49 client services manager jobs at 28 companies in White Cloud, MI
1mo
Save
Mark Applied
Hide
Client Service Manager - Commercial Insurance
Grand Rapids, Michigan, United States
HybridFull Time
3+ YOEBachelor's in business/insurance/risk management (or equivalent), 3+ years insurance client service experience, active property & casualty license, intermediate Microsoft Office skills; CIC/CRM designation encouraged.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
2mo
Save
Mark Applied
Hide
Client Relationship Executive - RCMS Managed Services
Kansas City or Indianapolis or Grand Rapids or Raleigh or Charlotte or Jacksonville or Chicago or Cincinnati or Cleveland or Dallas or Las Vegas or Little Rock or Los Angeles or Baltimore or Louisville or Boston or St. Louis or Salt Lake City or San Diego or Seattle or Spartanburg or Albany or Stamford or Tampa or Atlanta or Austin or Washington or Miami or Milwaukee or Denver or Nashville or Detroit or New Orleans or Florham Park or New York or Oklahoma City or Fort Worth or Orlando or Greensboro or Philadelphia or Phoenix or Hartford or Pittsburgh or Houston
$123k-$424k/yr OnsiteFull Time
8+ YOEHigh school diploma and 8 years of sales, marketing, or PwC experience; experience building client relationships, leading projects, mentoring teams, and selling professional services; executive presence and thought leadership.
1mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
5d
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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.
1mo
Save
Mark Applied
Hide
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.
3w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
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
2w
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
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
1w
Save
Mark Applied
Hide
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
2mo
Save
Mark Applied
Hide
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
1w
Save
Mark Applied
Hide
Audit Senior Associate - Commercial Services
Indianapolis or Chicago or Grand Rapids or South Bend or Columbus or Oakbrook Terrace
$71k-$140k/yr HybridFull Time, Seasonal
2+ YOE2+ years external audit experience, ability to supervise staff, meet CPA education requirement for home state, travel to client sites, work additional hours, and authorize work eligibility in the U.S.
1mo
Save
Mark Applied
Hide
Branch Office Administrator - Grand Rapids, MI
Grand Rapids, Michigan, United States
OnsiteFull Time
Provide administrative and client support for financial advisors, manage account tasks, use MoneyGuide/Salesforce/Microsoft Office, strong attention to detail and client service.
MoneyGuide, Salesforce, Microsoft Office
1mo
Save
Mark Applied
Hide
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.
2mo
Save
Mark Applied
Hide
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.
Explore Jobs