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Client Assistant Jobs in Rochester, NY (NOW HIRING)

Morgan Stanley

Client Service Associate

Rochester, NY · On-site

$35K/yr

Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and ...

Morgan Stanley

Client Service Associate

Rochester, NY · On-site

$35K/yr

Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and ...

Welker Mojsej & DelVecchio

Be Seen First

Client Service Associate

Rochester, NY · On-site

$41K - $51K/yr

Assembling tax returns and financial statements. * Assist in mailing/uploading tax organizers to clients. * Filing and client file maintenance (both physical and on network). * Maintain organization ...

CallTower, Inc.

Client Success Manager

Rochester, NY · On-site

$68K - $80K/yr

Description Job Purpose The Client Success Manager will fill a key position at CallTower by being a ... Assist with additional quotes for CallTower services; process the orders in accordance with ...

CallTower Inc

Client Success Manager

Rochester, NY · On-site

Job Purpose The Client Success Manager will fill a key position at CallTower by being a customer ... Assist with additional quotes for CallTower services; process the orders in accordance with ...

CallTower, Inc.

Client Success Manager

Rochester, NY · On-site

$68K - $80K/yr

Description Job Purpose The Client Success Manager will fill a key position at CallTower by being a ... Assist with additional quotes for CallTower services; process the orders in accordance with ...

EFPR ADVISORY LLC

Administrative Assistant

Rochester, NY · On-site

$22 - $25/hr

Time & Billing * Assist with Client Monthly Billings * Edit, Prepare and Post Invoices * Assist with Client AR including collections * Maintain the Time & Billing database * Produce monthly reporting

Morgan Stanley

Client Service Associate

Rochester, NY · On-site

$35K/yr

Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. Duties and ...

Central Carolina Hospital

CNA - CNA | LTC

Pittsford, NY · On-site

$1.0K/wk

Details Client Name The Highlands Living Center Job Type Travel Offering Nursing Profession CNA Specialty CNA | LTC Job ID 31262658 Weekly Pay $1007.0 Shift Details Shift Day 5x8 Scheduled Hours 40 ...

Elevare Branding

Customer Service Assistant

Rochester, NY · On-site

$40K - $44K/yr

We are seeking a Customer Service Assistant to support daily client operations and serve as a key point of contact for customer inquiries. This role is ideal for a detail-oriented professional who ...

New

Alphabe Insight

Customer Service Assistant

Rochester, NY · On-site

$40K - $44K/yr

We are seeking a Customer Service Assistant to support daily client operations and serve as a key point of contact for customer inquiries. This role is ideal for a detail-oriented professional who ...

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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:

Client Assistant jobs near you

Client Service Associate

Morgan Stanley

Rochester, NY • On-site

$35K/yr

Part-time

Re-posted 11 days ago

Morgan Stanley rating

8.4

Company rating: 8.4 out of 10

Based on 155 frontline employees who took The Breakroom Quiz

33rd of 151 rated financial services

Job description

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
Provide service coverage for a FA/PWA/team including:
  • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
  • Executing money movement transactions at the request of the client and/or FA/PWA
  • Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
  • Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA
  • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
  • Supporting the FAs/PWAs/teams' marketing strategy (e.g., website maintenance)
  • Assist FAs/PWAs/teams in delivering against their business plan and client service model
  • Remaining current on all policies, procedures and new platforms
  • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

ADMINISTRATIVE SUPPORT:
  • Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed)
  • Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
  • Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
  • Assisting with general in-office support functions such as copying, filing and scanning documentation
  • Preparing and submitting expense reports for processing at the direction of the FA/PWA

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
  • High School Diploma/Equivalency
  • College degree preferred
  • Industry experience is a plus
  • Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Knowledge/Skills
  • Detail orientated with superior organizational skills and ability to prioritize
  • Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
  • Exceptional writing, interpersonal and client service skills
  • Strong time management skills
  • Team player with the ability to collaborate with others
  • Ability to work in a fast-paced, evolving environment
  • Adaptable and ability to multi-task
  • Goal oriented, self-motivated and results driven

Reports to:
  • Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $35,360 and $90,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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About Morgan Stanley

Sourced by ZipRecruiter

Since our founding in 1935, Morgan Stanley has been committed to serving local and global communities by being a market leader in Investment Banking, Securities, Investment Management and Wealth Management services. Our belief that capital can work to benefit all of society inspires us to put our clients first, lead with exceptional ideas, hold our business to high ethical standards, and give back to communities around the world through philanthropy and public works. We have a smart casual dress code and operate under a philosophy that balances work with your personal life. Our people's talent, passion, and expertise is the fuel on which our organization runs, therefore, our people are our greatest asset. Diversity and inclusiveness is a critical component for our success and it is our priority to continue building a firm that values the unique background and identity of every one of our employees, thus enabling our people to bring their full, and best selves to work each day. Teamwork is the essence of our approach, and so are the values of integrity, excellence, and enabling our people to achieve at the highest levels. We invite you to learn more about our commitment to diversity and serving our community.

Industry

Finance and insurance and software development

Company size

10,000+ Employees

Headquarters location

New York, NY, US

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