50 client associate jobs at 32 companies in Lancaster, NY
1mo
Save
Mark Applied
Hide
1mo
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: Global financial services firm providing investment and wealth management.
Provide client service and administrative support to financial advisors; detail-oriented, strong Microsoft Office skills, willingness to obtain securities licenses (Series 7/63/65/66). High school diploma required; college preferred.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
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.
M&T BankNYSE: MTB: Provides retail, commercial, and institutional banking and trust services.
5+ YOEPerform KYC and onboarding reviews, verify documentation, open and code accounts, escalate risk issues, and manage high-volume workflows; 5+ years combined education/experience required.
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.
Catholic Charities of the Diocese of Rochester: Providing human services and humanitarian aid in Western New York.
2+ YOEHigh school diploma or GED; driver license; 2 years human services/residential or crisis experience; homeless client issues knowledge; conflict resolution preferred.
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.