Client Operations & Business Development Associate

Rochester, NY

JK Executive Strategies is proud to partner with a growing financial services firm in search of a Client Operations & Business Development Associate to join its team!

We are seeking an individual who will take charge of operations, help grow the business, and play a key role in client satisfaction and scheduling appointments. This position combines leadership and business development — ideal for someone who is driven, organized, and eager to take ownership of growth initiatives within a professional financial office.

Responsibilities

• Oversee daily office operations and ensure workflow efficiency.
• Take initiative to grow the business through outside sales, prospecting, and marketing outreach.
• Support client relationship management and service work.
• Develop and manage marketing campaigns, social media, and community outreach.
• Coordinate scheduling, client communications, and internal meetings.
• Maintain compliance and documentation for client accounts.
• Assist leadership in identifying new opportunities for growth, partnerships, and process improvement.

Requirements

• Outside sales experience required.
• Minimum 4 years of administrative, customer service, or management experience.
• Strong communication, leadership, and organizational skills.
• Proven ability to build relationships and close business through prospecting and follow-up.
• Self-motivated with the ability to multitask and prioritize effectively.
• Experience in financial services, insurance, or employee benefits preferred (but not required).
• Proficient in Microsoft Office, CRM systems, and digital marketing tools.
• Growth mindset and passion for helping others succeed.

Salary Range

·       $37,500 – $56,160

+ Performance Bonuses

JK Executive Strategies is an Equal Opportunity Employer. It is the policy of JK Executive Strategies to provide equal opportunity in employment and conditions of employment to all individuals regardless of age, race, color, religious beliefs, national origin, sexual orientation, gender identity, sex, veteran or military status, disability, pregnancy-related condition, predisposing genetic characteristics, genetic information, marital status, familial status, prior arrest, domestic violence victim status, non-job related convictions, participation in lawful activities outside of our workplace, or any other status protected by law.