48 client associate jobs at 33 companies in Hamburg, NY
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Client Associate
Buffalo, New York, United States
$55k-$60k/yrOnsiteFull Time
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
Provide administrative support to financial advisors, maintain client records, prepare reports, educate clients on account services; ideally 3-5 years client service experience in finance, bachelor’s in finance/banking preferred, proficient in Microsoft Office.
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: 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
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service and cashiering support for financial advisors; strong communication, attention to detail, and computer skills; high school diploma/GED required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Catholic Health: Provides comprehensive medical services and hospital care in Buffalo.
High school diploma or GED required, associates preferred. Preferred 2 years laboratory or customer service experience. Requires knowledge of medical terminology, LIS/HIS, Microsoft Office/Outlook, strong communication and customer service skills.
Client Associate — Leadership Track Remote Bonus Promote in Months not Years
Niagara Falls or British Columbia or Alberta or Saskatchewan or Manitoba or Ontario or Newfoundland and Labrador
$60k-$95k/yrRemoteFull Time
AONYSE: GL: Provides supplemental life and health insurance to labor unions.
Legally eligible to work in Canada and resident of BC, AB, SK, MB, ON or NL. Willingness to learn licensing and product training; strong communication and teamwork; remote work setup.
P&A Group: Provides customized employee benefit administration and retirement plan services.
Customer service and benefit administration experience; high school diploma (Associate/Bachelor's preferred); strong communication, project management, and Microsoft Excel skills.
Amherst or Arkansas or Idaho or Texas or Georgia or Montana or Iowa or Wisconsin or Oregon or Washington or District of Columbia or Connecticut or Nebraska or Rhode Island or Tennessee or Kentucky or Ohio or West Virginia or Maryland or Massachusetts or South Carolina or Missouri or Utah or Arizona or South Dakota or Pennsylvania or New Hampshire or Vermont or Minnesota or New Mexico or Michigan or California or Maine or North Dakota or Kansas or Indiana or New Jersey or Nevada or Louisiana or Mississippi or Oklahoma or Alabama or Virginia or Illinois or North Carolina or Colorado or Florida or Wyoming or Delaware or New York
$19-$42/hrHybridFull Time
CVS HealthNYSE: CVS: Provides retail pharmacy, health insurance, and pharmacy benefit management services.
1+ YOE1+ year finance/accounting experience; moderate to advanced Excel (V-lookups, pivot tables, formulas); working knowledge of Microsoft Word, PowerPoint, Outlook; must reside in Eastern Time Zone; Associate’s degree or equivalent experience.
Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Microsoft Excel, WEX
Sephora: Global retailer of prestige beauty and personal care products.
1+ YOE1+ year retail or client-focused experience, ability to lift up to 50 pounds, strong organization and communication, availability for nights/weekends/holidays, punctual and reliable.
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
1+ YOE1-2 years retail or client-focused experience, strong organization and communication, ability to lift up to 50 pounds, availability for nights/weekends/holidays, reliable attendance.
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
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.
5+ YOE5 years of commercial credit experience; strong financial analysis and credit risk skills; bachelor's degree in relevant field; ability to work in a hybrid, client-facing role.
Microsoft Office, Financial modeling, Credit analysis tools
Cleveland or Akron or Baltimore or Pittsburgh or Chicago or New York or Westchester County or Deer Park or Youngstown or Troy or Philadelphia or Denver or Detroit or Buffalo or Milwaukee
$65k-$110k/yrHybridFull Time
Cohen & Company: A professional services firm providing fund accounting and client-focused accounting solutions.
Fund accounting experience, NAV and capital allocation knowledge, bachelor\u0002s in accounting, proficiency with Microsoft Excel, experience with U.S. GAAP and client reporting; CPA preferred.
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.
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.