36 client service specialist jobs at 24 companies in Beecher, MI

3mo
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Client Service Specialist
Southfield, Michigan, United States
$65k-$70k/yr OnsiteFull Time
MassMutual Great Lakes
MassMutual Great Lakes: Private Michigan general agency providing insurance, investment, wealth-management, and financial-planning services to individuals, families, and businesses.
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
3mo
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Client Service Specialist - Novi, MI
Novi, Michigan, United States
$55k-$75k/yr OnsiteFull Time
Advisor Talent Solutions
Advisor Talent Solutions: Hiring-support platform connecting independent financial advisors with candidates for advisor-office jobs.
Bachelor’s degree; Series 65 and MI insurance license preferred or willing to obtain within 90 days; strong communication; client service; detail-oriented; proficient with Microsoft Office; ability to manage multiple client requests.
Microsoft Office, CRM (Redtail), Redtail CRM
1mo
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Client Care Specialist
Troy, Michigan, United States
OnsiteFull Time
Lendify Home Loans
Lendify Home Loans: Mortgage broker helping homebuyers and homeowners purchase, refinance, and access home equity.
Provide client support and administrative assistance for loan officers; strong organizational, communication, sales experience preferred, and proficiency with Microsoft Office.
Microsoft Word, Microsoft Excel, Microsoft Outlook
1mo
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Client Accounting Specialist
Howell, Michigan, United States
$20-$24/hr OnsiteFull Time
Bredernitz, Wagner & Co., P.C.
Bredernitz, Wagner & Co., P.C.: Private Michigan CPA firm serving individuals and businesses with tax, accounting, payroll, financial planning, and auditing services.
1+ YOERequires 1–3 years of accounting or bookkeeping experience, accounting software proficiency, knowledge of general ledgers, reconciliations and reporting, strong organization, communication and client service skills.
QuickBooks, Sage
2d
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26-1793 Client Service Specialist AMHS/Case Management Team 1
Lansing, Michigan, United States
$27-$30/hr FieldFull Time
Community Mental Health Authority of Clinton, Eaton, and Ingham Counties
Community Mental Health Authority of Clinton, Eaton, and Ingham Counties: Michigan public behavioral health agency serving adults and children with mental health, developmental-disability, and substance-use needs.
1+ YOEBachelor's degree in social work, psychology, or related field; 1 year of professional experience with adults with serious mental illness or co-occurring disorders; Michigan driver's license and reliable transportation required.
2w
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Client Support Specialist
Troy, Michigan, United States
$38k/yr OnsiteFull Time
Financial Services of America
Financial Services of America: Independent Michigan financial planning and insurance firm serving families with investment, retirement, tax, estate, and insurance planning.
Office management, customer service, or administrative experience preferred but not required; requires organization, multitasking, communication, Microsoft Office Suite and CRM proficiency, leadership, and problem-solving skills.
Microsoft Office Suite, CRM
1mo
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Client Onboarding Specialist
Chicago or Royal Oak or New York City or San Francisco
$47k-$67k/yr HybridFull Time
SpotOn
SpotOn: Private restaurant technology and financial services providing point-of-sale, ordering, reservations, labor, and payment tools to operators.
2+ YOE2+ years customer success experience, bachelor\u0002s degree required, executive communication, project management, Salesforce familiarity, strong analytical and stakeholder coordination skills.
Salesforce
3d
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Client Relationship Specialist - West Bloomfield, MI
Birmingham or West Bloomfield
$46k-$88k/yr OnsiteFull Time
Charles Schwab
Charles SchwabNYSE: SCHW: Financial services firm providing brokerage, banking, and advisory services.
1+ YOERequires 1+ year of client or customer service experience, strong written and oral communication, multitasking, teamwork, relationship-building, and basic brokerage regulation knowledge.
3w
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Virtual Client Experience Specialist
Flint, Michigan, United States
RemoteFull Time
American Income Life
American Income Life: Provides supplemental life and health insurance for working families.
No experience required. Must be at least 18, authorized to work in the United States, and have a computer, reliable high-speed internet, webcam, microphone, and quiet workspace.
Zoom
2mo
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Client Success Onboarding Specialist
Southfield, Michigan, United States
OnsiteFull Time
700Credit
700Credit: Private U.S. software provider delivering credit, compliance, fraud-detection, and identity solutions to vehicle dealerships.
2+ YOE2+ years in customer service or account management, strong automotive industry knowledge, excellent phone etiquette and organizational skills, Bachelor's preferred or equivalent experience, willingness to travel.
2mo
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Legal Client Intake Specialist - Immigration
United States or Troy or Ann Arbor
$43k/yr HybridFull Time
Ellis Porter
Ellis Porter: Private immigration law firm serving employers, high-skilled professionals, individuals, and families in U.S. immigration matters.
1+ YOEBachelor's degree or equivalent experience, 1+ years customer service or administrative experience, proficiency with HubSpot and Microsoft Office/CRM systems, experience with AI/automation tools preferred, strong communication and organizational skills.
HubSpot, Microsoft Office, CRM systems, AI and automation tools
1w
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Client Onboarding and Operations Specialist
Troy, Michigan, United States
OnsiteFull Time
Doeren Mayhew
Doeren Mayhew: CPA and advisory firm serving private businesses, nonprofits, and financial institutions with assurance, tax, and advisory services.
Associate or bachelor's degree in business or related field preferred, or equivalent experience. Preferred experience in project coordination, administration, operations, client service, or professional services; Microsoft Office proficiency required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, SafeSend
1mo
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Client Support Specialist - Greater Detroit, MI Area (REMOTE)
Michigan or Grand Blanc or Farmington Hills or Novi or Ann Arbor or Troy or Southfield or Grand Rapids
RemoteFull Time
Fidelity Investments
Fidelity Investments: Provider of investment, retirement, and financial planning services.
2+ YOESeries 7 required, Series 63 required or obtainable within 90 days, and 2–3 years of financial services experience. Requires financial planning knowledge, customer service, problem resolution, communication, influence, and organization skills.
2mo
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Treasury Management Service Specialist II-2
Birmingham, Michigan, United States
OnsiteFull Time
Huntington Bank
Huntington BankNASDAQ: HBAN: A regional bank offering consumer, commercial, and financial services.
3+ YOEHigh school diploma or equivalent; 3+ years in treasury management, banking operations, or client implementation/service; strong product knowledge of payments, receivables, electronic banking and depository solutions; project management, analytical and communication skills; Microsoft Office experience.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
4d
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Security Specialist
Novi, Michigan, United States
$20/hr OnsitePart Time
Security Industry Specialists
Security Industry Specialists: Provides customized security solutions, executive protection, and risk assessment services.
High school diploma or GED, required state guard certification, client-requested certifications, interpersonal skills, professional attitude, and compliance with uniform and grooming standards.
1mo
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VA Intake Specialist
Troy, Michigan, United States
$18-$21/hr HybridFull Time
Disability Law Group
Disability Law Group: Michigan disability-benefits law firm helping disabled individuals and veterans obtain Social Security and VA benefits.
Experience managing high call volumes, reviewing client paperwork, proficiency with Microsoft Office, familiarity with SSD/VA claims preferred, strong empathy and attention to detail.
Microsoft Office
1w
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Catering Specialist - Plum Market
West Bloomfield Township, Michigan, United States
OnsiteFull Time
Plum Market Catering & Events
Plum Market Catering & Events: A specialty grocery retailer offering natural, organic, and prepared foods with catering services.
2+ YOECatering or food service operations experience preferred, with strong organization, communication, sales, event planning, order processing, and client service skills; associate degree preferred.
Microsoft Suite
2mo
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Campus Support Specialist
Pontiac, Michigan, United States
OnsiteFull Time
United Wholesale Mortgage
United Wholesale MortgageNYSE: UWMC: Private wholesale mortgage lender serving independent mortgage brokers and homebuyers across the United States.
High school diploma, strong communication, basic mechanical skills, ability to lift over 50 pounds, operate carts, and provide elite client service.
3mo
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Event Setup Specialist
Pontiac, Michigan, United States
OnsiteFull Time
United Wholesale Mortgage
United Wholesale MortgageNYSE: UWMC: Private wholesale mortgage lender serving independent mortgage brokers and homebuyers across the United States.
High school diploma; strong communication; sense of urgency; basic mechanical skills; able to lift 50 lbs; on-site in Pontiac, MI; excellent client service.
Tape measure, Push cart
5d
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Services Specialist Assistant (Montcalm/Ionia County)
Ionia County or Montcalm County
$2k-$3k/bi-wk FieldFull Time
Michigan Department of Health and Human Services
Michigan Department of Health and Human Services: Michigan state government department providing public health, health care, family services, and public assistance to Michigan residents.
Requires two years of college with 15 credits in human services-related fields, a valid driver's license, and willingness to travel, transport clients, undergo fingerprinting, and support child welfare casework.
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