Top 2828 Client services Jobs in Buffalo, 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
Benefits Advisor
Aflac —Buffalo, NY
- $45,000 - $83,000 a year
- No weekends
- Hybrid work
- Travel
- Communication skills
- Entry level
- Opportunities for advancement
- Flexible schedule
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Junior Sales Representative
Nerd Bar Vape —Buffalo, NY
- $42,000 - $90,000 a year
- Full-time
- Google Workspace
- High school diploma or GED
- Organizational skills
- Work from home
- Employee discount
Quick Apply
Patient Care Navigator
Imagine Staffing Technology —Buffalo, NY
- $21 - $22 an hour
- Full-time
- Mid-level
- High school diploma or GED
- In-person
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4d
Contact Center Representative- Level 1
Apple Bank for Savings —Buffalo, NY
- $40,000 - $50,000 a year
- Weekends as needed
- Remote
- Spanish
- Microsoft Excel
- High school diploma or GED
12d
Contact Center Representative- Level 1
Apple Bank for Savings —Buffalo, NY
- $40,000 - $50,000 a year
- Weekends as needed
- Remote
- Spanish
- Microsoft Excel
- High school diploma or GED
Customer Support Specialist
1stdibs.com —Buffalo, NY
- $24.50 - $27.00 an hour
- Remote
- Spanish
- 1 year
- Communication skills
- Commuter assistance
- Paid parental leave
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Remote Customer Service/Sales Representative
Agent Alliance —Hamburg, NY
- $65,000 - $70,000 a year
- Full-time
- Remote
- Entry level
- Paid training
- Health insurance
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Remote Commercial Collections LARGE BALANCE
Greenberg Grant & Richards Inc —Buffalo, NY
- $100,000 a year
- Full-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- High school diploma or GED
- Health insurance
- Dental insurance
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Receptionist / Client Experience Coordinator
Hadley Exhibits Inc —Buffalo, NY
- From $22 an hour
- Full-time
- Office
- Administrative experience
- In-person
- Health savings account
- Health insurance
Quick Apply
5d
Collections Specialist
FinMax —Buffalo, NY
- $25,000 - $65,000 a year
- Full-time
- Remote
- Microsoft Excel
- Mid-level
- Communication skills
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10d
Sales Support Associate III
Coach —Buffalo, NY
- $15.00 - $19.50 an hour
- Part-time
- English
- Ability to lift 50 pounds
- Organizational skills
- Commuter assistance
- Paid parental leave
Wellness Biometric Screener
US WELLNESS, INC —Buffalo, NY
- $30 - $35 an hour
- Full-time
- Customer service
- Computer literacy
- HIPAA
- Flexible schedule
Quick Apply
Call Center Representative - Debt Counselor Hybrid 2462 010226
CONTINENTAL SERVICE GROUP LLC —Cheektowaga, NY
- $20 - $21 an hour
- 8 hour shift
- Hybrid work
- Computer literacy
- English
- Mid-level
- Flexible schedule
Quick Apply
Receptionist/Administrative Assistant
Actuarial Consulting Services (ACSI) —Buffalo, NY
- $25 - $27 an hour
- Email
- Office
- High school diploma or GED
- Ability to sit for extended periods
- Health savings account
- Paid holidays
Quick Apply
2d
Entry Level Operations Associate (Corporate Reorganization) - Hybrid
M&T Bank —Amherst, NY
- $20.55 - $34.25 an hour
- 8 hour shift
- Hybrid work
- Office
- Finance
- Continuous improvement
Customer Service Representative - Part-Time or Full-Time - Flexible Shifts
Orqa Group —Buffalo, NY
- $16 - $19 an hour
- Part-time
- Bilingual
- Spanish
- Office
- Flexible schedule
Quick Apply
Administrative Assistant
Ferguson Electric Inc —Buffalo, NY
- $25 - $35 an hour
- Microsoft Excel
- Microsoft Outlook
- Inventory management
Quick Apply
Front Desk Associate
South Park Optical —Blasdell, NY
- $17 - $22 an hour
- Part-time
- Computer literacy
- Office
- Organizational skills
- Flexible schedule
Quick Apply
2d
Client Services Specialist
Solidifi Title & Closing LLC —Buffalo, NY
- $37,000 - $40,000 a year
- Sales
- Computer literacy
- Residential
Quick Apply

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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

client services jobs in buffalo, ny

Client Services Specialist

Benefits Advisor

Junior Sales Representative

Patient Care Navigator

Contact Center Representative- Level 1

Contact Center Representative- Level 1

Customer Support Specialist

Remote Customer Service/Sales Representative

Remote Commercial Collections LARGE BALANCE

Receptionist / Client Experience Coordinator

Collections Specialist

Sales Support Associate III

Wellness Biometric Screener

Call Center Representative - Debt Counselor Hybrid 2462 010226

Receptionist/Administrative Assistant

Entry Level Operations Associate (Corporate Reorganization) - Hybrid

Customer Service Representative - Part-Time or Full-Time - Flexible Shifts

Administrative Assistant

Front Desk Associate

Client Services Specialist

I want to receive the latest job alert for client services in buffalo, ny

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