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
5d
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Client Manager- First Line Client Specialist Hybrid
Getzville, New York, United States
$61k-$85k/yr HybridFull Time
1+ YOE1+ year capital markets or operations experience; bachelor’s degree; strong communication, quantitative and problem-solving skills; proficiency with Microsoft Office and Bloomberg; knowledge of market products and client onboarding.
Microsoft Office, Bloomberg
5d
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Client Manager- First Line Client Specialist Hybrid
Getzville, New York, United States
$61k-$85k/yr HybridFull Time
1+ YOE1+ years in capital markets, operations, risk, client onboarding or middle office; bachelor\u0002s degree; strong communication, quantitative and problem-solving skills; Microsoft Office and Bloomberg proficiency.
Microsoft Office, Bloomberg
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 Coordinator
Henrietta, New York, United States
$15-$20/hr OnsiteFull Time
Provide professional client service in a veterinary hospital, recruit and educate clients about wellness plans, perform administrative and financial tasks, assist with scheduling and retail transactions; two Saturdays per month required.
10h
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Client Service Director
Batavia, New York, United States
$100k-$167k/yr HybridFull Time
6+ YOE4+ Mgmt6+ years client service/claims experience (or 11+ with HS/GED),4+ years supervisory experience,property and casualty insurance license,strong interpersonal and planning skills,ability to resolve complex client issues.
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
3mo
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Client Service Representative
Amherst, New York, United States
$17-$19/hr OnsiteFull Time
Customer-service experience preferred; willing to train. Responsibilities include greeting clients, scheduling appointments, processing payments, managing records, and maintaining facility cleanliness.
2w
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Client Service Coordinator
Amherst, New York, United States
$15-$20/hr OnsiteFull Time
Provide exceptional client service, schedule appointments, process transactions, use Microsoft Office, lift up to 50 lbs, multi-task, work weekends/evenings.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
2w
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Client Relations Manager I
Buffalo, New York, United States
$70k-$75k/yr OnsiteFull Time
2+ YOEDevelop and maintain client relationships, manage client programs, drive sales growth, negotiate contracts, and maintain account activities in Salesforce; strong communication, analytical and process-improvement skills required.
Microsoft Office, Salesforce, Lotus Notes
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
1mo
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Private Client Advisor
Hamburg, New York, United States
$62k/yr HybridFull Time
FINRA SIE, S7, and S66 or S63+65 required; resident state insurance licenses required; HS diploma required (BA preferred); demonstrated sales results and client-focused advisory skills; ability to travel and drive.
1w
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Client Advisor with Sports Background
Pittsford, New York, United States
$65k-$87k/yr HybridFull Time
Strong communication and interpersonal skills; goal-oriented; life, accident & health license required; ability to educate clients on financial planning and insurance.
1mo
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Manager Client Service - NY
Latham or Pittsburgh or Buffalo
$72k-$108k/yr HybridFull Time
5+ YOE5+ years client service experience; oversee client account servicing, enrollment, product implementation, project management, and staff leadership; bachelor's degree or equivalent; obtain state Life/Accident & Health producer license within 45 days.
1mo
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Industrial Client Development Manager
Williamsville, New York, United States
$43k-$67k/yr OnsiteFull Time
1+ YOE1+ year sales experience, proven client conversion and negotiation skills, experience managing client databases and meeting activity targets; strong client-facing credibility and communication skills.
2w
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Client Relations Manager I
Buffalo, New York, United States
OnsiteFull Time
2+ YOEDevelop and manage client relationships, lead account programs, achieve sales targets, coordinate cross-functional teams, and maintain account documentation.
Sales Force.com, Microsoft Office, Lotus Notes
5d
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Sr. Director Client Delivery
Dallas or Oxford or Rochester
$134k-$188k/yr OnsiteFull Time
15+ YOE7+ Mgmt15+ years in client delivery/implementation in SaaS or enterprise software, 7+ years senior leadership, experience with large-scale implementations, strategic and operational delivery expertise.
Agile, Waterfall
1mo
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Industrial Client Development Manager
Williamsville, New York, United States
$43k-$67k/yr OnsiteFull Time
1+ YOE1+ year proven sales experience, client-facing credibility, experience meeting sales targets, database management, pricing negotiation, strong communication and activity-driven sales approach.
1w
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Client Support Specialist II
Williamsville, New York, United States
$21-$28/hr OnsiteFull Time
Administer employee reimbursement plans (Section125/129/132/105(h)/HSA), respond to participants/clients/brokers, prepare reports, ensure payroll/file reconciliation; prior benefits administration experience required.
Microsoft Office