Top 578 Client service associate Jobs in Penfield, Ny

Client Service Associate
Thorley Wealth Management Inc —Rochester, NY
- $55,000 - $75,000 a year
- 8 hour shift
- Office
- Analysis skills
- Organizational skills
- Profit sharing
- Health insurance
Quick Apply
Client Service Associate
Dwyer Agency —Rochester, NY
- $40,000 - $60,000 a year
- Full-time
- Hybrid work
- 1 year
- Communication skills
- Entry level
- Paid training
- Paid time off
Quick Apply
2d
Attorney
Tully Rinckey —Rochester, NY
- $120,000 - $200,000 a year
- Full-time
- Mid-level
- In-person
- Communication skills
- Paid holidays
- Health insurance
Quick Apply
Family Law Attorney
Duke Law Firm, P.C. —Lakeville, NY
- $90,000 - $170,000 a year
- Full-time
- Hybrid work
- Mid-level
- Driving
- Travel
- Mileage reimbursement
- Health insurance
Quick Apply
Licensed Veterinary Technician - Emergency
Rochester Emergency Veterinary Services —Rochester, NY
- $23 - $32 an hour
- Part-time
- Anatomy knowledge
- Patient monitoring
- Mid-level
- Continuing education credits
- Health savings account
Quick Apply
Licensed Veterinary Technician
Animal Clinic of East Avenue —Brockport, NY
- $20 - $28 an hour
- Part-time
- Anatomy knowledge
- Mid-level
- Surgery
- Continuing education credits
- Health insurance
Quick Apply
Resolution Specialist
Scott & Associates, PC —Rochester, NY
- $20 an hour
- Full-time
- Microsoft Excel
- Computer literacy
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Associate Attorney - NY
LOGS Legal Group LLP —Rochester, NY
- $85,000 - $100,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Analysis skills
- Health savings account
- Disability insurance
Quick Apply
Life Sciences / Pharma Contract Recruiter - Talent Acquisition
Impact Bio —Rochester, NY
- Contract
- Computer literacy
- Mid-level
- Organizational skills
Quick Apply
Civil Field Engineer EIT
CME Associates, Inc. —Rochester, NY
- $24 - $30 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Construction site
- Health savings account
- Paid holidays
Quick Apply
Regional CDL-A Driver (home every other day)
C&M Forwarding, Inc. —North Chili, NY
- $75,000 - $85,000 a year
- Full-time
- Clean driving record
- Hazmat Endorsement
- Ability to walk for extended periods
- Profit sharing
- Paid holidays
Quick Apply
9d
Counter Sales Associate – Plumbing
VP Supply Corp —Rochester, NY
- $23 - $25 an hour
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply
1d
Construction Special Inspector
CME Associates, Inc. —Rochester, NY
- $23 - $32 an hour
- Full-time
- Construction site
- Mid-level
- High school diploma or GED
- Health savings account
- Paid holidays
Quick Apply
Behavioral Health Community Services Coordinator
FLACRA —Newark, NY
- $20 an hour
- Full-time
- Clean driving record
- Mid-level
- High school diploma or GED
Quick Apply
Veterinarian
Global Talent Partners —Rochester, NY
- Up to $155,000 a year
- Doctoral degree
- Mid-level
- Surgery
- Paid parental leave
- Health insurance
Quick Apply
12d
Associate Veterinarian at Hilton Veterinary Care Hospital
Hilton Veterinary Care Hospital —Hilton, NY
- $130,000 - $185,000 a year
- Full-time
- Mid-level
- Communication skills
- Continuing education credits
- Disability insurance
Quick Apply
Tax Associate – In-Store
Intuit —Newark, NY
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
8d
Lead Advisor
GROW Wealth Partners - Northwestern Mutual —Pittsford, NY
- $50,000 - $250,000 a year
- Full-time
- Hybrid work
- Background check
- Office
- Finance
- Profit sharing
- Health savings account
Quick Apply
10d
Tax Associate – TurboTax Store
Intuit —Newark, NY
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
8d
Housing Case Manager
FLACRA —Clifton Springs, NY
- $18 - $20 an hour
- Full-time
- Mid-level
- Residential
- Driver's License
Quick Apply

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client service associate jobs near penfield, ny

Client Service Associate

Thorley Wealth Management Inc
Rochester, NY

Quick Apply

Job Details

Full-time
$55,000 - $75,000 a year

Benefits

Profit sharing
Health insurance
Dental insurance
401(k)
Paid time off
Opportunities for advancement

Qualifications

Managing clients in a customer support role
Productivity software
Technical Proficiency
Office phone management

Full Job Description

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Competitive salary
Opportunity for advancement
Profit sharing
Training & development

Client Service Associate

Job Description:

Dynamic financial services firm seeks self-starter to keep growing office organized. This integral position will provide exceptional customer service to clients, work directly with, and support the administrative needs of our financial advisors and assist with the workflow needs of the office.

Summary:

The ideal candidate is honest, hard-working, ethical, and friendly; has a high level of integrity; and wants to be challenged. Must be organized, possess strong attention to detail, be able to work independently and solve problems, be comfortable on the phone and handle multiple projects simultaneously. Must be comfortable with technology and internet savvy. Experience in Microsoft Office Suite is required. Must be able to handle customer service and client needs. Must be highly adaptable and team oriented.

Principal Responsibilities:

Help advisor prepare for client meetings; process new business, completing all forms correctly and submit them for processing within one business day; track all pending business paperwork; follow up on outstanding items; maintain pending business summary and update advisor weekly; file client statements, correspondence, and agreements completely within five business days.
Anticipate advisor needs and handle them proactively.
Maintain CRM system to enter new contacts, update existing contacts, and utilize, update, and create workflows.
Answer the phone and handle all client services issues within capacity.
Use excellent customer service skills to build client relationships.
Draft letters as directed by advisor, prepare, and send outgoing mail.
Assist advisor with marketing efforts, coordinate marketing events and activities, spearhead special projects; other marketing activities as determined.
Become familiar with and backup receptionist position.
Make suggestions to systematize and improve office functions.
Other miscellaneous tasks as assigned.

Required Skills/Knowledge/Competencies:

1+ years of experience as an administrative assistant in the financial services field
Strong organizational skills; detail oriented; strong decision-making and analytical skills; ability to work independently; ability to maintain attention to detail while under pressure.
Strong technical aptitude, including strong PC, internet, and software skills; ability to use multiple technology platforms.
Superior interpersonal, oral, and written communications skills
Notary Public license a plus

Job Type: Full-time

Salary: $55,000 - $75,000 per year

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off

Schedule:

8 hour shift
Monday to Friday

Work Location: In person with some virtual workdays

Quick Apply

Refine Your Search

client service associate jobs in penfield, ny

Client Service Associate

Client Service Associate

Attorney

Family Law Attorney

Licensed Veterinary Technician - Emergency

Licensed Veterinary Technician

Resolution Specialist

Associate Attorney - NY

Life Sciences / Pharma Contract Recruiter - Talent Acquisition

Civil Field Engineer EIT

Regional CDL-A Driver (home every other day)

Counter Sales Associate – Plumbing

Construction Special Inspector

Behavioral Health Community Services Coordinator

Veterinarian

Associate Veterinarian at Hilton Veterinary Care Hospital

Tax Associate – In-Store

Lead Advisor

Tax Associate – TurboTax Store

Housing Case Manager

I want to receive the latest job alert for client service associate in penfield, ny

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