324 client jobs at 154 companies in Benton Harbor, MI
2w
Save
Mark Applied
Hide
2w
Private Client Advisor
South Bend, Indiana, United States
HybridFull Time
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
Deliver investment solutions and financial planning to mass affluent clients, grow client relationships, meet sales/referral goals, obtain required FINRA and state insurance licenses.
Elkhart County: Provides public services and administration to Elkhart County residents.
Bachelor's degree in social work/family systems/human development/psychology or related field, valid driver's license, knowledge of DSM‑V and legal/mental‑health resources, strong organization and communication, pre-employment background check.
PurposeCare: Provides home healthcare and personal support services for seniors.
Ensure scheduling to retain clients and caregivers, communicate staffing needs, pass criminal background check and drug screen, be 18+, strong communication and independent work skills.
StifelNYSE: SF: Provides wealth management and investment banking services to clients.
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
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
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
FlagstarNYSE: FLG: Provides personal banking, mortgage lending, and commercial financial services.
0+ YOEHigh school diploma or equivalent; 0–3 years customer service or sales experience; strong client-service, sales, compliance, and problem-solving skills; ability to stand, walk, and occasionally lift.
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Insurance license or willingness to obtain, strong communication and interpersonal skills, self-motivated, ability to work independently, basic computer skills for client management.
Eurofins ScientificEuronext Paris: ERF: Global provider of analytical testing and laboratory services.
Strong oral and written communication, organizational skills, high school diploma or equivalent, authorization to work in the U.S. indefinitely, MS Office (Word, Excel, Outlook) experience; prior scientific/GMP customer service and LIMS experience preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Laboratory Information Management System (LIMS), Case Management Software
Mars Veterinary Health: Global provider of preventive, specialty, and emergency veterinary care.
1+ YOE1+ year customer service experience, high school diploma/GED, strong communication and decision-making, ability to lift 40 lbs, willingness to work nights/weekends/holidays.
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
Tommy Enterprises: Develops and manufactures automated car wash systems and franchises.
2+ YOEHigh school diploma, 2 years customer service experience, strong communication, Microsoft Office and database familiarity, ability to lift up to 30 lbs, and ability to work a Saturday rotation.
Microsoft Office, database systems, Wash Club license plate reader system
Jeannie Cleaning: Professional residential cleaning and home organizing services.
2+ YOEMust be 21+, speak English, have 2 years customer service experience, strong computer skills (Google Workspace, Chrome), live within 30 minutes of Portage, MI office, and be able to pass national background check, MVR and drug test.
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.
Business Insurance Senior Client Service Representative
South Bend, Indiana, United States
$44k-$69k/yrHybridFull Time
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
Obtain state P&C license within 75 days, proficient in Microsoft Excel and Word, organized with basic accounting/math skills, able to process policies, endorsements, audits, and client documents.
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