Top 57 Crm administrator Jobs in Auburn Hills, 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
Five9 Administrator
Internet Brands —Auburn Hills, MI
- Full-time
- System design
- Bachelor's degree
- Fair chance
- Commuter assistance
- AD&D insurance
Quick Apply
Dynamics365 Administrator
LATICRETE International, Inc. —Sterling Heights, MI
- Full-time
- Computer science
- Computer Science
- Mid-level
- AD&D insurance
- Paid holidays
Quick Apply
9d
Trainer, End User and Operations, HRSS
Trinity Health —Livonia, MI
- $31.88 - $47.82 an hour
- Full-time
- Computer literacy
- Research
- Mid-level
11d
ADMISSIONS RECRUITER
Rochester University —Rochester Hills, MI
- Weekends as needed
- Microsoft Excel
- Mid-level
- Driver's License
Quick Apply
2d
Administrator
PuroClean of Howell —Troy, MI
- $40,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Front Desk Administrator - Franklin, MI
Advisor Talent Solutions —Franklin, MI
- $50,000 - $65,000 a year
- Monday to Friday
- Office
- Bachelor's degree
- Organizational skills
- Paid time off
- 401(k) matching
Quick Apply
3d
Client Service Administrator - Franklin, MI
Advisor Talent Solutions —Franklin, MI
- $50,000 - $70,000 a year
- Evenings as needed
- Mid-level
- Office
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Advancement Database Associate
The Roeper School —Bloomfield Hills, MI
- $45,000 - $50,000 a year
- Full-time
- Customer service
- Writing skills
- Research
- Paid holidays
- Disability insurance
Quick Apply
Internal Project Manager
Rhino Tool House —Livonia, MI
- $80,000 - $95,000 a year
- Full-time
- 5 years
- Presentation skills
- US work authorization
Regional Sales Manager
Sunberry Limited,LLC —Farmington Hills, MI
- $60,000 - $100,000 a year
- Full-time
- School experience
- Marketing
- English
- Health insurance
- Dental insurance
Quick Apply
3h
Senior Marketing Specialist
CORNERSTONE COMMUNITY FINANCIAL CREDIT UNION —Troy, MI
- $30 - $33 an hour
- Full-time
- Hybrid work
- Marketing
- Office
- 3 years
- Profit sharing
- Paid holidays
Quick Apply
10d
Admissions Counselor
University of Detroit Mercy —Detroit, MI
- Weekends as needed
- Clean driving record
- Microsoft Excel
- High school
- Health savings account
- AD&D insurance
Office Administrator
Basements Plus —Commerce, MI
- $23 - $26 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Outreach Coordinator
Smile America Partners —Farmington Hills, MI
- Full-time
- School experience
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Sales Administrator
Kistler Instrument Corp. —Novi, MI
- Full-time
- Microsoft Excel
- Computer literacy
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
12d
Sales Administrator
Savance —Commerce, MI
- Email
- Google Workspace
- English
- Mid-level
- Paid holidays
- Dental insurance
Senior Business Applications Analyst (Yardi)
Lockwood Management LLC —Southfield, MI
- Full-time
- Hybrid work
- Office
- 3 years
- SQL
Quick Apply
Sales Administrator
Kistler Instrumente AG —Novi, MI
- Microsoft Excel
- Computer literacy
- Mid-level
- Disability insurance
- Health insurance
12d
BDC Administrator
Suburban Cadillac of Plymouth —Plymouth, MI
- Urgently hiring
- Dealership
- Communication skills
- Entry level
- Health insurance
- Dental insurance
Quick Apply

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crm administrator jobs near auburn hills, 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

crm administrator jobs in auburn hills, mi

Client Service Associate

Five9 Administrator

Dynamics365 Administrator

Trainer, End User and Operations, HRSS

ADMISSIONS RECRUITER

Administrator

Front Desk Administrator - Franklin, MI

Client Service Administrator - Franklin, MI

Advancement Database Associate

Internal Project Manager

Regional Sales Manager

Senior Marketing Specialist

Admissions Counselor

Office Administrator

Outreach Coordinator

Sales Administrator

Sales Administrator

Senior Business Applications Analyst (Yardi)

Sales Administrator

BDC Administrator

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