36 client associate jobs at 26 companies in Brighton, NY
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Client Associate
Rochester, New York, United States
$55k-$60k/yrOnsiteFull Time
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
3+ YOESupport financial advisors and high-net-worth clients; ideally 3+ years client service experience in finance; college degree in finance/banking; Series 7 and 66 licenses preferred; proficient in Microsoft Office; strong communication and attention to detail.
Microsoft Office, BrassRing, HackerRank, Beamery, Modern Hire, Textkernel
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
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.
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
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
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
KPB Client Service Associate - Fiduciary Strategist Trust Support
Seattle or Rochester or Toledo or Albany or Brooklyn or Dayton
$25-$38/hrHybridFull Time
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
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.
PaychexNASDAQ: PAYX: Provider of integrated payroll, HR, and benefits outsourcing solutions.
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.
HCR Home Care: Provides professional nursing and therapy services within patients' homes.
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.
Genesee Regional Bank: Community bank providing personal and business financial services.
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.
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.
Sephora: Global retailer of prestige beauty and personal care products.
1+ YOE1–2 years retail or client-focused experience; strong organization, communication, ability to lift up to 50 lbs, punctuality, and availability for nights, weekends, and holidays.
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
1+ YOE1-2 years retail or client-facing experience; ability to lift up to 50 pounds, strong communication, organization, and teamwork; punctual and available nights/weekends/holidays.
Lippes Mathias: National full-service law firm providing strategic legal solutions.
3+ YOEJ.D. and New York bar admission (or eligibility),3-5 years commercial real estate transactional experience,ability to draft and negotiate transactional documents,client-service orientation,and strong analytical and communication skills.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
High school diploma/GED, client service experience, strong communication and relationship skills, ability to learn products and technology; cash handling experience preferred.
IndeVets: Tech-enabled provider of flexible veterinary staffing and medical services.
1+ YOEDVM/VMD from AVMA-accredited program, active or obtainable state veterinary license, DEA/controlled substance registration as applicable, 1+ year small animal clinical experience, ability to practice independently and strong client communication.
Contract Support Associate (Data Center) - 283503 | CBRE
Barker or Buffalo or Rochester
$75k-$80k/yrOnsiteFull Time
CBRENYSE: CBRE: Provides global commercial real estate services and investment management.
High school diploma/GED required; 2-4 years contract management or client-care experience preferred; experience with billing, reporting (P&L, WIP), PO/invoice coordination, SOX compliance, and strong communication skills.