26 client associate jobs at 18 companies in Auburn, NY
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Private Wealth Management Client Associate
Pittsford, New York, United States
$25-$44/hrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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
Client Care Specialist (2nd Shift + Shift Differential) - Full Time
Syracuse, New York, United States
$17-$18/hrOnsiteFull Time
Rescue Mission Alliance: Provides food, shelter, and recovery services to the needy.
High School Diploma or equivalent; Associates preferred; experience with homeless/mentally ill clients desired; Covid-19 vaccination per health dept; strong communication and crisis management skills.
Wealth Planning Associate, Client Success (HYBRID OR REMOTE)
Syracuse or Salt Lake City or United States
$50k/yrHybridFull Time
EquitableNYSE: EQH: Provides financial advice, life insurance, and retirement planning services.
Bachelor's degree or equivalent experience; ability and motivation to obtain Series 7, Series 66, and Life & Health licenses; client relationship and sales skills; strong communication and analytical ability.
Wealth Planning Associate, Client Success (HYBRID OR REMOTE)
Salt Lake City or Syracuse or United States
$50k/yrHybridFull Time
EquitableNYSE: EQH: Provides financial advice, life insurance, and retirement planning services.
Bachelor's degree or equivalent experience; ability and motivation to obtain Series 7, Series 66, and life insurance licenses (company-funded); proven experience building customer relationships; strong communication, sales, and analytical skills.
Wealth Planning Associate, Client Success (HYBRID OR REMOTE)
Salt Lake City or Syracuse or United States
$50k/yrHybridFull Time
EquitableNYSE: EQH: Provides financial protection, retirement, and investment management services.
Bachelor's degree or equivalent experience; motivated to obtain Series 7, Series 66 and life insurance licenses (company-funded); experience building and managing customer relationships; strong communication and analytical skills.
2+ YOEAssociate's degree or 2 years combined education/work, client-first mindset, strong organization and communication, ability to manage multiple priorities; sales support or admin experience preferred; Series 99 preferred or ability to obtain.
Vera House: Provides domestic and sexual violence prevention and intervention services.
1+ YOEPrepare and serve meals, maintain kitchen and facility cleanliness, perform light maintenance, transport clients, and provide trauma-informed crisis support; high school diploma and valid NY driver's license required.
Cumming Group: International consultancy providing construction project and cost management services.
10+ YOELead project controls and cost management on large-scale projects; strong client management and business development skills; 10+ years preferred.
SAP, Oracle, Primavera, MS Project, Procore, ACC Build, Power BI
Edward Jones: Offers investment management and financial planning through local branches.
High school diploma required (Bachelor's preferred). Series 7 and Series 66 required (registrations may be obtained during study period); FINRA registrations within three months; state insurance license required. 3-5 years financial services experience preferred; strong client relationship and problem-solving skills.
Marietta or Boston or Philadelphia or Durham or Parsippany or Ithaca
$64k-$173k/yrRemoteFull Time
IQVIANYSE: IQV: Provides clinical research and data analytics for pharmaceutical companies.
3+ YOE2+ MgmtBachelor's in life sciences preferred; 3+ years in regulated laboratory environment; 2+ years managing projects; proficiency with Microsoft Office and LTMS; strong client management and communication skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Lab Trial Management Systems (LTMS)
Trinity Health: National Catholic health system providing comprehensive clinical medical services.
1+ YOECoordinate client-centered medical and behavioral care across providers, use health IT, communicate with clients/families; bachelor's degree preferred (1–2 years experience) or associate plus 4 years; discharge planning/home care experience desired.
Catholic Charities of Tompkins/Tioga: Provides social services, emergency assistance, and community support programs.
1+ YOEBachelor's in Human Services with 1 year vocational experience or Associate's with 5 years; valid NY driver license and reliable vehicle; ability to coach clients, develop employer relationships, and document services.
Liberty Resources: Providing integrated behavioral health and community social services.
HS diploma required (BA/Associate preferred). Valid New York driver\u0019s license required. Provide chemical dependency evaluation, service planning, counseling, overnight coverage, client monitoring, and timely documentation.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
1+ YOEHigh School diploma plus 1 year directly applicable experience; Proficiency in Microsoft Office and basic math skills; preferred associate's degree or professional certification; experience managing client relationships; strong organizational and communication skills.
Usherwood Office Technology: Installs office technology and provides managed IT services.
Provide Tier 1 support for managed IT clients: respond to tickets, troubleshoot hardware/software/mobile issues, document incidents, escalate to Tier II. Associates degree preferred; CompTIA A+ and 1 year help-desk experience preferred.
Liberty Resources: Provides community-based behavioral health and social services.
High school diploma required; conduct assessments, maintain caseloads, provide chemical dependency evaluation and counseling, document client interactions, and ensure residence upkeep. Valid New York State driver's license required; associates or bachelor's preferred.