12 client accounting services associate jobs at 7 companies in Adrian, MI
1mo
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Wealth Management Client Associate
Toledo, Ohio, United States
OnsiteFull Time
Provide client service support to Financial Advisors, ensure accuracy of client materials, promote banking solutions; high school diploma required; familiarity with investment products and FINRA credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
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Client Service Associate
Novi, Michigan, United States
OnsiteFull Time
High school diploma, 0–3 months to 1+ years securities or related experience preferred; strong communication, CRM and Microsoft Excel skills; ability to manage multiple priorities and provide client service.
Client Relationship Management (CRM) software, Microsoft Excel
1mo
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KPB Client Service Associate - Fiduciary Strategist Trust Support
Seattle or Rochester or Toledo or Albany or Brooklyn or Dayton
$25-$38/hr HybridFull Time
3+ YOE3+ years related experience, associate degree preferred, knowledge of banking/trust products, strong client service and communication skills, discretion with sensitive information, proficiency with Salesforce and Microsoft Office.
Salesforce, Microsoft Office
2w
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Tax Associate
Sunbury or Toledo
OnsiteSeasonal, Full Time
Requires H&R Block Income Tax Course completion, client service experience, communication and problem-solving skills, digital tool proficiency, and a high school diploma or GED; degree preferred.
Copilot, ChatGPT
2w
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Tax Associate
Springboro or Toledo
OnsiteSeasonal, Full Time
High school diploma/GED, H&R Block Income Tax Course completion, client service experience, strong communication and problem-solving skills, and comfort using digital and AI-based tools.
Copilot, ChatGPT
2w
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Tax Associate
Jackson or Battle Creek
OnsiteFull Time, Seasonal
No prior tax experience required; complete the H&R Block Income Tax Course, provide client service, communicate clearly, solve problems, use digital tools, and have a high school diploma or GED.
Copilot, ChatGPT
2w
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Tax Associate
Garden City, Michigan, United States
OnsiteFull Time, Seasonal
High school diploma/GED, H&R Block Income Tax Course completion, client service experience, strong communication and problem-solving skills, and comfort using digital and AI tools. No prior tax experience required.
Copilot, ChatGPT
2mo
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Associate Financial Advisor
Jackson, Michigan, United States
OnsiteFull Time
1+ YOEBachelor's degree required; 1+ years financial services experience preferred. Requires securities licensing (SIE, Series 7, Series 63/65/66 as state-required), CRM and Microsoft Office proficiency, client service and trading support skills.
Client Relationship Management (CRM) software, Managed account platforms, financial planning software, Microsoft Office Suite, Microsoft Excel
4d
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Associate Financial Advisor
Ann Arbor, Michigan, United States
$69k-$75k/yr OnsiteFull Time
3+ YOEBachelor's degree, equivalent experience, or relevant financial services, sales, or relationship-building background; sales or client relationship experience; strong communication; willingness to obtain required licenses within three months.
MoneyGuide, Salesforce
2mo
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Key Private Bank Team Lead Associate
South Bend or Indianapolis or Toledo
$69k-$105k/yr HybridFull Time
5+ YOEBachelor's degree or equivalent experience, 5+ years related experience, strong client service and organizational skills, knowledge of financial products, credit/fiduciary acumen, Microsoft Office proficiency, BSA/AML understanding, discretion with sensitive information.
Wealth Direction, KeyPad, Salesforce, Microsoft Office
1mo
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Commercial Lines Transportation Account Manager
Troy or Brighton or Midland or Grand Rapids or Kalamazoo
HybridFull Time
Manage a $500K+ book, deliver high-touch client service to drive retention, review policies, issue certificates, maintain carrier compliance, identify cross-sell opportunities, and mentor associate account managers.
EPIC
1mo
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Personal Banker
Pemberville, Ohio, United States
OnsiteFull Time
3+ YOEProvide client service, originate consumer loans, generate new deposit accounts and fee income, cross-sell bank products; high school diploma or GED required; associate degree preferred; 3+ years banking experience preferred.