accounting, tax, audit, and business advisory services.
3+ YOE3+ years public accounting experience, bachelor's degree in accounting or related field, ability to prepare complex tax returns, research tax issues, manage engagements, communicate with clients and mentor staff.
PaychexNASDAQ: PAYX: Provider of integrated payroll, HR, and benefits outsourcing solutions.
2+ YOEH.S. diploma required (Bachelor's preferred). Minimum 2 years sales experience, including 2 years B2B. Valid driver's license required. Strong communication and client-facing sales skills.
Gerber Ciano Kelly Brady: Provides litigation defense and insurance coverage legal services.
10+ YOEAdmission to New York; 10+ years trucking/transportation litigation; established trucking practice preferred; experience defending trucking clients; involvement with TIDA.
New York City or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$63k-$219k/yrRemoteFull Time
AccentureNYSE: ACN: Global provider of management consulting and technology services.
4+ YOEMinimum 4 years Workfront admin/consultancy experience, 2 years Workfront implementation experience, Bachelor's degree or equivalent, Adobe Experience Cloud certifications desirable, Workfront Fusion experience and client advisory/configuration skills.
Mars Veterinary Health: Global provider of preventive, specialty, and emergency veterinary care.
DVM required, licensure in NY or ability to obtain, commitment to high standard of medicine; clinical skills with cats and dogs; collaborative, teaching, and client-communication skills.
Digital Rads, Ultrasound, EMR, Cold or Therapeutic Lasers, Acupuncture, ECG, Rehab Equipment, Orthopedic Procedure Equipment
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
4+ YOE4+ years in banking/venture/credit/treasury; proven client relationship development and credit structuring skills; strong leadership, communication, and problem-solving; bachelor's degree preferred.
Toronto or New York City or Philadelphia or Saratoga Springs or London or São Paulo or Singapore
$95k-$120k/yrHybridFull Time
Klick: Commercialization partner and marketing agency for life sciences brands.
7+ YOE7+ years media planning experience (digital channels), 3+ years client-facing experience, budget and vendor management, proficiency with DoubleClick Campaign Manager, DoubleVerify, Bionic, Microsoft Excel and PowerPoint, experience in US healthcare/pharma.
DoubleClick Campaign Manager, DoubleVerify, Bionic, Microsoft Excel, Microsoft PowerPoint
Houston or Raleigh or Charlotte or Chicago or Cincinnati or Cleveland or Columbia or Dallas or Baltimore or Richmond or Rochester or Rosemont or Sacramento or Boston or St. Louis or Salt Lake City or San Antonio or San Diego or San Francisco or Silicon Valley or San Juan or Seattle or Spartanburg or Albany or Stamford or Atlanta or Toledo or Austin or Greensboro or Hartford or Grand Rapids or Indianapolis or Jacksonville or Kansas City or Las Vegas or Little Rock or Los Angeles or Louisville or Birmingham or Fayetteville or Melville or Miami or Milwaukee or Minneapolis or Montpelier or Nashville or New Orleans or New York or Oklahoma City or Philadelphia or Phoenix or Pittsburgh or Portland
$77k-$202k/yrOnsiteFull Time
PwC: Providing audit, tax, and management consulting services to businesses.
5+ YOEBachelor's degree; 5 years of experience; travel up to 60%; GIS/ArcGIS focus; strong client and mentoring skills.