127 client associate jobs at 77 companies in Royal Oak, MI

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Client Associate/Registered Client Associate
Bloomfield Hills, Michigan, United States
OnsiteFull Time
Royal Bank of Canada
Royal Bank of CanadaTSX: RY: Provides personal, commercial, and investment banking services worldwide.
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.
3d
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Client Service Associate
Novi, Michigan, United States
OnsiteFull Time
Raymond James
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
High school diploma, 0–3 months to 1+ years securities or related experience preferred; strong communication, CRM and Microsoft Excel skills; ability to manage multiple priorities and provide client service.
Client Relationship Management (CRM) software, Microsoft Excel
2mo
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Associate Client Executive (ACE)
Grand Rapids or Cincinnati or Detroit or Columbus or Ann Arbor
HybridFull Time
Hylant
Hylant: Full-service insurance brokerage and risk management firm.
2+ YOEEarly-career sales role in insurance with client support and product knowledge.
2w
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Wealth Management Client Associate
Ann Arbor, Michigan, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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
1w
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Wealth Management Client Associate
Farmington Hills, Michigan, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEProvides client service support to Financial Advisors; client-centric, detail-oriented, able to learn new platforms; high school diploma/GED required; 1 year experience preferred; FINRA credentials desirable.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
1w
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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
WTW
WTWNASDAQ: WTW: Provides global risk management, insurance brokerage, and advisory services.
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
1d
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Client Experience Associate
Sterling Heights, Michigan, United States
OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
Delivering customer service and branch transactions, identifying sales opportunities, leveraging digital tools, managing risk, and preventing fraud.
1mo
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Client Service Associate (Wyandotte, MI)
Wyandotte, Michigan, United States
OnsiteFull Time
Oppenheimer & Co.
Oppenheimer & Co.NYSE: OPY: Provides investment banking, wealth management, and securities brokerage services.
1+ YOEClient servicing, scheduling, database management, marketing support; willing to obtain FINRA registrations; 1-2 years financial services experience preferred; strong MS Office and confidentiality skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
2w
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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
Phreesia
PhreesiaNYSE: PHR: SaaS platform for patient intake and clinical engagement.
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
3d
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Work From Home - Client Services Associate
Ann Arbor, Michigan, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Strong communication and interpersonal skills, ability to work independently and on a team, integrity and ethical conduct, genuine desire to help others.
Zoom
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Client Account Manager
Grand Blanc, Michigan, United States
$50k/yr OnsiteFull Time
Advanced Rehab Management Services
Advanced Rehab Management Services: Specialized revenue cycle management platform for physical therapy clinics.
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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Client Relationship Manager - Associate Director Automotive
Detroit, Michigan, United States
HybridFull Time
Cognizant
CognizantNasdaq: CTSH: Provides IT consulting and digital business process services.
10+ years in client-facing/account leadership in IT services or consulting, proven CxO relationship skills, bachelor's degree required (MS/MBA preferred), experience driving revenue and managing P&L, US work authorization required.
IoT, artificial intelligence, digital engineering, cloud
3w
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J.P. Morgan Wealth Management - Private Client Investment Associate - Bloomfield Hills, MI
Bloomfield Hills, Michigan, United States
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
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.
2w
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Client Portfolio Manager
Southfield, Michigan, United States
OnsiteFull Time
Allied Universal
Allied Universal: Provides comprehensive security guarding and facility management services.
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
2w
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Treasury Management Commercial Client Experience Representative
Newport Beach or Troy or Scottsdale or New York
$51k-$83k/yr OnsiteFull Time
Flagstar
FlagstarNYSE: FLG: Provides personal banking, mortgage lending, and commercial financial services.
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
6d
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Client Resolution Representative
Pontiac, Michigan, United States
OnsiteFull Time
United Wholesale Mortgage
United Wholesale MortgageNYSE: UWMC: Wholesale mortgage lender providing loan origination and servicing.
1+ YOEHigh school diploma required (associate/bachelor preferred). Prefer 1+ year mortgage servicing/collections experience. Knowledge of delinquency cycles, mortgage terms, customer hardship conversations, strong communication and de-escalation skills; MS Office and loan servicing platform proficiency preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, MSP
2mo
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Associate Strategic Client Executive, Rx Solutions
Raleigh or Golden Valley or Troy or St. Louis Park
HybridFull Time
Marsh McLennan
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
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
Schlaupitz Madhavan
Schlaupitz Madhavan: Provides professional accounting, tax, and business advisory services.
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
3w
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Senior Audit Associate (Client Service)
Troy, Michigan, United States
OnsiteFull Time
Doeren Mayhew
Doeren Mayhew: Provides accounting, tax and strategic business advisory services.
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
1mo
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Associate Attorney
Detroit or Troy or Sterling Heights or Novi or Plymouth
$125k-$150k/yr OnsiteFull Time
AlerStallings
AlerStallings: Provides estate planning, elder law, and probate legal services.
2+ YOEMichigan bar admission required, 2+ years client-facing attorney experience, estate planning/elder law preferred, strong client engagement, organization, and communication skills.