111 client services associate jobs at 58 companies in Ann Arbor, MI
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Work From Home - Client Services Associate
Detroit, Michigan, United States
RemoteFull Time
Strong communication and interpersonal skills, ability to work independently and collaboratively, genuine desire to help others, and integrity in professional dealings.
Zoom
2mo
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Client Associate/Registered Client Associate
Bloomfield Hills, Michigan, United States
OnsiteFull Time
Bachelor's degree or job-related experience; strong communication and organizational skills; attention to detail; Series 7 and 66 (or 63/65) or willingness to obtain within 12 months; adaptability to changing technology.
1mo
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Wealth Management Client Associate
Toledo, Ohio, United States
OnsiteFull Time
Provide client service support to Financial Advisors, ensure accuracy of client materials, promote banking solutions; high school diploma required; familiarity with investment products and FINRA credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Client Service Associate
Cleveland or Toledo or Cincinnati or Columbus
HybridFull Time
High school diploma required; associate or bachelor's degree preferred. Requires or supports obtaining an insurance license, Microsoft Office skills, organization, communication, teamwork, and U.S. work authorization.
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
3w
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Client Service Associate
Novi, Michigan, United States
OnsiteFull Time
High school diploma, 0–3 months to 1+ years securities or related experience preferred; strong communication, CRM and Microsoft Excel skills; ability to manage multiple priorities and provide client service.
Client Relationship Management (CRM) software, Microsoft Excel
1w
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Part Time Client Associate
Troy, Michigan, United States
$17-$19/hr OnsitePart Time
1+ YOEMinimum one year of client services experience; proficiency in Microsoft applications and point-of-sale systems; strong communication skills and availability for evenings, weekends, and holidays.
Microsoft Applications, Point-of-sale (POS) systems
1mo
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Wealth Management Client Associate
Toledo, Ohio, United States
OnsiteFull Time
Provide client service support to Financial Advisors, manage client requests, promote banking offerings, and support operational excellence; high school diploma/GED required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Client Experience Associate
Belleville, Michigan, United States
OnsiteFull Time
Provide excellent customer service in a retail branch, process transactions, identify sales opportunities, and follow bank policies; typically <1 year experience; no degree required.
2mo
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Client Service Associate (Wyandotte, MI)
Wyandotte, Michigan, United States
OnsiteFull Time
1+ YOEClient servicing, scheduling, database management, marketing support; willing to obtain FINRA registrations; 1-2 years financial services experience preferred; strong MS Office and confidentiality skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
2w
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Client Service Associate - East Lansing,MI
East Lansing, Michigan, United States
$24-$39/hr OnsiteFull Time
Requires 2+ years of financial industry experience, preferably wealth management, and 2+ years in client service. Strong communication, organization, analytical, problem-solving, and relationship-building skills required.
Microsoft Outlook, Microsoft Word, Microsoft Excel, CRM, eSignature
2w
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Client Service Associate - East Lansing,MI
East Lansing, Michigan, United States
$24-$39/hr OnsiteFull Time
2+ YOERequires 2+ years of financial industry experience, preferably wealth management, and 2+ years of client service experience. Strong communication, organization, analytical, problem-solving, and relationship-building skills required.
Microsoft Outlook, Microsoft Word, Microsoft Excel, CRM, eSignature
1mo
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KPB Client Service Associate - Fiduciary Strategist Trust Support
Seattle or Rochester or Toledo or Albany or Brooklyn or Dayton
$25-$38/hr HybridFull Time
3+ YOE3+ years related experience, associate degree preferred, knowledge of banking/trust products, strong client service and communication skills, discretion with sensitive information, proficiency with Salesforce and Microsoft Office.
Salesforce, Microsoft Office
2w
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Private Banking Client Service Associate
Windsor, Ontario, Canada
$53k-$74k/yr OnsiteFull Time
3+ YOEThree years of relevant experience, including private banking or affluent-client service; retail banking and credit knowledge required. Undergraduate degree preferred. CSC or IFIC completion required or attainable within one year.
1w
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Client Relationship Associate - Brighton, MI
Brighton, Michigan, United States
$22-$31/hr HybridFull Time
1+ YOEBachelor's degree preferred in business, finance, economics, or related field; 1–3 years in investment advisory, asset management, or financial services; strong communication, organization, attention to detail, and Microsoft Office proficiency.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Tamarac Advisor View, CRM, eMoney, Schwab, Fidelity
1w
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Retail Banking - Full Time Floating Client Service Associate 1
Beverly Hills or Farmington Hills or Brighton or Livonia
FieldFull Time
High school diploma required; customer service and communication skills needed. Cash handling is preferred but not required; training is provided. Banking experience varies by career path.
IB Edge Sales Management, ATM
1mo
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J.P. Morgan Wealth Management - Private Client Investment Associate - Bloomfield Hills, MI
Bloomfield Hills, Michigan, United States
OnsiteFull Time
Valid Series 7 required or obtained within 120 days; SIE required if registered after Oct 1, 2018; Series 66 (63/65) and Life and Health Insurance license to be obtained within 120 days; client service and compliance experience.
1w
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Client Onboarding and Operations Specialist
Troy, Michigan, United States
OnsiteFull Time
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 Service Administrator Team Lead
Troy or Ann Arbor or Bingham Farms
OnsiteFull Time
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.
Microsoft Office
3w
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Specialized Tax Services - Energy Incentives & Credits Senior Associate
New York or Irvine or Raleigh or Charlotte or Chicago or Dallas or Los Angeles or Boston or San Diego or San Francisco or San Jose or Tampa or Atlanta or Washington or Miami or Milwaukee or Minneapolis or Denver or Nashville or Detroit or New Orleans or Florham Park or Greensboro or Philadelphia or Pittsburgh or Houston
$77k-$214k/yr HybridFull Time
2+ YOEBachelor's degree, minimum 2 years' experience, eligible to sit for CPA exam in state of employment; knowledge of energy tax credits, analytical and client-facing skills, mentoring experience.
4w
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Operations Associate
Troy, Michigan, United States
$20-$26/hr OnsitePart Time
Retail operations and client service experience preferred; organized, detail-oriented, proactive, strong communication and problem-solving skills.
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