Communicate daily with clients, building relationships, and managing expectations.
Respond to potential and current client inquiries and requests for information.
Create, update, and file documentation for a variety of accounts and changes to accounts.
Complete due diligence and compliance checks, coordinating with legal services.
Receive, process, and distribute paperwork, and approve or reject new accounts and changes to accounts.
About Albany, New York
Albany County, New York
Albany (/ˈɔːlbəniː/ AWL-bə-nee) is the capital of the U.S. state of New York and the seat of Albany County. Roughly 150 miles (240 km) north of New York City, Albany developed on the west bank of the Hudson River, about 10 miles (16 km) south of its confluence with the Mohawk River. The population of the City of Albany was 97,856 according to the 2010 census. Albany constitutes the economic and cultural core of the Capital District of New York State, which comprises the Albany-Schenectady-Troy, NY Metropolitan Statistical Area, including the nearby cities and suburbs of Troy, Schenectady, and Saratoga Springs. With a Census-estimated population of 1,170,483 in 2013, the Capital District is the third-most populous metropolitan region in the state and 38th in the United States.
Fortune 500 companies that have offices in Albany include American Express, J.P. Morgan and Chase, Merrill Lynch, General Electric, Verizon, Goldman Sachs, International Paper, and Key...