33 client services associate jobs at 18 companies in Hastings, MI
1w
Save
Mark Applied
Hide
Work From Home - Client Services Associate
East Lansing, Michigan, United States
RemoteFull Time
Strong communication and interpersonal skills, integrity, ethical conduct, ability to work independently and collaboratively, and genuine desire to help others.
3w
Save
Mark Applied
Hide
Client Associate
Grand Rapids, Michigan, United States
HybridFull Time
1+ YOEHigh school diploma or equivalent plus 1 year relevant experience; proficiency with Microsoft Office; basic math; strong written and verbal communication and organizational skills; client relationship experience preferred.
Microsoft Office, Document Management System (DMS)
2w
Save
Mark Applied
Hide
Client Associate
Grand Rapids, Michigan, United States
OnsiteFull Time
2+ YOEBA/BS degree, 2+ years of industry experience preferred, Series 7 and 66 or Series 7, 65, and 63 registrations, strong client service and organizational skills, and Microsoft Office proficiency.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Concur
3w
Save
Mark Applied
Hide
Client Service Associate - NR
Holland, Michigan, United States
OnsiteFull Time
2+ YOEPerform clerical support for financial advisors including account opening, account maintenance, client service, recordkeeping, and administrative tasks; 2 years clerical experience and high school diploma required.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
2w
Save
Mark Applied
Hide
Wealth Management Client Associate
East Lansing, Michigan, United States
OnsiteFull Time
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
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
1w
Save
Mark Applied
Hide
Retail Banking - Client Service Associate 1
Cedar Springs, Michigan, United States
OnsiteFull Time
High school diploma or equivalent required. Client service skills, communication abilities, adaptability, accuracy, and teamwork required; cash handling experience preferred but not required. Training is provided.
IB Edge Sales Management
2w
Save
Mark Applied
Hide
Client Service Associate - East Lansing,MI
East Lansing, Michigan, United States
$24-$39/hr OnsiteFull Time
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
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
3w
Save
Mark Applied
Hide
Client Service Associate - NR
Holland, Michigan, United States
OnsiteFull Time
2+ YOE2 years clerical experience; knowledge of administrative procedures, basic brokerage industry understanding, strong time management, critical thinking, customer service and communication skills; proficient in Microsoft Office.
Microsoft Excel, Microsoft Word, PowerPoint, Outlook
2mo
Save
Mark Applied
Hide
Tax Senior Associate - Private Client Services
Ada, Michigan, United States
OnsiteFull Time
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
1w
Save
Mark Applied
Hide
Client Service Associate - Employee Benefits or Commercial Insurance
Toledo or Fort Wayne or Orlando or Indianapolis or Jacksonville or Cincinnati or Detroit or Columbus or Cleveland or Grand Rapids or Ann Arbor
HybridFull Time
High school diploma required; associate or bachelor's degree preferred. Requires P&C or Life & Health license or ability to obtain within 100 days, Microsoft Office skills, organization, communication, teamwork, and U.S. work authorization.
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1mo
Save
Mark Applied
Hide
J.P. Morgan Wealth Management - Private Client Investment Associate - Jenison, MI
Jenison, Michigan, United States
OnsiteFull Time
Requires Series 7 (active or obtained within 120 days), SIE if registered after Oct 1, 2018, Series 66 (or 63/65) and Life & Health Insurance license within 120 days; strong client service, operational accuracy, risk management, and communication skills.
3mo
Save
Mark Applied
Hide
Audit Senior Associate - Financial Services
Columbus or Chicago or Cleveland or Oak Brook Terrace or Grand Rapids or South Bend or Indianapolis
$71k-$140k/yr HybridFull Time
2+ YOE2+ years external audit experience; financial services focus; CPA certification in home state preferred; strong leadership and client-facing skills; willing to travel
Audit software
3w
Save
Mark Applied
Hide
Operations Associate - Flex
Lansing, Michigan, United States
$18-$21/hr OnsitePart Time
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.
3mo
Save
Mark Applied
Hide
Debt Finance Associate
Grand Rapids or Cincinnati
OnsiteFull Time
Juris Doctor and state bar admission (or eligibility). 1–3 years of finance/corporate/transactional experience preferred. Strong drafting, analytical, organizational, communication, and client-service skills.
2w
Save
Mark Applied
Hide
Tax Associate
Kentwood or Grand Rapids
OnsiteSeasonal, Full Time
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
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
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
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
Wealth Management Associate
St. Joseph or Grand Rapids
$60k-$70k/yr HybridFull Time
Undergraduate degree or equivalent experience required; 1-3 years wealth management experience preferred. Strong communication, detail orientation, client service, financial analysis, and willingness to obtain Series 65/CFP.
Explore Jobs