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Client associate Jobs in Rochester, NY

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Client associate • rochester ny

Last updated: 1 hour ago

Client Service & Operations Associate

Nesco ResourceHenrietta, NY, United States
Full-time

Client Service & Operations Associate.Are you highly organized, detail-oriented, and passionate about providing exceptional service? Our client is seeking a dependable Client Service & Operations A... Show more

Associate Dentist

Aspen DentalRochester, New York, United States of America
$180,000.00 yearly
Full-time +1

Dental Service Organization (DSO).Let us handle your business and administrative tasks, so you can focus on what you do best: providing exceptional patient care.Unlimited access to free continuing ... Show more

 • Promoted

Client Services Representative

PaylocityPittsford, New York, United States
$25.00 hourly
Full-time
Quick Apply

Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce.The company has become one of the fastest-growi... Show more

Client Services Director

Insero Talent SolutionsRochester, NY, United States
Full-time

The Director of Support Services is a senior leadership role at the heart of Rochester Optical's commercial organization, spanning its operating platforms — R-Lab, Allegiant Eyewear, ROMCO, a... Show more

Veterinary Client Service Representative

Animal Hospital of PittsfordRochester, NY, US
$30.00 hourly
Full-time

Veterinary Client Service Representative .Thrive Pet Healthcare is one of the first veterinary services offering a comprehensive continuum of care for pets’ primary, specialty, and acute needs.Thro... Show more

Client Service Associate

Thorley Wealth Management IncRochester, NY, US
$55,000.00 yearly
Full-time

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 ... Show more

J.P. Morgan Wealth Management - Private Client Investment Associate - Rochester, NY

JPMorgan ChaseRochester, NY, United States
Full-time

Private Client Investment Associate.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service ... Show more

Client Services Associate

TransPerfectRochester, NY, US
Full-time

Do you want to work for the global leader in the language services and technology industry? Are you interested in helping international brands/organizations find and implement solutions that allow ... Show more

J.P. Morgan Wealth Management - Private Client Investment Associate - Rochester, NY

JPMorgan Chase Bank, N.A.Rochester, NY, US
$25.25 hourly
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

Client HR Business Partner I

PaychexRochester, NY, United States
Full-time

Paychex Human Capital Management.Paychex is reimagining how businesses manage their workforce by bringing payroll, HR, benefits, and advisory services together into a single connected HCM platform.... Show more

 • New!

Client Care Specialist

HTTravelsRochester, NY, USA
Remote
Full-time
Quick Apply

Remote | Flexible Schedule | Training Provided.We're currently seeking friendly, organized, and service-oriented individuals to join our growing team as a.In this role, you'll provide personalized ... Show more

Private Wealth Management Client Associate

Bank of AmericaPittsford, NY, United States
$25.00 hourly
Full-time

Merrill Wealth Management Job Opportunity.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ins... Show more

Remote Client Services Associate – Travel Industry

AspiretalentagencyRochester, New York, United States
Remote
Full-time
Quick Apply

We are seeking a professional and customer-focused.Remote Client Services Associate.This role is ideal for individuals who enjoy helping people, communicating effectively, and providing excellent c... Show more

J.P. Morgan Wealth Management - Private Client Investment Associate - Rochester, NY

ChaseRochester, NY, United States
Full-time

Private Client Investment Associate.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service ... Show more

Veterinary Client Service Representative

Suburban Animal HospitalRochester, NY, US
Full-time +1

Veterinary Client Service Representative .Thrive Pet Healthcare is one of the first veterinary services offering a comprehensive continuum of care for pets’ primary, specialty, and acute needs.Thro... Show more

Veterinary Client Service Representative

Greece Animal HospitalRochester, NY, US
$16.00 hourly
Full-time

Veterinary Client Service Representative.Thrive Pet Healthcare is one of the first veterinary services offering a comprehensive continuum of care for pets’ primary, specialty, and acute needs.Throu... Show more

Senior Client Solutions Manager

Brand Networks, an Augeo companyRochester, NY, United States
$80,000.00 yearly
Full-time

Senior Client Solutions Manager.Since 2006, BN (an Augeo company since our acquisition in 2023) has been a leader in social media tech innovation and media excellence.BN's mission has been to provi... Show more

Client Services Associate

TradeJobsWorkforce14642 Rochester, NY, US
Full-time

As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person.Finance to provide... Show more

 • Promoted

Client Success Manager

TradeJobsWorkForce14602 Rochester, NY, US
Full-time

Client Success Manager Job Duties: Train CS team in the coaching/management process for clients in regards to ... Show more

 • Promoted
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Client Service & Operations Associate

Client Service & Operations Associate

Nesco ResourceHenrietta, NY, United States
7 days ago
Job type
  • Full-time
Job description

Client Service & Operations Associate

Are you highly organized, detail-oriented, and passionate about providing exceptional service? Our client is seeking a dependable Client Service & Operations Associate to support client service, scheduling, paperwork, CRM management, and daily business operations.

This is an excellent opportunity for someone who enjoys keeping things organized, following through on important details, and serving as a trusted resource to both clients and internal team members. Financial services experience is helpful but not requiredthey are willing to train the right candidate!

Salary: $50,000$65,000 annually

Schedule: MondayFriday, 8:00/8:30 a.m.4:30/5:00 p.m.

Work Arrangement: Hybrid flexibility, with in-office attendance required for training, meetings, and team needs

What Youll Do:

  • Serve as a professional point of contact for routine client service needs
  • Respond to client calls and emails and coordinate follow-up activities
  • Communicate with financial institutions to gather information and resolve outstanding items
  • Schedule client meetings and coordinate calendars
  • Prepare meeting materials, client forms, statements, and supporting documents
  • Prepare and process new business paperwork while tracking outstanding requirements and signatures
  • Maintain accurate client information, notes, tasks, and workflows within Salesforce and other internal systems
  • Keep client records and electronic files organized, accurate, and up to date
  • Track action items and help ensure deadlines and follow-up tasks are completed
  • Support administrative projects, correspondence, mailings, client events, and other team initiatives
  • Identify opportunities to improve workflows and support efficient day-to-day operations
  • Handle confidential client information with professionalism and discretion

What Were Looking For:

  • 2+ years of experience in customer service, administration, operations, or a professional office environment
  • Strong organizational skills and exceptional attention to detail
  • Ability to manage multiple priorities and follow tasks through to completion
  • Strong communication and customer service skills
  • Proficiency with Microsoft Office, including Excel
  • Comfort working with spreadsheets, databases, CRM systems, and other technology
  • Strong critical-thinking and problem-solving abilities
  • Ability to maintain accuracy in a highly regulated and detail-focused environment

Experience in financial services, banking, insurance, accounting, legal services, or another detail-intensive professional setting is preferred but not required. Experience with Salesforce, CRM systems, Microsoft Copilot, or other business applications is a plus.

If you are organized, dependable, client-focused, and interested in building a long-term career in financial services operations, we encourage you to apply!

Nesco Resource provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.