1mo
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Client Associate/Registered Client Associate
Bloomfield Hills, Michigan, United States
OnsiteFull Time
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.
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.
1w
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Wealth Management Client Associate
Ann Arbor, Michigan, United States
OnsiteFull Time
Provide client service support to Financial Advisors, ensure accuracy of client materials, follow bank policies, and promote banking solutions; strong communication and computer skills required.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
2d
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Associate Client Advocate
Chicago or Los Angeles or Phoenix or Houston or Denver or Overland Park or Detroit or Milwaukee or Pittsburgh or Philadelphia or New York or Short Hills or Boston or Arlington or Atlanta or Nashville or Tampa or Miami or Mobile
$90k-$120k/yr HybridFull Time
5+ YOE5+ years commercial P&C insurance client-facing experience, knowledge of coverage forms and renewals, negotiation and relationship management, project management, excellent communication, and ability to obtain a P&C broker license.
Microsoft Office
5d
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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
1w
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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
1w
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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
3w
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Client Account Manager
Grand Blanc, Michigan, United States
$50k/yr OnsiteFull Time
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
2w
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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.
1w
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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
1w
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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.
1mo
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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
2w
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Senior Audit Associate (Client Service)
Troy, Michigan, United States
OnsiteFull Time
2+ YOE2+ years public accounting audit experience, bachelor’s in accounting or related field, CPA preferred/CPA-eligible, financial institution audit experience preferred, proficient in audit software and Microsoft Office.
Engagement, Knowledge Coach, Microsoft Office
4w
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Associate Attorney
Detroit or Troy or Sterling Heights or Novi or Plymouth
$125k-$150k/yr OnsiteFull Time
2+ YOEMichigan bar admission required, 2+ years client-facing attorney experience, estate planning/elder law preferred, strong client engagement, organization, and communication skills.
2mo
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Account Associate
Troy, Michigan, United States
OnsiteFull Time
Customer service and sales support, order processing, data entry, and client communication skills.
CRM, Excel, Salesforce
2mo
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Associate Veterinarian
Livonia, Michigan, United States
$135k-$165k/yr OnsiteFull Time
0+ YOEDVM from AVMA-accredited program; Michigan license or eligibility; strong surgical, diagnostic, and client communication skills.
2d
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Operations Associate
Troy, Michigan, United States
$20-$26/hr OnsitePart Time
Retail operations and client service experience preferred; organized, detail-oriented, proactive, strong communication and problem-solving skills.