264 client associate jobs at 128 companies in Grand Island, NY
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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
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Client Success Associate
Toronto, Ontario, Canada
$80k-$89k/yr RemoteFull Time
Manage full client lifecycle, meet revenue targets, prospect and convert leads, coordinate delivery and renewals, maintain NPS and account health, and use Salesforce/Simple for tracking.
Salesforce, Simple
1mo
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Client Experience Associate
Toronto, Ontario, Canada
$75k-$125k/yr OnsiteFull Time
5+ YOEBachelor's in finance preferred or equivalent experience; 5+ years in administrative/client-support roles in financial services; CSC/CPH and CIRO registration assets; strong communication and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Teams, Salesforce, Croesus, AI tools
3w
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Client Services Associate
Toronto, Ontario, Canada
$24-$29/hr OnsiteFull Time
Customer service experience in luxury retail or design setting preferred; strong communication, organization, Mac/iOS and Microsoft/Google app proficiency; ability to manage priorities and provide elevated client service.
Mac Operating System, IOS devices, Microsoft Office, Google Applications
1mo
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Client Service Associate
Buffalo, New York, United States
$35k-$90k/yr OnsiteFull Time
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
4w
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Client Scheduling Associate (Toronto)
Toronto, Ontario, Canada
$18-$21/hr HybridFull Time
Provide client scheduling and support via phone and email; strong customer service, written and verbal communication, attention to detail, organization, and multitasking skills.
1w
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Client Experience Associate, Investly
Toronto or Mississauga
$79k-$96k/yr HybridFull Time
3+ YOERequires 3+ years in financial services, client-facing experience in a metrics- and data-driven organization, a university degree or equivalent experience, strong communication and problem-solving skills, and digital tool proficiency.
Android, iOS, LinkedIn Hiring Assistant
1w
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Wealth Management Client Associate
Williamsville, New York, United States
$25-$44/hr OnsiteFull Time
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
1mo
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Client Service Associate
Toronto, Ontario, Canada
$36k-$66k/yr OnsiteFull Time
3+ YOE3–5 years relevant experience; knowledge of investment and administrative processes; licensed as Investment Representative with CIRO; strong communication, organization, compliance, and analytical skills.
1w
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Client Service Associate
Middletown or St. Louis or New York City or San Francisco or Baltimore or London or Frankfurt or Toronto
$42k-$63k/yr OnsiteFull Time
2+ YOEHigh school diploma or equivalent, two years of clerical or related industry experience, strong administrative, customer service, communication, critical thinking, and Microsoft Office skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
2mo
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Client Services Associate
Austin or Toronto
$42k-$45k/yr HybridFull Time
0+ YOEBachelor’s degree required; entry-level; strong English communication and customer service; on-site in Austin, TX; hybrid option; USD salary 42k-45k per year.
MS Office
2w
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Client Onboarding Associate Analyst
Getzville, New York, United States
$55k-$68k/yr HybridFull Time
Client-facing or operations experience, knowledge of capital market products, strong analytical, communication and organization skills; Bachelor’s degree or equivalent experience required.
2w
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Client Onboarding Associate Analyst
Getzville, New York, United States
$55k-$68k/yr HybridFull Time
Requires client-facing, middle office, or financial services operations experience; capital markets knowledge; strong analytical, problem-solving, organizational, and communication skills.
Artificial intelligence (AI)
1mo
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Private Client Administration Associate
Toronto, Ontario, Canada
$43k-$71k/yr HybridFull Time
Provide accurate, timely administrative support for high‑net‑worth client requests; follow custodian/compliance procedures; strong attention to detail and Excel/Word proficiency.
Microsoft Excel, Microsoft Word
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Client Services Associate - Future Opportunities
Toronto, Ontario, Canada
$45k-$62k/yr HybridFull Time
Exceptional communicator with drive for generating revenue, strong organization/project skills, interest or background in research/business/financial markets, comfortable in metric-driven environment and consultative client engagement.
LinkedIn, Notion
1w
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Wealth Management Client Associate
Williamsville, New York, United States
$25-$44/hr OnsiteFull Time
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
1mo
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Client Associate (IR licensed) CIBC Wood Gundy
Toronto, Ontario, Canada
$51k-$59k/yr OnsiteFull Time
Current Investment Representative (IR) in good standing with CIRO-ID, brokerage industry experience, client engagement and business development skills, familiarity with quotation equipment, and legal eligibility to work in Canada.
1w
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Client Service Associate (9-Month Contract)
Vancouver or Toronto
$55k-$65k/yr OnsiteContract
3+ YOERequires 3+ years in financial services operations or client services, registered plan and Canadian securities knowledge, CRM and Microsoft Office proficiency, and strong communication, accuracy, and problem-solving skills.
Salesforce, Microsoft Outlook, Microsoft Excel, Microsoft Word, CRM
3w
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Client Success Associate (Bilingual, French/English)
Canada or Toronto
$68k-$79k/yr HybridFull Time
3+ YOE3+ years client-facing or account management experience, bilingual French/English fluency, strong communication, ownership, data and CRM proficiency, and ability to manage partner programs end-to-end.
Salesforce
3w
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Associate, Nexus, Client Delivery
Toronto, Ontario, Canada
$60k-$88k/yr OnsiteFull Time
2+ YOEUniversity degree in Accounting/Finance, 2+ years fund administration or audit experience, Yardi experience, professional accounting designation preferred (CPA/ACCA), knowledge of IFRS/US GAAP.
Yardi