27 client services administrator jobs at 12 companies in Stockbridge, 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.
Edward Jones: Provides personalized financial advice and wealth management services.
Provides client service, account management, administrative and operational support, scheduling, marketing assistance, and transaction processing while learning financial services and using firm technology.
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
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.
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.
RN Transition Coor - HF at Home - Full Time - Day Shift - Jackson in Jackson, Michigan
Jackson, Michigan, United States
OnsiteFull Time
Henry Ford Health: Provides comprehensive healthcare services and health insurance in Michigan.
1+ YOEGraduation from an accredited RN program and an active Michigan RN license; minimum 1 year clinical nursing experience; IV administration preferred; valid driver’s license and reliable transportation; ability to lift and transport clients; computer documentation skills.