187 client services manager jobs at 79 companies in Burton, MI
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Client Manager
Bloomfield Hills, Michigan, United States
HybridFull Time
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
3+ YOEBachelor's degree with 3+ years client service/claims experience or HS/GED with 8+ years; producer's license; up to 25% travel; proficiency in Microsoft Office; strong communication and financial acumen.
Asplundh: Provider of vegetation management and utility infrastructure construction services.
3+ YOEHigh school diploma or GED required, 3+ years experience in operations/customer service, ability to travel to client sites, excellent communication, negotiation and computer skills, familiarity with operational concepts and selling landscape enhancements.
Member Driven Technologies: Provides private cloud hosting and technology services for credit unions.
2+ YOEHigh school required; bachelor\u0002s preferred. 2 years client success/account or relationship management experience in B2B required. Familiarity with financial services or Symitar preferred. Up to 50% travel.
Saginaw County Community Mental Health Authority: Provides publicly funded behavioral and mental health services.
1+ YOEBachelor's in mental health or human services, valid Michigan driver’s license, 1+ year post-degree human services experience preferred, knowledge of mental health resources, documentation and case management skills.
Microsoft Office, Microsoft Word, Microsoft Excel, EHR
UTAC: Automotive testing, homologation, and certification for the mobility industry.
Manage North America certification services (ISO 9001, IATF 16949, ISO 14001, ISO 45001, ISO 50001); build client relationships, calculate audit durations, drive sales, and maintain account plans. Advanced Excel and strong analytical, communication, and commercial skills required.
2+ YOE2+ years client-facing experience, excellent communication and organizational skills, proficiency with Microsoft Office, CRM experience (Salesforce) a plus, associate's or bachelor's degree preferred.
Indianapolis or Toledo or Fort Wayne or Orlando or Jacksonville or Cincinnati or Detroit or Columbus or Cleveland or Grand Rapids or Ann Arbor
HybridFull Time
Hylant: Full-service insurance brokerage and risk management firm.
3+ YOEBachelor's degree in business, insurance, risk management, or related field; 3+ years insurance client service; active Property & Casualty license; intermediate MS Office; CIC or CRM designation encouraged; strong communication and teamwork.
CDM Smith: Engineering and construction firm for global infrastructure projects.
15+ YOEPE license, bachelor's in engineering or related, 15 years experience, ability to develop client relationships, lead proposals and projects, travel 20–40%.
Bachelor’s degree; Series 65 and MI insurance license preferred or willing to obtain within 90 days; strong communication; client service; detail-oriented; proficient with Microsoft Office; ability to manage multiple client requests.
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
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
VCA Animal Hospitals: Operates animal hospitals providing veterinary medicine and pet services.
Provide front-desk customer service, schedule and confirm appointments, handle payments, manage medical records, and maintain a clean facility; personable and professional service experience preferred.
Lighthouse: Provides emergency shelter, food, and housing for families.
Bachelor's degree required; experience in human services preferred. Must manage 35–45 clients, perform assessments, develop housing and safety plans, use HMIS and Salesforce, and support clients in securing benefits.
HMIS, Microsoft Office Suite, Google Apps, Salesforce
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEProvides client service support to Financial Advisors; client-centric, detail-oriented, able to learn new platforms; high school diploma/GED required; 1 year experience preferred; FINRA credentials desirable.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
Senior Client Service Operations Manager - Western (Southfield, MI)
Southfield, Michigan, United States
$120k-$140k/yrOnsiteFull Time
Proof: Marketplace platform connecting law firms with independent process servers.
7+ YOE2+ Mgmt7+ years operations experience including 2+ years managing managers; proven function-level KPI ownership; strong analytical, executive communication, and people leadership skills; Bachelor's degree required; experience in regulated service delivery preferred.
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
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
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
Tax Manager, Private Client & Family Office Services
Seattle or Los Angeles or Washington or Troy or New York or Houston or Chicago or Grand Rapids or Owings Mills or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or Fort Lauderdale or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Akron or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Walnut Creek or Baton Rouge or Biloxi or Omaha
$90k-$125k/yrOnsiteFull Time
BDO USA: Provides accounting, tax, and business advisory services to organizations.
6+ YOE6+ years accounting experience or 7+ years without degree; supervisory experience preferred; bachelor’s in accounting/finance or equivalent; CPA preferred; strong GAAP, tax, communication, and project management skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Intuit’s QuickBooks Online (QBO), Microsoft NAV, Bill.com, BDODrive, SEI Archway, Qvinchi
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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