102 client services associate jobs at 53 companies in Fenton, MI
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LAB CLIENT SERVICES ASSOCIATE
Saginaw, Michigan, United States
OnsiteFull Time
Covenant HealthCare: Nonprofit regional hospital system serving families across Michigan's Great Lakes Bay Region with hospital and outpatient care.
Requires college-level chemistry or biology, post-high-school medical education or experience, medical terminology, computer proficiency, customer service, accurate typing at 40 wpm, and independent problem-solving.
Epic ADT, Epic Lab Navigator, Cerner Millennium, LifePoint, Microsoft Windows, Microsoft Excel, Microsoft Word, Internet, fax machines, printers, label printers, copiers, credit card processors, scanners
AO Garcia Agency: Independent insurance sales agency recruiting funnel.
Strong communication and interpersonal skills, ability to work independently and collaboratively, genuine desire to help others, and integrity in professional dealings.
RBC Wealth Management: A Royal Bank of Canada wealth-management business serving high-net-worth individuals, families, and institutions worldwide.
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.
Raymond James FinancialNYSE: RJF: Diversified financial services, wealth management, and investment banking firm.
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
TravisMathew: California-inspired active-lifestyle apparel brand making men's and women's clothing and accessories for work, play, and golf.
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
Provide excellent customer service in a retail branch, process transactions, identify sales opportunities, and follow bank policies; typically <1 year experience; no degree required.
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
6+ YOEBachelor's degree or equivalent experience, 6+ years in commercial banking, treasury management, or client servicing, expertise in treasury products and regulatory compliance, and strong communication, analytical, and risk management skills.
ACH, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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
TD WealthTSX: TD: Wealth, a TD Bank Group wealth-management business, provides planning, investment advice, private banking, and trust services.
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.
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.
J.P. Morgan Wealth Management - Private Client Investment Associate - Bloomfield Hills, MI
Bloomfield Hills, Michigan, United States
OnsiteFull Time
ChaseNYSE: JPM: U.S. consumer and commercial bank serving individuals, families and businesses with banking, lending, cards and investment services.
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.
Doeren Mayhew: CPA and advisory firm serving private businesses, nonprofits, and financial institutions with assurance, tax, and advisory services.
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
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.
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/yrHybridFull Time
PwC: Global professional services network providing audit, tax, and consulting services.
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.