Top 14 Client services associate Jobs in Pittsford, 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 Services Associate
TransPerfect —Rochester, NY
- $48,000 a year
- Full-time
- Bachelor's degree
- Experience equivalent to degree accepted
- Entry level
Sales Assistant - Client Relationship Support
M&T Bank —Pittsford, NY
- $21.49 - $35.81 an hour
- Full-time
- Mid-level
- Office
- Business development
Client Administrator
Bernard P. Donegan, Inc. —Fairport, NY
- $55,000 - $65,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Office
- Health insurance
- Dental insurance
Quick Apply
11d
Client Specialist, Pittsford NY
Talbots —Pittsford, NY
- $16.50 - $20.65 an hour
- Part-time
- Organizational skills
- Computer skills
- Communication skills
- Store discount
- Referral program
Quick Apply
1d
Client Service Supervisor- Mailroom & Hospitality
Canon U.S.A., Inc. —Rochester, NY
- $62,353 - $68,700 a year
- Full-time
- Clean driving record
- Sales
- Inventory management
- Profit sharing
- Health insurance
Inside Sales / Customer Service
Gates Albert —North Chili, NY
- $25 - $40 an hour
- Full-time
- 5 years
- Senior level
- 401(k) matching
Quick Apply
Veterinary Client Service Representative Supervisor
Bayview Animal Hospital —Webster, NY
- $16 - $18 an hour
- Weekends as needed
- Management
- Mid-level
- High school diploma or GED
- Continuing education credits
- Paid parental leave
Quick Apply

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Call Center Representative / Debt Counselor
ConServe —Fairport, NY
Daily Productivity – all Representatives will make between 125-200 phone calls per day and work in a call center environment or remote work environment.
$20 - $21 an hour
Client Services Supervisor - Majors
PAYLOCITY CORPORATION —Pittsford, NY
Performance Management: Continually assesses and build knowledge (technical, business, soft skills) through real time teaching, one on one discussions, team…
$82,000 - $85,000 a year
Quick Apply

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Client Relations Specialist - Fast Track Opportunity to Freight Broker
C.H. Robinson —Grandview Heights, OH
In this role you will engage with peers in-office four days a week, igniting creativity and driving impactful results. 401(k) with 6% company matching.
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Private Wealth Client Associate
Bank of America —Columbus, OH
Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…
$25 - $44 an hour

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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 services associate jobs in pittsford, ny

Client Service Associate

Client Services Associate

Sales Assistant - Client Relationship Support

Client Administrator

Client Specialist, Pittsford NY

Client Service Supervisor- Mailroom & Hospitality

Inside Sales / Customer Service

Veterinary Client Service Representative Supervisor

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