Communicate daily with clients, building relationships, and managing expectations.
Respond to potential and current client inquiries and requests for information.
Create, update, and file documentation for a variety of accounts and changes to accounts.
Complete due diligence and compliance checks, coordinating with legal services.
Receive, process, and distribute paperwork, and approve or reject new accounts and changes to accounts.
About Rochester, New York
Monroe County, New York
Rochester (/ˈrɒtʃᵻstər/ or /ˈrɒˌtʃɛstər/) is a city on the southern shore of Lake Ontario in the western portion of the U.S. state of New York, and the seat of Monroe County.
The city's population (210,565) was the state's third largest — after New York City and Buffalo — at the time of the 2010 census. Rochester is the center of a larger metropolitan area that encompasses and extends beyond Monroe County, and comprises Genesee County, Livingston County, Ontario County, Orleans County and Wayne County. This area, which is part of the Western New York region, had a population of 1,079,671 at the time of the 2010 Census. A Census estimate of July 1, 2012, raised that number to 1,082,284.
Rochester was one of America's first boomtowns, and rose to prominence as the site of many flour mills along the Genesee River, and then as a major hub of manufacturing. Several of the...