Location
Rochester, New York, United States
Posted
July 21, 2026
Job Description
Benefits:
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 w...
- 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 w...