Norton Shores • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Norton Shores • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Norton Shores • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Norton Shores • 50 milesRemote · Hybrid · Onsite · Field · All Environments
40 client associate jobs at 25 companies in Norton Shores, MI
1w
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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)
4d
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Client Associate
Grand Rapids, Michigan, United States
OnsiteFull Time
2+ YOEBA/BS degree, 2+ years of industry experience preferred, Series 7 and 66 or Series 7, 65, and 63 registrations, strong client service and organizational skills, and Microsoft Office proficiency.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Concur
2mo
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Wealth Management Client Associate
Muskegon, Michigan, United States
OnsiteFull Time
0+ YOEProvide client service support to Financial Advisors, ensure timely accurate client materials, promote banking offerings, adapt to technology, and uphold policies; high school diploma required; SIE/Series licenses desired.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3mo
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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.
2w
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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
2w
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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
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
2mo
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Wealth Management Client Associate- West Central Michigan Market
Muskegon, Michigan, United States
OnsiteFull Time
Client service support for Merrill Wealth Management; strong communication, multitasking, learning new tech platforms; FINRA SIE/Series 7/66 preferred.
4w
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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.
2mo
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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
3d
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Billing & Client Services Specialist
Hart, Michigan, United States
OnsiteFull Time
1+ YOEHigh school diploma or equivalent required; associate degree preferred. Requires 1–2 years of billing, accounting, or finance experience, customer service or office experience, data quality and invoice reconciliation skills, and Microsoft Office proficiency.
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Outlook, Electronic Data Interchange (EDI)
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.
1w
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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
1w
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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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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.
3mo
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Litigation Associate, Grand Rapids (3-7 years)
Grand Rapids, Michigan, United States
OnsiteFull Time
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.
1mo
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Account Manager- Investment Associate
Grand Rapids, Michigan, United States
OnsiteFull Time
1+ YOE1+ year relevant experience, interest in investments, strong attention to detail, ability to prepare client materials, process trades, and communicate with clients; must be authorized to work in the U.S.
GDWM
1w
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Oracle Cloud Finance - Senior Associate
New York City or Grand Rapids or Raleigh or Charlotte or Chicago or Cincinnati or Cleveland or Kansas City or Dallas or Los Angeles or Louisville or Baltimore or Boston or St. Louis or Salt Lake City or San Francisco or Seattle or Stamford or Tampa or Austin or Washington or Miami or Milwaukee or Minneapolis or Denver or Nashville or Detroit or Buffalo or Florham Park or Orlando or Philadelphia or Pittsburgh or Portland or Houston
$77k-$202k/yr OnsiteFull Time
3+ YOEBachelor's degree and 3+ years of experience required. Oracle Financials implementation proficiency and strong analytical, communication, finance, and client relationship skills required.
Oracle Financials, Oracle Hyperion Financial Management, Oracle ERP, GL, AP, Expenses, CM, AR, Project Costing, Project Billing, Grants, PPM, FA, AHCS, FAH