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98 client associate jobs at 64 companies in Flint, MI

2mo
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Client Associate
Birmingham, Michigan, United States
OnsiteFull Time
Rockefeller Capital Management
Rockefeller Capital Management: Provides wealth management and financial advisory services to clients.
1+ YOE1-3 years client service experience in financial industry; Series 7 & 66 preferred; BA/BS degree.
Concur, Microsoft Office, Excel, PowerPoint, eMoney
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5d
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Senior Client Associate
Bloomfield Hills, Michigan, United States
HybridFull Time
Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
1+ YOEHigh school diploma/equivalent plus 1 year relevant experience, proficiency with Microsoft Office, strong written/verbal communication, organizational skills, and ability to manage client relationships.
Microsoft Office, Document Management System (DMS)
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1mo
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Client Associate/Registered Client Associate
Bloomfield Hills, Michigan, United States
OnsiteFull Time
Royal Bank of Canada
Royal Bank of CanadaTSX: RY: Provides personal, commercial, and investment banking services worldwide.
Bachelor's degree or job-related experience; strong communication and organizational skills; attention to detail; Series 7 and 66 (or 63/65) or willingness to obtain within 12 months; adaptability to changing technology.
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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.
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3mo
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Client Experience Associate
Lansing, Michigan, United States
OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
Assist customers, deliver client experience, identify opportunities, refer to branch staff, follow policies, support lobby engagement and sales processes.
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3mo
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Seasonal Client Associate - Somerset
Somerset, Michigan, United States
OnsiteMultiple Commitments Available
TravisMathew
TravisMathew: Retailer of performance golf apparel and lifestyle clothing.
1+ YOEPart-time seasonal retail role requiring 1 year of client services experience, ability to work weekends/evenings/holidays, POS and Microsoft Office proficiency, strong communication.
POS systems, Microsoft Office
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3d
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Wealth Management Client Associate
Farmington Hills, Michigan, 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 timely accurate client materials, promote banking solutions; high school diploma required; FINRA SIE/Series credentials desired; proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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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
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5d
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Work From Home - Client Services Associate
Warren, Michigan, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Strong communication and interpersonal skills, ability to work independently and in a team, integrity and ethical conduct; remote client-facing financial services role focused on helping families.
Zoom
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1mo
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Rehire Client Support Associate
Bay City, Michigan, United States
OnsiteMultiple Commitments Available
Jackson Hewitt
Jackson Hewitt: Provides personal income tax preparation and financial services.
Strong interpersonal and communication skills, basic computer proficiency, retail or customer service experience preferred, willingness to learn; PTIN certification noted and company provides PTIN registration reimbursement and tax training.
Teladoc
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1mo
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Rehire Client Support Associate
Bay City, Michigan, United States
OnsiteMultiple Commitments Available
Jackson Hewitt
Jackson Hewitt: Provider of professional tax preparation and financial services.
0+ YOEStrong interpersonal and communication skills, basic computer proficiency, retail or customer service experience preferred but not required, willingness to learn; PTIN certification indicated.
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2mo
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Registered Client Service Associate
Birmingham, Michigan, United States
OnsiteFull Time
Raymond James
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
7+ YOEHigh school diploma and 1+ year securities industry experience; SIE and Series 7 required; Series 63/65/66 as needed by state.
CRM software, Excel, Trading terminology tools, Finance software
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3mo
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Client Service & Operations Associate
Bloomfield Hills, Michigan, United States
$65k-$75k/yr OnsiteFull Time
Sanctuary Wealth
Sanctuary Wealth: Provides an integrated platform for independent wealth management advisors.
3+ YOE3+ years in wealth management or financial services; operations/support; familiarity with custodians and CRM; strong MS Office; detail-oriented and independent.
Microsoft Office, Wealthbox CRM, custodian platforms (Pershing, Schwab)
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3w
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Client Account Manager
Grand Blanc, Michigan, United States
$50k/yr OnsiteFull Time
Advanced Rehab Management Services
Advanced Rehab Management Services: Specialized revenue cycle management platform for physical therapy clinics.
2+ YOE2+ years client-facing experience, excellent communication and organizational skills, proficiency with Microsoft Office, CRM experience (Salesforce) a plus, associate's or bachelor's degree preferred.
Microsoft Office, Salesforce
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1w
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J.P. Morgan Wealth Management - Private Client Investment Associate - Bloomfield Hills, MI
Bloomfield Hills, Michigan, United States
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Valid Series 7 required or obtained within 120 days; SIE required if registered after Oct 1, 2018; Series 66 (63/65) and Life and Health Insurance license to be obtained within 120 days; client service and compliance experience.
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6d
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Client Portfolio Manager
Southfield, Michigan, United States
OnsiteFull Time
Allied Universal
Allied Universal: Provides comprehensive security guarding and facility management services.
2+ YOE2+ MgmtManagement experience with team building, operational and financial metrics, driver's license if driving, strong communication and leadership skills; bachelor's or associate degree pathways also accepted.
WinTeam
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1w
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Treasury Management Commercial Client Experience Representative
Newport Beach or Troy or Scottsdale or New York
$51k-$83k/yr OnsiteFull Time
Flagstar
FlagstarNYSE: FLG: Provides personal banking, mortgage lending, and commercial financial services.
2+ YOEAssociates degree (or equivalent) and 2+ years related banking experience; proficiency with treasury/deposit products, KYC/AML, Microsoft Word/Excel/PowerPoint, strong client service and compliance focus.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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1mo
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Associate Strategic Client Executive, Rx Solutions
Raleigh or Golden Valley or Troy or St. Louis Park
HybridFull Time
Marsh McLennan
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
10+ YOEBachelor's degree or equivalent experience, 10+ years working directly in pharmacy (PBM, carrier, consultant, or manufacturer), strong account and relationship management, PBM contract knowledge, and legal U.S. work authorization.
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2w
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Senior Audit Associate (Client Service)
Troy, Michigan, United States
OnsiteFull Time
Doeren Mayhew
Doeren Mayhew: Provides accounting, tax and strategic business advisory services.
2+ YOE2+ years public accounting audit experience, bachelor’s in accounting or related field, CPA preferred/CPA-eligible, financial institution audit experience preferred, proficient in audit software and Microsoft Office.
Engagement, Knowledge Coach, Microsoft Office
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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
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