2mo
Save
Mark Applied
Hide
Client Assistant
Ann Arbor, Michigan, United States
OnsiteFull Time
2+ YOE2+ years relevant experience; study for SIE, Series 7 and 66 within 18 months; strong client service and MS Office skills.
Microsoft Office, CRM, PowerPoint, Excel, Word
1d
Save
Mark Applied
Hide
National Client Executive
Schaumburg or St. Louis or Addison or Overland Park or Novi or Bloomington or Milwaukee
$102k-$136k/yr HybridFull Time
5+ YOEBachelor's degree,5+ years group insurance/client management experience,group life and health license required,knowledge of disability/leave/ADA,strong analytical and communication skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1w
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
Client Associate, Registered
Sylvania, Ohio, United States
OnsiteFull Time
2+ YOESeries 7 and 66 licenses (for registered CSAs), ideally 2-4 years client service experience in finance, bachelor's degree preferred (finance), strong communication, attention to detail, and proficiency with Microsoft Office.
Microsoft Office
3w
Save
Mark Applied
Hide
Client Director – Business Insurance
Livonia or Troy or Grand Rapids
HybridFull Time
10+ YOE3+ MgmtBachelor's or equivalent experience; 10+ years commercial lines experience with 3+ years client management; state Property/Casualty insurance license required; proficiency with Microsoft Office; strong organizational and client relationship skills.
Microsoft Office
1w
Save
Mark Applied
Hide
Client Relationship Manager, Client Services - Retirement
Pittsburgh or Baxter or Indianapolis or Las Vegas or Glendale or New York City or South Lyon or Cedar Rapids or Richmond or St. Louis or Greensboro or Lake Mary or Newton or Madison or Kansas City or Woodcliff Lake or Fargo or Dresher or Alabama or Alaska or Arizona or Arkansas or California or Colorado or Connecticut or Delaware or Florida or Georgia or Hawaii or Idaho or Illinois or Indiana or Iowa or Kansas or Kentucky or Louisiana or Maine or Maryland or Massachusetts or Michigan or Minnesota or Mississippi or Missouri or Montana or Nebraska or Nevada or New Hampshire or New Jersey or New Mexico or New York or North Carolina or North Dakota or Ohio or Oklahoma or Oregon or Pennsylvania or Rhode Island or South Carolina or South Dakota or Tennessee or Texas or Utah or Vermont or Virginia or Washington or West Virginia or Wisconsin or Wyoming or Poland
RemoteFull Time
5+ YOEBachelor's or equivalent, 5+ years client relationship experience in financial services, 7+ years retirement services experience preferred; ASPPA/CEBS preferred; strong analytical, communication, and project management skills; ability to travel.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
3mo
Save
Mark Applied
Hide
Client Service Representative
Sylvania, Ohio, United States
$15/hr OnsiteFull Time
0+ YOEExperience in front-desk client service, scheduling, payments, and product education in a veterinary setting.
Workday, POS, CRM
3mo
Save
Mark Applied
Hide
Client Services Associate
Plymouth, Michigan, United States
OnsiteFull Time
0+ YOEEntry level, full-time role providing operational and administrative support in a finance client services team.
20h
Save
Mark Applied
Hide
Client Care Technician
Bowling Green or Perrysburg
OnsiteFull Time
Provides clerical and basic clinical client care; must maintain confidentiality, complete documentation, and be willing to train; flexible schedule required.
1mo
Save
Mark Applied
Hide
Client Success Analyst
Maumee, Ohio, United States
OnsiteFull Time
3+ YOE3+ years in client success/account management with SaaS subscription experience; Bachelor's degree or equivalent; strong communication, problem-solving, CRM familiarity; experience with Infor or Deltek is a plus.
CRM, Infor, Deltek, E-Verify
6d
Save
Mark Applied
Hide
Private Client Banker
Livonia, Michigan, United States
$25-$38/hr OnsiteFull Time
Develop and deepen client relationships, provide financial advice, open accounts, meet sales/referral goals, and collaborate with internal partners; requires sales experience and comfort prospecting/referring investments.
MS Windows, Microsoft Word, Microsoft Excel
1mo
Save
Mark Applied
Hide
Client Advisor
Ann Arbor, Michigan, United States
OnsiteFull Time
Customer-service background, strong communication and organizational skills, motivated and goal-oriented. High school diploma or equivalent and age 18+ required. Drug-free workplace; hospitality/retail experience valued.
1mo
Save
Mark Applied
Hide
Client Representative
Ann Arbor, Michigan, United States
OnsiteFull Time
5+ YOEBachelor's in civil engineering (or related), 5+ years municipal infrastructure experience, familiarity with AutoCAD Civil 3D and GIS, proven people management and teamwork skills, strong communication.
AutoCAD Civil 3D, GIS
1mo
Save
Mark Applied
Hide
Client Advocate
Farmington Hills or Columbus or Ypsilanti or Las Vegas or Nashville or Augusta or Fairborn or Irvine or Great Falls or Live Oak or Harlingen or Orlando or Marquette or East Lansing or Detroit or Madison or Traverse City or Monroe or Jackson or Battle Creek or Novi
$15-$18/hr RemoteFull Time
High-volume inbound call handling, 40 WPM typing at 80% accuracy, strong customer service and communication, U.S. citizenship required, dedicated home office with hard-wired internet and security camera, willingness to work scheduled shifts and occasional Saturdays.
2mo
Save
Mark Applied
Hide
Associate Client Executive (ACE)
Grand Rapids or Cincinnati or Detroit or Columbus or Ann Arbor
HybridFull Time
2+ YOEEarly-career sales role in insurance with client support and product knowledge.
1mo
Save
Mark Applied
Hide
Certification Client Manager
Northville, Michigan, United States
$60k-$66k/yr OnsiteFull Time
Manage North America certification services (ISO 9001, IATF 16949, ISO 14001, ISO 45001, ISO 50001); build client relationships, calculate audit durations, drive sales, and maintain account plans. Advanced Excel and strong analytical, communication, and commercial skills required.
Microsoft Excel, Microsoft Office, Concur, Kronos
2w
Save
Mark Applied
Hide
Branch Banking Client Consultant I
Ann Arbor, Michigan, United States
$17-$23/hr OnsiteFull Time
0+ YOEHigh school diploma/GED, customer service and sales experience (less than 2 years acceptable), teller transaction accuracy, client engagement, compliance training, and problem resolution skills.
1mo
Save
Mark Applied
Hide
Client Service Associate (Plymouth, MI)
Plymouth, Michigan, United States
OnsiteFull Time
Provide client servicing, marketing support, scheduling, database management, and confidential administrative support; willingness to obtain FINRA registrations; strong MS Office and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
3mo
Save
Mark Applied
Hide
Private Client Group Sales
Toledo, Ohio, United States
$85k-$125k/yr OnsiteFull Time
3+ YOEProspecting and closing sales for high-net-worth clients; strong insurance knowledge; proven sales record; proficient with Excel/Outlook; able to manage multiple projects.
Excel, Outlook, Agency website, Mobile app
1d
Save
Mark Applied
Hide
Manager, Fleet Client Services
Indiana or South Bend or Fort Wayne or Toledo
$74k-$111k/yr RemoteFull Time
6+ YOE1+ MgmtBachelor's degree and 6+ years account management experience, 1+ year management, valid driver's license, strong client relationship, sales and strategic leadership skills, travel up to 40-50%.
Microsoft Teams