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Financial Client Services Associate Jobs in Rochester, NY

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

... 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 ...

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 ...

... 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 ...

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 ...

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 ...

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 ...

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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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 Jul 14, 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 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 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.

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.

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 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:
Infographic showing various Financial Client Services Associate job openings in Rochester, NY as of July 2026, with employment types broken down into 67% Full Time, and 33% Part Time. Highlights an 100% In-person job distribution, with an average salary of $65,595 per year, or $31.5 per hour.

HOUSING ASSOCIATE- Weekends OVN

Catholic Charities Family and Community Services

Rochester, NY • On-site

$19.25 - $19.75/hr

Full-time, Part-time

Retirement

Re-posted 28 days ago


Job description

Description:

We are Hiring!

Job Posting: Housing Associate

Location: Rochester, NY

Department: Housing

Employment Type: Limited Part-time

Schedule: Sa-Sun, 12 am-8 am

Salary: $19.25-19.75/hr.


As a regional agency of Catholic Charities of the Diocese of Rochester, Catholic Charities Family and Community Services (CCFCS) has been serving our community for over 100 years. We walk with people when they are at their most vulnerable as they journey toward independence to reach their full human potential, advocate for those in need throughout all stages of life; and work in partnership with faith communities of all denominations and those who are committed to addressing local needs.

If you’re looking for an opportunity to express and explore your passion for helping others, then join a team that truly makes a difference DAILY, in people's lives. Don't miss out on being a part of something special!


General Description

Under general supervision, establishes and maintains a safe and supportive environment for staff and residents of shelter for individuals. Effectively supports ongoing and collaborative communication amongst all program staff and is responsible for ensuring a trauma informed care environment. Effectively supports ongoing and collaborative communication amongst all program staff and is responsible for ensuring a trauma informed care environment.

Essential Duties and Responsibilities

  • Oversees operation of the residence
  • Conducts intakes for individuals entering the residence.
  • Acts as liaison with other community service providers/referral sources.
  • Provides information and referral service for telephone inquiries.
  • In absence of a cook, supervises preparation of meals by residents to assure sanitation & nutritional standards are met.
  • Provides crisis intervention and conflict management to residents.
  • Maintains record-keeping responsibilities including client census and database system.
  • Notifies Residence Manager of any emergency situations immediately.
  • Assists with providing support and direction for both clients and volunteers engaged in program activities.
  • Thoroughly completes incident reports within one hour of the occurrence of the incident; all pertinent information must be included such as client behaviors, observations, correct identification of all involved parties, and must include documentation of the proper notifications.
  • Thoroughly document any shift or client observations/activities as outlined by communication log procedures.
  • Ensure that all clients meet with the onsite medical providers to ensure that clients are free of any health problems that may be a potential risk to other clients and staff.
  • Monitors facility and activities of the residents to ensure safety and location of all residents
  • Conducts hourly rounds, inspections and overnight visual checks (if working the overnight shift) to ensure presence of residents.
  • Reports to Residence Manager any serious incidents or violations.
  • Visually verify presence of all clients as well as ensuring accurate documentation of the presence of all residents by completing sign in/out sheets.
  • Assists Residence Manager when needed.
  • Engages security system to always provide safety and security of the premises.
  • In the event of client discharge, staff notifies Residence Manager and or Program Manager and Department Director.
  • Maintains safety and organization cleanliness of residence during shift.
  • Performs laundry, room preparation, and housekeeping tasks, if needed
  • Conducts monthly fire drills.
  • Carries out emergency procedures to ensure safety of residents and staff when required.
  • Participates in relevant Agency meetings and/or trainings
  • Actively pursues development of professional competencies related to job performance through reading, supervision, in-service training and attendance at conferences and workshops.
  • Awareness and active support of the Agency's Mission, Vision, Values and Strategic Plan. Including, but not limited to, supporting the Agency's Core Competency initiatives of being Collaborative and Community Focused, Innovative and Entrepreneurial, and Culturally Competent and Diverse
  • Other duties as assigned

Note: The above description is illustrative of tasks and responsibilities. It is not meant to be all inclusive. Employees are required to follow appropriate supervisory directions and perform other related duties as required.

Requirements:

Qualifications

Education: Associate Degree in Human Services or related field preferred. Equivalent combination of education and experience will be considered.

Credentials: Valid and clean NYS Driver’s License.

Experience: Two years of experience in the human services field, crisis intervention, residential setting, or emergency services. Knowledge of homeless client issues preferred. Experience with conflict resolution techniques preferred.


Physical Demands/Work Environment: The physical demands/work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit, talk, hear, stand, walk, use hands to type and/or perform light lifting. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus. The noise level in the work environment is usually quiet.

Compliance: Adheres to all applicable federal and state laws and regulations including, but not limited to, those governing confidentiality, privacy, program, billing and documentation standards. All duties must be performed in accordance with CCFCS’s corporate compliance & ethics program. Any offer of employment will be contingent upon successful completion of a background check. CCDOR considers all background check information in accordance with applicable law.


Top Benefits and Perks:

  • Competitive salary and 403b retirement plan
  • Generous time off package and work-life balance
  • Comprehensive benefits package
  • Supportive and collaborative environment
  • Opportunities for growth and development
  • Intrinsic reward of truly making a difference in people's lives

Join us and help make a positive impact on our community!


***Catholic Charities is committed to leveraging the talent of a diverse workforce to create great opportunities for our agency and our people. EOE/AA Disability/Vet