Top 55472 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
Associate Test Technician
Muviq —Sterling Heights, MI
- Full-time
- Background check
- Engineering
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
Hotel Controller
Superior Hospitality Management —Birmingham, MI
- $80,000 - $100,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Talent Developer
MSGCU —Troy, MI
- Mid-level
- Office
- 21 years or older
- Health savings account
- Paid holidays
13d
Print Bindery Operator
ArborOakland Group —Royal Oak, MI
- Full-time
- In-person
- Entry level
- Under 1 year
- Health insurance
- Dental insurance
Quick Apply
Packager
Medivera Compounding Pharmacy —Troy, MI
- From $17 an hour
- Full-time
- Background check
- Ability to sit for extended periods
- Warehouse experience
- Health savings account
- Health insurance
Quick Apply
3d
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
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
SERCVICE ADVISOR
MERCEDES BENZ OF BLOOMFIELD HILLS —Bloomfield Hills, MI
- $45,767.04 - $55,117.29 a year
- Full-time
- Dealership
- In-person
- Guest services
- Health insurance
- Dental insurance
Quick Apply
Automotive Digital Listings Assistant (Remote, Part-Time)
Dynasty auto sales —Roseville, MI
- $500 - $1,500 a month
- Choose your own hours
- Remote
- In-person
- Entry level
Quick Apply
Lead Cashier
KouZina Restaurant —Royal Oak, MI
- Up to $27 an hour
- Part-time
- Merchandising
- No experience needed
- Grocery store experience
- Free parking
- Health insurance
Quick Apply
Retail Management Trainee
TS California —Troy, MI
- $21 - $24 an hour
- Full-time
- Background check
- In-person
- Retail management experience
- Health insurance
- Dental insurance
Quick Apply
Brand Ambassador
TS California —Troy, MI
- $21 - $24 an hour
- Full-time
- Background check
- In-person
- Retail management experience
- Health insurance
- Dental insurance
Quick Apply
General Labor
Stanley Steemer —Macomb, MI
- $3,000 - $6,000 a month
- Overtime
- Sales
- Customer service
- Pass drug screening
- AD&D insurance
- Paid holidays
Quick Apply
Dietary Aide
The Springs at Rochester Hills —Rochester Hills, MI
- Part-time
- Skilled nursing facility
- Entry level
- Paid holidays
- Paid time off
Quick Apply
Wanted: $18-$20/Hour for "1 on 1" Care for Seniors
North Oakland Caregivers, Inc. —Rochester, MI
- $18 - $20 an hour
- Part-time
- CPR Certification
- Caregiving
- No experience needed
Quick Apply
2d
Retail Sales Print Supervisor (Rochester Hills, MI)
Staples, Inc. —Rochester Hills, MI
- Urgently hiring
- Computer literacy
- Mid-level
- Supervising experience
- Health insurance
- Dental insurance
Operating Room Attendant
Corewell Health —Troy, MI
- Full-time
- Surgery
- High school diploma or GED
- Operating room
UWM Team Member
UWM —Pontiac, MI
- $40,000 - $300,000 a year
- 8 hour shift
- US work authorization
- In-person
- Entry level
- Paid training
- Disability insurance
Quick Apply
Member Concierge
Life Time —Troy, MI
- Full-time
- High school diploma or GED
- Ability to stand for extended periods
- Communication skills

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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
Investment management experience
Multitasking
Bachelor's degree
Attention to detail
Client services experience
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

Associate Test Technician

Hotel Controller

Talent Developer

Print Bindery Operator

Packager

Mailroom Technician

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

SERCVICE ADVISOR

Automotive Digital Listings Assistant (Remote, Part-Time)

Lead Cashier

Retail Management Trainee

Brand Ambassador

General Labor

Dietary Aide

Wanted: $18-$20/Hour for "1 on 1" Care for Seniors

Retail Sales Print Supervisor (Rochester Hills, MI)

Operating Room Attendant

UWM Team Member

Member Concierge

I want to receive the latest job alert for jobs in Troy, MI

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