20 client associate jobs at 15 companies in Ithaca, NY
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Client Service Associate
Syracuse, New York, United States
$35k-$85k/yrOnsiteFull Time
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
High school diploma required (college preferred). Detail-oriented, strong MS Office skills, client service experience preferred. Willingness to obtain Series 7 and Series 66 or Series 63/65 securities licenses.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
Client Care Specialist (2nd Shift + Shift Differential) - Full Time
Syracuse, New York, United States
$17-$18/hrOnsiteFull Time
Rescue Mission Alliance: Provides food, shelter, and recovery services to the needy.
High School Diploma or equivalent; Associates preferred; experience with homeless/mentally ill clients desired; Covid-19 vaccination per health dept; strong communication and crisis management skills.
Wealth Planning Associate, Client Success (HYBRID OR REMOTE)
Syracuse or Salt Lake City or United States
$50k/yrHybridFull Time
EquitableNYSE: EQH: Provides financial advice, life insurance, and retirement planning services.
Bachelor's degree or equivalent experience; ability and motivation to obtain Series 7, Series 66, and Life & Health licenses; client relationship and sales skills; strong communication and analytical ability.
Wealth Planning Associate, Client Success (HYBRID OR REMOTE)
Salt Lake City or Syracuse or United States
$50k/yrHybridFull Time
EquitableNYSE: EQH: Provides financial protection, retirement, and investment management services.
Bachelor's degree or equivalent experience; motivated to obtain Series 7, Series 66 and life insurance licenses (company-funded); experience building and managing customer relationships; strong communication and analytical skills.
Wealth Planning Associate, Client Success (HYBRID OR REMOTE)
Salt Lake City or Syracuse or United States
$50k/yrHybridFull Time
EquitableNYSE: EQH: Provides financial advice, life insurance, and retirement planning services.
Bachelor's degree or equivalent experience; ability and motivation to obtain Series 7, Series 66, and life insurance licenses (company-funded); proven experience building customer relationships; strong communication, sales, and analytical skills.
Experience in business and personal law; estate planning; client counseling; document drafting; compliance; strong communication; ability to manage caseload and build client relationships.
Vera House: Provides domestic and sexual violence prevention and intervention services.
1+ YOEPrepare and serve meals, maintain kitchen and facility cleanliness, perform light maintenance, transport clients, and provide trauma-informed crisis support; high school diploma and valid NY driver's license required.
Cumming Group: International consultancy providing construction project and cost management services.
10+ YOELead project controls and cost management on large-scale projects; strong client management and business development skills; 10+ years preferred.
SAP, Oracle, Primavera, MS Project, Procore, ACC Build, Power BI
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
4+ YOE4+ years in banking/venture/credit/treasury; proven client relationship development and credit structuring skills; strong leadership, communication, and problem-solving; bachelor's degree preferred.
Marietta or Boston or Philadelphia or Durham or Parsippany or Ithaca
$64k-$173k/yrRemoteFull Time
IQVIANYSE: IQV: Provides clinical research and data analytics for pharmaceutical companies.
3+ YOE2+ MgmtBachelor's in life sciences preferred; 3+ years in regulated laboratory environment; 2+ years managing projects; proficiency with Microsoft Office and LTMS; strong client management and communication skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Lab Trial Management Systems (LTMS)
Williamsport or State College or Altoona or Wilkes-Barre or Muncy or Wyalusing or Wysox
OnsiteFull Time
Steinbacher, Goodall & Yurchak: Legal firm specializing in elder law and estate planning.
Supports estate and long-term care planning by preparing and filing legal documents, organizing client information, assisting at client signings, answering calls, and performing general administrative duties; associate degree and office experience preferred.
Trinity Health: National Catholic health system providing comprehensive clinical medical services.
1+ YOECoordinate client-centered medical and behavioral care across providers, use health IT, communicate with clients/families; bachelor's degree preferred (1–2 years experience) or associate plus 4 years; discharge planning/home care experience desired.
Usherwood Office Technology: Installs office technology and provides managed IT services.
Provide Tier 1 support for managed IT clients: respond to tickets, troubleshoot hardware/software/mobile issues, document incidents, escalate to Tier II. Associates degree preferred; CompTIA A+ and 1 year help-desk experience preferred.
Catholic Charities of Onondaga County: Provides social services including housing assistance and refugee resettlement.
3+ YOEAssociate degree in human services (or related) and 3 years experience working with vulnerable individuals; valid NYS driver’s license and insured vehicle, NYS Child Abuse Registry clearance, Microsoft Word proficiency, strong communication and mobility to visit clients.
Lakeview Health Services: Providing supportive housing and rehabilitative services for mental health recovery.
2+ YOEHigh school diploma plus 2 years relevant experience (or associate degree in human services or bachelor\u0000s preferred), valid NYS driver\u0000s license, ability to lift ~35 lbs., experience coaching clients and developing person-centered plans.
ACHIEVE: Provides support services for people with developmental disabilities.
Implement ISPs, supervise/train participants and trainers, collect data and documentation, transport clients, assist with ADLs and behavioral interventions; requires driver's license, ability to lift 50 lbs, CPR/First Aid/SCIP/Medication Administration training; associate degree or HS+experience.