147 client services associate jobs at 70 companies in Michigan
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Client Services Associate
Arizona or California or Colorado or Florida or Georgia or Illinois or Indiana or Kansas or Massachusetts or Michigan or Minnesota or Missouri or Montana or North Carolina or North Dakota or Nebraska or New Jersey or Nevada or New York or Ohio or Oregon or Pennsylvania or South Dakota or Tennessee or Texas or Utah or Washington
$20-$24/hr RemoteFull Time
Requires computer skills with Microsoft Word, Teams, Excel, Outlook, and PDF programs; customer service, written communication, organization, problem-solving, critical thinking, adaptability, and teamwork skills.
Microsoft Word, Microsoft Teams, Microsoft Excel, Microsoft Outlook, PDF
3w
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LAB CLIENT SERVICES ASSOCIATE
Saginaw, Michigan, United States
OnsiteFull Time
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
1w
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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
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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
2mo
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Client Associate/Registered Client Associate
Bloomfield Hills, Michigan, United States
OnsiteFull Time
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.
3w
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Client Service Associate
Novi, Michigan, United States
OnsiteFull Time
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
1w
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Part Time Client Associate
Troy, Michigan, United States
$17-$19/hr OnsitePart Time
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
1mo
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Wealth Management Client Associate
Traverse City, Michigan, United States
OnsiteFull Time
Provide client service support to Financial Advisors, manage client requests, ensure accuracy of client materials, and deepen client relationships while following policies and procedures.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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
1mo
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Client Experience Associate
Belleville, Michigan, United States
OnsiteFull Time
Provide excellent customer service in a retail branch, process transactions, identify sales opportunities, and follow bank policies; typically <1 year experience; no degree required.
2w
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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
2mo
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Client Service Associate (Wyandotte, MI)
Wyandotte, Michigan, United States
OnsiteFull Time
1+ YOEClient servicing, scheduling, database management, marketing support; willing to obtain FINRA registrations; 1-2 years financial services experience preferred; strong MS Office and confidentiality skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
1w
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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
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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
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
2w
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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
1mo
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Merchant Services Associate
Grand Chute or Wisconsin or Michigan or Minnesota or Iowa or Colorado or Florida
OnsiteFull Time
Support merchant services onboarding, implementation, client service, and portfolio growth; prospecting and relationship development; Microsoft Office proficiency; strong communication, organization, and consultative skills; sales or banking experience preferred.
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint
2mo
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Rehire Client Support Associate
Bay City, Michigan, United States
OnsiteMultiple Commitments Available
Strong interpersonal and communication skills, basic computer proficiency, retail or customer service experience preferred, willingness to learn; PTIN certification noted and company provides PTIN registration reimbursement and tax training.
Teladoc
3d
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Client Service Associate - Surety Commercial Insurance
Cleveland or Toledo or Ann Arbor
HybridFull Time
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
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