Client Services Associate Financial Advisors
Job in
City of Rochester, Rochester, Monroe County, New York, 14602, USA
Listed on 2026-10-07
Listing for:
Thorley Wealth Management Inc
Full Time
position Listed on 2026-10-07
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor / Consultant, Wealth Management, Finance Assistant
Job Description & How to Apply Below
Location: City of Rochester
Thorley Wealth Management Inc, located in Rochester, NY, is seeking a full-time Client Service Associate to ensure exceptional client support and assist financial advisors with various tasks. The ideal candidate will have at least one year of experience in a financial services administrative role, strong organizational abilities, and familiarity with customer service principles. The job offers a salary range of $55,000 to $75,000 per year, and includes benefits such as a 401(k) and health insurance.
A notary public license is a plus.
We are looking to fill the Dynamic Client Services Associate for Financial Advisors position at Thorley Wealth Management Inc in City of Rochester, NY, United States. This role, Dynamic Client Services Associate for Financial Advisors at Thorley Wealth Management Inc, could be your next move. Are you ready to take on the Dynamic Client Services Associate for Financial Advisors role at Thorley Wealth Management Inc?
Position Requirements
10+ Years
work experience
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