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
1mo
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Client Partner
Toronto, Ontario, Canada
$129k-$169k/yr HybridFull Time
5+ YOEBachelor's degree, 5+ years in strategic account leadership or client management, strong commercial/financial acumen, CRM and forecasting experience, exceptional communication and strategic advisory skills.
CRM
1w
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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
2mo
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Client Director Canada
Toronto, Ontario, Canada
OnsiteFull Time
5+ YOE5+ MgmtLeads client management, P&L ownership, and growth; 5+ years in consumer packaged goods; strong leadership, communication, and strategic planning.
Microsoft Office, MEI
4w
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CLIENT ADVISOR - YORKDALE
Toronto, Ontario, Canada
$20-$24/hr OnsiteFull Time
3+ YOEMinimum 3 years retail sales experience (luxury preferred), computer literate, client book preferred, flexible schedule including evenings, weekends and holidays.
2d
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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.
3d
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Client Service Representative [Hourly]
Niagara Falls, Ontario, Canada
OnsitePart Time
Provide client-facing banking support, assist with transactions, answer questions, leverage digital channels, and connect clients with specialists; legally eligible to work in Canada.
3w
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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
3w
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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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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.
14h
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Client Safety Specialist (North)
Buffalo, New York, United States
$18/hr OnsiteFull Time
High school diploma/GED, greet and screen clients, monitor site safety, patrol grounds, prepare incident reports, lead emergency response, work evenings/weekends/holidays, reliable transportation.
2w
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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
3w
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Director, Client Leadership
Toronto, Ontario, Canada
HybridFull Time
Senior go-to-market/leadership experience in technology or management consulting, banking account development and delivery, regulatory and risk knowledge, technical program management, AI/cloud familiarity, ecosystem partnerships, and commercial revenue responsibility.
AWS, Microsoft, Google, Salesforce
3w
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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.