Wealth Operations & Client Experience Associate

Broadview Federal Credit Union; City of Albany (NY); On-site; USD 47,000 - 56,000; Full time

Benefits offered by this job

Benefits package

Job summary

Broadview Wealth Management seeks a Client Services Associate to support Advisors, manage client interactions, and help grow books of business. The role emphasizes relationship-building, problem solving, and adherence to service standards.

You will collaborate with leadership, participate in strategic initiatives, and gain exposure to regulatory compliance and wealth operations while pursuing advancement within BWM.

Qualifications

• FINRA SIE, Series 7, Series 66 (or 63/65) securities licenses required within 1 year of hire.
• New York State life, accident & health licenses preferred.
• Must be able to be bonded.
• Associates degree preferred, or at least three years in a related field.

Responsibilities

• Partner with Advisors to increase client relationships and grow books of business.
• Deliver exceptional client experiences across interactions.
• Anticipate client needs and strengthen relationships with Broadview.

Skills

FINRA licenses

Interpersonal skills

Organizational skills

Problem solving

Education

Associate degree or 3 years related experience

Tools

Microsoft Office

Job description

Broadview Wealth Management seeks a Client Services Associate to support Advisors, manage client interactions, and help grow books of business. The role emphasizes relationship-building, problem solving, and adherence to service standards.

You will collaborate with leadership, participate in strategic initiatives, and gain exposure to regulatory compliance and wealth operations while pursuing advancement within BWM.