Top 72 Customer service representative Jobs in Springville 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 Specialist
National Air Cargo —Orchard Park, NY
- $55,000 - $75,000 a year
- Weekends as needed
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Client Care Specialist
Reding Inc —Springville, NY
- $16 - $20 an hour
- Full-time
- Computer literacy
- Mid-level
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
Customer Relations Representative - State Farm Agent Team Member
Jennifer Warren - State Farm Agent —Hamburg, NY
- $20 - $25 an hour
- Full-time
- Office
- Communication skills
- Entry level
- Paid time off
- Flexible schedule
Quick Apply
Customer Service Associate I
Dollar Tree —Springville, NY
- $16.00 - $16.50 an hour
- Part-time
- High school diploma or GED
- Ability to lift 50 pounds
- Grocery store experience
- Health insurance
- Dental insurance
Customer Service Representative
Gowanda Electronics —Gowanda, NY
- $21 - $25 an hour
- Full-time
- 7 years
- Microsoft Excel
- Microsoft Outlook
- AD&D insurance
- Paid holidays
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Customer Service Representative
McGard LLC —Orchard Park, NY
- $19.50 - $25.00 an hour
- 8 hour shift
- Computer literacy
- English
- Office
- Profit sharing
- Paid holidays
Quick Apply
Admin. Asst.- Patient Care Access Center
Spectrum Health & Human Services —Orchard Park, NY
- $16.50 - $19.00 an hour
- Full-time
- Hybrid work
- Computer literacy
- High school diploma or GED
- Computer skills
- Paid holidays
- Health insurance
Quick Apply
Customer Service Representative
Bryant & Stratton College —Orchard Park, NY
- $39,000 a year
- Overtime
- Hybrid work
- Microsoft Outlook
- Customer service
- High school diploma or GED
- Paid training
- Wellness program
Quick Apply
Customer Care Coordinator
TruGreen Limited Partnership —Orchard Park, NY
- $21 - $23 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- English
- Health insurance
- Dental insurance
Quick Apply
Customer Service Representative
BestSelf Behavioral Health —Orchard Park, NY
- $18 an hour
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health insurance
- Tuition reimbursement
Quick Apply
Financial Aid Customer Service Representative
Bryant and Stratton College —Orchard Park, NY
- $22.12 an hour
- Overtime
- In-person
- 1 year
- Associate's degree
- Health savings account
- Health insurance
Quick Apply
Customer Service Representative
Healthworks WNY —West Seneca, NY
- $18 - $20 an hour
- Full-time
- Computer literacy
- Writing skills
- HIPAA
Quick Apply
7d
Customer Service Representative
Seneca Gaming and Entertainment —Salamanca, NY
- $16.12 an hour
- Weekends as needed
- Sales
- Computer literacy
- High school diploma or GED
Quick Apply
Durable Medical Equipment Order Processor/Customer Service Specialist
Elite Medical Supply of New York, LLC —West Seneca, NY
- $20 - $22 an hour
- Full-time
- Microsoft Office
- In-person
- Communication skills
- Disability insurance
- Health insurance
Quick Apply
7d
Seasonal Fulfillment Coordinator
Mattel —East Aurora, NY
- $23.50 - $26.25 an hour
- Full-time
- Microsoft Excel
- Computer literacy
- Research
Quick Apply
6d
Client Services Representative
Orchard Park Veterinary Medical Center —Orchard Park, NY
- $18 - $21 an hour
- Weekends as needed
- Background check
- Administrative experience
- High school diploma or GED
- Paid parental leave
- Health savings account
Quick Apply
Front Desk Customer Service & Sales Associate
AAA Western and Central New York —Orchard Park, NY
- $19.09 an hour
- Weekends as needed
- Office
- High school diploma or GED
- 1 year
- Paid training
- AD&D insurance
Consumer Services Coordinator
Mattel —East Aurora, NY
- $20 - $24 an hour
- Full-time
- Microsoft Excel
- Office
- Fair chance
Quick Apply
Customer Success Rep
Sonwil Distribution Center Inc —West Seneca, NY
- $18.99 - $21.50 an hour
- Full-time
- Office
- Ability to sit for extended periods
- Organizational skills
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

customer service representative jobs in springville ny

Client Services Specialist

Customer Service Specialist

Client Care Specialist

Customer Relations Representative - State Farm Agent Team Member

Customer Service Associate I

Customer Service Representative

Customer Service Representative

Admin. Asst.- Patient Care Access Center

Customer Service Representative

Customer Care Coordinator

Customer Service Representative

Financial Aid Customer Service Representative

Customer Service Representative

Customer Service Representative

Durable Medical Equipment Order Processor/Customer Service Specialist

Seasonal Fulfillment Coordinator

Client Services Representative

Front Desk Customer Service & Sales Associate

Consumer Services Coordinator

Customer Success Rep

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