24 client services associate jobs at 14 companies in Battle Creek, MI
1w
Save
Mark Applied
Hide
1w
Work From Home - Client Services Associate
East Lansing, Michigan, United States
RemoteFull Time
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.
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
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
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
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
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.
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 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.
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.
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.
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.
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.
Part Time Associate Banker Grand Rapids N Michigan (30 Hours)
East Grand Rapids or Grand Rapids
OnsitePart Time
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.
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.
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
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/yrRemoteFull Time
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.
Howell or Hillsdale County or Jackson County or Lenawee County or Livingston County or Washtenaw County
$19-$25/hrOnsiteFull Time
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.