Senior Client Services & Operations Associate
Job in
City of Rochester, Rochester, Monroe County, New York, 14602, USA
Listed on 2026-01-19
Listing for:
BBF Wealth
Full Time
position Listed on 2026-01-19
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
A financial services firm in the City of Rochester seeks a Registered Client Service Associate who provides essential administrative support to Financial Advisors and clients. This role includes managing client inquiries, onboarding new clients, and assisting in trading. The ideal candidate will possess over 5 years of experience in financial services, effective communication skills, and proficiency in CRM software. A positive and organized individual ready to thrive in a dynamic environment is required.
This position offers a salary range of $45,000 to $90,000, with travel expectations below 25%.
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Position Requirements
10+ Years
work experience
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