Robert Half Corporation Jobs

Job Information

Robert Half International Client Relationship Associate in ALBANY, New York


A wealth management / financial planning firm in the Albany area is seeking a Client Relationship Associate due to growth. Responsibilities include: Research, construct, monitor and recommend changes in investment allocation for managed accounts using mutual funds and ETF's; Involved in preparing reports, projections and recommendations for financial planning including but not limited to: retirement, income tax, estate flowcharts, etc; Process and reconcile trading-related transactions and contact with custodian (Schwab, Fidelity , TD Ameritrade, etc); This position could be expanded to include additional investment management responsibilities or could include increased interaction with clients depending on the strengths, motivation and interests of the candidate; This is a salaried position with bonus eligibility. Ability to bring in clients would enhance compensation, but is not necessary.


Qualified candidates will have a degree in business or related field plus a minimum of 3+ years of experience in the financial planning field; Experience with a Portfolio Management Software (Advent, Portfolio Center or similar) preferred; and Working knowledge of MS Office. For confidential consideration or more information, contact Jordon Heffler.

Robert Half Finance & Accounting matches skilled professionals with remote or on-site jobs in accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. Our experienced staffing professionals can promote you to employers and advocate on your behalf. We provide access to top jobs, competitive compensation and benefits, and free online training. For more opportunities, get the Robert Half app and receive instant notifications when our AI matches your skills and experience with jobs.

When you work with us, you’re working with the best. Robert Half has been recognized as one of FORTUNE’s “Most Admired Companies” every year since 1998 and was No. 1 on Forbes’ annual ranking of America’s Best Professional Recruiting Firms.

Questions? Call your local office at 1.888.490.5461. All applicants applying for U.S. job openings must be legally authorized to work in the United States.

© 2020 Robert Half Finance & Accounting. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (

Salary: $60,000.00 - $70,000.00 / Yearly

Location: ALBANY, NY

Date Posted: February 19, 2021

Employment Type: Full-time

Job Reference: 02880-0011559901

Staffing Area: Full-Time Accounting u0026 Finance