- Raymond James Financial, Inc. (Clarence, NY)
- **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + ... the financial advisors and branch office + Open new client accounts, process money movement, and research information as...stressful situations and provide a high level of customer service in a calm and professional manner + Analyze… more
- BankOnBuffalo (Akron, NY)
- BankOnBuffalo, Universal Associate , Part Time Akron, NY (http://maps.google.com/maps?q=46+Main+Street+Akron+NY+USA+14001) Description Universal Associatesare ... banking experience and are empowered to recommend solutions for individual client 's needs. Universal Associates follow our bank philosophy: Positive Energy, Positive… more
- H&R Block (Batavia, NY)
- …H&R Block + Execute and hold all tax office associates accountable to the client service experience, with escalation to the Multi-Unit Team Leader and District ... always open. A Typical Day Joining us as an Associate Team Leader, you'll support a single retail office...+ Serve as point of contact for onsite escalated client service concerns + Ensure clients are… more
- H&R Block (Batavia, NY)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... A Typical Day Joining H&R Block as a Tax Associate means you will have the support of an...and accurate tax returns + Generate business growth, increase client retention, and offer additional products and services +… more
- H&R Block (Batavia, NY)
- …that will grow stronger each year. Joining H&R Block as a seasonal Client Service Professional/Receptionist means you'll focus on how to wow clients ... as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to...to ensure all clients needs have been met during service both in person, over the phone or virtually… more
- Oak Orchard Health (Brockport, NY)
- …Job Type Full-time Description Do you want to be part of a leading, patient-centered organization where professionals come together ... and requested. + Ensure timely resubmission of claims within client assigned status buckets. Perform weekly audits to ensure...travel between sites as needed Education I Experience + Associate Degree in Medical, Medical Office Assistant or similar… more