24 client services associate jobs at 14 companies in Battle Creek, MI

1w
Save
Mark Applied
Hide
Work From Home - Client Services Associate
East Lansing, Michigan, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Independent insurance sales agency recruiting funnel.
Strong communication and interpersonal skills, integrity, ethical conduct, ability to work independently and collaboratively, and genuine desire to help others.
2w
Save
Mark Applied
Hide
Wealth Management Client Associate
East Lansing, Michigan, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Global financial services and banking institution.
High school diploma or equivalent required. Seeks a motivated client-service professional with strong communication, judgment, technology adaptability, and computer skills; investment licenses are preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
Save
Mark Applied
Hide
Wealth Management Client Associate
East Lansing, Michigan, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Global financial services and banking institution.
High school diploma or equivalent; client service, communication, judgment, adaptability, and strong computer skills required. FINRA SIE, Series 7, or Series 66 knowledge preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
Save
Mark Applied
Hide
Client Service Associate - East Lansing,MI
East Lansing, Michigan, United States
$24-$39/hr OnsiteFull Time
LPL Financial
LPL FinancialNasdaq: LPLA: Independent broker-dealer and wealth management platform.
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
Save
Mark Applied
Hide
Client Service Associate - East Lansing,MI
East Lansing, Michigan, United States
$24-$39/hr OnsiteFull Time
LPL Financial
LPL FinancialNasdaq: LPLA: Independent broker-dealer and wealth management platform.
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
2mo
Save
Mark Applied
Hide
Rehire Client Support Associate
Angola, Indiana, United States
OnsiteMultiple Commitments Available
Taylor James Financial Services, LLC
Taylor James Financial Services, LLC: Independent Jackson Hewitt franchisee providing tax-return preparation services to U.S. taxpayers.
Customer-service focused role; strong communication and interpersonal skills, basic computer proficiency, willingness to learn. PTIN certification required for tax preparer applicants; prior retail or customer service experience preferred but not required.
1w
Save
Mark Applied
Hide
Retail Banking - Full Time Floating Client Service Associate 1
Sparta or Cascade or Cedar Springs or Grand Rapids or Rockford or Howard City or Sand Lake or Newaygo or Big Rapids or White Cloud
FieldFull Time
Independent Bank Corporation
Independent Bank CorporationNASDAQ: IBCP: Michigan-based community bank holding serving individuals and businesses through Independent Bank and Highpoint Community Bank.
High school diploma or equivalent required. Customer service skills, adaptability, accuracy, communication, teamwork, and client focus required; cash handling experience preferred but not required.
IB Edge Sales Management
2mo
Save
Mark Applied
Hide
Tax Senior Associate - Private Client Services
Ada, Michigan, United States
OnsiteFull Time
EHTC
EHTC: West Michigan full-service CPA firm serving individuals and closely held businesses with accounting, tax, and advisory services.
3+ YOEBachelor's in Accounting (or related), 3+ years public accounting tax experience, experience preparing individual/trust/estate/partnership/S-corp returns, strong technical tax knowledge, research skills, and client communication.
UltraTax, GoRS, CoCounsel, Thomson Reuters
3w
Save
Mark Applied
Hide
Operations Associate - Flex
Lansing, Michigan, United States
$18-$21/hr OnsitePart Time
Sephora
Sephora: Global prestige beauty retailer.
1+ YOERequires 1–2 years in a similar, retail, hospitality, or client-focused role; strong organization, communication, teamwork, product learning, client service, reliability, and ability to lift 50 pounds.
2w
Save
Mark Applied
Hide
Tax Associate
Kentwood or Grand Rapids
OnsiteSeasonal, Full Time
H&R Block
H&R BlockNYSE: HRB: Global provider of tax preparation, financial, and small-business solutions.
No tax experience required; complete the H&R Block Income Tax Course, interact with clients, communicate clearly, solve problems, use digital tools, and hold a high school diploma or equivalent.
Copilot, ChatGPT
2w
Save
Mark Applied
Hide
Tax Associate
Goshen or Battle Creek
OnsiteSeasonal, Part Time
H&R Block
H&R Block: A tax preparation and financial services helping clients manage their tax needs.
High school diploma or equivalent, H&R Block Income Tax Course completion, client service experience, clear communication, problem-solving skills, and comfort using digital tools including Copilot and ChatGPT.
Copilot, ChatGPT
2mo
Save
Mark Applied
Hide
Part Time Associate Banker Grand Rapids N Michigan (30 Hours)
East Grand Rapids or Grand Rapids
OnsitePart Time
Chase
ChaseNYSE: JPM: U.S. consumer and commercial bank serving individuals, families and businesses with banking, lending, cards and investment services.
High school diploma/GED, client service experience, strong communication and relationship-building skills, ability to learn products and resolve client issues, cash-handling experience preferred, comfortable with digital banking tools.
Chase Mobile App, Chase.com, ATM
3mo
Save
Mark Applied
Hide
Labor & Employment Associate
Detroit or Grand Rapids or Kalamazoo
OnsiteFull Time
Miller Johnson
Miller Johnson: Down to Earth. Down to Business.
2+ YOEJuris Doctor and Michigan bar admission or eligibility; 2+ years labor & employment experience; strong legal research, writing, advocacy, client service, and ability to manage multiple matters.
2mo
Save
Mark Applied
Hide
Associate Financial Advisor
Jackson, Michigan, United States
OnsiteFull Time
Raymond James Financial Services, Inc.
Raymond James Financial Services, Inc.NYSE: RJF: Financial services firm transforming lives, businesses and communities through the power of personal relationships and professional advice.
1+ YOEBachelor's degree required; 1+ years financial services experience preferred. Requires securities licensing (SIE, Series 7, Series 63/65/66 as state-required), CRM and Microsoft Office proficiency, client service and trading support skills.
Client Relationship Management (CRM) software, Managed account platforms, financial planning software, Microsoft Office Suite, Microsoft Excel
2w
Save
Mark Applied
Hide
Transaction Associate Manager
United States or Columbia or Nashville or Birmingham or Austin or Phoenix or Ashburn or Seattle or Denver or Tampa or Atlanta or Meridian or Indianapolis or Hartford or Portland or Topeka or Milwaukee or Salt Lake City or Providence or Oklahoma City or Ankeny or Erlanger or Alexandria or Boston or East Lansing or Chicago or Minneapolis or Jackson or Raleigh or Chatham or Albuquerque or Las Vegas or Baltimore or New York City or Cincinnati or Reading
$64k-$75k/yr RemoteFull Time
Cushman & Wakefield
Cushman & WakefieldNYSE: CWK: Global commercial real estate services firm.
3+ YOEBachelor’s degree required; 3+ years of real estate transaction management or corporate real estate experience. Requires client service, communication, financial analysis, negotiation, organization, and multitasking skills.
Microsoft Excel
2mo
Save
Mark Applied
Hide
Career Advisor/PATH Program
Howell or Hillsdale County or Jackson County or Lenawee County or Livingston County or Washtenaw County
$19-$25/hr OnsiteFull Time
Michigan Works! Southeast
Michigan Works! Southeast: Nonprofit workforce development agency serving employers and career seekers across five Southeast Michigan counties.
2+ YOEAssociate's degree + 2 years in human services or case management required (Bachelor's preferred). Knowledge of WIOA/PATH/FAE&T and program eligibility, case management, client assessment, program enrollment, and travel between service centers.
Pure Michigan Talent Connect
1mo
Save
Mark Applied
Hide
Commercial Lines Transportation Account Manager
Troy or Brighton or Midland or Grand Rapids or Kalamazoo
HybridFull Time
HUB International
HUB International: Global insurance brokerage providing risk management and financial services.
Manage a $500K+ book, deliver high-touch client service to drive retention, review policies, issue certificates, maintain carrier compliance, identify cross-sell opportunities, and mentor associate account managers.
EPIC