17 client services associate jobs at 11 companies in Coldwater, MI
2w
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Client Service Associate
Auburn, Indiana, United States
OnsiteFull Time
1+ YOERequires a high school diploma, 1+ year in finance, banking, tax, or accounting, strong client service and communication skills, Microsoft Office proficiency, and Series 65 within 30–60 days after hire.
Microsoft Office
2mo
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Rehire Client Support Associate
Angola, Indiana, United States
OnsiteMultiple Commitments Available
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.
2mo
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Registered Wealth Management Client Associate
Portage, Michigan, United States
OnsiteFull Time
Holds or will obtain FINRA SIE, Series 7 and Series 66 (63+65 accepted), advanced investment product knowledge, strong client service, detail orientation, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Registered Wealth Management Client Associate
Portage, Michigan, United States
OnsiteFull Time
1+ YOESupports Financial Advisors by providing client service, executing operational tasks, and maintaining regulatory compliance; requires SIE, Series 7 and Series 66 (or 63/65), and 1 year experience.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Client Relations Specialist
Bristol, Indiana, United States
$65k-$85k/yr OnsiteFull Time
1+ YOEHigh school diploma or GED required; associate's or bachelor's degree in business or marketing preferred. Requires 1+ year sales or customer service experience, Microsoft 365 and Dynamics 365 proficiency, and strong communication skills.
Microsoft 365, Microsoft Dynamics 365
2w
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Tax Associate
Jackson or Battle Creek
OnsiteFull Time, Seasonal
No prior tax experience required; complete the H&R Block Income Tax Course, provide client service, communicate clearly, solve problems, use digital tools, and have a high school diploma or GED.
Copilot, ChatGPT
2w
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Tax Associate
Goshen or Battle Creek
OnsiteSeasonal, Part Time
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
2w
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Tax Associate
Elkhart or Battle Creek
OnsiteSeasonal, Full Time
High school diploma/GED, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Copilot, ChatGPT
2w
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Tax Associate
Angola, Indiana, United States
OnsiteFull Time, Seasonal
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Microsoft Copilot, ChatGPT
3mo
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Labor & Employment Associate
Detroit or Grand Rapids or Kalamazoo
OnsiteFull Time
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
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Associate Financial Advisor
Jackson, Michigan, United States
OnsiteFull Time
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
3mo
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Labor & Employment Associate
Detroit or Grand Rapids or Kalamazoo
OnsiteFull Time
2+ YOEJuris Doctor and Michigan bar admission or eligibility, 2+ years labor & employment experience (2–6 years typical), strong legal research, writing, advocacy, and client-service skills; litigation and counseling experience.
9h
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Part Time (30 Hours) Associate Banker, Kendallville Branch, Kendallville, IN
Kendallville, Indiana, United States
OnsitePart Time
High school diploma or GED, client service or comparable experience, clear communication, relationship-building, issue resolution, and ability to learn banking products and procedures.
Chase Mobile App, Chase.com, ATMs
3w
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Associate Veterinarian - Large Animal
Goshen, Indiana, United States
OnsiteFull Time
Provide large-animal veterinary services including production medicine, reproductive and surgical services, ultrasound, and client communication for dairy and beef operations.
Dairy Comp 305, PCdart, VaDia
2mo
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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
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
2mo
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Career Advisor - WIOA Adult & Dislocated Worker Programs
Hillsdale or Jackson County or Hillsdale County or Lenawee County or Livingston County or Washtenaw County
$19-$25/hr OnsiteFull Time
2+ YOEAssociate's degree plus 2 years human services or related experience required (Bachelor's preferred). Knowledge of WIOA and workforce program rules, case management, eligibility determination, assessments, and client enrollment. Local travel between centers.
Pure Michigan Talent Connect
1mo
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Commercial Lines Transportation Account Manager
Troy or Brighton or Midland or Grand Rapids or Kalamazoo
HybridFull Time
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
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