1mo
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Client Associate
Rochester, New York, United States
$55k-$60k/yr OnsiteFull Time
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
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
1mo
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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
1mo
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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
2d
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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.
5d
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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.
2w
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Client Support Specialist
Williamsville, New York, United States
$18-$24/hr OnsiteFull Time
Customer service and benefit administration experience; high school diploma (Associate/Bachelor's preferred); strong communication, project management, and Microsoft Excel skills.
Microsoft Excel
1mo
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Client Accounting Specialist (Meritain Health)
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/hr HybridFull Time
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
1mo
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Client Relationship Specialist LPN- Monroe County
Rochester, New York, United States
$21-$28/hr OnsiteFull Time
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.
RightFax, Home Care Home Base (HCHB)
2d
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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.
2d
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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.
1w
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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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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.
1w
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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.
5d
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Associate Attorney - Banking & Real Estate
Rochester, New York, United States
$115k-$145k/yr OnsiteFull Time
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.
1mo
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Part Time Associate Banker Rochester (30 Hours)
Rochester, New York, United States
$20-$25/hr OnsitePart Time
High school diploma/GED, client service experience, strong communication and relationship skills, ability to learn products and technology; cash handling experience preferred.
Chase Mobile App, Chase.com, ATM, cash vault
1mo
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Full-Time Associate Veterinarian - Rochester, NY
Rochester, New York, United States
FieldFull Time
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.
VIN, VETgirl, VetRec, AI scribe
3w
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Account Associate - State Farm Agent Team Member
Rochester, New York, United States
$35k-$50k/yr OnsitePart Time
Contact prospective clients, build rapport, uncover needs, communicate coverage options, schedule appointments; clear communication, time management, self-motivation, professionalism; must complete applicable insurance licensing.