194 client support jobs at 121 companies in Lockport, NY
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Client Support Manager
Toronto or Mississauga
$70k-$105k/yrHybridFull Time
Fidelity Canada: Provides investment products and clearing services for Canadian investors.
3+ YOE3+ years service or operations support in financial services; completion of a 3-year post-secondary education or equivalent; CSC and Broadridge Dataphile are assets; strong analytical, communication and customer service skills; proficiency with Excel, Word and Adobe.
Broadridge Dataphile, Microsoft Excel, Microsoft Word, Adobe
Ripple: Provides blockchain solutions for global payments and liquidity.
5+ YOE2+ Mgmt5+ years in hands-on support; 2+ years in leadership; SaaS tools experience; data-driven with strong communication and cross-functional collaboration.
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
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.
2+ YOEProvide treasury product support and client service; troubleshoot systems, review account setup for compliance, and research/resolve client treasury issues. Requires 2+ years financial institution experience and high school diploma or equivalent.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Conduct virtual consultations, manage client records and scheduling, present solutions, follow up to build relationships; strong communication and coachable attitude required.
American Income Life: Provides supplemental life and health insurance to working families.
No prior experience required; strong communication, organization, and customer service skills. Training and mentorship provided. Customer service or sales experience helpful.
CIBCToronto Stock Exchange: CM: Provides personal, commercial, and investment banking and wealth management.
Provide front-line client support in banking centers, handle transactions, resolve client issues, promote digital tools, and work flexible hours including evenings and weekends.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
Provide client service support to financial advisors, perform cashiering and administrative tasks, and use Microsoft and CRM tools; high school diploma required; FINRA registrations preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Align HCM: Provides implementation and managed support services for HCM software.
2+ YOE2+ years client-facing experience in customer success, client services, HRIS/HCM or payroll support; strong communication, organization, problem-solving; experience with HCM/SaaS environments; ability to manage multiple clients and coordinate teams.
Wellington-Altus Financial: Provides independent wealth management and investment advisory services.
5+ YOEBachelor's in finance preferred or equivalent experience; 5+ years in administrative/client-support roles in financial services; CSC/CPH and CIRO registration assets; strong communication and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Teams, Salesforce, Croesus, AI tools
TransPerfect: Provides global language services and localization technology solutions.
2+ YOE2+ years B2B customer service experience, native-level English fluency, strong communication and technical aptitude, experience supporting VDR/platform workflows, client training, and documentation.
Client Services Coordinator, Student Academic Records
Toronto, Ontario, Canada
$81k-$104k/yrOnsiteFull Time
University of Toronto: Public research university providing undergraduate and graduate academic programs.
4+ YOEBachelor's degree or equivalent, minimum 4 years client service experience in high-volume environment, training delivery experience, advanced computer and reporting skills, strong communication and confidentiality.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
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
VetStrategy: Operates a national network of veterinary clinics and hospitals.
Provide client-facing reception and administrative support in a veterinary clinic; strong communication, customer service, and teamwork skills; accommodations available on request.
Veritext: Provider of technology-enabled court reporting and litigation support services.
Provide client scheduling and support via phone and email; strong customer service, written and verbal communication, attention to detail, organization, and multitasking skills.
CitiNYSE: C: Global diversified financial services holding.
Client-facing operations role supporting account opening and maintenance, document verification, regulatory reviews, and client communication; bachelor\u0002s degree or equivalent required.