Albany, New York, United States · On-site
$22/hr–$27/hr
If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! Summary of Role: At Broadview Wealth Management (BWM), our Client Services As…
Skills: Wealth management, Client service, Operational support, Financial planning support, Regulatory compliance
Albany, New York, United States · On-site
$19/hr–$28/hr
We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate…
Skills: Leadership, Customer service, Inventory management, Merchandising, Communication
Albany, New York, United States · On-site
$45k–$60k/yr
The Brand Ambassador is responsible for creating a positive customer experience to drive sales and promote the company brand in person at events, fairs, festivals, community events and stores in our community. The primar…
Skills: Communication, Interpersonal skills, Sales, Marketing, Customer engagement
Albany, New York, United States · On-site
$19/hr
Overview 💥 In-Home Design Consultants 💥 Patio Enclosures – Your Path to $150K+ Starts HERE! 💸 $800/week Training + Uncapped Commission, Full Commission 🚨 NO COLD CALLING – HOT LEADS PROVIDED DAILY! Are you ready to l…
Skills: Customer service, Problem-solving, Communication, Organization, Time management
Albany, New York, United States · On-site
$17/hr–$22/hr
Employment Type:Full timeShift:Day Shift Description: St. Peter's Hospital - Brady Farrell Unit Senior Information Associate Full Time St. Peter's Health Partners is seeking a Senior Information Associate for the Brady F…
Skills: Clerical duties, Transcription, Medical record maintenance, Supply ordering, Multi-line phone management
Albany, New York, United States · On-site
$16/hr
AutoZone’s store teams are the frontline of WOW! customer service, ensuring that customers find the right parts and solutions for their automotive needs. Store employees maintain well-stocked inventory, assist customers …
Skills: Customer service, Automotive parts knowledge, Safe driving, Inventory management, Communication
Albany, New York, United States · On-site
$40k–$50k/yr
Join a diverse and talented team For years now, we’ve been designing lingerie and swimwear for everyday living. Why do we do what we do? Because we want women around the world to look and feel their best! Join our …
Skills: Leadership, Team motivation, Communication, Sales management, Customer service
Albany, New York, United States · On-site
$60k–$64k/yr
Join a diverse and talented team For years now, we’ve been designing lingerie and swimwear for everyday living. Why do we do what we do? Because we want women around the world to look and feel their best! Join our …
Skills: Team leadership, Sales management, Customer service, Staff training, Inventory management
Albany, New York, United States · Hybrid
$20/hr–$23/hr
Started in 2016, FreedomCare is a Healthcare company that is innovating and revolutionizing the way home care is delivered. We bring dignity and support to patients needing care in their homes and to the caregivers who c…
Skills: Staffing, Customer service, Problem solving, Communication skills, HHA Exchange
Albany, New York, United States · On-site
$32k–$100k/yr
ABC Supply, the nation’s largest wholesale distributor of exterior and interior building products, is looking for talented, enthusiastic sales professionals who love to build relationships, promote great products, and de…
Skills: Sales, Relationship building, Cold calling, Communication, Interpersonal skills
Albany, New York, United States · On-site
$46k–$60k/yr
Department/Unit: HBD - Medicine Endocrinology Work Shift: Day (United States of America) Salary Range: $46,215.00 - $60,080.00 • Assist all patients that report to the front check in desk. • Greet patients in a prompt, c…
Skills: Medical scheduling, Patient registration, Electronic medical record, Customer service, Insurance verification
Albany, New York, United States · Remote OK
$28/hr–$51/hr
Work Schedule Standard (Mon-Fri) Environmental Conditions Able to lift 40 lbs. without assistance, Adherence to all Good Manufacturing Practices (GMP) Safety Standards, Some degree of PPE (Personal Protective Equipment) …
Skills: Ion Chromatography, HPLC, Troubleshooting, Technical documentation, Customer service
Albany, New York, United States · On-site
$48k–$100k/yr
Dealership:L0318 Armory Chrysler Dodge Jeep Ram Fiat of Albany Armory Chrysler Dodge Jeep Ram Fiat of Albany Now hiring sales representatives! Schedule: Must have open availability, including Saturdays You will report to…
Skills: Automotive Sales, Customer Relationship Management, Sales Consultation, Product Knowledge, Finance Options
Albany, New York, United States · Hybrid
Location: 1900 Central Avenue, Albany New York Job Summary The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead …
Skills: Financial planning, Investment services, Relationship management, Consultative sales, Financial wellness
Albany, New York, United States · On-site
About Timeless Select LLC Timeless was founded in 2013 with the vision of creating a Leading Lifestyle Brand around Cannabis products that are efficient, safe & discreet to use. Our passion for R&D and Brand building has…
Skills: Brand Representation, Customer Service, Hospitality, Product Education, Communication Skills
Albany, New York, United States · On-site
$18/hr–$28/hr
We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate…
Skills: Pharmacy operations, Prescription fulfillment, Customer service, Active listening, Mathematical reasoning
Albany, New York, United States · On-site
$24/hr–$28/hr
Company Description Rexel USA is one of the largest distributors of electrical products, data communication, wireless communication and related supplies in the United States. Rexel USA operates its electrical distributio…
Skills: Inside sales, Customer relationship management, Order processing, Product quoting, Prospecting
Albany, New York, United States · On-site
$19/hr–$20/hr
With over 58 stores and the largest avocational cooking program in the US, Sur La Table offers an unsurpassed selection of exclusive and premium-quality goods for the kitchen and table – and the culinary expertise and in…
Skills: Culinary instruction, Savory cooking, Customer service, Kitchen operations, Food safety
Albany, New York, United States · On-site
$19/hr–$20/hr
With over 58 stores and the largest avocational cooking program in the US, Sur La Table offers an unsurpassed selection of exclusive and premium-quality goods for the kitchen and table – and the culinary expertise and in…
Skills: Pastry techniques, Baking fundamentals, Culinary instruction, Customer service, Sales
Albany, New York, United States · On-site
$16/hr–$17/hr
With over 58 stores and the largest avocational cooking program in the US, Sur La Table offers an unsurpassed selection of exclusive and premium-quality goods for the kitchen and table – and the culinary expertise and in…
Skills: Cooking, Hospitality, Teamwork, Customer Service, Food Safety
Albany, New York, United States • On-site
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The Client Services Associate serves as the operational foundation of the team by managing client requests, maintaining data integrity, and supporting advisors in growing their books of business. They are responsible for delivering exceptional client experiences, coordinating meeting preparations, and ensuring compliance with industry regulations.
Candidates must possess or be willing to obtain FINRA SIE, Series 7, and Series 66 securities licenses within one year of hire. An associate degree is preferred, along with at least three years of experience in a related field and strong proficiency in Microsoft Office.
If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place!
At Broadview Wealth Management (BWM), our Client Services Associates (CSAs) are trusted professionals who serve as the service and operational foundation of our team. CSAs help our clients navigate important moments in their financial lives, and also partner with our Advisors to grow their books of business.
This role is ideal for someone who enjoys building relationships, solving problems, working in a collaborative team environment, and developing a long-term career in wealth management. CSAs work closely with Advisors, Leadership, and other specialists to deliver exceptional, anticipatory hospitality while gaining broad exposure to wealth operations, advisor practice management and growth, financial planning support, and regulatory compliance.
For individuals interested in growing their careers, the CSA role provides opportunities to expand responsibilities and knowledge, earn securities licenses, and pursue advancement into other roles within BWM.
Partner with assigned Advisors and increase their capacity to grow client relationships and books of business by creating efficiencies, managing operational tasks, and leveraging technology and resources.
Deliver an exceptional and memorable client experience across every interaction.
Serve as a trusted resource for our clients by anticipating their needs and helping enhance their relationship with Broadview.
Consistently meet or exceed BWM Service Level Agreements (SLAs).
Build strong working relationships with Advisors to understand their practices and proactively support client needs.
Coordinate meeting preparation and follow-up tasks in order to enhance Advisor productivity.
Create business plans with Advisors that emphasize client outreach and action. Discuss non-advice related issues with clients.
Independently research questions and determine what our clients need before seeking assistance from an Advisor.
Process a variety of client requests in an accurate and efficient manner. Log all interactions, notes, and subsequent activity in Wealthbox CRM. Ensure data integrity between Wealthbox and LPL ClientWorks.
Keep client data up-to-date and accurate. Identify opportunities to improve workflows, increase efficiencies, and enhance the client experience.
Maintain and grow knowledge of BWM policies, LPL Financial procedures, FINRA regulations, applicable compliance requirements, and industry standards and updates.
Participate in special projects and strategic initiatives as assigned.
Currently, or within 1 year of hire, possess FINRA SIE, Series 7, and Series 66 (or 63/65) securities licenses.
New York State life, accident & health insurance licenses preferred.
Ability to be bonded is required. Associates degree preferred, or at least three (3) years of experience in a related field.
Extraordinary client service orientation and excellent interpersonal skills. Excellent organizational and time management skills and the ability to multi-task.
Detail driven, with a strong ability to organize and prioritize work and change directions as needed.
Demonstrated ability to learn new systems and technology.
Excellent computer skills, with proficiency in Microsoft Office Suite.
Starting Compensation: $22.62 - $27.15/hr., plus a competitive benefits package
Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other status protected by applicable law.
Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at talentacquisition@broadviewfcu.com
Broadview Federal Credit Union is a financial service provider that serves nearly 500,000 people. It was formed when two longstanding credit unions headquartered in New York State, SEFCU and CAP COM, merged. Broadview is ranked among the largest credit unions in New York and in the top 30 nationwide. With $8 billion in assets, Broadview invests significant resources in services that directly benefit members, employees, and the communities it serves. Federally Insured by NCUA.
Offices: 4 Winners Circle, Albany, New York 12205, US
There are currently 540 open customer service & support positions in Albany, NY listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Albany Medical Center, St. Peter's Health Partners, CVS Health, Lowe's Companies, Inc., Macy's, among others. Browse the listings above to see every active employer.
Yes — 32 of the 540 open customer service & support positions offer remote or hybrid work (15 remote, 17 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
