Operations Associate/Client Associate - Rochester

We're looking for a Client Associate to: · calendaring for the team · T&E in Concur · keep management systems up-to-date with client information · ...

We're looking for a Client Associate to keep management systems up-to-date with client information, educate clients on account services and capabilities, help with the preparation of reports and other materials for client meetings. · ...

Company Description · Crossbridge Financial Group has been providing independent and comprehensive financial planning since 1997, focusing on personal service and individual attention. With a client-centric approach, the firm offers impartial advice tailored to individuals naviga ...

Company Description · Crossbridge Financial Group has been providing independent and comprehensive financial planning since 1997, focusing on personal service and individual attention. With a client-centric approach, the firm offers impartial advice tailored to individuals naviga ...

We are seeking a dedicated and detail-oriented Client Service Associate to support daily client operations and ensure a high standard of service delivery. · Serve as a primary point of contact for client inquiries and requests · ...

· Company Description · Lumina Agency Inc is a forward-thinking organization dedicated to delivering structured, efficient, and high-quality project solutions for our clients. We value precision, collaboration, and professional growth, creating an environment where individuals c ...

The Client Success Associate will fill a key position at CallTower's by being a customer advocate and responsible for the satisfaction and growth of our existing customer base. · Assist with unnamed accounts and become a reliable resource for customers. · Under direct supervision ...

New York Communications Group is hiring a Client Account Associate to drive success for AT&T Communications in Rochester. The role involves handling customer support and representing AT&T's products with professionalism. · ...

A career at Nixon Peabody is the opportunity to do work that matters.Nixon Peabody's Private Clients lawyers partner with individuals, families and business owners to craft their estate plans and achieve their management goals. · ...

We are seeking a motivated and detail-oriented Client Service Associate to support our financial advisory team. · Bachelor's degree in Finance, Business Administration, or a related field preferred. · ...

We're proud of our client-centric atmosphere and as a Client Service Associate (CSA), you can make an immediate, positive impact on our client experience. · ...

The Client Success Associate will fill a key position at CallTower's by being a customer advocate and responsible for the satisfaction and growth of our existing customer base. · ResponsibilitiesAssist with unnamed accounts and become a reliable resource for customers. · Under di ...

+Job summary · We are seeking a dedicated and detail-oriented Client Service Associate to support daily client operations and ensure a high standard of service delivery.+ResponsibilitiesServe as a primary point of contact for client inquiries and requestsMaintain accurate client ...

The Client Service Associate (CSA) plays a crucial role as the backbone of our client experience and operational support team. This position is ideal for a proactive, highly detail-oriented professional eager to master the operational aspects of a financial planning and investmen ...

The Client Service Associate plays a crucial role as the backbone of our client experience and operational support team. This position is ideal for a proactive, highly detail-oriented professional eager to master the operational aspects of a financial planning and investment firm ...

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. · ...

· Full Time or Part Time Associate General Dentist position in Greece, NY.<\/b><\/span><\/b> · <\/b><\/span><\/span><\/div> · <\/b><\/span><\/span><\/div> · <\/b><\/span><\/span><\/div> · We are looking for a skilled and passionate Full Time or Part Time Associate General Dentis ...

We re proud of our client-centric atmosphere and as a Client Service Associate CSA you can make an immediate positive impact on our client experience. · ...

The Client Success Associate will fill a key position at CallTower's by being a customer advocate and responsible for the satisfaction and growth of our existing customer base. · Associate's degree preferred or 3 years of equivalent experience · 4+ years of Customer Service exper ...

At Brighton Securities we are proud of our client centric atmosphere as a Client Service Associate you can make an immediate positive impact on our client experience. · ...

We are partnering with a well-respected financial services firm in search of a Client Service Assistant to join its team. · This role offers an exciting chance to contribute to a growing team and make a significant impact on client relationships.ResponsibilitiesHelp advisor prepa ...