Top 50007 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
Print Bindery Operator
ArborOakland Group —Royal Oak, MI
- Full-time
- In-person
- Entry level
- Under 1 year
- Health insurance
- Dental insurance
Quick Apply
Pet Resort Front Desk Receptionist- Afternoons
All American Pet Resort - Rochester Hills —Rochester Hills, MI
- $14 - $16 an hour
- Part-time
- 18 years or older
- Computer literacy
- High school diploma or GED
- Employee discount
- Flexible schedule
Quick Apply
12d
Interview Hiring Event in Troy
Midland Credit Management, Inc —Troy, MI
- From $17.31 an hour
- Full-time
- Office
- Microsoft Office
- High school diploma or GED
- Paid training
- Health savings account
SERVICE LOANER CAR ASSOCIATE
MERCEDES BENZ OF BLOOMFIELD HILLS —Bloomfield Hills, MI
- $17 an hour
- Full-time
- Bilingual
- Clean driving record
- Dealership
- Health insurance
- Dental insurance
Quick Apply
Package Delivery Driver Associate - $22.25 /hr
Sheena Logistics LLC - Amazon DSP —Pontiac, MI
- $22.25 an hour
- Weekends as needed
- No experience needed
- Ability to lift 50 pounds
- Driver's License
- Paid training
- Health insurance
Quick Apply
Full-Time Store Manager Trainee
Aldi —Shelby Charter Township, MI
- From $29.50 an hour
- Full-time
- 18 years or older
- Inventory management
- Writing skills
- Paid parental leave
- AD&D insurance
10d
Core Team Member
sweetgreen —Birmingham, MI
- $17.51 an hour
- Part-time
- 18 years or older
- Cash register
- Quick service & fast food restaurant
- Health insurance
- Dental insurance
Security Officer - Healthcare
DK Security, Inc —Troy, MI
- $20 an hour
- Part-time
- 18 years or older
- Ability to walk for extended periods
- Pass drug screening
Quick Apply
9d
Bookseller - PT
Barnes & Noble, Inc. —Troy, MI
- Part-time
- Merchandising
- Children
- Entry level
- Paid parental leave
- Paid holidays
3d
Fulfillment Packaging Assistant
CVS Health —Troy, MI
- $16.00 - $26.21 an hour
- Full-time
- Ability to walk for extended periods
- High school diploma or GED
- Ability to lift 50 pounds
- Health insurance
- Dental insurance
Crew
Trader Joe's —Royal Oak, MI
- $15 - $17 an hour
- Part-time
- Entry level
9d
Office Assistant II
CITY OF TROY —Troy, MI
- $48,157 - $59,052 a year
- Online Application
- Microsoft Excel
- Microsoft Outlook
- Pass drug screening
- Health insurance
- Dental insurance
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
11d
Part-Time Store Cashier/Stocker
ALDI —Bloomfield Hills, MI
- $18 - $20 an hour
- Part-time
- 18 years or older
- Merchandising
- Basic math
- Paid parental leave
- AD&D insurance
10d
Store Associate
CVS Health —Troy, MI
- $15 - $19 an hour
- Part-time
- No high school diploma
- High school diploma or GED
- 16+ years old
- Dental insurance
- Vision insurance
13d
Cashier Part Time-1
Fresh Thyme Market —Troy, MI
- $15.00 - $16.50 an hour
- 8 hour shift
- Microsoft Word
- Microsoft Outlook
- High school diploma or GED
- Store discount
- Paid parental leave
Warehouse Associate
SRS Building Products - Sterling Heights —Sterling Heights, MI
- $20 - $24 an hour
- Extended hours
- Background check
- Microsoft Excel
- Computer literacy
- Wellness program
- Paid parental leave
Team Member
Tractor Supply Company —Rochester Hills, MI
- Overtime
- 18 years or older
- Computer literacy
- No experience needed
- Paid parental leave
- Disability insurance
7d
Stocker
Walmart —Sterling Heights, MI
- $15 - $28 an hour
- Part-time
- High school
- Forklift
- Ability to lift 50 pounds
- Paid jury duty
- Disability insurance

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Jobs jobs near Troy, MI

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
Multitasking
Bachelor's degree
Attention to detail
Client services
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

Print Bindery Operator

Pet Resort Front Desk Receptionist- Afternoons

Interview Hiring Event in Troy

SERVICE LOANER CAR ASSOCIATE

Package Delivery Driver Associate - $22.25 /hr

Full-Time Store Manager Trainee

Core Team Member

Security Officer - Healthcare

Bookseller - PT

Fulfillment Packaging Assistant

Crew

Office Assistant II

Mailroom Technician

Part-Time Store Cashier/Stocker

Store Associate

Cashier Part Time-1

Warehouse Associate

Team Member

Stocker

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