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Account Associate Jobs in Rochester, NY (NOW HIRING)

Livingston County, NY

Senior Account Clerk

Geneseo, NY · On-site

$23.71 - $28.04/hr

Possession of an Associate's (1) degree (2) in Accounting, Business Administration or a related ... Senior Account Clerk - C in all divisions (1) A higher degree is also acceptable. (2) Your degree ...

Livingston County

Senior Account Clerk

Geneseo, NY

$23.71 - $28.04/hr

Qualification Option # 1 2 3 Training/Education Possession of an Associate's [1] degree [2] in ... Senior Account Clerk - C in all divisions [1] A higher degree is also acceptable. [2] Your degree ...

Alphabe Insight Inc

Account Representative

Rochester, NY · On-site

$58K - $62K/yr

GG Media is seeking a dedicated and results-oriented Account Representative to serve as a key point of contact between the company and its clients. This role focuses on maintaining strong ...

Acrisure

Commercial Lines Account Manager

Rochester, NY · On-site

$80K - $92K/yr

Our Account Managers are pivotal in aiding clients with service needs and making changes to ... High School diploma required, Associate Degree or higher preferred * Minimum of 2 years of ...

Dean Licata & Associates, LLC

Be Seen First

Client Service Associate - Investment Management

Pittsford, NY · On-site

$26 - $30/hr

The individual in this position will process new account applications and account updates, maintain ... Associates degree or higher required * 2+ years' experience in a client-facing role within the ...

Acrisure

Commercial Lines Account Manager

Rochester, NY · On-site

$80K - $92K/yr

Our Account Managers are pivotal in aiding clients with service needs and making changes to ... High School diploma required, Associate Degree or higher preferred * Minimum of 2 years of ...

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Account Associate information

See Rochester, NY salary details

$28.2K

$54.3K

$74.6K

How much do account associate jobs pay per year?

As of May 30, 2026, the average yearly pay for account associate in Rochester, NY is $54,310.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,400.00 and $61,700.00 per year, depending on experience, location, and employer.

What Is an Account Associate?

As an account associate, you provide sales, marketing, logistical, or financial support to individuals or teams within your company. Your job duties may include maintaining documentation and schedules for ad campaigns or payments and invoices, coordinating with clerks and other colleagues in the office, processing records, and providing clerical support. The career qualifications for an account associate vary depending on the exact nature of your work. However, you typically need at least a bachelor’s degree in business administration, accounting, marketing, or another relevant field and prior experience in a similar role. You also need excellent communication, computer, and organizational skills, as well as the ability to work in a team-oriented environment.

What are the key skills and qualifications needed to thrive as an Account Associate, and why are they important?

To thrive as an Account Associate, you need strong organizational skills, attention to detail, and a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes basic accounting systems is typically required. Excellent communication, relationship-building, and problem-solving abilities help you stand out in this client-facing role. These skills are crucial for accurately managing accounts, supporting client satisfaction, and contributing to the overall success of the sales or account management team.

How does an Account Associate typically collaborate with sales and client service teams?

Account Associates work closely with both sales and client service teams to ensure client needs are met and that ongoing projects run smoothly. They often act as a liaison, communicating client feedback, coordinating deliverables, and supporting the sales process by preparing proposals or presentations. Regular meetings and shared project management tools help facilitate this collaboration. Strong communication and organizational skills are essential, as Account Associates must balance multiple priorities and maintain positive internal and external relationships.

What does an Account Associate do?

An Account Associate typically supports account managers and sales teams by assisting with client communications, preparing reports, and handling administrative tasks. They help ensure that client accounts are managed efficiently and that clients receive high-quality service. Account Associates may also conduct research, process orders, and resolve issues, acting as a key point of contact between the company and its clients. This role is often considered an entry-level position and provides valuable experience for advancing within sales or account management careers.
More about Account Associate jobs
What are the most commonly searched types of Account jobs in Rochester, NY? The most popular types of Account jobs in Rochester, NY are:
What cities near Rochester, NY are hiring for Account Associate jobs? Cities near Rochester, NY with the most Account Associate job openings:
Account Associate jobs near you
Reciprocal & Municipal Account Specialist

Reciprocal & Municipal Account Specialist

Five Star Bank

Rochester, NY • Hybrid

Other

Medical, Dental, Vision, Life, PTO

Posted 3 days ago

Five Star Bank (New York) rating

6.5

Company rating: 6.5 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

120th of 141 rated banks

Job description

Purpose: The Reciprocal & Municipal Account Specialist is responsible for establishing, managing, and supporting deposit relationships for Municipal and Reciprocal clients to strengthen and expand overall client relationships. This role collaborates closely with Relationship Managers and the Treasury Department to ensure seamless service delivery and effective relationship management.
Essential Functions:
  • Coordinate the onboarding, account opening, and ongoing maintenance of Municipal, ICS, and CDARS relationships in accordance with bank policies and procedures.
  • Manage daily operational activities and process ICS and CDARS transactions through the IntraFi portal, ensuring accuracy and compliance with customer instructions and approvals.
  • Monitor Reciprocal balances to ensure adherence to ALCO policy and regulatory requirements.
  • Prepare and maintain account documentation, including the collection of signatures and required supporting materials.
  • Support the implementation and servicing of Treasury Management and Digital Banking products for Municipal and Reciprocal clients.
  • Assist with submitting bond bids, coordinating bond closings and renewals, and processing bond payments.
  • Utilize Salesforce to manage, track, and report workload and service requests.
  • Develop and maintain professional relationships with client financial teams, including CFOs, controllers, and accounting personnel.
  • Respond to customer inquiries and resolve issues promptly, accurately, and in a manner consistent with the bank's service standards.
  • Demonstrate the standards and principles of the Five Star Bank experience in every interaction with internal and external customers, associates, and stakeholders. Incorporate the high-performance behaviors of teamwork, leading by example, and service in every facet of work.
Job Related Qualifications:
Required:
  • Education: Bachelor's Degree in Accounting, Finance, Business Administration, or related field
  • Prior Experience: 1+ Years of Financial Analysis, or Credit Analysis in Financial industry
  • Licenses or Accreditation: Any required licenses or accreditation required
OR
Required:
  • Education: Associate Degree in Accounting, Finance, Business Administration, or related field
  • Prior Experience: 3+ Years of Financial Analysis, or Credit Analysis in Financial industry
  • Licenses or Accreditation: Any required licenses or accreditation required
Competencies:
  • Attention to Detail: Ensures accuracy and thoroughness in processing transactions, documentation, and reporting.
  • Accountability: Takes ownership of responsibilities and follows through on commitments to clients and internal teams
  • Time Management: Prioritizes and manages multiple tasks efficiently to meet deadlines in a fast-paced environment.
  • Compliance & Risk Awareness: Adheres to bank policies, procedures, and regulatory requirements related to deposit operations and municipal banking.
  • Banking Operations Knowledge: Demonstrates understanding of deposit account structures, transaction processing, and operational workflows.
  • Treasury Management Support: Understands and assists with the implementation and servicing of TM and Digital Banking products.
  • Bond Transaction Processing: Supports bond bids, closings, renewals, and payments accurately and in compliance with bank procedures.
  • Customer Service Orientation: Provides professional, responsive, and solution-focused support to clients.
  • Collaboration: Works effectively with Relationship Managers, Treasury, and other internal departments to deliver a seamless client experience.
  • Communication: Communicates clearly and professionally, both verbally and in writing, with clients and internal stakeholders.
Physical Requirements:
  • Able to regularly sit for prolonged periods of time.
  • Able to travel:
    1. occasionally
  • Extensive computer usage is required.
  • Ability to work:
    1. Evenings
      1. Occasionally
    2. Weekends
      1. Occasionally
Benefits:
  • Medical, Dental, and Vision Insurance
  • Health Savings Account
  • Flexible Spending Account(s)
  • Company Paid Life Insurance, Long-Term Disability, and Short-Term Disability
  • Voluntary Offerings: Life, Critical Illness/Specified Disease, Accident, Hospital Indemnity, Legal Insurance & Personal Accident
  • Tuition Reimbursement
  • Employee Referral Program
  • Wellness Reimbursement Program
  • Star Volunteer Program
  • Employee Banking and Financial Perks
  • Flexible Hybrid Work Schedule
  • Paid Time Off (PTO)
  • Company Paid Holidays

This job description is not exhaustive. The Reciprocal & Municipal Account Specialist may be required to perform other duties as assigned.
The expected rate of pay for this position is shown above. Compensation offers are based on a wide range of factors including relevant skills, training, experience, education and, where applicable, licenses or certifications obtained. Market and organizational factors are also considered. In addition to your base rate of pay and a competitive benefits package, successful candidates may be eligible to receive cash or equity-based incentives based on the role and performance.

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