38 client services administrator jobs at 23 companies in Grosse Pointe, 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.
Senior Branch Office Administrator - Ann Arbor, MI
Ann Arbor, Michigan, United States
OnsiteFull Time
Edward Jones: Offers investment management and financial planning through local branches.
5+ YOE5+ years related financial services, banking, or legal experience; client service, account management, administrative support, and strong computer literacy (MoneyGuide, Salesforce, Microsoft Office).
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
Waldron Private Wealth: Personalized wealth management and financial planning for affluent families.
Current undergraduate or graduate student able to commit for multiple semesters, work 15 hours weekly during school and 35–40 in summer, commute to Plymouth, and hold unrestricted U.S. work authorization.
Bayshore HealthCare: Provides home and community health care services across Canada.
2+ YOE2+ years customer service experience (preferably healthcare), secondary school diploma, strong communication, scheduling and EMR skills, ability to prioritize and problem-solve.
VON: Provides home healthcare and community support services to individuals.
High school diploma required; college/office administration or medical terminology preferred. Proficiency with Microsoft Office/Outlook, scheduling software (AlayaCare an asset), customer service and scheduling experience; satisfactory criminal records check.
Microsoft Office, Microsoft Outlook, AlayaCare, faxing software, database management
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
Edward Jones: Financial services firm providing wealth management and investment advice.
Provide exceptional client service, manage account administration, perform office and operational support, use MoneyGuide/Salesforce/Microsoft Office, and demonstrate attention to detail and teamwork.
Veterinary United: Operates a network of veterinary clinics and pet resorts.
1+ YOEHigh school diploma or GED, 1+ year customer service experience, reception preferred; able to lift 50 lbs; comfortable with animals; phone, scheduling, payment, and administrative skills.
MNP: National accounting, tax, and business advisory firm.
2+ YOE2 years administrative experience in a professional environment; post-secondary admin education an asset; strong organization, time management, client service, communication and Microsoft Office skills.
Microsoft PowerPoint, Microsoft Word, Microsoft Excel