Top 20 Client manager Jobs in Queensbury, Ny

Client Services Associate
Bouchey Financial Group —Saratoga Springs, NY
- $50,000 - $60,000 a year
- Full-time
- CRM software
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
10d
Anti-Human Trafficking Case Manager
The Salvation Army - Empire State Division —Saratoga Springs, NY
- $27 an hour
- 8 hour shift
- Background check
- Mid-level
- Driver's License
- 403(b) matching
- Paid holidays
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Client Service & Administration Associate
Sustainable Wealth Advisors, LLC —Saratoga Springs, NY
- $18 - $23 an hour
- Part-time
- Hybrid work
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid time off
- Work from home
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12d
Anti-Trafficking Case Manager Specialist
The Salvation Army Eastern Territory —Saratoga Springs, NY
- $27.40 an hour
- Full-time
- LMFT
- Mid-level
- Bachelor's degree
- Free parking
- Paid holidays
Part Time Mental Health Peer Support (Case Manager)
GUARDIAN RECOVERY NETWORK HOLDINGS LLC —Saratoga Springs, NY
- $40 - $60 an hour
- Part-time
- Background check
- CPR Certification
- Addiction Medicine
- Opportunities for advancement
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Customer Support Advisor (CSA)
United Ag & Turf NE, LLC —Greenwich, NY
- $45,000 a year
- Weekends as needed
- Dealership
- Computer literacy
- Research
- Paid holidays
- Health insurance
Residential CASAC Case Manager
Addictions Care Center of Albany, Inc —Queensbury, NY
- $22 - $25 an hour
- Full-time
- Background check
- Addiction Medicine
- Residential
- 403(b) matching
- Mileage reimbursement
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*Actively pursue new clients and* *earn commission on every deal you close*. *Track leads, follow-ups, and sales activity in a CRM system*.
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Client Services Associate
Bouchey Financial Group —Saratoga Springs, NY
Eagerness to learn new technologies that enhance firm efficiency and the client experience. Serving as a primary point of contact for clients, this role ensures…
$50,000 - $60,000 a year
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Client Services Associate

Bouchey Financial Group
Saratoga Springs, NY

Quick Apply

Job Details

Full-time
$50,000 - $60,000 a year
10 days ago

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Life insurance
Retirement plan

Qualifications

CRM software
Teamwork
Microsoft Dynamics 365
Microsoft Office
Bachelor's degree
Attention to detail
Client services
Problem-solving
Customer relationship management
Client email correspondence
Client interaction via phone calls

Full Job Description

Client Service Associate

Full Time | Capital Region, NY

About Bouchey Financial Group

Bouchey Financial Group is an independent, boutique wealth management firm dedicated to delivering exceptional service and thoughtful financial guidance tailored to each client's unique goals. With more than $1.7 billion in assets under management, our team brings industry-leading expertise to individuals, families, and businesses.

What sets us apart is our deep commitment to our clients, a collaborative and values-driven culture, and a clear path for professional growth. Joining our team means becoming part of a firm that invests in your development, values your perspective, and is committed to helping you grow.

As an independent, fee-only fiduciary, we remain fully aligned with our clients' best interests, free from the conflicts often found at larger financial institutions. Our services go beyond traditional investment management: we recently launched a sister company focused on tax preparation, deepening our ability to add value through integrated, personalized strategies across our clients' entire financial lives.

About the Role

The Client Service Associate delivers high-quality service and relationship management to high-net-worth individuals, families, and institutions. Serving as a primary point of contact for clients, this role ensures seamless coordination of financial services, responds to client inquiries, and works closely with wealth advisors, portfolio managers, and other internal partners to drive client satisfaction and retention.

Responsibilities

Serve as a dedicated and trusted point of contact for an assigned portfolio of high-net-worth clients
Facilitate onboarding and account setup for new clients, ensuring compliance with regulatory and firm requirements
Manage day-to-day client service needs, including money movement requests, account maintenance, documentation, and reporting
Proactively engage clients through regular communication to strengthen relationships
Collaborate with wealth advisors, portfolio managers, and tax and estate planning professionals to deliver an integrated wealth management experience
Address and resolve client issues promptly and professionally, escalating when necessary
Maintain detailed records of client interactions and keep CRM systems up to date

Qualifications

Strong written and verbal communication skills
Excellent client service instincts and a genuine desire to help people
Ability to manage multiple client relationships and prioritize in a fast-paced environment
Strong attention to detail and the ability to follow a defined process
Self-motivated team player with the ability to manage multiple projects
Eagerness to learn new technologies that enhance firm efficiency and the client experience
Experience with CRM systems and financial platforms (e.g., Microsoft Dynamics, Microsoft Office, Tamarac) is a plus

Firm Values

We believe the best client outcomes, and the most fulfilling careers, are built on shared values. At Bouchey Financial Group, our culture is rooted in:

Curiosity
Positivity
Growth orientation
Compassion
Unwavering commitment to the team and clients

These values guide how we serve our clients, collaborate as a team, and engage with our community. We're looking for individuals who bring talent and drive, resonate with these principles, and are excited to grow within a values-driven environment.

Why Join Us?

This is an exciting opportunity to build your career in wealth management with a firm dedicated to personalized client service and the professional development of its team. Our collaborative, innovative environment is perfect for individuals who thrive in a dynamic, client-focused setting.

We're proud to offer a competitive compensation package that reflects the value we place on our team, including a competitive base salary, bonus opportunities, fully paid medical insurance, and generous paid time off. We believe in supporting our employees' well-being both inside and outside the workplace, because when our team thrives, so do our clients.

Bouchey Financial Group is a wealth management firm with offices in Saratoga Springs, Troy, Boston, and South Florida. We work with individuals, families, and businesses, and we currently manage more than $1.7 billion in assets for our clients.

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Retirement plan
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

client manager jobs in queensbury, ny

Client Services Associate

Anti-Human Trafficking Case Manager

Client Service & Administration Associate

Anti-Trafficking Case Manager Specialist

Part Time Mental Health Peer Support (Case Manager)

Customer Support Advisor (CSA)

Residential CASAC Case Manager

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