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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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
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
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.
3mo
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Client Service Representative
Tiffin, Ohio, United States
OnsiteFull Time
Excellent client service, cash handling experience beneficial, proficiency with banking software and basic computer skills, ability to manage multiple priorities, maintain confidentiality.
Banking software, Cash handling, Keyboard, Ten-key pad, Basic computer systems
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
1mo
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Client Advisor
Ann Arbor, Michigan, United States
OnsiteFull Time
Customer-service background, strong communication and organizational skills, motivated and goal-oriented. High school diploma or equivalent and age 18+ required. Drug-free workplace; hospitality/retail experience valued.
1mo
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Client Representative
Ann Arbor, Michigan, United States
OnsiteFull Time
5+ YOEBachelor's in civil engineering (or related), 5+ years municipal infrastructure experience, familiarity with AutoCAD Civil 3D and GIS, proven people management and teamwork skills, strong communication.
AutoCAD Civil 3D, GIS
1mo
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Client Advocate
Farmington Hills or Columbus or Ypsilanti or Las Vegas or Nashville or Augusta or Fairborn or Irvine or Great Falls or Live Oak or Harlingen or Orlando or Marquette or East Lansing or Detroit or Madison or Traverse City or Monroe or Jackson or Battle Creek or Novi
$15-$18/hr RemoteFull Time
High-volume inbound call handling, 40 WPM typing at 80% accuracy, strong customer service and communication, U.S. citizenship required, dedicated home office with hard-wired internet and security camera, willingness to work scheduled shifts and occasional Saturdays.
4w
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Client Import Analyst
Dearborn, Michigan, United States
$25-$39/hr OnsiteFull Time
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
2mo
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Associate Client Executive (ACE)
Grand Rapids or Cincinnati or Detroit or Columbus or Ann Arbor
HybridFull Time
2+ YOEEarly-career sales role in insurance with client support and product knowledge.
1mo
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Private Client Banker
Ann Arbor, Michigan, United States
$25-$38/hr OnsiteFull Time
Sales-focused banker for clients with up to $2M in investable assets; requires sales/service experience, FINRA S6/S63/SIE and life & health insurance, high school diploma (BA preferred), and ability to operate a motor vehicle.
Microsoft Windows, Microsoft Word, Microsoft Excel
2w
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Branch Banking Client Consultant I
Ann Arbor, Michigan, United States
$17-$23/hr OnsiteFull Time
0+ YOEHigh school diploma/GED, customer service and sales experience (less than 2 years acceptable), teller transaction accuracy, client engagement, compliance training, and problem resolution skills.
3mo
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Private Client Group Sales
Toledo, Ohio, United States
$85k-$125k/yr OnsiteFull Time
3+ YOEProspecting and closing sales for high-net-worth clients; strong insurance knowledge; proven sales record; proficient with Excel/Outlook; able to manage multiple projects.
Excel, Outlook, Agency website, Mobile app
1mo
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Client Service Associate (Wyandotte, MI)
Wyandotte, Michigan, United States
OnsiteFull Time
1+ YOEClient servicing, scheduling, database management, marketing support; willing to obtain FINRA registrations; 1-2 years financial services experience preferred; strong MS Office and confidentiality skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
1d
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Manager, Fleet Client Services
Indiana or South Bend or Fort Wayne or Toledo
$74k-$111k/yr RemoteFull Time
6+ YOE1+ MgmtBachelor's degree and 6+ years account management experience, 1+ year management, valid driver's license, strong client relationship, sales and strategic leadership skills, travel up to 40-50%.
Microsoft Teams
6d
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Client Manager, SLED MI
Detroit or Lansing
$90k-$135k/yr FieldFull Time
3+ YOE3+ years technology sales experience supporting SLED customers in Michigan, proven executive engagement and strategic account management, knowledge of procurement and E-Rate preferred, bachelor's degree preferred, travel up to 25%.
1mo
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Client Assessor (Wayne County)
Franklin or Lansing or Sterling Heights or Dearborn
$80k-$95k/yr FieldFull Time
Master's degree and BCBA or BCBA-D with Michigan licensure required; experience conducting VB-MAPP/ABLLS-R/AFLS/FBA assessments, strong writing and communication, and Microsoft Word/Excel skills.
VB-MAPP, ABLLS-R, AFLS, FBA, Microsoft Word, Microsoft Excel