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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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.
2mo
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Client Service Manager
Ithaca, New York, United States
$58k-$65k/yr OnsiteFull Time
3+ YOE3+ MgmtLead client service operations, manage staff, oversee billing and client relations; 5 day work week; office-based with teaching and mentoring responsibilities.
Excel, PowerPoint, Word, MyVCAapp, Care Credit, Trupanion
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.
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
1w
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Client Executive, Employee Benefits
Syracuse, New York, United States
$96k-$159k/yr HybridFull Time
5+ YOEBachelor’s+5 years client coordination/claims experience (or HS+10 years), Life & Health license, willing to travel ~25%, strong communication and account management skills.
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
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.
4d
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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
2w
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Veterinary Client Care Representative
East Syracuse, New York, United States
$19-$30/hr OnsiteFull Time
Entry-level client-facing role; excellent communication required; prior veterinary experience not required; cover letter and resume required; continuing education stipend and career advancement offered.
1w
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Private Client Banker - Geneseo
Geneseo, New York, United States
$25-$38/hr OnsiteFull Time
Deliver plan-based financial advice to clients with up to $2M in investable assets; develop relationships, meet sales/referral goals, and refer investment, mortgage, and business banking solutions.
Microsoft Excel, Microsoft Word, Microsoft Windows
1mo
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Sr. Director Client Delivery
Dallas or Oxford or Rochester or United States
$134k-$188k/yr OnsiteFull Time
15+ YOE7+ Mgmt15+ years in client delivery/implementation in SaaS or enterprise software, 7+ years senior leadership, Bachelor’s or Master’s in business/CS/engineering, PMP/ITIL/Lean Six Sigma a plus, strong communication and executive presence.
Agile, Waterfall
4d
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Part-Time Client Service Coordinator
Webster, New York, United States
$15-$20/hr OnsitePart Time
1+ YOE1 year related experience required; high school diploma preferred; strong client service, communication, computer and math skills; able to lift up to 50 lbs and work weekends/evenings.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
4w
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Senior Client Solutions Manager (Spanish)
Miami or Rochester or New York City or Boston or Bentonville or Kansas City or Hyderabad or Sydney or Mexico or South America
$75k-$95k/yr RemoteFull Time
6+ YOE6+ years client-facing experience in marketing/advertising/SaaS, bilingual Latin American Spanish and English, enterprise account growth, strong stakeholder management, analytics fluency, and proficiency with project management tools.
Asana, Jira
2w
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Veterinary Client Service Representative
Rochester, New York, United States
$16-$18/hr OnsiteFull Time
1+ YOE1+ years client service experience preferred, veterinary experience preferred; strong communication, multitasking, ability to lift up to 50 pounds, team-oriented; full-time availability (30-40 hrs/week).
3w
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AVP, Claims Client Services
Chicago or Tarrytown or Warren or Boston or Littleton or Lake Mary or Glastonbury or Los Angeles or Melville or Princeton or Wyomissing or Radnor or Downers Grove or New York or Brea or Plano or DeWitt or Atlanta
$152k-$242k/yr HybridFull Time
12+ YOE7+ MgmtBachelor's degree (Master's preferred) or equivalent; ~12 years related experience with ~7 years management; deep commercial insurance knowledge, strategic leadership, executive relationship management, strong communication, and Microsoft Office skills.
Microsoft Office
4d
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Client Specialist, Pittsford NY
Pittsford, New York, United States
$17-$21/hr OnsitePart Time
Part-time retail role focused on clienteling, sales, communication, prospecting, and use of POS/computer devices; flexible availability including evenings, weekends, and holidays required.
POS, computer, iPad, handheld systems
1mo
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Client Service Leader - Water & Wastewater Services
Latham or Syracuse or Massena
$132k-$232k/yr HybridFull Time
12+ YOEBachelor's degree or equivalent, 12 years of related experience, municipal water/wastewater project experience, client development and portfolio financial management, travel 20-40%
2mo
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Client Services Representative
Liverpool, New York, United States
$18-$19/hr OnsiteFull Time
Customer-service oriented, organized, strong communication and typing skills, Microsoft Office proficiency; customer service/call center experience a plus; multilingual a bonus.
Microsoft Office