Senior Client Services Representative

AP Professionals
May 15, 2019
Rochester, New York
Job Type
Salary Range
$51K - $60K
Street Address
500 Linden Oaks


AP Professionals is recruiting for a Senior Client Services Representative for a growing client located on the east side of Rochester.


  • Interact with clients and custodians regarding client needs
  • Proactively follow up with clients regarding information requests and account information
  • Set up new accounts and monitor transfer of assets
  • Generate and maintain client paperwork
  • Maintain client database and electronic files
  • Generate weekly Web Reports and add/delete clients
  • Generate, review, mail and file client cycle reports


  • Associate’s degree and/or equivalent experience required


  • Minimum of 2-4 years of experience in financial services industry

Knowledge, Skills, Abilities, and Other Characteristics

  • Attention to detail and excellent organizational skills
  • Proficiency with MS Word, Excel, PowerPoint and Outlook
  • Excellent verbal and written communication skills
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