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Financial Client Service Associate Jobs in Rochester, NY

Lumina Agency INC

Client Service Associate

Rochester, NY · On-site

$45K - $49K/yr

Client Service Associate Lumina Agency Inc is a forward-thinking organization dedicated to delivering structured, efficient, and high-quality project solutions for our clients. We value precision ...

Morgan Stanley

Client Service Associate

Rochester, NY · On-site

$35K/yr

Client Service Associate Client Service Associates provide exceptional service to our clients and ... Supporting the Financial Advisor/Private Wealth Advisor/team in cultivating and enhancing new and ...

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 ...

Welker Mojsej & DelVecchio

Be Seen First

Client Service Associate

Rochester, NY · On-site

$41K - $51K/yr

Client Service Associate Immediate opening Preference given to previous accounting office ... Assembling tax returns and financial statements. * Assist in mailing/uploading tax organizers to ...

Arthur J. Gallagher & Co.

Client Service Associate

Batavia, NY · On-site

$13.75 - $19/hr

Gallagher Client Service Associate At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be ...

Morgan Stanley

Client Service Associate

Rochester, NY · On-site

$35K/yr

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 ...

Morgan Stanley

Client Service Associate

Rochester, NY · On-site

$35K/yr

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 ...

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 this role, you'll help clients solve challenges and deliver tailored insurance solutions. You'll ...

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All JobsFinancial Client Service Associate JobsFinancial Client Service Associate Jobs in Rochester, NY

Financial Client Service Associate information

See Rochester, NY salary details

$13

$31

$66

How much do financial client service associate jobs pay per hour?

As of Aug 26, 2026, the average hourly pay for financial client service associate in Rochester, NY is $31.54, according to ZipRecruiter salary data. Most workers in this role earn between $20.38 and $33.89 per hour, depending on experience, location, and employer.

What does a financial client service associate do in finance?

A financial client service associate provides support to clients by answering inquiries, processing transactions, and maintaining account information. They assist financial advisors with administrative tasks, ensure compliance with regulations, and often use customer relationship management (CRM) tools to deliver quality service. Strong communication skills and knowledge of financial products are essential for this role.

What cities near Rochester, NY are hiring for Financial Client Service Associate jobs?

Cities near Rochester, NY with the most Financial Client Service Associate job openings:

Financial Client Service Associate jobs near you
Infographic showing various Financial Client Service Associate job openings in Rochester, NY as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 20% Part Time, and 6% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution, with an average salary of $65,595 per year, or $31.5 per hour.

Client Service Associate

Rochester, NY • On-site

Lumina Agency INC
See more jobs at Lumina Agency INCexternal

$45K - $49K/yr

Other

Posted 9 days ago

Job description

Client Service Associate

Lumina Agency Inc is a forward-thinking organization dedicated to delivering structured, efficient, and high-quality project solutions for our clients. We value precision, collaboration, and professional growth, creating an environment where individuals can contribute meaningfully while developing long-term careers. Our team is built on clear communication, accountability, and a commitment to excellence across every project we manage.

Job Description

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 in communication, organization, and problem-solving, and who are eager to work in a professional office environment with direct client interaction.

The Client Service Associate plays a key role in maintaining strong client relationships while supporting internal teams with administrative and operational tasks.

Responsibilities

  • Serve as a primary point of contact for client inquiries and requests
  • Maintain accurate client records and documentation
  • Coordinate internal processes to ensure timely and efficient service delivery
  • Assist with scheduling, follow-ups, and client communications
  • Support operational workflows and ensure compliance with company standards
  • Identify client needs and escalate matters when appropriate
  • Contribute to a positive and professional client experience
Additional Information
  • Competitive salary ($45,000 – $49,000)
  • Growth and advancement opportunities
  • Structured training and ongoing professional development
  • Supportive and collaborative work environment
  • Stable full-time position with long-term career potential

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