Top 273 Customer service representative Jobs in Niagara Falls 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 Service Representative
Spectrum —Amherst, NY
- From $20 an hour
- Weekends as needed
- Background check
- English
- Microsoft Office
- Health savings account
- Health insurance
Quick Apply
1d
Phone specialist
UB Neurosurgery, Inc —Buffalo, NY
- $20 an hour
- Full-time
- Medical office experience
- HIPAA
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
1d
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
9d
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
Remote Customer Support Agent (P&C)
Jerry.ai —Buffalo, NY
- $19 - $21 an hour
- 8 hour shift
- Remote
- Mid-level
- 2 years
- Paid parental leave
- Health insurance
Quick Apply
10d
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
10d
Community Solutions Customer Service Representative I
SPECTRUM —Buffalo, NY
- $20 - $24 an hour
- Holidays
- Computer literacy
- Writing skills
- English
- Opportunities for advancement
4d
Customer Service Representative
SPECTRUM —Cheektowaga, NY
- $20.00 - $25.25 an hour
- Weekends as needed
- Computer literacy
- English
- Residential
- Opportunities for advancement
11d
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
10d
Customer Service - Automotive - Benefits
Towne Automotive —Buffalo, NY
- $60,000 - $100,000 a year
- Multiple hires
- Entry level
- Paid holidays
- Health insurance
Quick Apply
9d
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
Fraud Support Associate
M&T Bank —Buffalo, NY
- $18.68 - $31.14 an hour
- Weekends as needed
- Hybrid work
- Research
- Organizational skills
- Experience equivalent to degree accepted
- Paid training
- Paid parental leave
Customer Service Representative
Independent Health —Buffalo, NY
- $19 an hour
- Overtime
- Hybrid work
- Research
- Office
- High school diploma or GED
- Paid time off
Customer Service Representative
Merchants Mutual Insurance —Buffalo, NY
- $19 - $23 an hour
- Hybrid work
- Office
- High school diploma or GED
- Organizational skills
- Disability insurance
- Health insurance
Quick Apply
Customer Service Representative
Buffalo Biodiesel Inc —Buffalo, NY
- $25 an hour
- Full-time
- Word processing
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Customer Service/Sales
Home Depot —Niagara Falls, NY
- $17 - $20 an hour
- Entry level
Customer Service Representative
MODERN DISPOSAL SERVICES. —Buffalo, NY
- $22 an hour
- Full-time
- Microsoft Outlook
- Mid-level
- Residential
- Health savings account
- Paid holidays
Quick Apply
6d
Family Support Specialist - Healthcare Call Center - Days/Nights
ConnectLife —Williamsville, NY
- $26 an hour
- 12 hour shift
- High school diploma or GED
- Typing
- 1 year
- Dental insurance
- 401(k)
Quick Apply
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

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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 representative jobs in niagara falls ny

Client Services Specialist

Customer Service Representative

Phone specialist

Customer Engagement Rep

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

Remote Customer Support Agent (P&C)

Customer Service Representative

Community Solutions Customer Service Representative I

Customer Service Representative

Customer Service Representative

Customer Service - Automotive - Benefits

Customer Support Specialist

Fraud Support Associate

Customer Service Representative

Customer Service Representative

Customer Service Representative

Customer Service/Sales

Customer Service Representative

Family Support Specialist - Healthcare Call Center - Days/Nights

Contact Center Representative- Level 1

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