29 client associate jobs at 18 companies in Benton Harbor, MI

1d
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Client Service Associate - NR
Holland, Michigan, United States
OnsiteFull Time
Stifel
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
1mo
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Registered Client Service Associate
Holland, Michigan, United States
OnsiteFull Time
Raymond James
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
4d
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Client Experience Associate
South Bend, Indiana, United States
OnsiteFull Time
PNC Financial Services
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.
1d
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Client Service Associate - NR
Holland, Michigan, United States
OnsiteFull Time
Stifel
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
1d
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Client Service Associate - NR
Holland, Michigan, United States
OnsiteFull Time
Stifel Financial
Stifel FinancialNYSE: SF: Financial services firm providing wealth management and investment banking.
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
6d
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Registered Wealth Management Client Associate
Portage, Michigan, United States
OnsiteFull Time
Bank of America
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
1mo
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Registered Wealth Management Client Associate
Portage, Michigan, United States
OnsiteFull Time
Bank of America
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
2w
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Client Program Specialist
South Bend, Indiana, United States
HybridFull Time
Harmony Healthcare IT
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.
NetSuite, Planview AdaptiveWork, Microsoft Excel
4w
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Client Service Representative
Mishawaka, Indiana, United States
OnsiteFull Time
SYM Financial Advisors
SYM Financial Advisors: Independent wealth management and financial planning advisory firm.
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
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
1mo
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Sales Associate (Remote)
Kalamazoo, Michigan, United States
RemoteFull Time, Part Time
Spieldenner Financial Group
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.
2w
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Assurance Associate - Fall 2027
Mishawaka, Indiana, United States
$62k-$74k/yr OnsiteFull Time
RSM
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.
Microsoft Office
2mo
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Labor & Employment Associate
Detroit or Grand Rapids or Kalamazoo
OnsiteFull Time
Miller Johnson
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.
1mo
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Wealth Management Associate
St. Joseph or Grand Rapids
$60k-$70k/yr HybridFull Time
Curi Capital
Curi Capital: Provides wealth management and financial advisory services to clients.
Undergraduate degree or equivalent experience required; 1-3 years wealth management experience preferred. Strong communication, detail orientation, client service, financial analysis, and willingness to obtain Series 65/CFP.
6d
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Audit Senior Associate - Commercial Services
Indianapolis or Chicago or Grand Rapids or South Bend or Columbus or Oakbrook Terrace
$71k-$140k/yr HybridFull Time, Seasonal
Crowe
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.
2mo
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Associate Controls Engineer - Kalamazoo
Kalamazoo, Michigan, United States
OnsiteFull Time
EAD
EAD: Engineering, automation, and project management services for industrial facilities.
3+ YOEBachelor's in Electrical/Controls Engineering; 3–6 yrs controls engineering in industrial environments; PLC/DCS design, programming, troubleshooting; HMI/SCADA programming; field experience; client/project collaboration.
PLC, DCS, HMI, SCADA, Electrical Systems, Control Systems
4d
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Part Time (30 Hours) Associate Banker, Stevensville Branch, Stevensville, MI
Stevensville, Michigan, United States
OnsitePart Time
JPMorgan Chase
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.
Chase Mobile App, Chase.com, ATM, tablet
1mo
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Key Private Bank Team Lead Associate
South Bend or Indianapolis or Toledo
$69k-$105k/yr HybridFull Time
KeyBank
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
3d
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Associate Veterinarian - Large Animal
Goshen, Indiana, United States
OnsiteFull Time
Heritage Vet Partners
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.
Dairy Comp 305, PCdart, VaDia
2w
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Commercial Lines Transportation Account Manager
Troy or Brighton or Midland or Grand Rapids or Kalamazoo
HybridFull Time
Hub International
Hub International: Provides global insurance brokerage and risk management services.
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