Client Service Associate

Description

Hannah Savage with working with a professional organization who is looking for a welcoming and organized Client Service Associate to support their daily front office operations in Rochester, New York. The ideal candidate is comfortable in a client-facing environment, pays close attention to detail, and can adapt to a variety of support needs throughout the office.

Responsibilities:

- Welcome visitors at the front desk and maintain a courteous, responsive presence throughout the day.

- Manage incoming client interactions, including phone calls and in-person inquiries, and provide timely follow-up on document receipt and related status updates.

- Scan, organize, and maintain files electronically using Share File to ensure accurate and accessible records.

- Prepare and send client invoices while helping keep billing documentation current and organized.

- Route tax return documents through the appropriate filing process without performing tax preparation work.

- Support assigned partners and their clients with administrative coordination tailored to their individual preferences and workflows.

- Handle general office support tasks as needed, including data entry, document management, and other administrative assistance.

- Assist with light office upkeep from time to time, such as basic cleaning or vacuuming, to help maintain a tidy workspace.

For immediate and confidential consideration, apply or contact Hannah Savage w/Robert Half's Rochester, NY branch today!

Requirements - At least 1 year of experience in an administrative, receptionist, or client service position.

- Ability to communicate professionally with clients in person, by phone, and through written correspondence.

- Experience with general office tasks such as filing, scanning, invoicing, and data entry.

- Comfortable working in a front desk setting with frequent visitor traffic and changing priorities.

- Strong organizational skills and attention to detail when handling documents and records.

- Proficiency with standard administrative systems and willingness to learn tools such as Share File.

- Ability to support multiple requests efficiently while maintaining a high level of professionalism.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ()  and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit  for more information.

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