HiringCafe
Join our community

152 client associate jobs at 86 companies in Troy, MI

2mo
Save
Mark Applied
Hide
Client Associate
Birmingham, Michigan, United States
OnsiteFull Time
Rockefeller Capital Management
Rockefeller Capital Management: Provides wealth management and financial advisory services to clients.
1+ YOE1-3 years client service experience in financial industry; Series 7 & 66 preferred; BA/BS degree.
Concur, Microsoft Office, Excel, PowerPoint, eMoney
Job PostingView all
5d
Save
Mark Applied
Hide
Senior Client Associate
Bloomfield Hills, Michigan, United States
HybridFull Time
Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
1+ YOEHigh school diploma/equivalent plus 1 year relevant experience, proficiency with Microsoft Office, strong written/verbal communication, organizational skills, and ability to manage client relationships.
Microsoft Office, Document Management System (DMS)
Job PostingView all
1mo
Save
Mark Applied
Hide
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.
Job PostingView all
3mo
Save
Mark Applied
Hide
Client Services Associate
Plymouth, Michigan, United States
OnsiteFull Time
Waldron Private Wealth
Waldron Private Wealth: Personalized wealth management and financial planning for affluent families.
0+ YOEEntry level, full-time role providing operational and administrative support in a finance client services team.
Job PostingView all
1mo
Save
Mark Applied
Hide
Client Service Associate
Grosse Pointe Farms, Michigan, United States
OnsiteFull Time
Raymond James
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
1+ YOEHigh school diploma required; 1+ year securities industry or related experience preferred; proficiency with CRM and Microsoft Excel; strong communication, organization, transaction processing, client account setup, and customer service skills.
Client Relationship Management (CRM), Microsoft Excel
Job PostingView all
2mo
Save
Mark Applied
Hide
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.
Job PostingView all
3mo
Save
Mark Applied
Hide
Seasonal Client Associate - Somerset
Somerset, Michigan, United States
OnsiteMultiple Commitments Available
TravisMathew
TravisMathew: Retailer of performance golf apparel and lifestyle clothing.
1+ YOEPart-time seasonal retail role requiring 1 year of client services experience, ability to work weekends/evenings/holidays, POS and Microsoft Office proficiency, strong communication.
POS systems, Microsoft Office
Job PostingView all
1w
Save
Mark Applied
Hide
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
Job PostingView all
1d
Save
Mark Applied
Hide
Client Experience Associate
Belleville, Michigan, United States
OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
Provide excellent customer service in a retail branch, process transactions, identify sales opportunities, and follow bank policies; typically <1 year experience; no degree required.
Job PostingView all
1mo
Save
Mark Applied
Hide
Client Service Associate (Plymouth, MI)
Plymouth, Michigan, United States
OnsiteFull Time
Oppenheimer & Co.
Oppenheimer & Co.NYSE: OPY: Provides investment banking, wealth management, and securities brokerage services.
Provide client servicing, marketing support, scheduling, database management, and confidential administrative support; willingness to obtain FINRA registrations; strong MS Office and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
Job PostingView all
5d
Save
Mark Applied
Hide
Work From Home - Client Services Associate
Warren, 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 in a team, integrity and ethical conduct; remote client-facing financial services role focused on helping families.
Zoom
Job PostingView all
6d
Save
Mark Applied
Hide
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
Job PostingView all
3mo
Save
Mark Applied
Hide
Client Service & Operations Associate
Bloomfield Hills, Michigan, United States
$65k-$75k/yr OnsiteFull Time
Sanctuary Wealth
Sanctuary Wealth: Provides an integrated platform for independent wealth management advisors.
3+ YOE3+ years in wealth management or financial services; operations/support; familiarity with custodians and CRM; strong MS Office; detail-oriented and independent.
Microsoft Office, Wealthbox CRM, custodian platforms (Pershing, Schwab)
Job PostingView all
3w
Save
Mark Applied
Hide
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
Job PostingView all
4w
Save
Mark Applied
Hide
Client Import Analyst
Dearborn, Michigan, United States
$25-$39/hr OnsiteFull Time
Livingston International
Livingston International: Provides customs brokerage and international trade compliance services globally.
3+ YOE3 years related experience, High School/GED required, Associates preferred. Strong client service, communication, organization, Word and Excel proficiency; working toward or holding CCS preferred/required for advancement.
Microsoft Word, Microsoft Excel, EDI
Job PostingView all
2w
Save
Mark Applied
Hide
Client Service Associate (CSA) - Planning & Scheduling - Temporary, Full-time
Sarnia, Ontario, Canada
$20-$21/hr OnsiteTemporary, Full Time
VON
VON: Provides home healthcare and community support services to individuals.
High school diploma required; college/office administration or medical terminology preferred. Proficiency with Microsoft Office/Outlook, scheduling software (AlayaCare an asset), customer service and scheduling experience; satisfactory criminal records check.
Microsoft Office, Microsoft Outlook, AlayaCare, faxing software, database management
Job PostingView all
1w
Save
Mark Applied
Hide
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.
Job PostingView all
6d
Save
Mark Applied
Hide
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
Job PostingView all
6d
Save
Mark Applied
Hide
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
Job PostingView all
1mo
Save
Mark Applied
Hide
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.
Job PostingView all

Explore Jobs

Expand Your Job Search