29 client services associate jobs at 17 companies in Sturgis, MI

2w
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Client Service Associate
Auburn, Indiana, United States
OnsiteFull Time
Credent Wealth Management
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.
Microsoft Office
2mo
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Rehire Client Support Associate
Angola, Indiana, United States
OnsiteMultiple Commitments Available
Taylor James Financial Services, LLC
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.
2mo
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Registered Wealth Management Client Associate
Portage, Michigan, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Global financial services and banking institution.
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
Bank of America
Bank of AmericaNYSE: BAC: Global financial services and banking institution.
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
1mo
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Client Service Representative
Mishawaka, Indiana, United States
OnsiteFull Time
SYM Financial Advisors
SYM Financial Advisors: Employee-owned registered investment adviser providing financial planning, investment management, and retirement-plan services to individuals and businesses.
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
Aebi Schmidt Group
Aebi Schmidt GroupNASDAQ: AEBI: Publicly listed Swiss specialty-vehicle manufacturer serving airports, municipalities, road authorities, agriculture, commercial fleets, and last-mile delivery.
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
Crowe
Crowe: Global public accounting, consulting, and technology firm.
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
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Personal Banker (Client Services Associate), FLOAT, St. Joseph County, IN
St. Joseph County, Indiana, United States
FieldFull Time
1st Source Bank
1st Source Bank: Private community bank serving consumers and businesses in northern Indiana and southwest Michigan, with specialty finance nationwide.
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
Jackson or Battle Creek
OnsiteFull Time, Seasonal
H&R Block
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.
Copilot, ChatGPT
2w
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Tax Associate
Elkhart or Battle Creek
OnsiteSeasonal, Full Time
H&R Block
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.
Copilot, ChatGPT
3mo
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Labor & Employment Associate
Detroit or Grand Rapids or Kalamazoo
OnsiteFull Time
Miller Johnson
Miller Johnson: Down to Earth. Down to Business.
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
Chase
ChaseNYSE: JPM: U.S. consumer and commercial bank serving individuals, families and businesses with banking, lending, cards and investment services.
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
1mo
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Federal Tax Associate (Fall 2027/Winter 2028)
Mishawaka, Indiana, United States
$62k-$74k/yr OnsiteFull Time
RSM
RSM: Audit, tax, and consulting services for the middle market.
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.
2mo
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Key Private Bank Team Lead Associate
South Bend or Indianapolis or Toledo
$69k-$105k/yr HybridFull Time
KeyBank National Association
KeyBank National Association: National Association is a wholly owned U.S. regional bank serving individuals, businesses, and institutional clients.
5+ YOEBachelor's degree or equivalent experience, 5+ years related experience, strong client service and organizational skills, knowledge of financial products, credit/fiduciary acumen, Microsoft Office proficiency, BSA/AML understanding, discretion with sensitive information.
Wealth Direction, KeyPad, Salesforce, Microsoft Office
4w
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Associate Veterinarian - Large Animal
Goshen, Indiana, United States
OnsiteFull Time
Heritage Vet Partners
Heritage Vet Partners: Private veterinary partnership supporting rural mixed- and large-animal practices, livestock producers, and companion-animal owners.
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/PATH Program
Howell or Hillsdale County or Jackson County or Lenawee County or Livingston County or Washtenaw County
$19-$25/hr OnsiteFull Time
Michigan Works! Southeast
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.
Pure Michigan Talent Connect
2d
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Physical Therapy Assistant Part-Time
South Bend, Indiana, United States
FieldPart Time
Vertis Therapy
Vertis Therapy: Therapist-owned physical, occupational, and speech therapy provider serving older adults in long-term care facilities.
Associate degree in physical therapy assisting and valid or eligible state PTA license required. Requires treatment-plan skills, communication, computer proficiency, and ability to lift and assist clients.
1mo
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Commercial Lines Transportation Account Manager
Troy or Brighton or Midland or Grand Rapids or Kalamazoo
HybridFull Time
HUB International
HUB International: Global insurance brokerage providing risk management and financial services.
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
2mo
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Career Navigator
South Bend, Indiana, United States
$44k/yr OnsiteFull Time
Goodwill Industries of Michiana
Goodwill Industries of Michiana: Empowering people to achieve their most abundant life.
1+ YOEValid driver’s license, 1+ years relevant experience in workforce development/case management, strong written/verbal skills, associate or bachelor’s preferred, knowledge of data privacy, ability to build trust with justice-involved clients.
Caseworthy