Top 70 Wealth management client Jobs in Dexter, Mi

Central Admin Coordinator
Plante Moran —Ann Arbor, MI
- $22.05 - $30.62 an hour
- Full-time
- Microsoft Outlook
- Word processing
- Office
- Disability insurance
- Health insurance
1d
Wealth Management Trainee (MI)
Bankers Life —Ann Arbor, MI
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Services Professional - Hybrid Remote (MI)
Bankers Life —Ann Arbor, MI
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Client Assistant
Robert W. Baird —Ann Arbor, MI
- Microsoft Excel
- Mid-level
- Office
Human Resources Coordinator
Plante Moran —Ann Arbor, MI
- $23.50 - $32.00 an hour
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Disability insurance
- Health insurance
Wealth Management Operations - Client Service Associate
Plante Moran —Ann Arbor, MI
- $24.95 - $39.87 an hour
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Disability insurance
- Health insurance
Associate Advisor - Plymouth, MI
Savant —Plymouth, MI
- $60,000 - $85,000 a year
- Full-time
- Hybrid work
- Research
- Office
- Finance
- Health savings account
- AD&D insurance
Wealth Management Client Associate
Bank of America —Ann Arbor, MI
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
6d
2027 Audit or Tax Entry Level Staff
Plante Moran —Ann Arbor, MI
- $74,000 - $83,000 a year
- Research
- Office
- Master's degree
- Disability insurance
- Health insurance
Senior Recruiter
Plante Moran —Ann Arbor, MI
- $85,000 - $118,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Disability insurance
- Health insurance
Centralized Billing Supervisor
Plante Moran —Ann Arbor, MI
- $65,000 - $99,000 a year
- Full-time
- Hybrid work
- 5 years
- ERP systems
- Microsoft Office
- Disability insurance
- Health insurance
Resource Management Senior Consultant
Plante Moran —Ann Arbor, MI
- $67,500 - $110,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Disability insurance
- Health insurance
Client Services Associate
Waldron Private Wealth —Plymouth, MI
- Full-time
- Research
- Office
- Finance
Quick Apply
Microsoft Exchange and Teams Engineer
Plante Moran —Ann Arbor, MI
- $89,500 - $120,000 a year
- Full-time
- Hybrid work
- System design
- Mid-level
- 3 years
- Disability insurance
- Health insurance
Senior Client Relationship Associate - Financial Services
Great Lakes Wealth —Northville, MI
- $75,000 - $90,000 a year
- Full-time
- Background check
- Office
- Microsoft Office
- Health savings account
- Paid holidays
Quick Apply
Make Ready Tech
Tarantino Properties Inc —Ypsilanti, MI
- $22 an hour
- Full-time
- Ability to lift 50 pounds
- Apartments
- Outdoor work
- Disability insurance
- Health insurance
Quick Apply
11d
Financial Client Experience Coordinator
Dahring | Cusmano and Associates —Novi, MI
- $60,000 - $72,000 a year
- Full-time
- Customer service
- Office
- Financial services
- Health insurance
- 401(k)
Quick Apply
5d
Workday Financials Manager
Plante Moran —Ann Arbor, MI
- $110,000 - $175,000 a year
- Full-time
- Hybrid work
- 3 years
- Finance
- Bachelor's degree
- Disability insurance
- Health insurance
Outsourced Accounting Senior Consultant - Public Sector
Plante Moran —Ann Arbor, MI
- $33.81 - $55.72 an hour
- Overtime
- Hybrid work
- 6 years
- CPA
- English
- Disability insurance
- Health insurance
Senior Account Manager
HUB International —Brighton, MI
- Full-time
- Travel
- Mentoring
- Experience equivalent to degree accepted
- Wellness program
- Health savings account

I want to receive the latest job alert for wealth management client in dexter, mi

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

wealth management client jobs near dexter, mi

Client Associate jobs in Ann Arbor, MI

Finance Manager jobs in Ann Arbor, MI

Client Services Associate jobs in Ann Arbor, MI

Management Trainee jobs in Ann Arbor, MI

Human Resources Coordinator jobs in Ann Arbor, MI

Relationship Manager jobs in Ann Arbor, MI

Client Service Associate jobs in Chicago, IL

Client Associate jobs in Norfolk, VA

Client Associate jobs in Chicago, IL

Client Associate jobs in Newark, NJ

Client Associate jobs in Tennessee

Client Service Associate jobs in Dallas, TX

Regulatory Affairs Associate jobs in New Jersey

Communications Assistant jobs in New York, NY

Customer Assistant jobs in Chicago, IL

Customer Assistant jobs in Woodgreen, NC

Customer Assistant jobs in San Diego, CA

Night Shift Customer Service Representative jobs in Charlotte, NC

Photography Assistant jobs in Phoenix, AZ

Customer Assistant jobs in San Angelo, TX

Central Admin Coordinator

Plante Moran -
Ann Arbor, MI

Apply Now

Job Details

Full-time
$22.05 - $30.62 an hour
1 day ago

Benefits

Disability insurance
Health insurance
Dental insurance
Pension plan
Vision insurance
Life insurance
Paid sick time

Qualifications

Customer communication
High school diploma or GED

Full Job Description

Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.

Your role.

Your work will include, but not be limited to:

Assisting with data entry in firm tax applications.
Data maintenance and updates in the tax due date system.
Managing staff requests related to the tax due date system.
E-filing extensions and tax returns through the electronic filing software and troubleshooting issues as they arise.
Providing backup support to team members as needed to ensure continuity of operations, as needed.
Supporting administrative projects, including complex assignments, for a team or industry group, as needed.

The qualifications.

HS Diploma or GED equivalent required. Higher level of education/college coursework preferred.
1 year of administrative experience preferred.
Superior verbal and written communication skills with a focus on client service and the ability to exercise independent judgment and initiative while maintaining high confidentiality.
Solid technical proficiency including knowledge of MS Office applications (Word, Excel, PowerPoint, and Outlook).

This is a non-exempt position, so you may have to work hours that exceed the standard 40-hour work week.

What makes us different?

On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities. At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now.

Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.

Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person’s ultimate potential begins with first acknowledging their inherent dignity. When we can recognize — and celebrate — our many human differences, we’re able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran is an Equal Opportunity Employer.

Plante Moran maintains a drug-free workplace.

Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.

The specific statements above are not intended to be all-inclusive.

We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time.

The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review the position description for the applicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer standardized, market-based starting salaries among individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent.

Under Colorado’s Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.

The compensation range for this role in CO, IL, OH, and MA is: $22.05 - $30.62

#LI-CB1

#LI-Onsite

This application window is a good-faith estimate of the time that this posting will remain open. This deadline will be promptly updated if the deadline is extended.

Apply Now

Refine Your Search

wealth management client jobs in dexter, mi

Central Admin Coordinator

Wealth Management Trainee (MI)

Financial Services Professional - Hybrid Remote (MI)

Client Assistant

Human Resources Coordinator

Wealth Management Operations - Client Service Associate

Associate Advisor - Plymouth, MI

Wealth Management Client Associate

2027 Audit or Tax Entry Level Staff

Senior Recruiter

Centralized Billing Supervisor

Resource Management Senior Consultant

Client Services Associate

Microsoft Exchange and Teams Engineer

Senior Client Relationship Associate - Financial Services

Make Ready Tech

Financial Client Experience Coordinator

Workday Financials Manager

Outsourced Accounting Senior Consultant - Public Sector

Senior Account Manager

I want to receive the latest job alert for wealth management client in dexter, mi

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected