43 client associate jobs at 28 companies in Penn Yan, NY
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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
Rochester, New York, United States
$35k-$90k/yr OnsitePart Time
High school diploma required (college preferred). Detail-oriented with advanced Microsoft Office skills, client service experience, willingness to obtain Series 7/66 or Series 63/65, and ability to support financial advisors and execute client transactions.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
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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
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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
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Private Wealth Management Client Associate
Pittsford, New York, United States
$25-$44/hr OnsiteFull Time
High school diploma/GED required. Client service experience, strong communication, detail orientation, and proficiency with Microsoft Word/Excel/PowerPoint and Salesforce. FINRA SIE/Series certifications preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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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
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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.
8h
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J.P. Morgan Wealth Management - Private Client Investment Associate - Rochester, NY
Rochester, New York, United States
$25-$35/hr OnsiteFull Time
Requires Series 7 (active or obtained within 120 days), SIE if registered after Oct 1,2018, Series 66/63/65 and life & health insurance to be obtained within 120 days; client service, operational and compliance skills.
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Client Service Manager
Ithaca, New York, United States
$58k-$65k/yr OnsiteFull Time
3+ Mgmt3+ years leadership experience; associate or bachelor degree in management preferred; strong written/verbal communication, time-management, staff supervision, SOP development, billing/AR oversight; Microsoft Office skills; veterinary hospital experience encouraged.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, MyVCAapp, Trupanion, CareCredit
1d
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Personal Lines Associate Client Rep
Geneva, New York, United States
$50k-$54k/yr OnsiteFull Time
0+ YOE0-2 years personal P&C experience; able to process renewals, endorsements, cancellations, and proofs; proficiency with EPIC and Microsoft Office; obtaining state Property & Casualty license required.
EPIC, Microsoft Excel, Microsoft Word, Microsoft Office
6d
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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.
6d
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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.
2mo
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Associate Attorney
Corning, New York, United States
OnsiteFull Time
Experience in business and personal law; estate planning; client counseling; document drafting; compliance; strong communication; ability to manage caseload and build client relationships.
2w
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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.
1w
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Healthcare Audit Senior Associate
Buffalo or Rochester or Batavia
$67k-$73k/yr HybridFull Time
2+ YOECPA or working toward CPA, Bachelor's in Accounting, 2+ years public accounting, healthcare audit experience preferred, strong auditing/US GAAP skills, supervision and client service experience.
1w
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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.
19h
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Managed Payroll Associate - Elevate Solutions Team
Meridian or Rochester or Schaumburg
$19-$27/hr OnsiteFull Time
PaylocityNASDAQ: PCTY: Provides cloud-based software for payroll, HR, and workforce management.
Bachelor's degree required, customer/client service experience, proficiency with Microsoft Office, strong data accuracy and problem-solving skills; required to attend full Account Manager training.
Microsoft Office