67 client services manager jobs at 31 companies in Rockford, MI
3mo
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Client Service Manager - Real Estate Insurance
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
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.
Microsoft Office
1mo
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Environmental Services Manager (MI, Grand Rapids)
Grand Rapids, Michigan, United States
$40k-$54k/yr FieldFull Time
Prior supervisory experience required; responsible for supervising and training cleaning staff, conducting inspections, managing staffing and budgets, ensuring service quality, securing facilities, and traveling between client locations.
2mo
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Tax Senior Manager, Private Client Services
Grand Rapids or Detroit or Kalamazoo or Pittsburgh or United States
$146k-$206k/yr OnsiteFull Time
7+ YOESeven+ years in accounting/finance or law; private client service experience; supervisory experience; CPA/EA/Attorney or equivalent; tax compliance and consulting skills; strong leadership and communication.
Microsoft Office Suite (Word, Excel, PowerPoint), Adobe Acrobat, GoSystems, BNA Tax Planner, GoFileRoom, SurePrep, BNA Portfolio, CCH IntelliConnect, Checkpoint, LexisNexis
1mo
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Tax Manager – Private Client Services
Ada, Michigan, United States
OnsiteFull Time
5+ YOECPA license and bachelor's in accounting required; 5+ years progressive tax experience with high-net-worth individuals, trusts, estates, and closely held businesses; supervisory experience; strong technical tax, communication, and project management skills.
UltraTax, GoRS, CoCounsel, Thomson Reuters
2mo
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Project Manager - Municipal Services
Allegan, Michigan, United States
OnsiteFull Time
8+ YOE8+ years in municipal project management; PE licensed in Michigan (Indiana preferred); strong BD, leadership, and writing skills; ability to manage multiple projects and client communications.
2mo
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Wealth Management Client Associate
Muskegon, Michigan, United States
OnsiteFull Time
0+ YOEProvide client service support to Financial Advisors, ensure timely accurate client materials, promote banking offerings, adapt to technology, and uphold policies; high school diploma required; SIE/Series licenses desired.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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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
1w
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Client Engagement Coordinator
Portage or Norton Shores or Grand Rapids or Holland or East Lansing
FieldFull Time
Requires strong organizational, project management, communication, customer service, and multitasking skills; proficiency with Microsoft Office and web-based software; evening availability and weekly travel between multiple Michigan locations.
Microsoft Office
2mo
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Wealth Management Client Associate- West Central Michigan Market
Muskegon, Michigan, United States
OnsiteFull Time
Client service support for Merrill Wealth Management; strong communication, multitasking, learning new tech platforms; FINRA SIE/Series 7/66 preferred.
3w
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J.P. Morgan Wealth Management - Private Client Investment Associate - Jenison, MI
Jenison, Michigan, United States
OnsiteFull Time
Requires Series 7 (active or obtained within 120 days), SIE if registered after Oct 1, 2018, Series 66 (or 63/65) and Life & Health Insurance license within 120 days; strong client service, operational accuracy, risk management, and communication skills.
1w
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Managed Services - SAP BRIM - Manager
Cincinnati or Raleigh or Charlotte or Chicago or Cleveland or Columbia or Columbus or Dallas or Rochester or Rosemont or Boston or Sacramento or St. Louis or Salt Lake City or San Antonio or San Diego or San Francisco or Silicon Valley or Seattle or Albany or Stamford or Tampa or Toledo or Atlanta or Austin or Tulsa or Washington or Denver or Des Moines or Detroit or Buffalo or Florham Park or Fort Worth or Greensboro or Hartford or Houston or Indianapolis or Grand Rapids or Irvine or Jacksonville or Kansas City or Las Vegas or Little Rock or Los Angeles or Louisville or Birmingham or Melville or Miami or Milwaukee or Minneapolis or Montpelier or Nashville or New Orleans or New York City or Philadelphia or Phoenix or Pittsburgh or Portland
$99k-$232k/yr OnsiteFull Time
5+ YOERequires a bachelor's degree and 5+ years of experience; SAP CRM/ERP proficiency, business process modeling, enterprise integration, project budgeting, team leadership, coaching, and client management.
SAP CRM, SAP ERP
1mo
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Senior Manager - Healthcare CFO Services Team
Orlando or Grand Rapids or Lansing
OnsiteFull Time
8+ YOE8+ years of taxation, accounting, and consulting experience; experience with healthcare organizations; CPA or CHBC (desired); strong client service, communication, and technical tax/accounting acumen; business development experience.
2w
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Customer Service Manager (Office Coffee Services) Grand Rapids, MI
Grand Rapids, Michigan, United States
$65k-$75k/yr FieldFull Time
3+ YOERequires 3+ years in customer service, account management, customer success, or client retention; Excel proficiency, communication and presentation skills, a driver's license, and local travel ability.
Microsoft Excel
2d
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Federal Tax Senior Manager, Lead Tax Services
Indianapolis or Chicago or Grand Rapids or Columbus or Oakbrook Terrace
$128k-$269k/yr HybridFull Time
8+ YOEBachelor's in Accounting, active CPA or EA, and 8+ years of progressive tax experience. Requires federal and state tax expertise, client management, technical research, communication, and team leadership.
AI
1mo
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Senior Operations Manager
Grand Rapids, Michigan, United States
OnsiteFull Time
Lead parking facility operations including staff hiring and training, budget and revenue management, client relations, safety/compliance, and cash control. Bachelor's preferred; valid state driver’s license required.
Microsoft Word, Microsoft Excel, Google Documents, Google Spreadsheets
3w
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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
3w
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Operations Manager (Executive Role)
Wayland, Michigan, United States
$47k/yr OnsiteFull Time
2+ YOELeadership and supervisory experience in security, 2+ years security management experience, Michigan CPL and LEOSA, HS diploma required, bachelor's preferred, proficiency with Microsoft Office, strong communication and client-relations skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook
2mo
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Account Manager
Grand Rapids, Michigan, United States
OnsiteFull Time
3+ YOECurrent health & life insurance license for state of employment, 3+ years insurance or business experience, strong Word/PowerPoint/Excel skills, client services and insurance processing expertise, ability to work onsite and pursue professional designation.
Microsoft Word, Microsoft PowerPoint, Microsoft Excel
2w
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Energy Assistance Services Case Specialist
Grand Rapids, Michigan, United States
OnsiteFull Time
Provide transactional and case management for low-income clients; degree in social work or equivalent preferred; complete Caseworker Certification within 120 days; valid driver’s license and Safe From Harm training required; proficient with Microsoft Office/Teams/SharePoint.
Microsoft Office 365, Microsoft Teams, Microsoft SharePoint
3mo
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Sr. Relationship Manager, Commercial
Grand Rapids, Michigan, United States
$128k-$268k/yr HybridFull Time
7+ YOE7+ years financial services experience; 1+ years commercial credit training; Bachelor's in accounting/finance; strong client relationship and sales skills; willingness to travel.
CRM, Financial analysis tools
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