ZipRecruiter

Log In

1

Financial Client Services Associate Jobs in Rochester, NY

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 ...

Paylocity

Client Services Representative

Pittsford, NY · On-site

$26/hr

... your finances. And if it's career development you desire, we provide that, too! At Paylocity ... Client Services Team Lead Schedule: In Office Monday - Friday, 9:00am - 6:00pm (MST) Primary ...

Paylocity

Client Services Representative

Pittsford, NY · On-site

$25/hr

... your finances. And if it's career development you desire, we provide that, too! At Paylocity ... Client Services Team Lead Schedule: In Office Monday - Friday, 9:00am - 6:00pm (EST) Primary ...

NVA

Client Services Representative

Penfield, NY · On-site

$14 - $15/hr

We are looking for a permanent part time CSR (Client Service Representative) who enjoys people AND ... Hourly $14-$15 based on experience National Veterinary Associates is a leading global pet care ...

Paylocity

Client Services Representative

Pittsford, NY · On-site

$26/hr

... your finances. And if it's career development you desire, we provide that, too! At Paylocity ... Client Services Team Lead Schedule: In Office Monday - Friday, 9:00am - 6:00pm (MST) Primary ...

Morgan Stanley

Client Service Associate

Rochester, NY · On-site

$35.36 - $90/hr

DUTIES and RESPONSIBILITIES 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.

New

Robert Half

Client Service Associate

Rochester, NY · On-site

$41K - $52K/yr

Hannah Savage with working with a professional organization who is looking for a welcoming and organized Client Service Associate to support their daily front office operations in Rochester, New York.

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 ...

previous pagenext page

Showing results 21-40

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

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 Sep 4, 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 is a financial client services associate?

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 are the key skills and qualifications needed to thrive as a financial client services associate?

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 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 are popular job titles related to Financial Client Services Associate jobs in Rochester, NY?

For Financial Client Services Associate jobs in Rochester, NY, the most frequently searched job titles are:

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
Infographic showing various Financial Client Services Associate job openings in Rochester, NY as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $65,595 per year, or $31.5 per hour.

Client Service Associate

Welker Mojsej & DelVecchio

Rochester, NY • On-site

$41K - $51K/yr

Full-time

Medical, Dental, Vision, Life, PTO

Posted 24 days ago

Be Seen First

After you apply to this job, you can share why you’re interested to jump to the top of the candidate list.

Job description

Client Service Associate

Immediate opening

Preference given to previous accounting office environment.

We are seeking an energetic, friendly, and outgoing person with strong work ethic to provide administrative and operational support for professional tax office.

Duties will include, but are not limited to:

  • First point of contact with clients on phone or in office.
  • Appointment setting and confirmation.
  • Receive, sort, scan, and securely file confidential tax documents and correspondence.
  • Processing tax returns and other electronic filings.
  • Assembling tax returns and financial statements.
  • Assist in mailing/uploading tax organizers to clients.
  • Filing and client file maintenance (both physical and on network).
  • Maintain organization and cleanliness of front desk reception area and common office area.

Requirements:

  • One to two years of office or customer service experience, ideally in a accounting, financial or legal setting.
  • Exposure to Ultra Tax and Lacerte tax software a plus.
  • Strong computer skills, proficiency with Microsoft Office, and the ability to learn and become proficient with tax software quickly.
  • Experience with ShareFile, including managing confidential client data, large file transfers, encrypted communications and setting up e-file signature requests and tracking.
  • Strong organizational and problem-solving skills, high attention to detail and accuracy, and strict adherence to client privacy and data security.
  • Ability to thrive and multi-task in fast paced, changing environment.
  • Ability to work independently, as well as within a team.

Standard office hours are 8:30 AM to 5:00 PM, Monday through Friday. During busier times of the year, additional hours may be required. 

Salary range - $41,600.00 - $52,000.00 (commensurate based on experience).