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
2mo
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Client Advisor
Erie or King of Prussia
HybridFull Time
2+ YOEMinimum 2 years in client-facing sales, advisory, or business development in insurance; Property & Casualty license preferred; tech-savvy with CRM/AI tools; hybrid on-site/remote work.
CRM, AI
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
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
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
1d
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Client Service Representative [Hourly]
Port Colborne or Fonthill
OnsitePart Time
Provide front-line banking support, assist with transactions, resolve client issues, and introduce clients to digital banking; must be legally eligible to work at the listed locations.
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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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.
1mo
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Client Service Associate
Buffalo, New York, United States
$35k-$90k/yr OnsiteFull Time
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
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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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
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
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.
6d
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Senior Client Service Manager
Buffalo, New York, United States
$76k-$126k/yr HybridFull Time
5+ YOEBachelor's degree with 5+ years client service/claims experience (or HS/GED with 10+ years), P&C insurance license, Microsoft Office proficiency, strong relationship and adaptability skills.
Microsoft Office
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
1w
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Client Success Manager I
Erie, Pennsylvania, United States
RemoteFull Time
3+ YOE3+ years retirement plan administration and client-facing experience; HS diploma required, bachelor’s preferred; must obtain ASPPA QKA/QKS or NIPA equivalent within 1 year; strong organization, communication, and project management skills.
PensionPro, Microsoft Teams, Microsoft SharePoint
2w
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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
2mo
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Senior Client Development Specialist
Cheektowaga, New York, United States
$86k-$133k/yr OnsiteFull Time
5+ YOEDevelop client relationships, drive growth in Western New York, requires marketing degree or equivalent experience; 5+ years in A/E/C; valid driver’s license.