Client Services Specialist Financial Advisors
Job in
City of Rochester, Rochester, Monroe County, New York, 14602, USA
Listed on 2026-01-12
Listing for:
Thorley Wealth Management Inc
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Location: City of Rochester
A financial services firm is seeking a full-time Client Service Associate to provide exceptional customer service and support to financial advisors. The role requires strong organizational skills, detail orientation, and experience in the financial services field. Responsibilities include maintaining CRM systems, tracking business paperwork, and assisting with marketing efforts. The salary range is $55,000 to $75,000 per year, and the position involves in-person work with some virtual workdays.
#J-18808-Ljbffr
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×