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Client & Onboarding Specialist
Job in
City of Rochester, Rochester, Monroe County, New York, 14602, USA
Listed on 2026-08-29
Listing for:
High Probability Advisors, LLC
Full Time
position Listed on 2026-08-29
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, Customer Success Management, Client Relationship Management, Office Administrator/ Coordinator
Job Description & How to Apply Below
Location: City of Rochester
High Probability Advisors, LLC is seeking an experienced Client Service Associate to support the Financial Advisor Team and oversee the client experience. The role is on-site in the Rochester/Pittsford area with responsibilities spanning onboarding, account management, client service, and reporting.
The ideal candidate has 5+ years of customer service/administrative experience, a Bachelor’s or Associate degree, and proficiency in Microsoft Office and CRM software.
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