5d
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Senior Client Associate
Bloomfield Hills, Michigan, United States
HybridFull Time
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)
1mo
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Client Associate/Registered Client Associate
Bloomfield Hills, Michigan, United States
OnsiteFull Time
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.
3mo
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Client Experience Associate
Lansing, Michigan, United States
OnsiteFull Time
Assist customers, deliver client experience, identify opportunities, refer to branch staff, follow policies, support lobby engagement and sales processes.
3d
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Wealth Management Client Associate
Farmington Hills, Michigan, United States
OnsiteFull Time
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
1mo
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Rehire Client Support Associate
Bay City, Michigan, United States
OnsiteMultiple Commitments Available
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
1mo
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Rehire Client Support Associate
Bay City, Michigan, United States
OnsiteMultiple Commitments Available
0+ YOEStrong interpersonal and communication skills, basic computer proficiency, retail or customer service experience preferred but not required, willingness to learn; PTIN certification indicated.
3mo
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Client Service & Operations Associate
Bloomfield Hills, Michigan, United States
$65k-$75k/yr OnsiteFull Time
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)
2mo
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Registered Client Service Associate
Birmingham, Michigan, United States
OnsiteFull Time
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
3w
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Client Account Manager
Grand Blanc, Michigan, United States
$50k/yr OnsiteFull Time
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
2w
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J.P. Morgan Wealth Management - Private Client Investment Associate - Bloomfield Hills, MI
Bloomfield Hills, Michigan, United States
OnsiteFull Time
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.
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
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
1mo
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Associate Strategic Client Executive, Rx Solutions
Raleigh or Golden Valley or Troy or St. Louis Park
HybridFull Time
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.
3w
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Client Service Administrator Team Lead
Troy or Ann Arbor or Bingham Farms
OnsiteFull Time
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
2w
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Senior Audit Associate (Client Service)
Troy, Michigan, United States
OnsiteFull Time
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
3w
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Associate Attorney
Detroit or Troy or Sterling Heights or Novi or Plymouth
$125k-$150k/yr OnsiteFull Time
2+ YOEMichigan bar admission required, 2+ years client-facing attorney experience, estate planning/elder law preferred, strong client engagement, organization, and communication skills.
2mo
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Account Associate
Troy, Michigan, United States
OnsiteFull Time
Customer service and sales support, order processing, data entry, and client communication skills.
CRM, Excel, Salesforce
2mo
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Associate Veterinarian
Livonia, Michigan, United States
$135k-$165k/yr OnsiteFull Time
0+ YOEDVM from AVMA-accredited program; Michigan license or eligibility; strong surgical, diagnostic, and client communication skills.
3d
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Onboarding Associate
Troy, Michigan, United States
$22/hr HybridFull Time
2+ YOE2-4 years client service experience, bachelor's in business/HR preferred, strong prioritization, communication, problem-solving, and ability to support remote teams.
PeopleSoft
3d
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Onboarding Associate
Troy, Michigan, United States
$22/hr HybridFull Time
2+ YOE2+ years client service experience, bachelor’s in Business/HR preferred, strong prioritization, problem-solving, PeopleSoft experience, effective communication and follow-up.
PeopleSoft
1mo
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Associate Attorney
Grand Rapids or Kalamazoo or Novi
OnsiteFull Time, Seasonal
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