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
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
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
1d
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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.
1mo
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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
2mo
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Client Care Specialist (2nd Shift + Shift Differential) - Full Time
Syracuse, New York, United States
$17-$18/hr OnsiteFull Time
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.
Computer
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)
1mo
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Wealth Planning Associate, Client Success (HYBRID OR REMOTE)
Syracuse or Salt Lake City or United States
$50k/yr HybridFull Time
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.
1mo
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Wealth Planning Associate, Client Success (HYBRID OR REMOTE)
Salt Lake City or Syracuse or United States
$50k/yr HybridFull Time
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.
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.
3mo
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Tax Associate
Rochester, New York, United States
OnsiteFull Time
Bachelor's in Accounting required. CPA preferred or CPA-eligible; prior public accounting tax experience preferred; strong communication, technical tax aptitude, and ability to manage multiple clients and deadlines.
CCH Axcess
2mo
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RESIDENTIAL ASSOCIATE- LPT Days
Rochester or Newark
$19-$20/hr OnsitePart Time
2+ YOEHigh school diploma or GED; driver license; 2 years human services/residential or crisis experience; homeless client issues knowledge; conflict resolution preferred.
5d
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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.
4d
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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.
1d
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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.
6d
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Shelter Kitchen & Facilities Associate
Syracuse, New York, United States
$22-$23/hr OnsiteFull Time
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.
Microsoft Office
2mo
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Associate Director, Project Controls
Syracuse, New York, United States
$133k-$186k/yr OnsiteFull Time
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