30 client services associate jobs at 17 companies in Three Rivers, MI
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Client Service Associate
Auburn, Indiana, United States
OnsiteFull Time
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
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
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
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
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
Jackson or Battle Creek
OnsiteFull Time, Seasonal
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
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.
2mo
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Key Private Bank Team Lead Associate
South Bend or Indianapolis or Toledo
$69k-$105k/yr HybridFull Time
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
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
2d
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Physical Therapy Assistant Part-Time
South Bend, Indiana, United States
FieldPart Time
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
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
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
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