East Rochester • 50 milesRemote · Hybrid · Onsite · Field · All Environments
East Rochester • 50 milesRemote · Hybrid · Onsite · Field · All Environments
East Rochester • 50 milesRemote · Hybrid · Onsite · Field · All Environments
East Rochester • 50 milesRemote · Hybrid · Onsite · Field · All Environments
53 client associate jobs at 28 companies in East Rochester, NY
2mo
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Client Associate
Rochester, New York, United States
$55k-$75k/yr OnsiteFull Time
3+ YOEPrefer 3+ years client service experience in finance, college degree in finance/banking preferred, Series 7 and 66 licenses preferred, proficient in Microsoft Office Suite, strong communication and attention to detail.
Microsoft Office Suite, BrassRing
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
2mo
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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
2mo
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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
2mo
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Private Wealth Management Client Associate
Pittsford, New York, United States
$25-$44/hr OnsiteFull Time
High school diploma/GED required. Client service experience, strong communication, detail orientation, and proficiency with Microsoft Word/Excel/PowerPoint and Salesforce. FINRA SIE/Series certifications preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
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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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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.
1w
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J.P. Morgan Wealth Management - Private Client Investment Associate - Rochester, NY
Rochester, New York, United States
$25-$35/hr OnsiteFull Time
Requires Series 7 (active or obtained within 120 days), SIE if registered after Oct 1,2018, Series 66/63/65 and life & health insurance to be obtained within 120 days; client service, operational and compliance skills.
6d
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Client Service Specialist
Rochester or Ohio or Connecticut or Nevada or Iowa or Texas or Tennessee or Maine or Wisconsin or Illinois or Minnesota or New York or New Hampshire or South Carolina or Missouri or Virginia or North Carolina or Florida or Pennsylvania or Maryland or Alabama or Wyoming or Massachusetts or Arizona or Indiana or Michigan
$21-$29/hr HybridFull Time
2+ YOEAssociate's degree and two years of customer service experience, or equivalent; Microsoft Office knowledge required; QKA preferred; strong communication, math, problem-solving, and document interpretation skills.
Microsoft Office
1w
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Program Associate
Buffalo or Allegany County or Genesee County or Chautauqua County or Wyoming County
$25/hr HybridFull Time
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.
Microsoft Office, online conferencing platforms, caseload management system, virtual mediation platform
2w
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HOUSING ASSOCIATE- Per Diem
Rochester, New York, United States
$19-$20/hr OnsitePart Time
2+ YOEAssociate degree preferred; valid NYS driver’s license; 2 years human services/residential or crisis experience; knowledge of homeless client issues; background check required.
2w
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HOUSING ASSOCIATE- Per Diem
Rochester, New York, United States
$19-$20/hr OnsitePart Time, Temporary
2+ YOEAssociate degree preferred; valid NYS driver’s license; 2 years human services/crisis/residential experience; knowledge of homeless client issues; conflict resolution; background check required.
4w
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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.
1mo
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Sales Assistant - Client Relationship Support
Pittsford, New York, United States
$21-$36/hr OnsiteFull Time
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.
1w
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Tax Associate
Ontario, New York, United States
$18-$24/hr OnsiteSeasonal, Full Time
High school diploma/GED, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Microsoft Copilot, ChatGPT
3w
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Operations Associate - Part Time
Rochester, New York, United States
$18-$21/hr OnsitePart Time
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.
2w
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Operations Associate - Part Time
Rochester, New York, United States
$18-$21/hr OnsitePart Time
1+ YOERequires 1–2 years of retail, hospitality, client-focused, or similar experience, strong organization and communication skills, teamwork, reliability, and ability to lift up to 50 pounds.
3w
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Operations Associate - Part Time
Rochester, New York, United States
$18-$21/hr OnsitePart Time
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.
2w
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Healthcare Audit Senior Associate
Buffalo or Rochester or Batavia
$67k-$73k/yr HybridFull Time
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.
1w
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Associate Financial Advisor
Auburn, New York, United States
$65k-$70k/yr OnsiteFull Time
Requires a bachelor's degree, equivalent experience, or relevant financial services, sales, or relationship-building background; sales or client management experience; strong communication; and willingness to obtain required licenses.
MoneyGuide, Salesforce