Top 49871 Jobs in Troy, MI

Client Service Associate
Stonebridge Financial Partners —Troy, MI
- From $65,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Inside Sales Professional
Air Liquid Systems LLC —Rochester Hills, MI
- From $54,000 a year
- Full-time
- Background check
- Pass drug screening
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
13d
Sales Administrator
Progressive Metal Manufacturing Company —Warren, MI
- $25.98 - $31.28 an hour
- Full-time
- Hybrid work
- Microsoft Outlook
- PMP
- Mid-level
Quick Apply
14d
Print Bindery Operator
ArborOakland Group —Royal Oak, MI
- Full-time
- In-person
- Entry level
- Under 1 year
- Health insurance
- Dental insurance
Quick Apply
Caregiver for Your Own Family Member - Funded by Michigan's Home Help Program
AAA Advantage Home Care —Troy, MI
- From $17.50 an hour
- Part-time
- High school diploma or GED
- US work authorization
- Older adults
- Flexible schedule
Quick Apply
VAN OWNERS NEEDED! / FULL TIME- UP TO $1500 -(MUST OWN SPRINTER OR CARGO VAN)
The Delivery Authority —Troy, MI
- Up to $300 a day
- Contract
- Clean driving record
- Heavy lifting
- Customer service
Quick Apply
Materials Controller
Schaeffler Group —Troy, MI
- English
- Mid-level
- 3 years
Special Agent
Federal Bureau of Investigation —Detroit, MI
- $103,326 - $133,200 a year
- Full-time
- Mid-level
- Bachelor's degree
- Travel
$500 Bonus + $27/hr to drive in Utica, MI!
Via Transportation —Utica, MI
- $27 an hour
- 5 years
- Caregiving
- Pass drug screening
Special Agent: Healthcare Services/Medical Background
Federal Bureau of Investigation —Detroit, MI
- $103,326 - $133,200 a year
- Full-time
- Research
- Mid-level
- Bachelor's degree
Part time Activities Assistant
Waltonwood University —Rochester Hills, MI
- Part-time
- Microsoft Office
- Driving
- In-person
- Referral program
Quick Apply
Hourly Production Team Member- TEMPORARY FULL-TIME- Macomb County
Ford Motor Company —Sterling Heights, MI
- From $21 an hour
- Temporary
- Background check
- Pass drug screening
- Warehouse
- Profit sharing
- AD&D insurance
Member Concierge
Life Time —Troy, MI
- Full-time
- High school diploma or GED
- Ability to stand for extended periods
- Communication skills
Asset Protection Associate
Neiman Marcus —Troy, MI
- $21.53 - $26.91 an hour
- Full-time
- Computer literacy
- Writing skills
- Conflict management
- Disability insurance
- Health insurance
Member Service Assistant
Costco Wholesale Corporation —Shelby Charter Township, MI
- Driving
- US work authorization
- Warehouse
- AD&D insurance
- Employee stock purchase plan
Teammate - Footwear
DICK'S Sporting Goods —Troy, MI
- Part-time
- Background check
- Merchandising
- High school diploma or GED
Teammate- Golf
DICK'S Sporting Goods —Troy, MI
- Part-time
- Background check
- High school diploma or GED
- Entry level
Operations Team Member
Life Time —Rochester Hills, MI
- Part-time
- High school diploma or GED
- Entry level
8d
Library Assistant - Circulation Services
CITY OF TROY —Troy, MI
- From $15 an hour
- Part-time
- Computer literacy
- Pass drug screening
- Windows
- Paid time off
2d
Mailroom Technician
MediVera Compounding Pharmacy —Troy, MI
- $21 - $24 an hour
- Full-time
- High school diploma or GED
- Continuous improvement
- Computer skills
- Disability insurance
- Health insurance
Quick Apply

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Client Service Associate

Stonebridge Financial Partners
Troy, MI

Quick Apply

Job Details

Full-time
From $65,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Professional development assistance
Life insurance

Qualifications

Customer communication
Multitasking
Bachelor's degree
Attention to detail
Organizational skills
Appointment scheduling
Time management
Interpersonal communication

Full Job Description

Job Summary

· The Client Service Associate plays a crucial role in delivering an exceptional client experience and supporting the firm’s daily back-office operations. This position involves supporting the firm’s advisors, preparing for client meetings, maintaining financial and investment data, and ensuring timely follow-up with clients. In addition, this role is responsible for maintaining operational efficiency, handling administrative and compliance-related tasks, and ensuring all documentation and regulatory requirements are met accurately and on time.

Responsibilities & Activities

Client Service & Communication Support

· Support the planning department in preparing for client meetings

· Draft meeting notes and follow-up letters

· Schedule and manage the client review calendar to ensure timely and efficient reviews

· Coordinate delivery of tax documents and assist with client onboarding

· Address basic client questions under guidance of the Wealth Advisor (WA)

· Assist clients with access to and navigation of online portals and financial technology

· First point of contact for client communication

Data Management & CRM Oversight

· Ensure client information is up to date and accurate in the firm’s CRM system

· Track and communicate turnaround times and status of operational requests to both the WA and clients

Operations Support

· Prepare and process new account applications and account maintenance documents with accuracy and attention to detail.

· Handle check deposits and maintain proper documentation for compliance tracking.

· Serve as backup for Office Administrator tasks, including answering phones, sorting mail, and greeting clients.

· Coordinate and mail client documents and correspondence in a timely manner.

· Establish and maintain client files in compliance with regulatory and internal standards.

· Facilitate estate related changes (eg: Client Death Claims).

· Prepare and submit Financial Planning Agreements as part of client onboarding and servicing.

· Adhere to firm defined service and turnaround benchmarks.

· Perform other duties and special projects as assigned by management.

Knowledge, Skills & Experience

· Minimum 3 years related experience with an investment management/advisory firm/client service role

· Strong verbal and written communication skills with a confident ability to engage with clients and prospective clients

· Detail oriented with excellent organizational and time management skills

· Ability to multi-task in a smaller team environment

· Demonstrated exceptional client service skills

Helpful but not required

· Experience with CRM Software (e.g. Wealthbox)

· Experience with Schwab & Fidelity

· Bachelor’s degree in a finance related field from an accredited institution

Pay: From $65,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Life insurance
Paid time off
Professional development assistance
Vision insurance

Education:

Bachelor's (Preferred)

Experience:

Investment management: 3 years (Required)

Ability to Commute:

Troy, MI 48098 (Required)

Work Location: In person

Quick Apply

Refine Your Search

jobs in Troy, MI

Client Service Associate

Inside Sales Professional

Sales Administrator

Print Bindery Operator

Caregiver for Your Own Family Member - Funded by Michigan's Home Help Program

VAN OWNERS NEEDED! / FULL TIME- UP TO $1500 -(MUST OWN SPRINTER OR CARGO VAN)

Materials Controller

Special Agent

$500 Bonus + $27/hr to drive in Utica, MI!

Special Agent: Healthcare Services/Medical Background

Part time Activities Assistant

Hourly Production Team Member- TEMPORARY FULL-TIME- Macomb County

Member Concierge

Asset Protection Associate

Member Service Assistant

Teammate - Footwear

Teammate- Golf

Operations Team Member

Library Assistant - Circulation Services

Mailroom Technician

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