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 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.
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
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
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
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/yrHybridFull Time
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.
United States or Canada or Chicago or Detroit or Atlanta or Raleigh or New York City or Philadelphia or Washington or Boston
$80k-$95k/yrRemoteFull Time
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%
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.
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.
Client Relationship Manager - Associate Director Automotive
Detroit, Michigan, United States
HybridFull Time
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
J.P. Morgan Wealth Management - Private Client Investment Associate - Bloomfield Hills, MI
Bloomfield Hills, Michigan, United States
OnsiteFull Time
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.
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.
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
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
Raleigh or Golden Valley or Troy or St. Louis Park
HybridFull Time
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.
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.
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.
Detroit or Troy or Sterling Heights or Novi or Plymouth
$125k-$150k/yrOnsiteFull Time
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.