6 client services specialist jobs at 6 companies in Spring Lake, MI
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Client Financial Specialist
Chicago or San Antonio or Houston or Dallas or Cleveland or Grand Rapids or St. Louis or Austin or Columbus or New Orleans or Minneapolis or Pittsburgh
HybridFull Time
Marsh McLennanNYSE: MRSH: Provides global insurance brokerage, risk management, and professional consulting services.
Experience in client invoicing or financial operations in insurance/financial services; strong Excel and Outlook skills; analytical, organizational, and communication abilities; bachelor’s degree preferred.
Microsoft Office, Microsoft Excel, Microsoft Outlook
Brickley DeLong: A full-service public accounting and business consulting firm focused on client service and professional development.
2+ YOE2+ years accounting or bookkeeping experience preferred; proficiency with QuickBooks (Desktop or Online) and intermediate to advanced Microsoft Excel; strong attention to detail, communication, and client-service skills.
QuickBooks Desktop, QuickBooks Online, Microsoft Excel
Client Support Specialist - Greater Detroit, MI Area (REMOTE)
Michigan or Grand Blanc or Farmington Hills or Novi or Ann Arbor or Troy or Southfield or Grand Rapids
RemoteFull Time
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
2+ YOESeries 7 required, Series 63 required or obtainable within 90 days, and 2–3 years of financial services experience. Requires financial planning knowledge, customer service, problem resolution, communication, influence, and organization skills.
The Salvation Army: International charity providing social services and disaster relief.
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
Business Lending Specialist Sr. - Grand Rapids, MI area
Grand Rapids or Battle Creek or Caledonia or Lansing or Okemos or Greenville or Kentwood
OnsiteFull Time
HuntingtonNASDAQ: HBAN: Provides regional commercial, consumer, and mortgage banking services.
5+ YOEBachelor's degree and 5+ years in business banking, business development, credit, or lending. Requires financial analysis, client communication, customer service, organization, and lending compliance knowledge.