23 client associate jobs at 19 companies in Portage, MI
1mo
Save
Mark Applied
Hide
1mo
Registered Client Service Associate
Holland, Michigan, United States
OnsiteFull Time
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
High school diploma, client service experience in securities or related industry preferred, required FINRA registrations (SIE, Series 7; Series 63/65/66 as state-required), CRM and Excel proficiency, strong communication and multi-tasking skills.
Client Relationship Management (CRM) software, Goal planning software, Microsoft Excel
Jackson Hewitt: Personal income tax preparation and electronic filing services.
Customer-service focused role; strong communication and interpersonal skills, basic computer proficiency, willingness to learn. PTIN certification required for tax preparer applicants; prior retail or customer service experience preferred but not required.
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
Associate degree required, strong PC and Microsoft Office skills, excellent written/verbal communication, problem-solving, ability to manage multiple priorities; CRM experience and 2+ years in financial services preferred.
Microsoft Bookings, Microsoft Teams, Outlook Calendar, Microsoft Word, Microsoft Office Suite, Client Relationship Management (CRM), Schwab, Fidelity, Docusign
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.
RSM: Provides audit, tax and consulting services to middle-market businesses.
Bachelor's degree in accounting required by start, accounting major preferred; travel to client sites up to 25%; strong communication and computer skills; ability to multitask in fast-paced teams.
Miller Johnson: A full-service law firm providing legal counsel to clients.
2+ YOEJuris Doctor and Michigan bar admission or eligibility; 2+ years labor & employment experience; strong legal research, writing, advocacy, client service, and ability to manage multiple matters.
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.
Part Time (30 Hours) Associate Banker, Stevensville Branch, Stevensville, MI
Stevensville, Michigan, United States
OnsitePart Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Provide attentive client service, open and service accounts, handle transactions, learn product and procedures, and work with branch technology; high school diploma/GED required; client service experience preferred.
Macy'sNYSE: M: Operates department stores selling apparel, home goods, and luxury items.
1+ YOEMinimum 1 year customer service or selling experience; flexible availability including days, evenings, weekends and holidays; strong communication in English; ability to lift 25 lbs, stand for hours, use point-of-sale and handheld devices; meet sales goals and build client relationships.
Heritage Vet Partners: Management partner and consolidator for veterinary practices.
Provide large-animal veterinary services including production medicine, reproductive and surgical services, ultrasound, and client communication for dairy and beef operations.
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
4+ YOEDelivers financial wellness programs, acquires and deepens client relationships, manages portfolios, and generates consumer acquisition through proactive outreach; typically requires an associate degree and 4+ years related experience.
Career Advisor - WIOA Adult & Dislocated Worker Programs
Hillsdale or Jackson County or Hillsdale County or Lenawee County or Livingston County or Washtenaw County
$19-$25/hrOnsiteFull Time
Michigan Works! Southeast: Public workforce development agency serving Southeast Michigan.
2+ YOEAssociate's degree plus 2 years human services or related experience required (Bachelor's preferred). Knowledge of WIOA and workforce program rules, case management, eligibility determination, assessments, and client enrollment. Local travel between centers.
Compass GroupLondon Stock Exchange: CPG: Provides contract food and support services globally.
3+ YOE3+ years food service management experience preferred, K-12 experience preferred. Associate degree in Management/Hospitality/Culinary/Nutrition preferred. Strong leadership, communication, and financial acumen; ability to manage P&L and client relationships.