Private Client Associate — Client Relations & Finance

A leading financial services firm located in Saratoga Springs, NY is seeking a Registered Private Client Associate to assist in managing client relationships. This role requires excellent customer service and communication skills, and proficiency in Microsoft Office tools. Responsibilities include developing campaigns to enhance client services and working with financial advisors. The position offers a competitive salary range of $60,000 to $75,000, along with comprehensive benefits including health coverage and a referral bonus. #J-18808-Ljbffr