Top 612 Client associate Jobs in Birmingham, Mi

Client Relations Specialist
Orfin & Associates, Inc. —Bloomfield Hills, MI
- Up to $58,000 a year
- 8 hour shift
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Profit sharing
- Health insurance
Quick Apply
14d
Leasing Associate
CPM, Inc. —Commerce, MI
- $19 - $21 an hour
- Weekends as needed
- Office
- Residential
- Criminal background check
- Paid parental leave
- Paid holidays
Quick Apply
Client Service Associate
Mariner Wealth Advisors —Bloomfield Hills, MI
- $60,000 - $75,000 a year
- Full-time
- Office
- High school diploma or GED
- Analysis skills
Retail Associate - Somerset
Aritzia —Troy, MI
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Client Processing Representative
GRT Financial —Southfield, MI
- $16 a week
- Computer literacy
- Entry level
- Under 1 year
- Disability insurance
- Health insurance
Quick Apply
Packaging Associate
Acoufelt —Auburn Hills, MI
- From $18 an hour
- Full-time
- Warehouse
- Hand tools
- Communication skills
- Wellness program
- Health savings account
Production Associate- Assembler
Acoufelt —Auburn Hills, MI
- From $19 an hour
- Full-time
- Manufacturing
- Entry level
- Commercial
- Dental insurance
- Retirement plan
Full Time Client Service Associate
Independent Bank Corporation —Beverly Hills, MI
- From $18 an hour
- Full-time
- High school diploma or GED
- Mentoring
- In-person
- Paid time off
- Opportunities for advancement
Quick Apply
11d
Client Service & Operations Associate
Sanctuary Wealth Group LLC —Bloomfield Hills, MI
- $65,000 - $75,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Associate Substance Abuse Disorder Therapist - Walled Lake
Therapeutics, LLC —Walled Lake, MI
- Full-time
- Background check
- Addiction Medicine
- HIPAA
- Health insurance
- Dental insurance
Quick Apply
Associate Attorney
Findling Law —Royal Oak, MI
- $75,000 - $150,000 a year
- Full-time
- Writing skills
- Mid-level
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
Associate Attorney, Litigation
Nauts McKinney Dwaihy & Beach, PLLC —Livonia, MI
- $75,000 - $125,000 a year
- Urgently hiring
- Hybrid work
- Writing skills
- Research
- Mid-level
- Health savings account
- Disability insurance
Quick Apply
Inventory Associate per medical surgical devices
Great Lakes Spine and Orthopedics —Dearborn, MI
- $65,000 - $70,000 a year
- Contract
- Hybrid work
- Background check
- Microsoft Excel
- Oracle
Quick Apply
Civil Litigation Associate Attorney
Quantam —Livonia, MI
- $90,000 - $110,000 a year
- Full-time
- Hybrid work
- Background check
- Computer literacy
- Writing skills
- Health savings account
- AD&D insurance
Quick Apply
Associate Veterinarian
Animal Medical Center of Troy —Rochester Hills, MI
- Full-time
- Mid-level
- Medical-surgical
- Mentoring
- Paid parental leave
- Health savings account
Associate Veterinarian
Atlas Consultancy Group —Bloomfield Hills, MI
- $125,000 - $150,000 a year
- Full-time
- Surgery
- In-person
- Entry level
- Continuing education credits
- Relocation assistance
Quick Apply
Associate General Counsel - Mortgage Servicing Compliance
United Wholesale Mortgage —Pontiac, MI
- Full-time
- 5 years
- Office
- In-person
- Paid training
- Health insurance
11d
Bilingual Store Associate (Spanish)
Sherwin-Williams —Warren, MI
- $16 an hour
- Part-time
- 18 years or older
- Merchandising
- High school diploma or GED
Sales Associate-Tax Resolution
The W Tax Group —Southfield, MI
- $35,000 - $50,000 a year
- Full-time
- Sales
- Mid-level
- In-person
- Paid training
- Paid holidays
Quick Apply
Wealth Management Associate with Future Leadership Opportunity (Troy, MI)
Equitable Advisors —Troy, MI
- $27,550 - $125,000 a year
- Full-time
- Background check
- Bachelor's degree
- Mentoring
- Health savings account
- Employee stock purchase plan
Quick Apply
6d

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Client Relations Specialist

Orfin & Associates, Inc. -
Bloomfield Hills, MI

Quick Apply

Job Details

Full-time
Up to $58,000 a year
14 days ago

Benefits

Profit sharing
Health insurance
Paid time off
Professional development assistance
Life insurance

Qualifications

Microsoft Word
Microsoft Excel
Microsoft Outlook
Sales
Phone communication
Customer service
In-person customer service
Microsoft Office
High school diploma or GED
Managing clients in a customer support role
Client database systems
Client services
Financial concepts
Customer relationship management
Relationship management
FINRA License
Customer support
Typing
CRM system proficiency
Appointment scheduling
Managing executive calendars
Phone etiquette
Grammar Experience
Office experience
Client interaction via phone calls

Full Job Description

Client Relations Assistant (3 years exp)

Orfin & Associates is looking for an individual who desires a fast-paced work environment where quick thinking and problem solving skills are needed to adapt to various situations. This job requires a self-motivated individual who can manage their time and prioritize their work load. A Client Relations Assistant must be able to accurately communicate with clients, properly document notes, assess client requests and have a strong understanding of scheduling, company data bases. Growth potential possibilities depending on interests

Microsoft office experience, proficient in Word and Excel required

This position is base salary (up to $58,000) plus profit sharing, based on performance.

Applicant Duties

DEPARTMENTAL FOCUS: Client relations/administrative assistant

- Customer Service and Response, addressing customer needs, whether in person or by phone.

- Help to complete special projects and assignments by establishing and/or meeting objectives as required by upper management.

- Maintain good organization and prompt fulfillment of all business records.

-Ability to manage office calendar for multiple offices and advisors.

- Preparing the following day appointments. Managing office calendar for several producers. This is an essential role to ensure success during the sales process and will require reliable, accurate fulfillment.

Additional training in the first 90 days to 6 months to include:

- Managing year-round maintenance for our clients by scheduling activities to send out correspondence reminder letters, annual review postcards, and birthday cards. Utilize workflows in our client relationship platform (CRM) to schedule these actions timely and with accuracy.

- Assist with drafting and review business correspondence.

- ASSIST MANAGER WITH: Client review prep-work, this includes downloading and prepping annual statements, updating money tracking reports, and preparing documents for signatures. A financial background is a plus for this position.

- Financial Accuracy, Attention to detail, and efficiency are essential to this role.

- Expand personal job knowledge by participating in educational opportunities.

Cross Trained - Team Support Duties.

Event experience a plus but not required

Training will be provided for all:

- Back-office support for corporate functions such as preparing materials for sales seminars and client events. Includes but not limited to mail fulfillment, communications with guests both pre and post event, printing and stuffing packets, adding & updating records in our CRM, and any other tasks as required by the event manager.

-Assist Events Manager with live seminars to include week ahead and/or day before calls. Attending events as needed to provide support. Scheduling appointments, calendar management, tracking attendance, and supporting future sales opportunities.

- Assist sales & marketing efforts with digital & printed marketing campaigns, call campaigns, and activities as needed.

- Working evening workshops - At least 4-6 evenings per month (out of the office)

- Assist with managing Webinars - All processes. Includes registration, reminders, week ahead and/or day before calls, working as webinar moderator, managing attendees, providing technical support, collecting and reviewing response sheets, scheduling appointments, sending gift cards, and tracking attendees/steps/functions in our CRM.

Job Requirements:
Proven work experience in an account services, secretarial, or administrative assistant role, in an office setting

Proficient in Microsoft office (Word, Excel, and Outlook)
Type at a moderate/fast speed with accuracy
Clear and effective written and verbal communication skills (handwriting, grammar, speech)
Maintain a high level of professionalism (behavior and appearance)
Preferably possess a college degree
High school diploma required
Holds a license in Life Insurance or Life and Health Insurance is a plus. If not, company will assist in obtaining that license. Licensing must be obtained within the 90 day probationary period.

Skills Required:

Very organized with high attention to detail
Coachable personality with a good attitude
Self-motivated and organized
Multi-task in a fast paced environment
Critical thinking and problem solving
Phone Etiquette and discretion
Client based CRM or similar contact platform
Calendar management experience a must
2 years of experience using Microsoft Office, specifically Word and Excel
Ability to work in a fast-paced office setting
Sales experience is a plus

Job Type: Full-time

Pay: Up to $58,000.00 per year

Benefits:

Health insurance
Paid time off
Professional development assistance

Shift:

8 hour shift
Day shift

Experience:

Customer support: 4 years (Required)
Financial concepts: 2 years (Required)
Appointment scheduling: 2 years (Required)
Client services: 2 years (Required)
Insurance: 2 years (Preferred)
Sales: 1 year (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

client associate jobs in birmingham, mi

Client Relations Specialist

Leasing Associate

Client Service Associate

Retail Associate - Somerset

Client Processing Representative

Packaging Associate

Production Associate- Assembler

Full Time Client Service Associate

Client Service & Operations Associate

Associate Substance Abuse Disorder Therapist - Walled Lake

Associate Attorney

Associate Attorney, Litigation

Inventory Associate per medical surgical devices

Civil Litigation Associate Attorney

Associate Veterinarian

Associate Veterinarian

Associate General Counsel - Mortgage Servicing Compliance

Bilingual Store Associate (Spanish)

Sales Associate-Tax Resolution

Wealth Management Associate with Future Leadership Opportunity (Troy, MI)

I want to receive the latest job alert for client associate in birmingham, mi

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