23 customer relationship associate jobs at 11 companies in Mason, MI
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Client Relationship Associate - Brighton, MI
Brighton, Michigan, United States
$22-$31/hrHybridFull Time
EP Wealth Advisors: Fee-only wealth advisory firm serving mass-affluent and high-net-worth families through investment, tax, estate, and financial planning.
1+ YOEBachelor's degree preferred in business, finance, economics, or related field; 1–3 years in investment advisory, asset management, or financial services; strong communication, organization, attention to detail, and Microsoft Office proficiency.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Tamarac Advisor View, CRM, eMoney, Schwab, Fidelity
Bank of Ann Arbor: Locally owned Michigan community bank serving individuals, businesses, and nonprofits with personal, commercial, trust, and wealth services.
3+ YOEThree years of relevant banking experience, sales orientation, computer proficiency, and excellent customer service and communication skills required; associate degree or equivalent experience.
1+ YOEHigh school diploma or GED and 1–2 years of related experience building customer relationships and cross-selling products in financial institution or retail settings.
Von Maur: Family-owned upscale department store chain.
Build customer relationships, provide product and service knowledge, process POS transactions, maintain department presentation, and achieve individual sales and account goals.
LPL FinancialNasdaq: LPLA: Independent broker-dealer and wealth management platform.
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
LPL FinancialNasdaq: LPLA: Independent broker-dealer and wealth management platform.
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
Hiring Event - Part Time Associate Banker Flint Saginaw (30 Hours)
Flint, Michigan, United States
OnsitePart Time
ChaseNYSE: JPM: U.S. consumer and commercial bank serving individuals, families and businesses with banking, lending, cards and investment services.
Requires high school diploma or GED, client service or comparable experience, clear communication, relationship-building, issue resolution, and ability to learn banking products and procedures. Cash handling preferred.
Ann Taylor: Private American women's apparel retailer serving women with tailored workwear and everyday clothing.
1+ YOERequires 1 year of sales associate or customer-focused experience, availability for 20 hours weekly, strong communication and relationship-building skills, initiative, flexibility, and a hospitality mindset.
3+ YOEAcquire and deepen branch customer relationships through proactive sales and service; typically requires an associate degree or equivalent and 3+ years of related experience; subject to regulatory background checks.
Michigan First Credit Union: Member-owned, not-for-profit credit union providing personal, business, mortgage, and insurance services to Michigan members.
3+ YOEOutgoing, customer-focused candidate with preferably 3+ years in financial sales or retail, high school diploma/GED required, associate's in business preferred, flexible schedule, strong communication and relationship skills.