57 client associate jobs at 32 companies in Adrian, MI
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Client Associate, Registered
Sylvania, Ohio, United States
OnsiteFull Time
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
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.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
Provide excellent customer service in a retail branch, process transactions, identify sales opportunities, and follow bank policies; typically <1 year experience; no degree required.
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
KPB Client Service Associate - Fiduciary Strategist Trust Support
Seattle or Rochester or Toledo or Albany or Brooklyn or Dayton
$25-$38/hrHybridFull Time
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
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.
Schlaupitz Madhavan: Provides professional accounting, tax, and business advisory services.
7+ YOE7+ years administrative or office management experience preferred, supervisory/team lead experience preferred, associate degree or business coursework preferred, strong Microsoft Office and project/process skills, excellent communication and organizational abilities.
Detroit or Troy or Sterling Heights or Novi or Plymouth
$125k-$150k/yrOnsiteFull Time
AlerStallings: Provides estate planning, elder law, and probate legal services.
2+ YOEMichigan bar admission required, 2+ years client-facing attorney experience, estate planning/elder law preferred, strong client engagement, organization, and communication skills.
Quintairos, Prieto, Wood & Boyer: National law firm providing comprehensive litigation and defense services.
3+ YOE3+ years attorney experience (3–10 years preferred), JD and Michigan bar admission, strong legal research/writing, case preparation, client communication, Microsoft Office proficiency, organized and responsive.
Experience developing client relationships and meeting sales goals, cash handling, Windows PC and digital literacy, high school diploma/GED or equivalent, valid driver's license, ability to educate clients on digital platforms; notary license preferred.
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
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
Mariner Wealth Advisors: National wealth management firm providing comprehensive financial planning and advisory services.
3+ YOEBachelor’s degree in Accounting; 3+ years of related experience; proficiency in Microsoft Office; familiarity with tax software; strong client service and communication skills.
Microsoft Office, Tax software, Microsoft Word, Microsoft Outlook, Microsoft Excel
Triumvirate Environmental: Provides hazardous waste management and environmental compliance services.
Bachelor’s degree in Occupational Health, Safety, or related field; strong communication; willing to travel to client sites; able to lift 60 lb; undergo background checks and drug screening; onsite work in Detroit area.
Rehmann: A professional advisory firm providing accounting and assurance services.
1+ YOEBachelor’s degree in accounting; 1-2 years of relevant experience; GPA 3.0+; plan to complete the CPA within 2 years; strong Excel, communication, and problem solving; willing to travel to client sites.