57 client associate jobs at 32 companies in Adrian, MI

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Client Associate, Registered
Sylvania, Ohio, United States
OnsiteFull Time
UBS
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.
Microsoft Office
1w
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Wealth Management Client Associate
Toledo, Ohio, United States
OnsiteFull Time
Bank of America
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
3mo
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Client Services Associate
Plymouth, Michigan, United States
OnsiteFull Time
Waldron Private Wealth
Waldron Private Wealth: Personalized wealth management and financial planning for affluent families.
0+ YOEEntry level, full-time role providing operational and administrative support in a finance client services team.
2mo
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Associate Client Executive (ACE)
Grand Rapids or Cincinnati or Detroit or Columbus or Ann Arbor
HybridFull Time
Hylant
Hylant: Full-service insurance brokerage and risk management firm.
2+ YOEEarly-career sales role in insurance with client support and product knowledge.
1d
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Client Experience Associate
Belleville, Michigan, United States
OnsiteFull Time
PNC Financial Services
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.
1mo
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Client Service Associate (Plymouth, MI)
Plymouth, Michigan, United States
OnsiteFull Time
Oppenheimer & Co.
Oppenheimer & Co.NYSE: OPY: Provides investment banking, wealth management, and securities brokerage services.
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
1d
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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
KeyBank
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.
Salesforce, Microsoft Office
3w
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Client Service Administrator Team Lead
Troy or Ann Arbor or Bingham Farms
OnsiteFull Time
Schlaupitz Madhavan
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.
Microsoft Office
3w
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Associate Attorney
Detroit or Troy or Sterling Heights or Novi or Plymouth
$125k-$150k/yr OnsiteFull Time
AlerStallings
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.
1mo
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Associate Attorney
Grand Rapids or Kalamazoo or Novi
OnsiteFull Time, Seasonal
Quintairos, Prieto, Wood & Boyer
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.
Microsoft Office
2mo
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Associate Veterinarian - Country Squire Animal Hospital
Oregon, Ohio, United States
$110k-$150k/yr OnsiteFull Time
Animal Emergency & Critical Care of Lynchburg
Animal Emergency & Critical Care of Lynchburg: 24/7 after-hours emergency and critical veterinary care facility.
US-licensed DVM with strong client communication and collaboration skills. Flexible and team-oriented.
1mo
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Financial Wellness Associate - R-37420
Tecumseh, Michigan, United States
$19-$28/hr OnsiteFull Time
KeyBank
KeyBankNYSE: KEY: Provides retail banking, commercial lending, and wealth management services.
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.
Microsoft Windows, ATM
1mo
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Associate Financial Advisor
Jackson, Michigan, United States
OnsiteFull Time
Raymond James
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
2mo
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Associate Veterinarian - Country Squire Animal Hospital
Oregon, Ohio, United States
$110k-$150k/yr OnsiteFull Time
Encore Vet Group
Encore Vet Group: Operates a community of local veterinary clinics and hospitals.
US-licensed DVM or DVM equivalent; passion for high-quality care and strong client communication; collaborative team member; flexible and adaptable.
3mo
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Senior Tax Associate, Novi, MI
Novi, Michigan, United States
$59k-$108k/yr OnsiteFull Time
Mariner Wealth Advisors
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
2mo
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Part Time Associate Banker Novi, MI (30 hours)
Novi, Michigan, United States
OnsitePart Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
High school diploma or GED; client service experience; ability to learn products; cash handling preferred.
2mo
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Environmental Health & Safety Associate
Detroit or Chicago or Brighton
$27-$30/hr OnsiteFull Time
Triumvirate Environmental
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.
MS Office, Safety training tools, PPE protocols
3mo
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Consulting Senior Associate, Private Markets Value Creation
Manhattan or Rolling Meadows or Philadelphia or Toronto or Houston or Novi or Washington or Boston
$72k-$95k/yr HybridFull Time
ERM
ERM: Global consultancy providing environmental, health, safety, and sustainability services.
0+ YOEBachelor’s in Business/Finance/Economics/Sustainability; 0-2.5 years strategy consulting; strong PPT/Excel; ESG knowledge; analytical; client impact.
PowerPoint, Excel
2mo
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Experienced Audit & Assurance Staff Associate
Jackson, Michigan, United States
OnsiteFull Time
Rehmann
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.
Excel
1mo
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Senior Associate Consultant | Novi, MI (Novi, MI, US, 48376)
Novi or Michigan or Kent or United States or Canada
OnsiteFull Time
The Davey Tree Expert Company
The Davey Tree Expert Company: Provides tree care, landscaping, and environmental consulting services.
8+ YOEBachelor's degree in biology/ecology/environmental science required; ~8 years ecological consulting or habitat restoration experience preferred; PWS/ESA Certified Ecologist/CPESC credentials valued; valid driver's license; proficiency in restoration design, construction oversight, permitting, report writing, and client development.