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Robert Half Logo Robert Half · Finance

Private Client Associate

United States, Loudonville · Job Posted March 24, 2026
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Job Description

Our client, a well-established and growing wealth management firm in the Albany area, is seeking a Private Client Associate to support a high-performing Financial Advisor. This is an excellent opportunity for a detail-oriented professional looking to build a long-term career within a collaborative and client-focused environment. The Private Client Associate will play a key role in supporting day-to-day client service, account administration, and operational functions. This individual will act as a primary point of contact for clients while ensuring a seamless experience across all interactions.

Job Responsibility

  • Provide administrative and operational support to a Financial Advisor
  • Serve as a primary liaison for client inquiries and requests
  • Open and maintain client accounts, ensuring accuracy and compliance
  • Process transactions, including transfers, distributions, and trades
  • Prepare client meeting materials and follow-up documentation
  • Maintain accurate client records and documentation
  • Coordinate with custodians and internal teams to resolve issues
  • Assist with client onboarding and relationship management

Requirements

  • Series 7, 63, 65 or 66 highly preferred (or willingness to obtain)
  • 2+ years of experience in wealth management, financial services, or a related field
  • Strong understanding of investment products and account types
  • Exceptional organizational skills and attention to detail
  • Strong communication and client service skills
  • Ability to manage multiple priorities in a fast-paced environment
  • Proficiency in Microsoft Office
  • experience with CRM systems a plus

What we offer

  • medical
  • vision
  • dental
  • life and disability insurance
  • company 401(k) plan
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