1mo
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Client Associate
Buffalo, New York, United States
$55k-$60k/yr OnsiteFull Time
Provide administrative support to financial advisors, maintain client records, prepare reports, educate clients on account services; ideally 3-5 years client service experience in finance, bachelor’s in finance/banking preferred, proficient in Microsoft Office.
Microsoft Office Suite
1mo
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Client Service Associate
Batavia, New York, United States
$44k-$67k/yr HybridFull Time
1+ YOEHigh school diploma/GED, 1+ years relevant experience, proficiency in Microsoft Office, relationship-building and adaptability, collaborative mindset; associate's degree or professional certification and client relationship experience preferred.
Microsoft Office
1mo
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Client Service Associate
Rochester, New York, United States
$35k-$90k/yr OnsitePart Time
High school diploma required (college preferred). Detail-oriented with advanced Microsoft Office skills, client service experience, willingness to obtain Series 7/66 or Series 63/65, and ability to support financial advisors and execute client transactions.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
1mo
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Private Wealth Management Client Associate
Pittsford, New York, United States
$25-$44/hr OnsiteFull Time
Client service support for Financial Advisors; strong client focus, attention to detail, ability to learn technology platforms; desirable FINRA credentials (SIE, Series 7, 66/63/65).
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Client Service Associate
Rochester, New York, United States
$35k-$90k/yr OnsitePart Time
High school diploma required; willingness to obtain Series 7/66 or Series 63/65; advanced Microsoft Office skills; strong client service, organizational, and communication abilities; industry experience a plus.
MSOnline, eSign, eAuthorization, Zoom, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
1d
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KPB Client Service Associate - Fiduciary Strategist Trust Support
Seattle or Rochester or Toledo or Albany or Brooklyn or Dayton
$25-$38/hr HybridFull Time
3+ YOE3+ years related experience, associate degree preferred, knowledge of banking/trust products, strong client service and communication skills, discretion with sensitive information, proficiency with Salesforce and Microsoft Office.
Salesforce, Microsoft Office
1mo
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Rehire Client Support Associate
Brockport, New York, United States
$16-$18/hr OnsiteFull Time, Part Time
Customer-service focused role; strong communication and interpersonal skills, basic computer proficiency; prior retail, customer service, or sales experience preferred; PTIN certification available/reimbursed.
Teladoc
1mo
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Laboratory Client Support Associate Outreach
Buffalo, New York, United States
$18-$27/hr OnsiteFull Time
High school diploma or GED required, associates preferred. Preferred 2 years laboratory or customer service experience. Requires knowledge of medical terminology, LIS/HIS, Microsoft Office/Outlook, strong communication and customer service skills.
LIS, HIS, Microsoft Office, Microsoft Outlook
1mo
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PEO Client Advocate
St Petersburg or West Henrietta
$24-$38/hr HybridFull Time
3+ YOEAssociate's degree required (Bachelor's preferred), 3+ years relationship management or customer service experience, strong communication, advocacy, confidentiality, client education, and process improvement skills.
2w
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Client Associate — Leadership Track Remote Bonus Promote in Months not Years
Niagara Falls or British Columbia or Alberta or Saskatchewan or Manitoba or Ontario or Newfoundland and Labrador
$60k-$95k/yr RemoteFull Time
Legally eligible to work in Canada and resident of BC, AB, SK, MB, ON or NL. Willingness to learn licensing and product training; strong communication and teamwork; remote work setup.
1w
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Client Support Specialist
Williamsville, New York, United States
$18-$24/hr OnsiteFull Time
Customer service and benefit administration experience; high school diploma (Associate/Bachelor's preferred); strong communication, project management, and Microsoft Excel skills.
Microsoft Excel
1mo
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Client Onboarding Associate (Know Your Customer Verification - Wealth Management Accounts) - Hybrid
Wilmington or Bridgeport or Amherst
$29-$48/hr HybridFull Time
5+ YOE5+ years combined education/work experience; performing KYC reviews, validating documentation, opening and coding accounts, escalating risk, managing high-volume workflows; strong attention to detail and analytical skills.
1mo
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Client Onboarding Associate (Know Your Customer Verification - Wealth Management Accounts) - Hybrid
Wilmington or Bridgeport or Amherst
$29-$48/hr HybridFull Time
5+ YOEPerform KYC and onboarding reviews, verify documentation, open and code accounts, escalate risk issues, and manage high-volume workflows; 5+ years combined education/experience required.
1mo
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Client Relationship Specialist LPN- Monroe County
Rochester, New York, United States
$21-$28/hr OnsiteFull Time
4+ YOEMinimum 4 years clinical experience, Associate's degree required, strong customer service and communication skills, detail-oriented, proficient with computers, able to perform accurate data entry and phone triage.
RightFax, Home Care Home Base (HCHB)
1w
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Commercial Relationship Associate II
Rochester, New York, United States
$56k-$69k/yr OnsiteFull Time
5+ YOEAssociates degree with 5+ years commercial banking service delivery or equivalent; strong PC literacy, knowledge of banking policies, KYC experience, client service and problem-solving skills.
3mo
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Tax Associate
Rochester, New York, United States
OnsiteFull Time
Bachelor's in Accounting required. CPA preferred or CPA-eligible; prior public accounting tax experience preferred; strong communication, technical tax aptitude, and ability to manage multiple clients and deadlines.
CCH Axcess
2mo
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ASSOCIATE MEDIA DIRECTOR
Buffalo, New York, United States
$70k/yr HybridFull Time
8+ YOEMinimum of eight years in media planning/strategy; leading multi-channel campaigns; strong client management and leadership.
4d
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Operations Associate - Part Time
Amherst, New York, United States
$18-$21/hr OnsitePart Time
1+ YOE1+ year retail or client-focused experience, ability to lift up to 50 pounds, strong organization and communication, availability for nights/weekends/holidays, punctual and reliable.
2mo
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RESIDENTIAL ASSOCIATE- LPT Days
Rochester or Newark
$19-$20/hr OnsitePart Time
2+ YOEHigh school diploma or GED; driver license; 2 years human services/residential or crisis experience; homeless client issues knowledge; conflict resolution preferred.
3d
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Operations Associate - Part Time
Amherst, New York, United States
$18-$21/hr OnsitePart Time
1+ YOE1-2 years retail or client-focused experience, strong organization and communication, ability to lift up to 50 pounds, availability for nights/weekends/holidays, reliable attendance.