Top 206 Part time client service associate Jobs in Wyoming, Mi

Client Service Associate
Cerity Partners —Grand Rapids, MI
- $25 an hour
- Part-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Commuter assistance
- Dental insurance
Part-Time Retail Sales Associate
KOHLS —Grandville, MI
- From $13.75 an hour
- Part-time
- Writing skills
- 16+ years old
- Communication skills
Part Time (20 Hours) Associate Banker, Clocktower Branch, Grand Rapids, MI
JPMorganChase —Grand Rapids, MI
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
Disability Assistant
Telus Health —Grand Rapids, MI
- Full-time
- Computer literacy
- High school diploma or GED
- Computer skills
Part-Time Store Merchandising Associate
KOHLS —Kentwood, MI
- From $13.75 an hour
- Part-time
- Writing skills
- Merchandising
- 16+ years old
Part-Time Beauty Advisor - Sephora
KOHLS —Grandville, MI
- From $15 an hour
- Part-time
- Writing skills
- Communication skills
- Entry level
Energy Specialist - Grand Rapids, MI
Cenergistic LLC —Grand Rapids, MI
- $65,000 - $75,000 a year
- Evenings as needed
- Microsoft Excel
- Microsoft Outlook
- Hospital
Quick Apply
Customer Support Technician I
ESPEC North America Inc —Hudsonville, MI
- $24.02 - $26.95 an hour
- Monday to Friday
- Microsoft Excel
- Basic math
- ERP systems
Quick Apply
Patient Care Coordinator (Surgery)
BluePearl Vet, LLC —Grand Rapids, MI
- Full-time
- Surgery
- Mid-level
- US work authorization
- Paid holidays
- Health insurance
14d
Professional Tutor - Social and Behavioral Sciences - Part time
Grand Rapids Community College —Grand Rapids, MI
- $14 - $20 an hour
- Part-time
- Mid-level
- Organizational skills
- Experience equivalent to degree accepted
- Wellness program
- Gym membership
Quick Apply
Correctional Re-Entry Coordinator - 16 hr
Cherry Health (Cherry Street Services) DBA —Grand Rapids, MI
- Part-time
- CPR Certification
- Clean driving record
- Addiction Medicine
- 403(b) matching
- Paid holidays
Quick Apply
Part-Time Truck Unloader (Required 6am Start)
KOHLS —Kentwood, MI
- From $13.75 an hour
- Part-time
- Writing skills
- 16+ years old
- Communication skills
Professional Tutor - Math Tutorial and Computer Lab - Part time
Grand Rapids Community College —Grand Rapids, MI
- $12.50 - $19.50 an hour
- Part-time
- Mid-level
- Math
- Organizational skills
- Wellness program
- Gym membership
Quick Apply
Accounting Assistant
SeyferthPR —Grand Rapids, MI
- $18 - $22 an hour
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Paid holidays
- Health insurance
Quick Apply
6d
Audit & Assurance Senior Associate
Rehmann Robson LLC —Grand Rapids, MI
- Management
- CPA
- Mid-level
- Paid time off
Quick Apply
Tax Manager - Individuals & Trusts
RDV Corporation —Grand Rapids, MI
- 7 years
- Research
- Office
- Paid holidays
- Health insurance
Master Jeweler for Thomas A Davis
Thomas A. Davis Jeweler —Holland, MI
- $75,000 - $90,000 a year
- Full-time
- 5 years
- Assembly
- In-person
- Relocation assistance
- 401(k)
Quick Apply
Cryotherapy Specialist/Facilitated Stretching/Flexoligist
Xtreme Cryo, LLC —Grand Rapids, MI
- $15 an hour
- Part-time
- Customer service
- High school diploma or GED
- No degree
Quick Apply
Healthy Housing Specialist – Lead Hazard Control Program (LHCP)
The Healthy Homes Coalition of West Michigan —Grand Rapids, MI
- From $20 an hour
- Part-time
- Hybrid work
- Spanish
- Customer service
- Basic math
- Mileage reimbursement
- Flexible schedule
Quick Apply
HP Retail Sales Representative
2020 Companies, Inc. —Wyoming, MI
- $17.50 an hour
- Part-time
- High school diploma or GED
- Training & development
- Entry level
- Paid training
- Paid holidays
Quick Apply
5d

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part time client service associate jobs near wyoming, mi

Client Service Associate

Cerity Partners -
Grand Rapids, MI

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Job Details

Part-time
$25 an hour

Benefits

Commuter assistance
Dental insurance
401(k)
Paid time off
Parental leave
Vision insurance

Qualifications

Bachelor's degree

Full Job Description

Position Summary:

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic reports. The Associate ensures CRM data accuracy and helps with client follow-up and meeting preparations. This position requires excellent organizational skills, attention to detail, and a commitment to providing friendly and professional client service. The role also involves learning about investment products and improving internal processes under supervision .

Primary Responsibilities

Frequent custodian interaction & paperwork processing.

Process account openings, funding, deposit electronic checks, money movements, process tasks with Custodians.

Schedule client meetings.

Basic preparation and follow-up for client meetings.

Prepare client forms and financial reports in advance of client meetings.

Attend meetings to take notes and send a summary to both the client and the advisory team.

Develop knowledge of investment accounts, products and the forms required to transact business.

Assist with internal coordination across departments to ensure tasks/ follow up is completed in a timely manner.

Responsible for cash transfers, wires, data maintenance, reporting and trading as needed.

Ongoing maintenance and quality control of CRM.

Organize advisory team meetings and events.

Receive client calls and resolve questions/issues as needed.

Execute client appreciation and retention activities.

Required Qualifications:

Bachelor’s degree

1 - 3 years of experience

Skills and Competencies:

Demonstrate strong and effective communication, organizational and time management skills.

Ability to work in a team based /collaborative environment.

Must accept and thrive in a fast-paced, changing environment.

Adherence to all compliance policies & procedures .

Demonstrate the Cerity Partners culture.

Physical Requirements:

Prolonged periods sitting at a desk and working on a computer .

Must be able to lift up to 15 pounds at times.

Compensation Range:

This part-time role offers a compensation of $25.00 per hour

Why Cerity Partners :

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

Health, dental, and vision insurance – day 1!

401(k) savings and investment plan options with 4% match

Flexible PTO policy

Parental Leave

Financial assistance for advanced education and professional designations

Opportunity to give back time to local communities

Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S.

Apply Now

Refine Your Search

part time client service associate jobs in wyoming, mi

Client Service Associate

Part-Time Retail Sales Associate

Part Time (20 Hours) Associate Banker, Clocktower Branch, Grand Rapids, MI

Disability Assistant

Part-Time Store Merchandising Associate

Part-Time Beauty Advisor - Sephora

Energy Specialist - Grand Rapids, MI

Customer Support Technician I

Patient Care Coordinator (Surgery)

Professional Tutor - Social and Behavioral Sciences - Part time

Correctional Re-Entry Coordinator - 16 hr

Part-Time Truck Unloader (Required 6am Start)

Professional Tutor - Math Tutorial and Computer Lab - Part time

Accounting Assistant

Audit & Assurance Senior Associate

Tax Manager - Individuals & Trusts

Master Jeweler for Thomas A Davis

Cryotherapy Specialist/Facilitated Stretching/Flexoligist

Healthy Housing Specialist – Lead Hazard Control Program (LHCP)

HP Retail Sales Representative

I want to receive the latest job alert for part time client service associate in wyoming, mi

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