Top 564 Client service associate Jobs in Rochester 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
Call Center Rep - Quality Service Associate 2453
CONTINENTAL SERVICE GROUP LLC —Fairport, NY
- $20 - $21 an hour
- 8 hour shift
- Remote
- Computer literacy
- English
- High school diploma or GED
- Flexible schedule
Quick Apply
Customer Technology Spec I
University of Rochester —Brighton, NY
- $27.16 - $38.03 an hour
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
Administrative Assistant
Coates Field Service Inc —Rochester, NY
- $25 an hour
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Disability insurance
Quick Apply
Attorney
Tully Rinckey —Rochester, NY
- $120,000 - $200,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Paid holidays
- Health 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
Licensed Land Surveyor / Experienced Survey Office Technician
Popli Design Group —Rochester, NY
- $82,000 - $110,000 a year
- Full-time
- Clean driving record
- Office
- 8 years
Quick Apply
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
8d
Resolution Specialist
Scott & Associates, PC —Rochester, NY
- $20 an hour
- Full-time
- Microsoft Excel
- Computer literacy
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
12d
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
8d
Store Associate and Printer/Graphics Designer
The UPS Store 0926 —Rochester, NY
- $20 - $22 an hour
- Part-time
- Organizational skills
- In-person
- Communication skills
Quick Apply
Project Surveyor
DDS Companies —West Henrietta, NY
- $26 - $42 an hour
- Urgently hiring
- Background check
- Clean driving record
- 5 years
- Health savings account
- AD&D insurance
Quick Apply
Financial Administrative Associate Trainee
The Retirement Optimization Group —Rochester, NY
- $40,000 - $52,000 a year
- Full-time
- Background check
- Marketing
- Writing skills
- 401(k)
- Paid time off
Quick Apply
Business Support Assistant
Popli Design Group —Rochester, NY
- $20 - $26 an hour
- Full-time
- Clean driving record
- Writing skills
- Office
Quick Apply
Associate Financial Advisor
Northwestern Mutual —Rochester, NY
- $45,000 - $55,000 a year
- Full-time
- Hybrid work
- Mid-level
- Opportunities for advancement
- Life insurance
Quick Apply
Associate Counsel
O'Connell Electric Company —Victor, NY
- $85,000 - $100,000 a year
- Mid-level
- Office
- Analysis skills
Quick Apply
Night Shift Automotive Fleet Technician - Rochester, NY
GOODYEAR —Greece, NY
- $27 - $31 an hour
- Overtime
- ASE Certification
- Customer service
- DOT physical examination
- Paid training
- Wellness program
2d
Patient Liaison - Durable Medical Equipment Liaison
AdaptHealth —Rochester, NY
- From $19 an hour
- Online Application
- Background check
- Microsoft Outlook
- Hospital
- Health insurance
- Dental insurance
Quick Apply
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
Party Chief (Survey Technician)
Stantec —Rochester, NY
- $67,300 - $97,600 a year
- Full-time
- Clean driving record
- 5 years
- Mid-level
- Wellness program
- Health savings account

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client service associate jobs near rochester 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 rochester ny

Client Service Associate

Call Center Rep - Quality Service Associate 2453

Customer Technology Spec I

Administrative Assistant

Attorney

Associate Attorney - NY

Licensed Land Surveyor / Experienced Survey Office Technician

Construction Special Inspector

Resolution Specialist

Civil Field Engineer EIT

Store Associate and Printer/Graphics Designer

Project Surveyor

Financial Administrative Associate Trainee

Business Support Assistant

Associate Financial Advisor

Associate Counsel

Night Shift Automotive Fleet Technician - Rochester, NY

Patient Liaison - Durable Medical Equipment Liaison

Associate Veterinarian at Hilton Veterinary Care Hospital

Party Chief (Survey Technician)

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

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