60 client associate jobs at 33 companies in Hastings, MI
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Client Associate
Grand Rapids, Michigan, United States
HybridFull Time
1+ YOEHigh school diploma or equivalent plus 1 year relevant experience; proficiency with Microsoft Office; basic math; strong written and verbal communication and organizational skills; client relationship experience preferred.
Microsoft Office, Document Management System (DMS)
2mo
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Associate Client Executive (ACE)
Grand Rapids or Cincinnati or Detroit or Columbus or Ann Arbor
HybridFull Time
2+ YOEEarly-career sales role in insurance with client support and product knowledge.
1w
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Client Service Associate - NR
Holland, Michigan, United States
OnsiteFull Time
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
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
2d
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Wealth Management Client Associate
East Lansing, Michigan, United States
OnsiteFull Time
High school diploma or equivalent required. Seeks a motivated client-service professional with strong communication, judgment, technology adaptability, and computer skills; investment licenses are preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2d
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Wealth Management Client Associate
East Lansing, Michigan, United States
OnsiteFull Time
High school diploma or equivalent; client service, communication, judgment, adaptability, and strong computer skills required. FINRA SIE, Series 7, or Series 66 knowledge preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Client Support Associate - Temporary
Grand Rapids or Minnesota or Kentucky or Georgia or Iowa or South Carolina or New Jersey or Missouri or New York or Newfoundland and Labrador
$22-$28/hr RemoteFull Time
2+ YOEBachelor's degree or equivalent experience, minimum 2 years customer service experience, strong communication, MS Office (Outlook, Word, Excel) proficiency; bilingual (EN-ES/EN-FR) a plus.
Microsoft Outlook, Microsoft Word, Microsoft Excel
1w
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Client Service Associate - NR
Holland, Michigan, United States
OnsiteFull Time
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
3w
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J.P. Morgan Wealth Management - Private Client Investment Associate - Jenison, MI
Jenison, Michigan, United States
OnsiteFull Time
Requires Series 7 (active or obtained within 120 days), SIE if registered after Oct 1, 2018, Series 66 (or 63/65) and Life & Health Insurance license within 120 days; strong client service, operational accuracy, risk management, and communication skills.
1mo
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Tax Senior Associate - Private Client Services
Ada, Michigan, United States
OnsiteFull Time
3+ YOEBachelor's in Accounting (or related), 3+ years public accounting tax experience, experience preparing individual/trust/estate/partnership/S-corp returns, strong technical tax knowledge, research skills, and client communication.
UltraTax, GoRS, CoCounsel, Thomson Reuters
2mo
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Debt Finance Associate
Grand Rapids or Cincinnati
OnsiteFull Time
Juris Doctor and state bar admission (or eligibility). 1–3 years of finance/corporate/transactional experience preferred. Strong drafting, analytical, organizational, communication, and client-service skills.
2d
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Tax Associate
Lowell, Michigan, United States
OnsiteSeasonal, Full Time
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course.
Copilot, ChatGPT
2d
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Tax Associate
Kentwood or Grand Rapids
OnsiteSeasonal, Full Time
No tax experience required; complete the H&R Block Income Tax Course, interact with clients, communicate clearly, solve problems, use digital tools, and hold a high school diploma or equivalent.
Copilot, ChatGPT
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
2mo
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Operations Associate - Flex
Lansing, Michigan, United States
$18-$21/hr OnsiteFull Time, Part Time
1+ YOE1+ years retail or client-focused experience preferred; ability to manage inventory, execute visual merchandising, lift up to 50 lbs, strong communication and organizational skills, and reliable attendance.
1mo
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Sales Associate (Remote)
Kalamazoo, Michigan, United States
RemoteFull Time, Part Time
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.
2mo
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Operations Associate - Flex
Lansing, Michigan, United States
$18-$21/hr OnsiteFull Time, Part Time
1+ YOE1–2 years retail or client-focused experience; strong organization, time management, and communication; ability to lift up to 50 lbs; availability for nights, weekends, and holidays; meet minimum weekly shift/hour requirements.
2mo
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Wealth Management Associate
St. Joseph or Grand Rapids
$60k-$70k/yr HybridFull Time
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.
2w
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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
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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Account Associate - State Farm Agent Team Member
Haslett, Michigan, United States
$40k-$60k/yr OnsiteFull Time
Sales-focused role requiring lead development, client needs assessment, and license in Property & Casualty preferred.