27 client services associate jobs at 15 companies in Portage, MI
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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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Rehire Client Support Associate
Angola, Indiana, United States
OnsiteMultiple Commitments Available
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.
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
1mo
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Client Service Representative
Mishawaka, Indiana, United States
OnsiteFull Time
Associate degree required, strong PC and Microsoft Office skills, excellent written/verbal communication, problem-solving, ability to manage multiple priorities; CRM experience and 2+ years in financial services preferred.
Microsoft Bookings, Microsoft Teams, Outlook Calendar, Microsoft Word, Microsoft Office Suite, Client Relationship Management (CRM), Schwab, Fidelity, Docusign
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
3w
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Personal Banker (Client Services Associate), FLOAT, St. Joseph County, IN
St. Joseph County, Indiana, United States
FieldFull Time
4+ YOEFour or more years of retail banking experience preferred; customer service and sales orientation, Microsoft Word and Excel proficiency, communication skills, attention to detail, and ability to travel between locations required.
Microsoft Word, Microsoft Excel, Microsoft Office, PC, fax, phone
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
3mo
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Labor & Employment Associate
Detroit or Grand Rapids or Kalamazoo
OnsiteFull Time
2+ YOEJuris Doctor and Michigan bar admission or eligibility; 2+ years labor & employment experience; strong legal research, writing, advocacy, client service, and ability to manage multiple matters.
4d
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Part Time (30 Hours) Associate Banker, Indiana and SR19, Elkhart, IN
Elkhart, Indiana, United States
OnsitePart Time
Requires client service or comparable experience and a high school diploma or GED. Cash handling and ability to learn banking products, services, procedures, and technology solutions are valued.
Chase Mobile App, Chase.com, ATMs
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.
1mo
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Federal Tax Associate (Fall 2027/Winter 2028)
Mishawaka, Indiana, United States
$62k-$74k/yr OnsiteFull Time
Bachelor's in accounting or business, coursework to sit for CPA or licensed JD/Enrolled Agent, strong communication and organizational skills, client service experience preferred.
3w
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Associate Veterinarian - Large Animal
Goshen, Indiana, United States
OnsiteFull Time
Provide large-animal veterinary services including production medicine, reproductive and surgical services, ultrasound, and client communication for dairy and beef operations.
Dairy Comp 305, PCdart, VaDia
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.
EPIC
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