2mo
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Client Associate
Birmingham, Michigan, United States
OnsiteFull Time
1+ YOE1-3 years client service experience in financial industry; Series 7 & 66 preferred; BA/BS degree.
Concur, Microsoft Office, Excel, PowerPoint, eMoney
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
Sylvania, Ohio, United States
OnsiteFull Time
2+ YOESeries 7 and 66 licenses (for registered CSAs), ideally 2-4 years client service experience in finance, bachelor's degree preferred (finance), strong communication, attention to detail, and proficiency with Microsoft Office.
Microsoft Office
1w
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Wealth Management Client Associate
Toledo, Ohio, United States
OnsiteFull Time
Provide client service support to Financial Advisors, ensure accuracy of client materials, promote banking solutions; high school diploma required; familiarity with investment products and FINRA credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3mo
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Client Services Associate
Plymouth, Michigan, United States
OnsiteFull Time
0+ YOEEntry level, full-time role providing operational and administrative support in a finance client services team.
1mo
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Client Service Associate
Grosse Pointe Farms, Michigan, United States
OnsiteFull Time
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
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.
3mo
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Seasonal Client Associate - Somerset
Somerset, Michigan, United States
OnsiteMultiple Commitments Available
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
1d
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Client Experience Associate
Belleville, Michigan, United States
OnsiteFull Time
Provide excellent customer service in a retail branch, process transactions, identify sales opportunities, and follow bank policies; typically <1 year experience; no degree required.
1mo
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Client Service Associate (Plymouth, MI)
Plymouth, Michigan, United States
OnsiteFull Time
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
1d
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KPB Client Service Associate - Fiduciary Strategist Trust Support
Seattle or Rochester or Toledo or Albany or Brooklyn or Dayton
$25-$38/hr HybridFull Time
3+ YOE3+ years related experience, associate degree preferred, knowledge of banking/trust products, strong client service and communication skills, discretion with sensitive information, proficiency with Salesforce and Microsoft Office.
Salesforce, Microsoft Office
4d
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Work From Home - Client Services Associate
Warren, Michigan, United States
RemoteFull Time
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
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
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
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)
4w
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Client Import Analyst
Dearborn, Michigan, United States
$25-$39/hr OnsiteFull Time
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
1w
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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.
6d
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Client Portfolio Manager
Southfield, Michigan, United States
OnsiteFull Time
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
6d
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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