35 client accounting services associate jobs at 12 companies in Beecher, MI
2w
Save
Mark Applied
Hide
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
3w
Save
Mark Applied
Hide
Wealth Management Client Associate
Farmington Hills, Michigan, United States
OnsiteFull Time
Provide client service support to Financial Advisors, ensure timely accurate client materials, promote banking solutions; high school diploma required; FINRA SIE/Series credentials desired; proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
Save
Mark Applied
Hide
Registered Wealth Management Client Associate
Bloomfield Hills, Michigan, United States
OnsiteFull Time
1+ YOEHolds or will obtain FINRA SIE, Series 7 and Series 66 (63/65 accepted), 1 year experience, high school/GED, strong client service, industry knowledge, discretion, and computer proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
Save
Mark Applied
Hide
Senior Audit Associate (Client Service)
Troy, Michigan, United States
OnsiteFull Time
2+ YOE2+ years public accounting audit experience, bachelor’s in accounting or related field, CPA preferred/CPA-eligible, financial institution audit experience preferred, proficient in audit software and Microsoft Office.
Engagement, Knowledge Coach, Microsoft Office
1mo
Save
Mark Applied
Hide
Client Account Manager
Grand Blanc, Michigan, United States
$50k/yr OnsiteFull Time
2+ YOE2+ years client-facing experience, excellent communication and organizational skills, proficiency with Microsoft Office, CRM experience (Salesforce) a plus, associate's or bachelor's degree preferred.
Microsoft Office, Salesforce
1w
Save
Mark Applied
Hide
Tax Associate
Saginaw, Michigan, United States
OnsiteFull Time, Seasonal
High school diploma/GED, H&R Block Income Tax Course completion or Tax Knowledge Assessment, client service experience, communication and problem-solving skills, and comfort with digital tools.
Copilot, ChatGPT
1w
Save
Mark Applied
Hide
Transaction Associate Manager
United States or Columbia or Nashville or Birmingham or Austin or Phoenix or Ashburn or Seattle or Denver or Tampa or Atlanta or Meridian or Indianapolis or Hartford or Portland or Topeka or Milwaukee or Salt Lake City or Providence or Oklahoma City or Ankeny or Erlanger or Alexandria or Boston or East Lansing or Chicago or Minneapolis or Jackson or Raleigh or Chatham or Albuquerque or Las Vegas or Baltimore or New York City or Cincinnati or Reading
$64k-$75k/yr RemoteFull Time
3+ YOEBachelor’s degree required; 3+ years of real estate transaction management or corporate real estate experience. Requires client service, communication, financial analysis, negotiation, organization, and multitasking skills.
Microsoft Excel
3mo
Save
Mark Applied
Hide
Account Associate
Troy, Michigan, United States
OnsiteFull Time
Customer service and sales support, order processing, data entry, and client communication skills.
CRM, Excel, Salesforce
1mo
Save
Mark Applied
Hide
Associate Trust Administrator
Farmington Hills or Raleigh
OnsiteFull Time
2+ YOEHigh school diploma required, bachelor’s preferred. 2+ years fiduciary administration or client service experience preferred. Knowledge of trust administration, estate and tax concepts. Strong client service, attention to detail, and communication skills.
1mo
Save
Mark Applied
Hide
Account Associate - State Farm Agent Team Member
Pontiac, Michigan, United States
$40k-$60k/yr OnsiteFull Time
No degree required. Strong organizational, communication, and customer service skills. Previous insurance experience preferred. Bilingual Spanish preferred. Ability to manage accounts, process claims, and maintain client records.
3w
Save
Mark Applied
Hide
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Detroit
Troy, Michigan, United States
OnsiteFull Time
2+ YOEBachelor's degree required. 2+ years client service or financial industry experience preferred. SIE, Series 7 and 63 required. Strong communication, organizational skills, and integrity.
1mo
Save
Mark Applied
Hide
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
2mo
Save
Mark Applied
Hide
Equipment Finance Sales Coordinator - Sr
Bloomfield Hills or Detroit
OnsiteFull Time
3+ YOEAssociate degree in business/accounting/economics or equivalent experience; 3+ years sales support in financial services or equipment finance; strong Excel, communication, organization, and client service skills; ability to train and mentor.
Microsoft Excel
Explore Jobs