1mo
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Client Associate
Buffalo, New York, United States
$55k-$60k/yr OnsiteFull Time
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.
Microsoft Office Suite
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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Client Service Associate
Buffalo, New York, United States
$35k-$90k/yr OnsiteFull Time
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
3w
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Wealth Management Client Associate
Williamsville, New York, United States
$25-$44/hr HybridFull Time
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
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.
3w
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Client Associate (IR licensed) CIBC Wood Gundy
Toronto, Ontario, Canada
$51k-$59k/yr OnsiteFull Time
CIRO-ID investment representative in good standing, brokerage/financial-services experience, strong client engagement and business development skills, proficiency with Salesforce, Microsoft Excel, and Power BI, legally eligible to work in Canada.
Salesforce, Microsoft Excel, Power BI
1w
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Client Success Associate (Bilingual, French/English)
Canada or Toronto
$68k-$79k/yr HybridFull Time
3+ YOE3+ years client-facing or account management experience, bilingual French/English fluency, strong communication, ownership, data and CRM proficiency, and ability to manage partner programs end-to-end.
Salesforce
2w
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Senior Associate. Client Solutions
Toronto, Ontario, Canada
OnsiteFull Time
4+ YOE4+ years in financial services, bachelor's or equivalent, strong investment knowledge, advanced Excel and Microsoft Office proficiency, excellent communication and analytical skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
3w
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Senior Associate (m/f/d) Equity Index Client Operations
Toronto, Ontario, Canada
HybridFull Time
4+ YOEBachelor's degree in finance/economics/mathematics, 4+ years in index operations or client-facing finance role, advanced Excel, client relationship management, strong communication and analytical skills, fluent English.
Microsoft Excel
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
4d
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Client Success Team, Relationship Management Associate
Toronto, Ontario, Canada
OnsiteFull Time
Onboarding experience in capital markets or related functions; knowledge of KYC/AML and capital markets products; strong Excel and CRM skills; excellent communication and organizational skills; Bachelor's degree or equivalent preferred.
Microsoft Excel, CRM
1w
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Associate Director
Toronto, Ontario, Canada
$85k-$120k/yr OnsiteFull Time
6+ YOE6+ years commercial real estate lending experience; strong financial analysis, underwriting, client communication, and knowledge of lending regulations; proficiency in Word and Excel.
Microsoft Word, Microsoft Excel
3w
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Retail Store Associate - Client Acquisition Specialist (Full Time/Part Time)
Toronto, Ontario, Canada
OnsiteFull Time, Part Time
2+ YOE2+ years customer-facing experience in financial advisory, retail investment, or brokerage; hunter mentality; strong knowledge of financial markets and brokerage platforms; tech-savvy with CRM and trading apps; exceptional English communication; bachelor's degree strongly preferred.
CRM
2mo
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ASSOCIATE MEDIA DIRECTOR
Buffalo, New York, United States
$70k/yr HybridFull Time
8+ YOEMinimum of eight years in media planning/strategy; leading multi-channel campaigns; strong client management and leadership.
2mo
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Associate Veterinarian - Hartzel Animal Hospital
St Catharines, Ontario, Canada
$120k-$140k/yr OnsiteFull Time
0+ YOELicensed Canadian DVM; strong communication; client relations; teamwork; problem-solving.
1mo
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Associate, Diligence Management (Private Equity)
Toronto or North America or Europe or Asia or Africa or Australia
$110k-$130k/yr OnsiteFull Time
4+ YOEBachelor's degree required; 4+ years in private equity fund marketing, due diligence, client services or fundraising; strong project management, private equity knowledge, Microsoft Office proficiency, excellent written and verbal English.
Loopio, Salesforce, Power BI, Mercatus, Seismic, Microsoft Office
1w
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Operations Associate - Part Time
Amherst, New York, United States
$18-$21/hr OnsitePart Time
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.
1mo
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Operations Associate - Part Time
Cheektowaga, New York, United States
$18-$23/hr OnsitePart Time
1+ YOE1-2 years retail or client-focused experience, strong organization and communication, ability to lift up to 50 lbs, availability for nights/weekends/holidays, and punctual attendance.
1mo
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Client Relationship Sales Coordinator
Buffalo, New York, United States
$20-$25/hr OnsiteFull Time
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