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Client Operations Associate Jobs in Rochester, NY

Alphabe Insight

Client Service Associate

Rochester, NY · On-site

$45K - $49K/yr

We are seeking a dedicated and detail-oriented Client Service Associate to support daily client operations and ensure a high standard of service delivery. This role is ideal for individuals who excel ...

Alphabe Insight Inc

Client Service Associate

Rochester, NY · On-site

$45K - $49K/yr

We are seeking a dedicated and detail-oriented Client Service Associate to support daily client operations and ensure a high standard of service delivery. This role is ideal for individuals who excel ...

Alphabe Insight Inc

Client Service Associate

Rochester, NY · On-site

$45K - $49K/yr

We are seeking a dedicated and detail-oriented Client Service Associate to support daily client operations and ensure a high standard of service delivery. This role is ideal for individuals who excel ...

Gallagher

Client Service Associate

Batavia, NY

$13.75 - $19/hr

Overview At Gallagher, we're looking for a Client Service Associate to join our Commercial team. In ... operations running smoothly. You'll also collaborate with team members to improve workflows ...

Gallagher

Client Service Associate

Batavia, NY

$13.75 - $19/hr

Overview At Gallagher, we're looking for a Client Service Associate to join our Commercial team. In ... operations running smoothly. You'll also collaborate with team members to improve workflows ...

CBRE

Automation Engineer

Rochester, NY · On-site

Come join our global network of professionals supporting client operations across CBRE. Looking for growth and career advancement? Upon completing six months of successful service, associates may ...

CBRE

Maintenance Technician

Rochester, NY · On-site

$60K/yr

Come join our global network of professionals supporting client operations across CBRE. Looking for ... Associate's or higher degree from a vocational school or college with a focus in the mechanical or ...

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All JobsClient Operations Associate JobsClient Operations Associate Jobs in Rochester, NY

Client Operations Associate information

See Rochester, NY salary details

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How much do client operations associate jobs pay per hour?

As of Jul 10, 2026, the average hourly pay for client operations associate in Rochester, NY is $25.89, according to ZipRecruiter salary data. Most workers in this role earn between $17.55 and $29.90 per hour, depending on experience, location, and employer.

What is the difference between Client Operations Associate vs Client Services Coordinator?

AspectClient Operations AssociateClient Services Coordinator
Required CredentialsTypically a bachelor's degree, relevant certifications (e.g., CRM tools)Similar educational background, often with customer service certifications
Work EnvironmentCorporate offices, financial firms, consulting companiesFinancial institutions, marketing agencies, client-facing departments
Employer & Industry UsageUsed in finance, consulting, tech sectorsCommon in finance, marketing, and service industries
Search & Comparison IntentPeople comparing operational roles focused on client management and backend processesIndividuals looking for client-facing roles emphasizing service and support

The main difference is that a Client Operations Associate focuses on managing internal processes, data, and backend operations to support client accounts, while a Client Services Coordinator emphasizes direct client interaction, support, and service delivery. Both roles require strong communication skills and industry knowledge, but their primary focus areas differ.

What are the key skills and qualifications needed to thrive as a Client Operations Associate, and why are they important?

To thrive as a Client Operations Associate, you need strong analytical abilities, attention to detail, and a background in business, finance, or a related field. Familiarity with CRM systems, data management tools, and proficiency in Microsoft Excel are commonly required, while certifications in project management or operations can be advantageous. Excellent communication, organizational skills, and a client-focused mindset help build strong relationships and ensure smooth operations. These skills are critical for efficiently managing client accounts, resolving issues, and supporting overall business objectives.

What does a Client Operations Associate do?

A Client Operations Associate is responsible for supporting the day-to-day activities related to client accounts, ensuring smooth operations and high-quality service. Their tasks typically include onboarding new clients, processing transactions, resolving client inquiries, and maintaining accurate records. They act as a liaison between clients and internal teams to address issues and optimize client experiences. This role requires strong organizational skills, attention to detail, and effective communication abilities.

How does a Client Operations Associate typically collaborate with other departments within a company?

Client Operations Associates often serve as a bridge between the client and internal teams such as sales, account management, and finance. They coordinate with these departments to ensure client requirements are met, resolve operational issues, and streamline onboarding or account changes. Strong communication and organizational skills are essential, as the role involves tracking progress, relaying feedback, and helping to maintain high levels of client satisfaction by facilitating smooth internal workflows.

What is a client operations associate?

A client operations associate is responsible for managing client accounts, ensuring smooth service delivery, and supporting client needs. They often handle communication, data management, and coordinate with internal teams using tools like CRM software to maintain client satisfaction and operational efficiency.

What does a customer operations associate do?

A client operations associate manages and supports client accounts by handling inquiries, processing transactions, and ensuring smooth service delivery. They often use customer relationship management (CRM) tools and require strong communication and organizational skills to maintain client satisfaction and operational efficiency.

Is a CSA job stressful?

A Client Operations Associate (CSA) role can be stressful due to handling client inquiries, managing multiple tasks, and meeting deadlines. Success in the position often depends on strong communication skills, organization, and the ability to work under pressure.

What jobs pay 4000 a week without a degree?

A Client Operations Associate typically earns less than $4,000 weekly, but high-paying roles without a degree include sales managers, real estate brokers, and certain tech sales positions, which can reach or exceed that amount with experience and commissions. These roles often require strong communication skills, industry knowledge, and sometimes certifications, but not necessarily a college degree.
What are the most commonly searched types of Client Operations jobs in Rochester, NY? The most popular types of Client Operations jobs in Rochester, NY are:
What cities near Rochester, NY are hiring for Client Operations Associate jobs? Cities near Rochester, NY with the most Client Operations Associate job openings:
Client Operations Associate jobs near you

Operations Associate

Delibert Employment Solutions

Rochester, NY

Full-time

Re-posted 29 days ago

Job description


Job Title: Operations Associate


Company: [Financial Services Firm]


Job Description:

A prestigious financial services firm seeks a dedicated and detail-oriented Operations Associate to join our dynamic Operations department. The successful candidate will play a critical role in asset movement, account opening, and account transfer requests, ensuring seamless operations within the firm. This position requires a deep understanding of industry regulations and firm policies, coupled with a professional demeanor in client-facing interactions.

Key Responsibilities:

  • Facilitate the accurate and timely movement of assets, ensuring compliance with industry regulations and firm policies.
  • Oversee the process of account opening and account transfers, maintaining meticulous attention to detail.
  • Develop and maintain an in-depth knowledge of relevant industry rules and regulations.
  • Provide exceptional client service through clear and courteous communication, demonstrating professionalism in all interactions.
  • Collaborate with internal teams to streamline operations and enhance efficiency.


Qualifications:

  1. Experience:
  • 1-3 years of professional or administrative experience, preferably within the financial services industry.
  1. Licenses:
  • Series 7 and Series 66 licenses required, or the ability to obtain them within 18 months of hire.
  1. Education:
  • Bachelor’s Degree preferred.
  1. Skills:
  • Outstanding communication, presentation, and organizational skills.
  • Strong attention to detail and ability to manage multiple tasks simultaneously.
  • Professional demeanor with the ability to handle client interactions tactfully and courteously.


Additional Information:

  • This role offers the opportunity to develop a comprehensive understanding of the financial services industry.
  • The ideal candidate will exhibit a proactive approach, a strong sense of responsibility, and a commitment to continuous improvement.


Application Process:

Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to teresa@delibertemployment.com

We look forward to reviewing your application and exploring how you can contribute to our firm's success.


Join our team and contribute to the high standards of service and operational excellence that define our firm.