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Client Assistant Jobs in Rochester, NY (NOW HIRING)

Coordination includes providing status updates on engagement status and reviewing potential next steps to ensure that a clear plan is in place for each client. * Assist with documentation of all ...

Coordination includes providing status updates on engagement status and reviewing potential next steps to ensure that a clear plan is in place for each client. * Assist with documentation of all ...

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Client Assistant information

See Rochester, NY salary details

$17.3K

$35.4K

$43K

How much do client assistant jobs pay per year?

As of Aug 20, 2026, the average yearly pay for client assistant in Rochester, NY is $35,356.00, according to ZipRecruiter salary data. Most workers in this role earn between $32,245.00 and $41,124.00 per year, depending on experience, location, and employer.

What does a client assistant do?

A Client Assistant is responsible for providing support to clients and ensuring their needs are met efficiently and professionally. Their duties often include answering client inquiries, assisting with paperwork, scheduling appointments, and handling basic administrative tasks. Client Assistants act as a liaison between the client and the organization, helping to resolve issues and maintain positive relationships. They play a key role in delivering excellent customer service and supporting the work of other team members.

What are the key skills and qualifications needed to thrive as a client assistant?

To thrive as a Client Assistant, you need strong organizational skills, attention to detail, and a background in customer service or administrative support, often supported by a high school diploma or equivalent. Familiarity with office software like Microsoft Office Suite, CRM systems, and basic data entry tools is typically required. Outstanding interpersonal skills, patience, and the ability to communicate clearly help you build positive relationships with clients and colleagues. These skills ensure that client needs are efficiently met, fostering satisfaction and loyalty in a competitive business environment.

How does a client assistant typically collaborate with other departments to ensure excellent client service?

Client Assistants play a vital role in bridging communication between clients and various internal departments, such as sales, customer support, and account management. They frequently coordinate with these teams to address client inquiries, resolve issues, and ensure that services are delivered accurately and on time. Effective collaboration requires strong organizational and communication skills, as well as the ability to manage multiple tasks and prioritize client needs. By working closely with colleagues, Client Assistants help maintain high client satisfaction and foster long-term relationships.

What are the most commonly searched types of Client jobs in Rochester, NY?

The most popular types of Client jobs in Rochester, NY are:

What cities near Rochester, NY are hiring for Client Assistant jobs?

Cities near Rochester, NY with the most Client Assistant job openings:

Sales Assistant - Client Relationship Support

M&T Bank

Pittsford, NY • On-site

$21.49 - $35.81/hr

Full-time

Re-posted 24 days ago


M&T Bank rating

7.9

Company rating: 7.9 out of 10

Based on 186 frontline employees who took The Breakroom Quiz

80th of 171 rated banks


Job description

Sales Assistant - Client Relationship Support
- Pittsford, NY
Launch your career in wealth management with M&T Bank. We're seeking a Client Relationship Associate (Sales Assistant) to support Financial Advisors while helping grow client relationships across an assigned branch or region. In this role, you'll partner closely with Advisors to deliver a seamless client experience-managing follow-ups, supporting onboarding, and preparing for client engagements. This is an opportunity to build foundational experience, contribute to business development efforts, and grow within a collaborative, high-performing team.
Primary Responsibilities:
  • Partner with Financial Advisors to support client relationships and deliver a seamless client experience across an assigned branch or region
  • Manage client follow-ups, servicing requests, and day-to-day communication with existing and prospective clients
  • Prepare for client meetings by coordinating schedules, gathering materials, and supporting onboarding activities
  • Assist with marketing materials, events, and seminars to support business development efforts
  • Track sales and referral activity to provide visibility into performance
  • Review and process documentation, ensuring accuracy and timely submission
  • Support trade processing, audit, compliance, and risk management activities

What You'll Bring
  • Client-first mindset with strong organizational and communication skills
  • Ability to manage multiple priorities in a fast-paced environment
  • Experience in sales support, administration, or client service preferred

Education and Experience Required:
Associate's degree, or in lieu of a degree, a combined minimum of 2 years' higher education and/or work experience
Education and Experience Preferred:
Minimum of 1 years' sales and/or sales administration experience
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $21.49 - $35.81 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
Location
Pittsford, New York, United States of America

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