11 client services associate jobs at 7 companies in Hillsdale, MI
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Client Service Associate
Auburn, Indiana, United States
OnsiteFull Time
Credent Wealth Management: Partner-owned, fee-only fiduciary wealth management firm serving individuals, families, business owners, nonprofits, and trusts.
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.
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.
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.
H&R Block: A tax preparation and financial services serving clients and communities.
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.
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.
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.
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
Part Time (30 Hours) Associate Banker, Kendallville Branch, Kendallville, IN
Kendallville, Indiana, United States
OnsitePart Time
JPMorgan ChaseNYSE: JPM: Global financial services and investment banking firm.
High school diploma or GED, client service or comparable experience, clear communication, relationship-building, issue resolution, and ability to learn banking products and procedures.
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
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.
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/hrOnsiteFull Time
Michigan Works! Southeast: Nonprofit workforce development agency serving employers and career seekers across five Southeast Michigan counties.
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.