Client Service Associate
Compensation
$55k – $75k /yr
Employment type
Full-time
Work setting
On-site
Location
Rochester, NY
Schedule
Day shift
Posted
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Job overview
The Client Service Associate is an onsite, full-time role based in Rochester, NY, with a salary range of $55,000 to $75,000 per year. This position supports the Thorley Wealth Management Inc team by providing administrative and client service support. This role exists to keep the office organized and provide exceptional service to clients. The associate works directly with financial advisors to process new business, maintain CRM systems, and handle client inquiries, ensuring all administrative needs are met proactively.
What we're looking for
- Skills & competencies
- full-timeday shiftrochester nythorley wealthfinancial servicesclient serviceadministrativeonsite$55k-$75k/yr
- Work arrangement
- Weekend coverage required
Benefits & perks
- 401(k), health insurance, dental insurance, paid time off, profit sharing, training and development
About the employer
Thorley Wealth Management Inc is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 43-4051.00
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Listing ID: 82fd477d-b171-4a52-9839-e5a8648951c2