44 client associate jobs at 32 companies in Kalamazoo, MI
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Client Service Associate
Grand Rapids, Michigan, United States
OnsiteFull Time
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
Provide high-touch administrative support to financial advisors, service client inquiries, process transactions, open accounts, use CRM and Microsoft Excel; HS diploma required; securities experience preferred.
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
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/hrRemoteFull Time
WASH: Provides laundry facility management and equipment for multifamily properties.
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
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
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
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
J.P. Morgan Wealth Management - Private Client Investment Associate - Jenison, MI
Jenison, Michigan, United States
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
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.
EHTC: Full-service CPA firm providing accounting, tax, and advisory services.
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.
Miller Johnson: A full-service law firm providing legal counsel to clients.
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.
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.
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.
Indianapolis or Chicago or Grand Rapids or South Bend or Columbus or Oakbrook Terrace
$71k-$140k/yrHybridFull Time, Seasonal
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.
Miller Canfield: Full-service international law firm providing comprehensive legal counsel.
3+ YOE3-7 years litigation experience, licensed in Michigan or eligible for admission by exam/waiver, federal-court litigation exposure with motions and depositions, strong client skills and critical thinking.
Litigation Associate (Detroit and Grand Rapids Offices)
Detroit or Grand Rapids
OnsiteFull Time
Warner Norcross + Judd: Full-service law firm providing corporate and individual legal representation.
3+ YOE3-5 years litigation experience, J.D. from accredited law school, licensed or willing to become licensed in Michigan, strong legal research and writing, courtroom and client advocacy skills.