33 client services administrator jobs at 19 companies in Pontiac, MI
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Client Services Coordinator
Royal Oak or Michigan or United States
OnsiteFull Time
ColliersNASDAQ: CIGI: Global commercial real estate services and investment management.
2+ YOERequires 2+ years of sales or administrative experience in a professional environment, proficiency in Microsoft Office Suite, initiative, and strong oral and written communication skills.
Microsoft Word, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint
Schlaupitz Madhavan, P.C.: Michigan-based private CPA firm providing audit, tax, advisory, and human-capital services to businesses and nonprofits.
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.
Rochester Area Neighborhood House: Neighborhood House is a 501(c)(3) nonprofit human-services organization helping local families facing hardship achieve self-sufficiency.
5+ YOERequires 5+ years in office management or relevant roles, strong written and verbal communication, process development experience, leadership ability, public conflict management skills, Microsoft Office experience, and ability to lift 25 lbs.
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
Morgan Stanley Wealth ManagementNYSE: MS: Private wealth-management business serving individuals, families, businesses, institutions and foundations with advice, brokerage and financial planning.
Provide client service and administrative support to Financial Advisors; high school diploma required, college degree preferred; willingness to obtain Series 7 and Series 66 or Series 63 and Series 65; advanced Microsoft Office skills.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
United Wholesale MortgageNYSE: UWMC: Private wholesale mortgage lender serving independent mortgage brokers and homebuyers across the United States.
High school diploma, attention to detail, client service skills, ability to lift 50 lbs and stand for long periods. Mailroom experience preferred; pallet jack and Hilo experience are a plus.
U.S. postage machine, UZONE, Sendsuite tracking, Microsoft Excel, pallet jack
Waldron Private Wealth: Boutique independent wealth management firm serving business owners, families, family offices, and high-net-worth individuals.
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.
Wilshire Benefits Group: Privately held employee benefits consulting firm helping employers design, administer, and comply with workplace benefit plans.
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: 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.
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
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
MNP Ltd.: Canadian private insolvency firm helping individuals and businesses resolve debt through licensed trustees, bankruptcies, and restructuring.
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
America's Choice Insurance Partners: Independent full-service insurance agency serving families and RV owners with personal, auto, home, and recreational-vehicle coverage.
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: Private wholesale mortgage lender serving independent mortgage brokers and homebuyers across the United States.
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.
Rocket CompaniesNYSE: RKT: Fintech platform for homeownership, mortgage, and financial services.
Flexible availability, including evening shifts; 1 year of client service, business administration, or hospitality experience preferred; proficiency in Microsoft Office preferred.