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Direct Client Virtual Assistant Jobs in Rochester, NY

ELS

Client Service Specialist

Pittsford, NY · On-site

$38.46 - $43.17/hr

Direct communication with prospects and clients (in person, Zoom, phone, email) * Communicate with ... Maintain client data base (salesforce) * Assist in the coordination/scheduling of client meetings

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How much do direct client virtual assistant jobs pay per hour?

As of Jul 12, 2026, the average hourly pay for direct client virtual assistant in Rochester, NY is $24.07, according to ZipRecruiter salary data. Most workers in this role earn between $20.14 and $27.02 per hour, depending on experience, location, and employer.

How does a Direct Client Virtual Assistant typically manage communication and collaboration with clients who work in different time zones?

As a Direct Client Virtual Assistant, managing communication across time zones is a common challenge. Most VAs use shared digital tools like project management platforms, cloud-based calendars, and messaging apps to stay organized and responsive. It's standard practice to establish overlapping 'core hours' for real-time communication and clarify expectations regarding response times. Regular check-ins and clear documentation help ensure tasks are completed smoothly, regardless of time differences. This approach fosters trust and reliable collaboration, even when working remotely for clients around the world.

What are Direct Client Virtual Assistants?

Direct Client Virtual Assistants are professionals who provide administrative, technical, or creative support to clients remotely, usually working directly for the client rather than through an agency. Their tasks may include scheduling, email management, research, data entry, and more, depending on the client’s needs. Working directly with clients allows Virtual Assistants to build stronger relationships and tailor their services to specific requirements. This role often requires excellent communication, organizational skills, and proficiency with digital tools.

What are the key skills and qualifications needed to thrive as a Direct Client Virtual Assistant, and why are they important?

To thrive as a Direct Client Virtual Assistant, you need strong organizational abilities, excellent written and verbal communication, and proficiency in administrative tasks, often supported by experience or a relevant certification. Familiarity with tools like Google Workspace, Microsoft Office, project management platforms (e.g., Asana, Trello), and communication systems such as Slack or Zoom is typically required. Outstanding time management, problem-solving, and interpersonal skills help you stand out in supporting clients remotely. These skills ensure tasks are completed efficiently, client needs are met proactively, and professional relationships are maintained, which is vital for client satisfaction and long-term success.
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Direct Client Virtual Assistant jobs near you
Client Service Specialist

Client Service Specialist

ESL Federal Credit Union

Pittsford, NY • On-site

$38.46 - $43.17/hr

Full-time

Posted 25 days ago

Job description

Opening at Alesco Advisors, an ESL Company

The office location for this position is at Tobey Village office Park in Pittsford NY.

Hours:

40

Schedule: 

Hours are Monday - Friday 8:00 a.m. - 5:00 p.m. Must be flexible to meet current and future business needs. 

Comprehensive Benefits:

Please visit www.alescoadvisors.com for additional information on Alesco Advisors, an ESL Company.

Pay: 

$38.46-$43.17 per hour

Purpose of Position:

The Client Service Specialist’s primary responsibilities include account administration and servicing the firm’s individual and institutional clients, while providing direct support to Advisors in managing client relationships and onboarding new business.

The ideal candidate is highly productive, process-oriented, and attentive to details. The role will require multitasking and the candidate will demonstrate the ability to act upon deadlines. They will also be reliable, maintain a team-oriented attitude, and be able to communicate and work effectively with multiple stakeholders, including: clients, custodians, management, and other departments. The candidate will share a desire to provide outstanding service to clients

Accountabilities:
  • Process client money movement requests (wire transfers, check requests, ACH transfers), confirm completion, and follow-up with client
  • Open new accounts by preparing and processing both custodial and firm required documentation which includes the collection of client information
  • Process client directives
  • Act as client liaison between client and custodians, establish professional working relationship for all parties – client, custodian and firm
  • Direct communication with prospects and clients (in person, Zoom, phone, email)
  • Communicate with internal departments regarding client updates/changes
  • Research and work to resolve client problems/issues as appropriate or assigned, recommend solutions and elevate as needed
  • Maintain client data base (salesforce)
  • Assist in the coordination/scheduling of client meetings
  • Provide phone coverage, greet clients, distribute mail, as needed
  • Perform projects and prioritize tasks
Qualifications:
  • Minimum of 5 years relevant experience in the investment advisory/wealth management industry, servicing both high net worth individuals and institutional clients
  • Excellent written, verbal and listening skills
  • Motivated and self-starter
  • A collaborative team player, able to work with and through others
  • Client focused
  • Strong IT skills
  • Experience with Fidelity and Schwab platforms, a plus
  • Proficiency in Microsoft Office suite (Excel, Word, Outlook) and DocuSign

Key Competencies:

  • Highly motivated with the ability to multi-task and work in a deadline driven environment
  • Exceptional attention to detail and accuracy
  • Effective time management, prioritization of tasks, and overall organization a must
  • Strong written and verbal skills, including the ability to prepare materials clearly and effectively for senior level audiences
  • Strategic thinker that possesses excellent analytical, critical thinking, and problem-solving skills

We’re committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.

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