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222 client associate jobs at 117 companies in Michigan

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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Client Associate
Grand Rapids, 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 plus 1 year relevant experience, proficiency with Microsoft Office, strong organizational and communication skills; client relationship experience preferred.
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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2w
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Registered Client Associate
Traverse City, Michigan, United States
OnsiteFull Time
Wells Fargo
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
1+ YOE1+ year brokerage or client services experience, FINRA Series 7 and 63 (or equivalents) required, SIE co-requisite for certain exams, proficiency with Microsoft Office, strong client service and prioritization skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
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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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1mo
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Client Service Associate
Grosse Pointe Farms, Michigan, United States
OnsiteFull Time
Raymond James
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
1+ YOEHigh school diploma required; 1+ year securities industry or related experience preferred; proficiency with CRM and Microsoft Excel; strong communication, organization, transaction processing, client account setup, and customer service skills.
Client Relationship Management (CRM), Microsoft Excel
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2mo
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Associate Client Executive (ACE)
Grand Rapids or Cincinnati or Detroit or Columbus or Ann Arbor
HybridFull Time
Hylant
Hylant: Full-service insurance brokerage and risk management firm.
2+ YOEEarly-career sales role in insurance with client support and product knowledge.
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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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2w
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Wealth Management Client Associate
Traverse City, 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, deliver timely accurate client materials, promote banking solutions, and operate in a fast-paced advisory environment.
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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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
WASH
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
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6d
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Senior Associate, Client Solutions- Network Solutions
United States or Canada or Chicago or Detroit or Atlanta or Raleigh or New York City or Philadelphia or Washington or Boston
$80k-$95k/yr RemoteFull Time
Phreesia
PhreesiaNYSE: PHR: SaaS platform for patient intake and clinical engagement.
3+ YOEBachelor's degree and 3+ years creative agency account experience with pharmaceutical brands; ability to manage client relationships and own campaign execution; proficient with Jira, Monday.com, Ziflow and Microsoft tools; willing to travel ~10%
Jira, Monday.com, Ziflow
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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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1w
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Client Manager Associate, Select Market (Central)
Chicago or Indiana or Michigan or Ohio or Illinois
$42k-$69k/yr HybridFull Time
Guardian Life
Guardian Life: Provides life, disability, dental, and vision insurance products.
3+ YOE3-5 years industry experience (sales preferred), BA/BS preferred or equivalent, strong consultative/sales skills, group insurance knowledge, Microsoft Office and Salesforce proficiency, excellent communication and analytical ability.
Microsoft Excel, Word, PowerPoint, Microsoft Access, Salesforce, CPS, Panorama
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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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4w
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Client Import Analyst
Dearborn, Michigan, United States
$25-$39/hr OnsiteFull Time
Livingston International
Livingston International: Provides customs brokerage and international trade compliance services globally.
3+ YOE3 years related experience, High School/GED required, Associates preferred. Strong client service, communication, organization, Word and Excel proficiency; working toward or holding CCS preferred/required for advancement.
Microsoft Word, Microsoft Excel, EDI
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1w
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J.P. Morgan Wealth Management - Private Client Investment Associate - Jenison, MI
Jenison, Michigan, United States
OnsiteFull Time
JPMorgan Chase
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.
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