48 client associate jobs at 30 companies in Cheektowaga, NY
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Client Service Associate
Batavia, New York, United States
$44k-$67k/yrHybridFull Time
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.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Provide client service and administrative support to financial advisors; detail-oriented, strong Microsoft Office skills, willingness to obtain securities licenses (Series 7/63/65/66). High school diploma required; college preferred.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High school diploma required (college preferred). Detail-oriented, strong Microsoft Office skills, client service experience preferred, willingness to obtain Series 7 and Series 66 or Series 63+65. Ability to manage transactions and administrative tasks.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
CitiNYSE: C: Global diversified financial services holding.
Client-facing operations role supporting account opening and maintenance, document verification, regulatory reviews, and client communication; bachelor\u0002s degree or equivalent required.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
High school diploma or equivalent; client service, communication, organizational, judgment, discretion, and technology skills required. FINRA credentials, investment knowledge, and client experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
CitiNYSE: C: Providing global banking, investment, and wealth management services.
Client-facing or operations experience, knowledge of capital market products, strong analytical, communication and organization skills; Bachelor’s degree or equivalent experience required.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
High school diploma/GED required; client service, communication, adaptability, judgment, and computer skills required. FINRA SIE, Series 7/66, or equivalent credentials and financial services experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Buffalo or Allegany County or Genesee County or Chautauqua County or Wyoming County
$25/hrHybridFull Time
Child & Family Services: Provides mental health and family support services in New York.
Associate degree or equivalent experience, conflict resolution or client service experience, mediation training willingness, strong interpersonal, organizational, communication, and Microsoft Office skills; reliable transportation required.
H&R Block: A tax preparation and financial services helping clients manage their taxes and finances.
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT; no prior tax experience required.
Brock, Schechter & Polakoff: Provides professional accounting, auditing, and tax advisory services.
2+ YOERequires 2+ years of related experience, basic accounting or bookkeeping knowledge, QuickBooks and Microsoft Office proficiency, strong communication skills, accuracy, multitasking, and ability to travel to client offices.
QuickBooks, Microsoft Office, Microsoft Word, Microsoft Excel
Peerless: Provides industrial piping systems and flow control solutions.
3+ YOE3+ years inside/outbound sales or lead generation experience; strong outbound prospecting, CRM proficiency, technology and phone skills (Zoom, LinkedIn, Sales Navigator, Google, Microsoft Office); high school diploma minimum; Associate/Bachelor preferred.
CRM software, Zoom, LinkedIn, Sales Navigator, Google, Microsoft Office
Withum: Professional services firm offering audit, tax, and advisory solutions.
2+ YOECPA or working toward CPA, Bachelor's in Accounting, 2+ years public accounting, healthcare audit experience preferred, strong auditing/US GAAP skills, supervision and client service experience.
Chartwell Law: Provides insurance defense and civil litigation legal services.
2+ YOEJ.D. from an ABA-accredited law school, active state bar license, 2+ years of practice group experience, and strong legal research, writing, oral advocacy, litigation, and client communication skills.
Gerber Ciano Kelly Brady: Provides litigation defense and insurance coverage legal services.
10+ YOEAdmission to New York; 10+ years trucking/transportation litigation; established trucking practice preferred; experience defending trucking clients; involvement with TIDA.
PT Associate Banker (30 Hours) - Niagara Falls Military Road (New Build) - Niagara Falls, NY
Niagara Falls, New York, United States
$20-$25/hrOnsitePart Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Provide attentive client service, open and service accounts, learn products and procedures quickly; high school diploma/GED and client service experience required.