31 client services administrator jobs at 14 companies in Beecher, MI
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Client Service Administrator Team Lead
Troy or Ann Arbor or Bingham Farms
OnsiteFull Time
Schlaupitz Madhavan: Provides professional accounting, tax, and business advisory services.
7+ YOE7+ years administrative or office management experience preferred, supervisory/team lead experience preferred, associate degree or business coursework preferred, strong Microsoft Office and project/process skills, excellent communication and organizational abilities.
Fifth Third BankNASDAQ: FITB: Provides retail, commercial, and wealth management financial services.
2+ YOEHigh school diploma required, bachelor’s preferred. 2+ years fiduciary administration or client service experience preferred. Knowledge of trust administration, estate and tax concepts. Strong client service, attention to detail, and communication skills.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Provide client service and administrative support to financial advisors, execute money movements, assist with account documentation, enroll clients in digital tools, and prepare meeting materials.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Provide client service and administrative support to Financial Advisors/Private Wealth Advisors; strong Microsoft Office, detail orientation, communication skills; willingness to obtain Series securities licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
Lendify Home Loans: Mortgage brokerage providing home purchase and refinance loan services.
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
Wilshire Benefits Group: Employee benefits consulting and insurance brokerage services.
1+ YOE1+ year in employee benefits or benefits administration; strong customer service; accurate data handling; familiar with benefit platforms; onsite work willingness; bachelor’s degree preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Adobe products, Employee Navigator (or similar benefits administration platforms)
Financial Services of America: Provides financial planning, investment management, and insurance services.
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.
Doeren Mayhew: Provides accounting, tax and strategic business 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
Ellis Porter: Provides legal services for US and UK 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
General RV Center: Retailer and servicer of recreational vehicles and parts.
Client account, administrative, insurance operations, or customer service experience preferred. Requires client needs assessment, insurance product recommendations, objection handling, relationship management, and Microsoft suite proficiency.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
United Wholesale MortgageNYSE: UWMC: Wholesale mortgage lender providing loan origination and servicing.
High school diploma; strong communication; sense of urgency; basic mechanical skills; able to lift 50 lbs; on-site in Pontiac, MI; excellent client service.
United Wholesale MortgageNYSE: UWMC: Provider of wholesale residential mortgage loans to brokers.
High School Diploma; sense of urgency; strong communication; basic mechanical skills; able to lift 50+ lbs; able to operate push/hand cart; excellent client service.
General RV Center: Retailer of recreational vehicles and related maintenance services.
Administrative, customer support, client account, insurance operations, or customer service experience preferred. Requires communication, problem-solving, time management, detail orientation, and Microsoft product proficiency.
HuntingtonNASDAQ: HBAN: Provides regional commercial, consumer, and mortgage banking services.
1+ YOEHigh school diploma or GED, 1+ year financial services administrative experience, strong communication, client service orientation, Excel proficiency, ability to multitask and work independently.