22 client accounting services associate jobs at 11 companies in Inkster, MI
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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
2mo
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Registered Wealth Management Client Associate
Bloomfield Hills, Michigan, United States
OnsiteFull Time
1+ YOEHolds or will obtain FINRA SIE, Series 7 and Series 66 (or 63+65); high school diploma/GED; 1+ years experience; strong client service, investment product knowledge, and professionalism.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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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
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
3mo
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Account Associate
Troy, Michigan, United States
OnsiteFull Time
Customer service and sales support, order processing, data entry, and client communication skills.
CRM, Excel, 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
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Technology and Innovation - Senior Associate (OneStream)
Atlanta or Dallas or Miami or New York City or Houston or Denver or Orange County or Chicago or Detroit or Washington
$87k-$131k/yr HybridFull Time
1+ YOEBachelor's preferred, 1+ years OneStream implementation/optimization experience, VB.net/Visual Basic and business rule writing, finance/accounting knowledge, Microsoft Office mastery, strong communication and client-facing skills.
OneStream, VB.net, Visual Basic, Microsoft Office
2mo
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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.
2w
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Detroit
Detroit or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
OnsiteFull Time
2+ YOEBachelor's degree and 2–4 years of preferred client service or financial industry experience. Requires SIE, Series 7, and Series 63; strong communication, organization, client service, and analytical skills.
2w
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Detroit
Detroit or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington, D.C. or West Palm Beach
OnsiteFull Time
2+ YOEBachelor’s degree and 2–4 years of client service or financial industry experience required/preferred. Strong communication, organization, interpersonal skills, integrity, and client-service focus. SIE, Series 7, and Series 63 required.
1mo
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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.
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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
2mo
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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
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