Client Services Associate - Financial Planning Support
Job in
City of Rochester, Rochester, Monroe County, New York, 14602, USA
Listed on 2026-02-16
Listing for:
JK Executive Strategies, LLC
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A well-respected financial services firm is seeking a Client Service Assistant based in Rochester, NY. This role involves administrative and operational support, assisting with client engagement and documentation while ensuring strong relationships with clients. Candidates should possess a Bachelor's degree in finance or a related field and ideally have over three years of relevant experience. This position offers a salary range of $58,000 to $65,000, creating a significant opportunity for personal and professional development.
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Position Requirements
10+ Years
work experience
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