326 client jobs at 157 companies in Penn Yan, NY
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.
3mo
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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
1d
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Personal Lines Client Manager
Webster, New York, United States
$45k-$56k/yr OnsiteFull Time
3+ YOE3+ years personal P&C experience, state Property & Casualty license, HS diploma or equivalent, strong Excel/Word skills, client service and coverage knowledge.
Microsoft Excel, Microsoft Word, EPIC
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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 Wealth Management Client Associate
Pittsford, New York, United States
$25-$44/hr OnsiteFull Time
High school diploma/GED required. Client service experience, strong communication, detail orientation, and proficiency with Microsoft Word/Excel/PowerPoint and Salesforce. FINRA SIE/Series certifications preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Senior Client Solutions Manager
Rochester or New York City or Boston or Bentonville or Kansas City or Hyderabad or Sydney
$80k-$110k/yr RemoteFull Time
6+ YOE6+ years client-facing experience in marketing/advertising/SaaS, proven enterprise account growth and retention, strategic thinking, stakeholder management, project management (Asana/Jira), and data/analytics fluency.
Asana, Jira, BN Influencer, Meta, TikTok, X, Snapchat, Pinterest
1d
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Client Services Supervisor - Majors
Pittsford, New York, United States
$82k-$85k/yr OnsiteFull Time
PaylocityNASDAQ: PCTY: Provides cloud-based software for payroll, HR, and workforce management.
2+ YOEBachelor's degree, 2 years payroll/finance/client services experience, project management, escalation and retention experience, proficiency with SQL, Microsoft Access, and Microsoft Excel, plus strong communication and reporting skills.
SQL, Microsoft Access, Microsoft Excel
3w
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Private Client Banker - Irondequoit
Rochester, New York, United States
$25-$38/hr OnsiteFull Time
Sales-focused banker for clients with up to $2M in investable assets; requires FINRA S6,S63,SIE, Life & Health insurance upon hire, HS diploma (BA preferred) and experience developing customer relationships; MS Windows/Office and digital literacy.
MS Windows, Microsoft Word, Microsoft Excel
1d
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Veterinary Client Service Representative - Dermatology
Rochester, New York, United States
$18-$20/hr OnsiteFull Time
1+ YOEMinimum 1 year clinical veterinary experience, strong communication and organization, positive attitude, self-motivated; duties include client communication, scheduling, check-in/out, and payment processing.
2mo
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Professional, Client Account Services
Dallas or Irvine or Rochester
$56k-$75k/yr OnsiteFull Time
1+ YOEBachelor’s degree or equivalent, 1-3 years in product implementation or technical/client support, SQL or programming preferred, strong communication, critical thinking, and technical project coordination skills.
SQL
1w
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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
1w
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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 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
1mo
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Sr Manager, Client Account Services
Dallas or Austin or Rochester
$78k-$100k/yr OnsiteFull Time
5+ YOEBachelor's degree or 5+ years' experience in product implementation/technical client support; strong problem-solving, communication, and project coordination skills; experience with SQL, input forms, rules, tables, error codes, and JIPS; familiarity with real estate concepts preferred.
SQL, SalesForce, JIPS
2w
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Telephonic Client Manager- Print Sales
New York or Rochester
$54k-$90k/yr RemoteFull Time
3+ YOE3+ years B2B sales experience, high school diploma/GED, proven contract negotiation and closing, experience with C-level engagement, occasional travel (<10%).
4d
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Client Advisor Seeking Former Athlete
Pittsford or Rochester
$65k-$87k/yr HybridFull Time
Strong communication, goal-oriented, Life Accident & Health license required; teamwork, resilience, and discipline valued.