42 client associate jobs at 29 companies in Rockford, MI
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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)
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
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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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
1mo
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Registered Client Service Associate
Holland, Michigan, United States
OnsiteFull Time
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
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
1w
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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
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.
3w
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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.
1mo
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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
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.
2d
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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
2d
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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.
2mo
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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.
3w
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Litigation Associate (Detroit and Grand Rapids Offices)
Detroit or Grand Rapids
OnsiteFull Time
3+ YOE3-5 years litigation experience, J.D. from accredited law school, licensed or willing to become licensed in Michigan, strong legal research and writing, courtroom and client advocacy skills.
1mo
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Retail Cosmetics Sales Associate, Woodland - Flex
Kentwood, Michigan, United States
$15-$22/hr OnsitePart Time
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.
point-of-sale technology, cash register, handheld equipment
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