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Financial Services Associate: Client Service & Operations
Job in
City of Rochester, Rochester, Monroe County, New York, 14602, USA
Listed on 2026-08-21
Listing for:
Sage Rutty & Co.
Full Time
position Listed on 2026-08-21
Job specializations:
-
Finance & Banking
Financial Services, Bank Customer Service, Banking Operations, Regulatory Compliance Specialist
Job Description & How to Apply Below
Sage Rutty & Company, a Rochester-based financial services firm with a long history, seeks a Financial Services Associate to support an established advisor practice. The role focuses on delivering seamless client service while assisting with operational tasks and professional growth in a trusted wealth management environment.
The position emphasizes organization, attention to detail, and collaboration with Operations and Compliance to ensure excellent client experiences and compliant service
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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