2mo
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Client Associate
Birmingham, Michigan, United States
OnsiteFull Time
1+ YOE1-3 years client service experience in financial industry; Series 7 & 66 preferred; BA/BS degree.
Concur, Microsoft Office, Excel, PowerPoint, eMoney
2mo
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Client Assistant
Ann Arbor, Michigan, United States
OnsiteFull Time
2+ YOE2+ years relevant experience; study for SIE, Series 7 and 66 within 18 months; strong client service and MS Office skills.
Microsoft Office, CRM, PowerPoint, Excel, Word
1w
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Client Partner
Detroit or Washington
$151k-$215k/yr HybridFull Time
10+ YOE10+ years client-facing consulting or IT professional services experience, P&L management >$10M, digital fluency, strategic thinking, financial acumen, and proficiency with Google mail/calendaring/shared drives.
Google Mail, Google Calendar, Google Drive
1mo
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Client Manager
Bloomfield Hills, Michigan, United States
HybridFull Time
3+ YOEBachelor's degree with 3+ years client service/claims experience or HS/GED with 8+ years; producer's license; up to 25% travel; proficiency in Microsoft Office; strong communication and financial acumen.
Microsoft Office
1w
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Client Partner
Detroit or Washington
$151k-$215k/yr HybridFull Time
10+ YOE10+ years client-facing experience in consulting or IT professional services, P&L management >$10M, digital fluency, strategic thinking, financial acumen, high EQ, proficiency with Google mail/calendaring/shared drives.
Google mail, shared drives
1d
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National Client Executive
Schaumburg or St. Louis or Addison or Overland Park or Novi or Bloomington or Milwaukee
$102k-$136k/yr HybridFull Time
5+ YOEBachelor's degree,5+ years group insurance/client management experience,group life and health license required,knowledge of disability/leave/ADA,strong analytical and communication skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1w
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Wealth Management Client Associate
Toledo, Ohio, United States
OnsiteFull Time
Provide client service support to Financial Advisors, ensure accuracy of client materials, promote banking solutions; high school diploma required; familiarity with investment products and FINRA credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Client Associate, Registered
Sylvania, Ohio, United States
OnsiteFull Time
2+ YOESeries 7 and 66 licenses (for registered CSAs), ideally 2-4 years client service experience in finance, bachelor's degree preferred (finance), strong communication, attention to detail, and proficiency with Microsoft Office.
Microsoft Office
3w
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Client Director – Business Insurance
Livonia or Troy or Grand Rapids
HybridFull Time
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.
Microsoft Office
1mo
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Client Advisor - Saks Troy
Troy, Michigan, United States
OnsiteFull Time
Customer-focused retail advisor responsible for achieving sales goals, mastering product knowledge, advising clients, leveraging clienteling tools, and building long-term client relationships; luxury retail or customer-service experience preferred.
1w
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Client Relationship Manager, Client Services - Retirement
Pittsburgh or Baxter or Indianapolis or Las Vegas or Glendale or New York City or South Lyon or Cedar Rapids or Richmond or St. Louis or Greensboro or Lake Mary or Newton or Madison or Kansas City or Woodcliff Lake or Fargo or Dresher or Alabama or Alaska or Arizona or Arkansas or California or Colorado or Connecticut or Delaware or Florida or Georgia or Hawaii or Idaho or Illinois or Indiana or Iowa or Kansas or Kentucky or Louisiana or Maine or Maryland or Massachusetts or Michigan or Minnesota or Mississippi or Missouri or Montana or Nebraska or Nevada or New Hampshire or New Jersey or New Mexico or New York or North Carolina or North Dakota or Ohio or Oklahoma or Oregon or Pennsylvania or Rhode Island or South Carolina or South Dakota or Tennessee or Texas or Utah or Vermont or Virginia or Washington or West Virginia or Wisconsin or Wyoming or Poland
RemoteFull Time
5+ YOEBachelor's or equivalent, 5+ years client relationship experience in financial services, 7+ years retirement services experience preferred; ASPPA/CEBS preferred; strong analytical, communication, and project management skills; ability to travel.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
3mo
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Client Service Representative
Sylvania, Ohio, United States
$15/hr OnsiteFull Time
0+ YOEExperience in front-desk client service, scheduling, payments, and product education in a veterinary setting.
Workday, POS, CRM
1mo
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Client Relationship Analyst
Birmingham, Michigan, United States
OnsiteFull Time
Provide client support for financial advisors, execute money movement transactions, enter client data, assist with meeting materials, and use digital tools; HS diploma required, college preferred, willingness to obtain FINRA series exams, advanced Microsoft Office skills.
MSOnline, eSign, eAuthorization, Zoom, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
3mo
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Client Services Associate
Plymouth, Michigan, United States
OnsiteFull Time
0+ YOEEntry level, full-time role providing operational and administrative support in a finance client services team.
20h
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Client Care Technician
Bowling Green or Perrysburg
OnsiteFull Time
Provides clerical and basic clinical client care; must maintain confidentiality, complete documentation, and be willing to train; flexible schedule required.
2mo
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Client Service Specialist
Southfield, Michigan, United States
$65k-$70k/yr OnsiteFull Time
5+ YOE5+ years in financial services; experience supporting insurance, annuity, and/or investment clients; licenses preferred; CRM experience; strong communication and organization.
Advisor360, CRM, Microsoft Office
2mo
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Client Services Manager
Troy, Michigan, United States
$65k/yr HybridFull Time
6+ YOEBachelor's in Business/Marketing or related discipline; 6+ years in marketing, sales, or business operations; travel flexibility; strong client interfacing and leadership skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Project Management Software
1w
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Client Experience Coordinator
Berkley or Rochester
$14-$16/hr OnsitePart Time
Client-facing customer service with sales responsibilities; CRM, Google Suite, and Slack proficiency; onboarding, scheduling, payment processing; flexible hours including evenings and weekends.
Google Suite, Slack, CRM
2w
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Client Relationship Analyst
Birmingham, Michigan, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; strong Microsoft Office skills; detail oriented and excellent interpersonal skills; willingness to obtain Series licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
1mo
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Client Success Analyst
Maumee, Ohio, United States
OnsiteFull Time
3+ YOE3+ years in client success/account management with SaaS subscription experience; Bachelor's degree or equivalent; strong communication, problem-solving, CRM familiarity; experience with Infor or Deltek is a plus.
CRM, Infor, Deltek, E-Verify