Top 305 Customer service associate Jobs in Amherst, Ny

Client Services Specialist
Paramount Settlement Advisors —West Seneca, NY
- $50,000 - $60,000 a year
- Full-time
- Mid-level
- Office
- 1 year
- Paid time off
- 401(k) matching
Quick Apply
Customer Account Representative – First-Party Personal Loan Servicing
Capital Management Services —Buffalo, NY
- From $17 an hour
- Full-time
- Computer literacy
- Computer skills
- Financial services
- Paid training
- Health insurance
Quick Apply
4d
Customer Service Specialist
National Air Cargo —Orchard Park, NY
- $55,000 - $75,000 a year
- Weekends as needed
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Logistics Customer Service Representative $45,000 year
Anchor Freight Management and Logistics LLC —Williamsville, NY
- $45,000 a year
- Full-time
- Customer service
- Mid-level
- Office
- Health insurance
- 401(k)
Quick Apply
4d
Customer Service Representative
GEICO —Getzville, NY
- $19.34 - $29.51 an hour
- Weekends as needed
- High school diploma or GED
- Communication skills
- Entry level
- Paid holidays
- Health insurance
7d
Pharmacy Customer Service Associate
Walgreens —Amherst, NY
- $17 - $19 an hour
- Part-time
- Computer literacy
- Basic math
- Maintenance
- Continuing education credits
- Health insurance
4d
Customer Service Representative
Shingle & Gibb —Amherst, NY
- $22 - $25 an hour
- 8 hour shift
- Hybrid work
- Office
- High school diploma or GED
- Reliable transportation
Quick Apply
8d
Customer Service Associate- Part Time (25 Hours/Week)
Ivoclar Vivadent Inc. —Amherst, NY
- $20 - $21 an hour
- Part-time
- Office
- US work authorization
- Ability to sit for extended periods
- Wellness program
- Health insurance
Customer Service Supervisor (Healthcare)
Centivo —Buffalo, NY
- $70,000 - $75,000 a year
- Full-time
- HIPAA
- Mid-level
- Office
- Health insurance
Customer Service Specialist
StaffBuffalo —Getzville, NY
- $55,000 - $65,000 a year
- Full-time
- Mid-level
- Office
- Math
- Paid holidays
- Disability insurance
Quick Apply
Collections Agent/Customer Service Representative
Northstar Location Services —Buffalo, NY
- $16 - $25 an hour
- Full-time
- Office
- High school diploma or GED
- US work authorization
- Paid training
- Health savings account
Quick Apply
Airport Agent - Customer Service
Envoy Air Inc. —Buffalo, NY
- $16.33 an hour
- Extended hours
- Background check
- 18 years or older
- Pass drug screening
- Paid training
- Health insurance
Contact Center Service Representative
M&T Bank —Williamsville, NY
- $18.00 - $28.31 an hour
- Overtime
- Hybrid work
- Computer literacy
- Research
- High school diploma or GED
- Paid training
- Health insurance
14d
Customer Support Specialist
1stdibs.com —Buffalo, NY
- $24.50 - $27.00 an hour
- Remote
- Spanish
- 1 year
- Communication skills
- Commuter assistance
- Paid parental leave
Quick Apply
(BUF) Part-Time Customer Service Agent
United Ground Express —Buffalo, NY
- $16 an hour
- Overtime
- Background check
- 18 years or older
- Ability to walk for extended periods
- Travel reimbursement
- Paid time off
7d
Delivery Station Customer Service Associate, Delivery Station Liaison
Amazon.com Services LLC —Tonawanda, NY
- $18 - $25 an hour
- Full-time
- Microsoft Outlook
- Merchandising
- Windows
- Employee assistance program
- 401(k) matching
Customer Engagement Rep
PINE ENVIRONMENTAL SERVICES LLC —Amherst, NY
- $20 - $23 an hour
- Full-time
- Office
- High school diploma or GED
- Communication skills
- Paid holidays
- Health insurance
6d
Customer Service Representative
Independent Health —Buffalo, NY
- $19 an hour
- Overtime
- Hybrid work
- Research
- Office
- High school diploma or GED
- Paid time off
Retail Customer Service Associate
FedEx Office —Williamsville, NY
- $17.00 - $19.98 an hour
- Full-time
- Maintenance
- High school diploma or GED
- Project management
- Health insurance
- Dental insurance
Retail-PT Customer Service Sales
Michaels Stores —Amherst, NY
- $16.50 - $19.40 an hour
- Overtime
- Merchandising
- Entry level
- Store discount
- Commuter assistance
9d

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Client Services Specialist

Paramount Settlement Advisors
West Seneca, NY

Quick Apply

Job Details

Full-time
$50,000 - $60,000 a year

Benefits

Paid time off
401(k) matching

Qualifications

Confidential information handling
Phone communication
Client interaction via phone calls

Full Job Description

Who We Are

Invictus Advisory Services is a fee-only Registered Investment Advisor built on the conviction that objective guidance is the cornerstone of lasting financial success. We believe true wealth management extends beyond managing assets — it is about helping clients make informed decisions with confidence and preserving the financial legacy they envision for generations to come. Our investment philosophy is grounded in transparency, active management, and a commitment to the long view. Clients determine the destination; we provide the experience, discipline, and guidance to help them reach it.

We deliver integrated wealth management solutions that bring together investment management, retirement income planning, trust and legacy strategies, tax-aware planning, and long-term asset preservation. Every recommendation is shaped by a deep understanding of each client's goals, values, and tolerance for risk, while our work reflects our unwavering commitment to precision, diligence, and trust.

Who We Are Looking For

Invictus is seeking a proactive, highly organized professional who takes ownership of what comes next without waiting to be asked. In this role, reliability, discipline and commitment are necessary character traits.

You will keep a variety of client engagements moving by securing outstanding documents, signatures, and detailed information from current and prospective clients. This role requires clear, professional communication, sound discretion with sensitive information, and the judgment to know when to operate within established processes and when to escalate to the advisory team.

Roles & Responsibilities

In this role, you will support our advisors by managing client onboarding and documentation needs, and work to elevate the client experience through active coordination, outreach, and execution of general account maintenance that fosters firm growth.

Client Onboarding & Documentation

- Gather client information and prepare account opening paperwork, confirming that each new account is complete, accurate, and accompanied by all required agreements and disclosures.
- Proactively follow up with current and prospective clients to obtain outstanding documents and signatures, keeping every file complete and on track.

Client & Advisor Coordination
- Serve as a reliable point of contact for routine client and attorney communications, responding professionally and bringing matters to the advisory team as appropriate.
- Coordinate and schedule meetings among clients, attorneys, and advisors, and prepare and proof presentation materials so each meeting is clear and accurate.
Account Servicing & Monitoring
- Track open accounts and process account-related transactions on an administrative, non-trading basis, keeping records accurate and current.
- Monitor accounts and cash against client investment objectives, guidelines, and restrictions, escalating anything outside those parameters to the advisory team.
Records & Materials Management
- Maintain organized, accurate, and up-to-date records across the firm's account and planning platforms, following firm standards for naming, version control, and storage.
- Distribute approved client and marketing materials, ensuring each is current and accurate.
Compliance Program Support
- Support the firm's compliance calendar under the direction of the Chief Compliance Officer, including helping prepare, review, and schedule annual ADV updates and assisting with recurring recordkeeping and reporting tasks.
- Maintain compliance records and help track recurring reviews, flagging items that need the CCO's attention.

Qualifications

At a minimum, candidates should have the following:

Strong organizational and critical thinking skills, high attention to detail, and the ability to manage multiple clients, tasks, and deadlines while following through consistently.
Sound judgment and discretion in handling confidential client and financial information.
Clear and professional written and verbal communication skills, and comfort communicating by phone and email with clients and attorneys.
Growth mindset, with a willingness to learn, take on new challenges, and continuously improve.

The following are preferred but not required:

1 to 3 years of experience in financial-related planning services.
Experience with the Charles Schwab, AssetMark, and RightCapital platforms.
An active Series 65 license.

What We Offer

Hours: Monday – Friday, 8:30 a.m. to 5:00 p.m.

Compensation: Competitive base salary to start, with the potential for additional performance-based incentive compensation as you take on greater responsibility, obtain relevant licensing, and the firm continues to grow.

Benefits: 401K firm matching, paid time off, and monthly team events.

Growth: Clear pathways for advancement with increased independence and scope over time, which will be further discussed during the interview process.

Quick Apply

Refine Your Search

customer service associate jobs in amherst, ny

Client Services Specialist

Customer Account Representative – First-Party Personal Loan Servicing

Customer Service Specialist

Logistics Customer Service Representative $45,000 year

Customer Service Representative

Pharmacy Customer Service Associate

Customer Service Representative

Customer Service Associate- Part Time (25 Hours/Week)

Customer Service Supervisor (Healthcare)

Customer Service Specialist

Collections Agent/Customer Service Representative

Airport Agent - Customer Service

Contact Center Service Representative

Customer Support Specialist

(BUF) Part-Time Customer Service Agent

Delivery Station Customer Service Associate, Delivery Station Liaison

Customer Engagement Rep

Customer Service Representative

Retail Customer Service Associate

Retail-PT Customer Service Sales

I want to receive the latest job alert for customer service associate in amherst, ny

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