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Client Assistant Jobs in Rome, NY (NOW HIRING)

At CNA, we strive to create a culture in which people know they matter and are part of something ... Leads a national team of client-facing professionals who serve as trusted advisors to customers ...

MSOnline, eSign, eAuthorization) Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client ...

MSOnline, eSign, eAuthorization) • Assist FAs/PWAs/teams in a clerical capacity with research ... for client meetings using firm approved systems • Assist with data entry for key client needs ...

Client Experience Coordinator

Utica, NY · On-site +1

$18.50 - $24/hr

We are seeking an organized and customer-focused Client Experience Coordinator to assist clients with reservations, service requests, and ongoing coordination. This role focuses on providing clear ...

Posted today

Client Aid

Utica, NY · On-site

$16.50 - $17.50/hr

ESSENTIAL JOB FUNCTIONS * Assist clients with completing all paperwork, applications ... Serve and clean up after client meals/snacks * Provide recreational programing for clients

Client Aid

Utica, NY · On-site

$16.50 - $17.50/hr

Essential Job Functions * Assist clients with completing all paperwork, applications ... Serve and clean up after client meals/snacks * Provide recreational programing for clients

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Client Assistant information

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 cities near Rome, NY are hiring for Client Assistant jobs?

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

Infographic showing various Client Assistant job openings in Rome, NY as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 14% Part Time, 6% Contract, and 1% Nights. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution.

AVP, Claims Client Services

Cna

Dewitt, NY • On-site

Full-time

Re-posted 20 days ago


Job description

You have a clear vision of where your career can go. And we have the leadership to help you get there.At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.

Officer-level leader responsible for the strategic direction, leadership, and performance of CNA's Client Services organization, ensuring the delivery of a consistent, differentiated claims experience across enterprise product lines and business segments. Leads a national team of client-facing professionals who serve as trusted advisors to customers, underwriting partners, and distribution partners, driving service excellence, client retention, and profitable growth. Develops and maintains strong executive-level relationships with key distribution partners, brokers, and agencies across the country, serving as a visible ambassador for CNA Claims and a critical contributor to market relationships, business development, and customer retention strategies. Partners closely with underwriting, distribution, and field leadership to promote CNA's Claim Value Proposition, support new business opportunities, and enhance renewal success. Serves as a strategic business partner to senior Claim and Field leaders, ensuring client service resources, capabilities, and strategies are aligned with enterprise priorities. Combines exceptional people leadership, organizational leadership, and relationship management skills to foster a high-performing, client-centric culture and strengthen CNA's reputation in the marketplace.

JOB DESCRIPTION:

Essential Duties & Responsibilities

Performs a combination of duties in accordance with departmental guidelines:

  • Contributes to the achievement of both short-and long-term business objectives by driving the development and implementation of strategic and operational objectives designed to promote CNA Claim value proposition, enhance and expand claim services, increase customer retention and positively impact the customer experience.

  • Delivers distinctive value to customer by developing, building and maintaining profitable partnerships with CNA's largest commercial casualty accounts, ensuring ongoing satisfaction with products and services and identifying opportunities to enhance service offerings that meet or exceed customer needs.

  • Acts as a key point of contact both internally and externally at senior levels for National Brokers, Agencies and CNA Branch Vice Presidents by representing CNA Claims, communicating claim strategies, and initiatives, promoting product and service capabilities, establishing proactive touchpoints, ensuring timely responses and problem resolution and gathering and sharing feedback throughout the organization.

  • Leads, directs and has full management accountability for Client Service organization with an emphasis on coaching, talent development, communication, effective expense management, driving a high performance culture, and succession planning in accordance with corporate strategic direction.

  • Owns overall Client Services budget and is accountable for managing all expenses by selectively and actively managing all resources while efficiently delivering high quality service. This includes financial management of claim services, including collaboration with Claim and Underwriting to develop claim fees, claim service levels, and comparing CNA's claim fees against third-party marketplace data to optimize the impact and return of ClaimPlus.

  • Leads or participates in claim/ broker meetings, national meetings (i.e. RIMS), mid-term account reviews, stewardship meetings, renewals and new business offerings by collaborating and partnering with Client Service team, Marketing, Sales and Distribution, Underwriters, Brokers/Agents to understand customer needs, and package claim capabilities, customer-specific trends and industry data, into a compelling story and/or proposition for existing and prospective customers.

  • Demonstrates effective complex problem solving by working with Claim management to resolve problems, client concerns, and critical issues that place a large account in jeopardy of renewal.

  • Collaborates with CNA Corporate Marketing to develop tools, processes and resources consistent with CNA's Brand, to drive best practice producer engagements and that illustrate and endorse Claim capabilities and the claim value proposition to be used in Broker and Customer interactions.

  • Participates in the development and communication of claim corporate or LoB strategies, goals, initiatives, products, capabilities, organization changes/issues that impact large account clients and brokers. Serves as a point of contact for CNA to obtain feedback of our claim service and customer reaction to changes.

  • Raises expectations of self and others by continuously learning and broadening industry and technical knowledge, expanding competitive intelligence and attending and/or participating at industry events and forums

May perform additional duties as assigned.

Reporting Relationship

Typically reports to SVP and above

Skills, Knowledge & Abilities

  • Mastery of the commercial insurance industry and risk management marketplace and products and services

  • Strategic thinking skills such that individual is able to develop and execute on both a short and longer term operational plan

  • Advanced communication skills (including both written and verbal) and demonstrated ability to interact and communicate with all levels of external and/or internal business partners within scope of responsibility

  • Demonstrated ability to collaborate, and to develop and build strong partnerships both externally and internally

  • Strong leadership and management skills demonstrating integrity and professionalism

  • Ability to drive results by identifying and resolving significant problems within scope of responsibility

  • Extensive high level customer service experience and capability to provide superior solutions to internal and/or external customers

  • Ability to act with a sense of urgency to advance priorities of the organization

  • Creative thinking skills and ability to use diverse and innovative ideas to solve problems

  • Knowledge of Microsoft Office Suite and other business-related software

Education & Experience

  • Bachelor's degree with Master's preferred in a related discipline, or equivalent

  • Typically a minimum of twelve years of related work experience, with seven years management experience

  • Applicable certifications preferred

#LI-Hybrid

#LI-LG1

In certain jurisdictions, CNA is legally required to include a reasonable estimate of the compensation for this role. In District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York and Washington, the national base pay range for this job level is $152,000 to $242,000 annually.Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. CNA offers a comprehensive and competitive benefits package to help our employees - and their family members - achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA's benefits, please visitcnabenefits.com.


CNAutilizesAI-enabled technology during the recruiting process. For more information, please visitourcareers page.


CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contactleaveadministration@cna.com