54 client associate jobs at 23 companies in Watervliet, NY
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Client Associate
Albany, New York, United States
$55k-$75k/yrOnsiteFull Time
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and diversified financial services.
2+ YOERequires strong communication, interpersonal, organizational, and detail-oriented skills; Microsoft Office proficiency; 2–5 years of finance-sector client service experience preferred; Series 7 and 66 licenses for registered CSAs.
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
Broadview Federal Credit Union: Provides member-owned banking, lending, and insurance financial services.
3+ YOEFINRA SIE, Series 7, and Series 66 or Series 63/65 required within one year; bonding eligibility, associate degree or three years related experience, strong client service, organization, technology, and Microsoft Office skills.
Wealthbox CRM, LPL ClientWorks, Microsoft Office Suite
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Active Series 7 and Series 66, or Series 63 and Series 65; high school diploma or equivalent; strong financial services knowledge, client service, writing, organization, and Microsoft Office skills.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Active Series 7 and applicable Series 66 or Series 63 and Series 65 licenses; two or more years of industry experience preferred, strong client service, organizational, computer, and financial product knowledge.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
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+ YOEBachelor’s degree and 2+ years of industry experience required. Requires strong communication, problem-solving, accuracy, discretion, Microsoft Office proficiency, and ability to manage multiple priorities.
Microsoft Teams, Salesforce, Microsoft Office, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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
KPB Client Service Associate - Fiduciary Strategist Trust Support
Seattle or Rochester or Toledo or Albany or Brooklyn or Dayton
$25-$38/hrHybridFull Time
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
3+ YOE3+ years related experience, associate degree preferred, knowledge of banking/trust products, strong client service and communication skills, discretion with sensitive information, proficiency with Salesforce and Microsoft Office.
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States or Remote
$139k-$370k/yrRemoteFull Time
AccentureNYSE: ACN: Global professional services firm providing consulting and technology solutions.
10+ YOERequires 10+ years marketing experience, 3+ years account-based or client relationship marketing, strong communication, project management, strategic advising, commercial acumen, and CRM/Gen AI proficiency.
AmeriVet Veterinary Partners: Operates a national network of community-based veterinary clinics.
DVM or VMD from an accredited university required; compassionate client-centered care, strong communication and client education skills. Experienced veterinarians and new graduates welcome.
Digital X-ray, ultrasound, in-house labs, digital dental X-rays, Invue
Philadelphia or Toronto or New York City or Oxford or London or Cambridge or Cardiff or Melbourne or Saratoga Springs or São Paulo or Singapore
HybridFull Time
Klick: Commercialization partner and marketing agency for life sciences brands.
2+ YOETwo years as an Associate Creative Director, Copy in a mid- to large-sized agency; copywriting experience in oncology or pharmaceuticals, creative team leadership, integrated work, client presentations, and AI tool use.
H&R Block: A tax preparation and financial services helping clients manage their taxes and finances.
High school diploma/GED, customer or client service experience, strong communication and problem-solving skills, and comfort with digital tools including Copilot and ChatGPT. No prior tax experience required.
H&R BlockNYSE: HRB: Provides income tax preparation and small business financial services.
No prior tax experience required; complete the H&R Block Income Tax Course, interact with clients, communicate clearly, solve problems, use digital tools, and hold a high school diploma or equivalent.
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