29 client associate jobs at 18 companies in Benton Harbor, MI
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Client Service Associate - NR
Holland, Michigan, United States
OnsiteFull Time
StifelNYSE: SF: Provides wealth management and investment banking services to clients.
2+ YOEPerform clerical support for financial advisors including account opening, account maintenance, client service, recordkeeping, and administrative tasks; 2 years clerical experience and high school diploma required.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
High school diploma, client service experience in securities or related industry preferred, required FINRA registrations (SIE, Series 7; Series 63/65/66 as state-required), CRM and Excel proficiency, strong communication and multi-tasking skills.
Client Relationship Management (CRM) software, Goal planning software, Microsoft Excel
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
Deliver branch customer service, process transactions, identify sales opportunities, apply product knowledge, manage risk, detect fraud, and use digital tools; typically <1 year related experience.
StifelNYSE: SF: Global wealth management and investment banking firm.
2+ YOEHigh school diploma, 2 years clerical/related experience, proficiency with Microsoft Excel/Word/PowerPoint/Outlook, strong customer service and administrative skills, knowledge of brokerage industry preferred.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
2+ YOE2 years clerical experience; knowledge of administrative procedures, basic brokerage industry understanding, strong time management, critical thinking, customer service and communication skills; proficient in Microsoft Office.
Microsoft Excel, Microsoft Word, PowerPoint, Outlook
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOESupports Financial Advisors by providing client service, executing operational tasks, and maintaining regulatory compliance; requires SIE, Series 7 and Series 66 (or 63/65), and 1 year experience.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Holds or will obtain FINRA SIE, Series 7 and Series 66 (63+65 accepted), advanced investment product knowledge, strong client service, detail orientation, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Harmony Healthcare IT: Provides data migration and archiving solutions for healthcare organizations.
3+ YOE3+ years accounting or project management experience preferred; associate's degree or higher (preferably accounting); strong Excel, NetSuite/Planview experience; accurate data entry and accounting knowledge required.
Associate degree required, strong PC and Microsoft Office skills, excellent written/verbal communication, problem-solving, ability to manage multiple priorities; CRM experience and 2+ years in financial services preferred.
Microsoft Bookings, Microsoft Teams, Outlook Calendar, Microsoft Word, Microsoft Office Suite, Client Relationship Management (CRM), Schwab, Fidelity, Docusign
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.
Spieldenner Financial Group: Provides life insurance and mortgage protection products to families.
No prior experience required; commission-only sales role with training. Must be coachable, self-motivated, able to conduct client outreach, prepare options, run meetings, and perform light administrative follow-up.
RSM: Provides audit, tax and consulting services to middle-market businesses.
Bachelor's degree in accounting required by start, accounting major preferred; travel to client sites up to 25%; strong communication and computer skills; ability to multitask in fast-paced teams.
Miller Johnson: A full-service law firm providing legal counsel to clients.
2+ YOEJuris Doctor and Michigan bar admission or eligibility; 2+ years labor & employment experience; strong legal research, writing, advocacy, client service, and ability to manage multiple matters.
Indianapolis or Chicago or Grand Rapids or South Bend or Columbus or Oakbrook Terrace
$71k-$140k/yrHybridFull Time, Seasonal
Crowe: Global professional services firm providing audit, tax, and consulting.
2+ YOE2+ years external audit experience, ability to supervise staff, meet CPA education requirement for home state, travel to client sites, work additional hours, and authorize work eligibility in the U.S.
Part Time (30 Hours) Associate Banker, Stevensville Branch, Stevensville, MI
Stevensville, Michigan, United States
OnsitePart Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Provide attentive client service, open and service accounts, handle transactions, learn product and procedures, and work with branch technology; high school diploma/GED required; client service experience preferred.
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
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
Heritage Vet Partners: Management partner and consolidator for veterinary practices.
Provide large-animal veterinary services including production medicine, reproductive and surgical services, ultrasound, and client communication for dairy and beef operations.