421 client jobs at 168 companies in Grand Rapids, MI
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Wealth Management Client Associate
Muskegon, Michigan, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
0+ YOEProvide client service support to Financial Advisors, ensure timely accurate client materials, promote banking offerings, adapt to technology, and uphold policies; high school diploma required; SIE/Series licenses desired.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
10+ YOE3+ MgmtBachelor's or equivalent experience; 10+ years commercial lines experience with 3+ years client management; state Property/Casualty insurance license required; proficiency with Microsoft Office; strong organizational and client relationship skills.
Lascko Services: Provides residential plumbing, heating, and air conditioning services.
Proven client service experience, strong written and verbal communication, problem-solving, ability to handle multiple inquiries, and proficiency with CRM systems.
BluePearl Pet Hospital: Provides specialty and emergency veterinary medical care for pets.
2+ YOECustomer service experience with direct client interface; 2+ years preferred; call center experience helpful; ability to remain calm in emotional situations.
Ethos Veterinary Health: Operates a network of specialty and emergency veterinary hospitals.
Provide friendly client service, process appointments/payments, update medical records, triage and assist in emergency situations; veterinary reception experience preferred.
Chicago or San Antonio or Houston or Dallas or Cleveland or Grand Rapids or St. Louis or Austin or Columbus or New Orleans or Minneapolis or Pittsburgh
HybridFull Time
Marsh McLennanNYSE: MRSH: Provides global insurance brokerage, risk management, and professional consulting services.
Experience in client invoicing or financial operations in insurance/financial services; strong Excel and Outlook skills; analytical, organizational, and communication abilities; bachelor’s degree preferred.
Microsoft Office, Microsoft Excel, Microsoft Outlook
BluePearl: Provides emergency and specialty veterinary medical care services.
Provide compassionate customer service, greet clients, assess arrivals, confirm appointments, triage emergencies, communicate clearly, and act as liaison between clients and clinical staff.
Brickley DeLong: A full-service public accounting and business consulting firm focused on client service and professional development.
2+ YOE2+ years accounting or bookkeeping experience preferred; proficiency with QuickBooks (Desktop or Online) and intermediate to advanced Microsoft Excel; strong attention to detail, communication, and client-service skills.
QuickBooks Desktop, QuickBooks Online, Microsoft Excel
Thrive: Provides managed IT, cybersecurity, and cloud services for organizations.
5+ YOE5+ years client delivery/digital experience, ITIL/ITSM and process improvement certifications, P&L and project management experience, strong customer relationship and change management skills.
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
Provide high-touch administrative support to financial advisors, service client inquiries, process transactions, open accounts, use CRM and Microsoft Excel; HS diploma required; securities experience preferred.
Baird: Global employee-owned firm providing wealth management and investment banking.
2+ YOE2+ years industry or administrative experience; must obtain SIE, Series 7 and Series 66 or Series 63+65 within 18 months if not already held; proficient in Microsoft Office; strong communication, organization, and compliance knowledge.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
Meals on Wheels Western Michigan: Delivers nutritious meals and wellness checks to local seniors.
1+ YOEBilingual Spanish/English, 1 year experience with elderly, 1 year data entry, 1 year phone-based client service, strong verbal written communication.
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
Robert HalfNYSE: RHI: Provides specialized staffing services and business consulting solutions globally.
2+ YOEBachelor’s degree preferred; 2+ years in B2B development or IT-related fields; strong business development and account management skills; ability to build client relationships and multi-task in a fast-paced environment.
Sharpe Cars: Automotive dealership group selling and servicing luxury vehicles.
Excellent communication and customer service skills; sales experience desired. Must pass background check, drug test, and have a valid driver's license and clean driving record.
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.
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
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.