Client Service Associate
Cerity Partners
Albany, Albany County$65,000 - $75,000 est.Full-timePosted 6h ago
Position Summary: The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic reports. The Associate ensures CRM data accuracy and helps with client follow-up and meeting preparations. This position requires excellent organizational skills, attention to detail, and a commitment to …
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This listing was first posted on 2026-05-29. We pull the latest copy from the source feed daily, and any role that's taken down gets removed from Careeronaut within seven days so you don't waste time on stale listings.
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