28 client associate jobs at 19 companies in Saint Joseph, MI
5d
Save
Mark Applied
Hide
5d
Client Experience Associate
South Bend, Indiana, United States
OnsiteFull Time
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
Deliver branch customer service, process transactions, identify sales opportunities, apply product knowledge, manage risk, detect fraud, and use digital tools; typically <1 year related experience.
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
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOESupports Financial Advisors by providing client service, executing operational tasks, and maintaining regulatory compliance; requires SIE, Series 7 and Series 66 (or 63/65), and 1 year experience.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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
Harmony Healthcare IT: Provides data migration and archiving solutions for healthcare organizations.
3+ YOE3+ years accounting or project management experience preferred; associate's degree or higher (preferably accounting); strong Excel, NetSuite/Planview experience; accurate data entry and accounting knowledge required.
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.
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.
Indianapolis or Chicago or Grand Rapids or South Bend or Columbus or Oakbrook Terrace
$71k-$140k/yrHybridFull Time, Seasonal
Crowe: Global professional services firm providing audit, tax, and consulting.
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.
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.
Associate Principal, Stars Consulting Center of Excellence
Chicago or Boston or South Bend or United States
$145k-$200k/yrRemoteFull Time
Press Ganey: Provides patient experience measurement and healthcare performance analytics.
10+ YOE10+ years in government-sponsored healthcare (Medicare Advantage/Medicaid), accountable for Stars/HEDIS performance, bachelor's degree, deep HEDIS/Stars expertise, Excel/SQL proficiency, executive consulting and client leadership experience.
Microsoft Excel, SQL, Microsoft PowerPoint, Hyperlift
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
5+ YOEBachelor's degree or equivalent experience, 5+ years related experience, strong client service and organizational skills, knowledge of financial products, credit/fiduciary acumen, Microsoft Office proficiency, BSA/AML understanding, discretion with sensitive information.
Wealth Direction, KeyPad, Salesforce, Microsoft Office
Edward Jones: Offers investment management and financial planning through local branches.
High school diploma required (bachelor's preferred). Series 7 and Series 66 required (may be obtained during study period). FINRA registrations and state insurance licenses required; strong problem solving, critical thinking, attention to detail, and client relationship skills.
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.
Goodwill Industries of Michiana: Provides retail thrift stores and community job training services.
1+ YOEValid driver’s license, 1+ years relevant experience in workforce development/case management, strong written/verbal skills, associate or bachelor’s preferred, knowledge of data privacy, ability to build trust with justice-involved clients.