Wealth Management Client Experience | Analyst | Albany, NY
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About The Position
Partnering with our wealth management clients to provide exceptional client service, operational support and risk management. Answering client questions-on accounts, portfolios and records. Delivering world-class services to our clients and customers. Are you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates and clients, and the ability to problem solve and to think outside the box? Our client and customer services and sales support teams across the firm embody a can-do attitude with a special talent for trouble-shooting and problem solving. SIE, Series 7, 63 and/or 66 may be required (must be obtained within three months of employment).
