20 client associate jobs at 15 companies in Coldwater, MI
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Rehire Client Support Associate
Angola, Indiana, United States
OnsiteMultiple Commitments Available
Jackson Hewitt: Personal income tax preparation and electronic filing services.
Customer-service focused role; strong communication and interpersonal skills, basic computer proficiency, willingness to learn. PTIN certification required for tax preparer applicants; prior retail or customer service experience preferred but not required.
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
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.
Pasadena Villa: Provides residential and outpatient mental health treatment services.
1+ YOEMaster's in social work, MFT, counseling or psychology; limited Michigan license in good standing; CPR and First Aid (or willingness to obtain); TB and criminal background clearances; ~1 year working with mental health clients preferred.
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.
Odyssey Behavioral Healthcare: Operates specialized residential and outpatient behavioral health treatment facilities.
1+ YOEMaster's degree in social work, marriage and family therapy, counseling or psychology; limited license in Michigan; 1 year+ experience with mental health clients; TB and background checks; CPR/First Aid within 30 days.
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
Part Time (20 Hours) Associate Banker, Downtown Kalamazoo Branch, Kalamazoo, MI,
Kalamazoo, Michigan, United States
OnsitePart Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Deliver attentive client service, open and service accounts, handle cash devices, and quickly learn products and procedures; high school diploma/GED and client service experience required.
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.
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.
Jackson Hewitt: Provides professional federal and state income tax preparation services.
2+ YOE2+ MgmtAssociate degree or equivalent experience, 2 years management/supervisory experience, PTIN certification preferred, driver\u0002s license required, proficiency with Dayforce, Word, and Excel, strong communication and client service skills.
Dayforce, Microsoft Word, Microsoft Excel, internet browser, electronic mail
Career Advisor - WIOA Adult & Dislocated Worker Programs
Hillsdale or Jackson County or Hillsdale County or Lenawee County or Livingston County or Washtenaw County
$19-$25/hrOnsiteFull Time
Michigan Works! Southeast: Public workforce development agency serving Southeast Michigan.
2+ YOEAssociate's degree plus 2 years human services or related experience required (Bachelor's preferred). Knowledge of WIOA and workforce program rules, case management, eligibility determination, assessments, and client enrollment. Local travel between centers.