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Financial Client Services Associate Jobs in Rochester, NY

Semantix

Client Services Associate

Rochester, NY · On-site

Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...

TransPerfect

Client Services Associate

Rochester, NY

Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...

TransPerfect

Client Services Associate

Rochester, NY

What You Will Be Doing The position of the Client Services Associate is responsible for serving as the first level of support to existing clients, and managing and coordinating the completion of all ...

CFG The Money Docs

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Financial Services Client Relationship Associate

Penfield, NY · On-site

$60K - $80K/yr

Join Our Team at CFG The Money Docs Financial Services Client Relationship Associate CFG The Money Docs is growing, and we are looking for a Financial Services Client Relationship Associate to join ...

Dean Licata & Associates, LLC

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Client Service Associate - Investment Management

Pittsford, NY · On-site

$26 - $30/hr

Associates degree or higher required * 2+ years' experience in a client-facing role within the financial services industry or closely related field * Excellent written and verbal communication

Paylocity

Lead Client Services Ops

Pittsford, NY · On-site

This Lead Client Services Ops role will support the Paylocity for Finance Team. In-Office: This is a 100% in-office role based at our Rochester, NY location. Remote or hybrid work is not available ...

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Financial Client Services Associate information

See Rochester, NY salary details

$13

$31

$66

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

As of May 28, 2026, the average hourly pay for financial client services 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 are the key skills and qualifications needed to thrive as a Financial Client Services Associate, and why are they important?

To thrive as a Financial Client Services Associate, you need a solid understanding of finance, client account management, and a bachelor’s degree in business or a related field. Familiarity with CRM platforms, financial planning software, and regulatory compliance systems is typically required. Excellent interpersonal communication, attention to detail, and problem-solving skills help build strong client relationships and resolve issues effectively. These competencies are crucial to ensuring client satisfaction, regulatory adherence, and the smooth delivery of financial services.

How does a Financial Client Services Associate typically collaborate with financial advisors and other team members?

As a Financial Client Services Associate, you’ll work closely with financial advisors, portfolio managers, and administrative staff to support client needs. Your responsibilities often include preparing account documentation, responding to client inquiries, and ensuring the smooth execution of transactions. Regular communication and coordination are key, as you’ll often relay client information, help resolve issues, and assist in the onboarding of new clients. This collaborative environment not only helps build your industry knowledge but can also open up future advancement opportunities within the firm.

What are Financial Client Services Associates?

Financial Client Services Associates are professionals who provide support and assistance to clients of financial institutions or firms. They act as a primary point of contact for clients, helping with account inquiries, transactions, and resolving issues. Their role often involves processing paperwork, providing information about financial products, and ensuring a high level of customer satisfaction. They may also collaborate with financial advisors and other team members to deliver seamless client service. Strong communication and organizational skills are essential for success in this role.

What is the difference between Financial Client Services Associate vs Financial Advisor?

AspectFinancial Client Services AssociateFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like FINRA Series 6 or 7 may be preferredRequires FINRA Series 7, 63, or 65 licenses; often a bachelor's degree or higher
Work EnvironmentBanking or financial services firms; client support and administrative rolesIndependent or firm-based; client consultation and investment planning
Employer & Industry UsageCommon in banks, brokerages, and financial institutionsUsed across financial planning firms, banks, and independent practices

The main difference is that a Financial Client Services Associate primarily handles client support, administrative tasks, and account management, while a Financial Advisor provides personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and client-facing responsibilities.

What job categories do people searching Financial Client Services Associate jobs in Rochester, NY look for? The top searched job categories for Financial Client Services Associate jobs in Rochester, NY are:
What cities near Rochester, NY are hiring for Financial Client Services Associate jobs? Cities near Rochester, NY with the most Financial Client Services Associate job openings:
Financial Client Services Associate jobs near you

Client Services Associate

Semantix

Rochester, NY • On-site

Full-time

Posted 21 hours ago

Job description

TransPerfect Is More Than Just a Job...
Our greatest asset is our people, and nothing is more important to us than ensuring that everyone knows that. Each of our 100+ offices has its own individual identity, and each also has its own unique rewards.

Overview

We're looking for aClient Services Associateto join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects run smoothly from start to finish. You'll help coordinate new projects, manage preflight tasks, enter key details into internal systems, and ensure everything is ready for production.

Description

  • Respond to client requests for new project initiatives through our centralized technology

  • Collaborate with various members of the production team to assess the scope of work and produce cost and timeline estimates for translation projects and requests

  • Initiate all project related work by providing detailed budget, schedule and instructions to the project team and by anticipating pitfalls or potential roadblocks to successful completion

  • Ensure that any pitfalls are addressed and resolved with the client before being submitted to the production team

  • Where applicable, initiate some project specifics to set the production team/individual project up for success

  • Take a proactive role in learning about clients' industry, business needs and company culture, educating the project team, and providing a high level of service

  • Monitor and communicate project progress, ensure strict adherence to deadlines and budgets and ultimately produce high quality deliverables

  • Serve as the central point of contact for and liaison between external client contact and internal production staff

  • Set and fulfill client expectations

  • Comply with all ISO regulations, processes and procedures

  • Potentially troubleshoot problem projects

  • Understand and abide by individual project instructions and effectively communicate to the production team

  • Investigate client complaints where applicable

  • Discuss issues with clients and production staff and creatively problem solve to alleviate issues

  • Complete any other tasks that are deemed appropriate for the role as assigned by a manager/supervisor

What we offer:

  • Equal opportunities within an environment that celebrates diversity.

  • Possibility to collaborate with the managers and colleagues from different, international locations.

  • Friendly working environment.

  • Opportunities to learn and grow within the Company.

Required Experience and Qualifications:

  • Minimum Bachelor's degree or its equivalent

  • Experience in customer service

  • Experience building relationships with clients and co-workers

Desired Skills and Experience:

  • Knowledge of a second language

  • Experience coordinating projects and assignment of resources

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