29 client services associate jobs at 18 companies in East Lansing, MI
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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
Client Service Associate - Surety Commercial Insurance
Cleveland or Toledo or Ann Arbor
HybridFull Time
Hylant: Privately held U.S. insurance brokerage serving businesses and individuals with employee benefits and risk-management consulting.
High school diploma required; associate or bachelor's degree preferred. Requires P&C license or ability to obtain within 100 days, Microsoft Office skills, communication, organization, prioritization, teamwork, and U.S. work authorization.
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
EP Wealth Advisors: Fee-only wealth advisory firm serving mass-affluent and high-net-worth families through investment, tax, estate, and financial planning.
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
Retail Banking - Full Time Floating Client Service Associate 1
Beverly Hills or Farmington Hills or Brighton or Livonia
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 required; customer service and communication skills needed. Cash handling is preferred but not required; training is provided. Banking experience varies by career path.
Schlaupitz Madhavan, P.C.: Michigan-based private CPA firm providing audit, tax, advisory, and human-capital services to businesses and nonprofits.
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.
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 Block: A tax preparation and financial services helping clients and communities build confidence.
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.
H&R BlockNYSE: HRB: Global provider of tax preparation, financial, and small-business solutions.
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.
Part Time (30 Hours) Associate Banker, Howell Grand River Branch, Howell, MI
Howell, Michigan, United States
OnsitePart Time
ChaseNYSE: JPM: U.S. consumer and commercial bank serving individuals, families and businesses with banking, lending, cards and investment services.
Requires high school diploma or GED and client service or comparable experience. Strong communication, relationship-building, issue-resolution, product learning, and client technology support skills required.
Raymond James Financial Services, Inc.NYSE: RJF: Diversified financial services, wealth management, and investment banking firm.
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.
Edward Jones: Financial services firm providing wealth management and investment advice.
3+ YOEBachelor's degree, equivalent experience, or relevant financial services, sales, or relationship-building background; sales or client relationship experience; strong communication; willingness to obtain required licenses within three months.
VCA Animal Hospitals: Network of veterinary hospitals providing medical care for pets.
Doctor of Veterinary Medicine (DVM) from an accredited university and licensure to practice in Michigan (or ability to obtain); commitment to high standard of medicine; collaborative, client-focused, and lifelong learning mindset.
Ultrasound, Surgical laser, Digital radiographs, Dental radiographs, Workday, Headspace, Vault, Lyra Health
Associate Veterinarian, Surgeon, Advanced General Practice
Ann Arbor or South Lyon or Novi
$140k/yrOnsiteFull Time
Easthaven Animal Hospital: Family-owned Michigan veterinary hospital group providing general, dental, diagnostic, and urgent care for cats and dogs.
Doctor of Veterinary Medicine seeking advanced general practice work; requires veterinary medical expertise, client relationships, teamwork, adaptability, professionalism, and willingness to learn and collaborate.
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.
Shelter Association of Washtenaw County: 501(c)(3) nonprofit providing emergency shelter, healthcare, and housing support to adults experiencing homelessness in Washtenaw County.
Provide front-desk shelter operations, ensure guest safety, document client information in HMIS, welcome and orient clients, work weekends/holidays, associates degree or related experience preferred, knowledge of mental health and chemical dependency helpful.