31 client services associate jobs at 15 companies in Kalamazoo, MI
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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
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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
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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
3w
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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
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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
1w
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Retail Banking - Full Time Floating Client Service Associate 1
Sparta or Cascade or Cedar Springs or Grand Rapids or Rockford or Howard City or Sand Lake or Newaygo or Big Rapids or White Cloud
FieldFull Time
High school diploma or equivalent required. Customer service skills, adaptability, accuracy, communication, teamwork, and client focus required; cash handling experience preferred but not required.
IB Edge Sales Management
2mo
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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
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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
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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.
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
3mo
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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
3mo
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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
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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
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Tax Associate
Elkhart, Indiana, United States
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
2mo
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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.
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.
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