Wealth Client Services Specialist
Job in
City of Rochester, Rochester, Monroe County, New York, 14602, USA
Listed on 2026-01-12
Listing for:
PowerToFly
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
A leading financial services provider is seeking Client Service Associates in Rochester, NY. Candidates will provide exceptional client service and administrative support to Financial Advisors. Responsibilities include managing client relationships, executing transactions, and answering queries. A High School Diploma is required, and a college degree is preferred. Strong organizational, Microsoft Office skills, and a client-first mindset are essential.
This role offers a collaborative environment and opportunities for growth.
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