Top 7466 Professional development 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
Associate Administrator
Havenwyck Hospital (UHS) —Auburn Hills, MI
- $54,234.79 - $65,315.01 a year
- Full-time
- Nursing
- Psychiatry
- Bachelor's degree
- Health savings account
- Loan repayment program
Quick Apply
4d
UWM - It’s Giving Opportunity!
United Wholesale Mortgage —Pontiac, MI
- 8 hour shift
- Computer literacy
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Experienced Condominium & HOA Portfolio Property Manager
Rochester Property Management Group —Rochester, MI
- $55,000 - $80,000 a year
- Full-time
- Microsoft Word
- Background check
- Customer service
- Profit sharing
- Paid holidays
Quick Apply
Education Assistant
UHS - Havenwyck Hospital —Auburn Hills, MI
- Full-time
- Background check
- Classroom
- Psychiatry
- Loan repayment program
- 401(k)
Quick Apply
Associate Planner
Oakland County Michigan —Waterford, MI
- $67,241 - $90,090 a year
- Weekends as needed
- Hybrid work
- Word processing
- Office
- Master's degree
Office Support Clerk - Clerk's Office
Oakland County Michigan —Pontiac, MI
- $37,067 - $50,166 a year
- Full-time
- Word processing
- Office
- Administrative experience
8d
Circuit Court Records Specialist
Oakland County Michigan —Pontiac, MI
- $47,787 - $64,025 a year
- Full-time
- Word processing
- Mid-level
- Office
12d
Office Support Clerk - Register of Deeds Indexing
Oakland County Michigan —Pontiac, MI
- $37,067 - $50,166 a year
- Full-time
- Word processing
- Research
- Office
1d
Document Review Specialists
United Wholesale Mortgage —Pontiac, MI
- 8 hour shift
- Office
- High school diploma or GED
- In-person
- Health insurance
- Dental insurance
Executive Assistant
Cochrane Supply & Engineering —Madison Heights, MI
- $65,000 - $85,000 a year
- Full-time
- Google Workspace
- 5 years
- Research
- Profit sharing
- Health savings account
Quick Apply
12d
Administrative Assistant - Auburn Hills, MI
Plante Moran —Auburn Hills, MI
- $23.50 - $38.74 an hour
- Microsoft Outlook
- Word processing
- Mid-level
- Disability insurance
- Health insurance
Vehicle Test Driver
Suburban Automotive Services —Auburn Hills, MI
- From $19 an hour
- Full-time
- Background check
- 18 years or older
- Clean driving record
- Disability insurance
- Health insurance
Quick Apply
4d
Director of Training & Development
Alliance Mobile Inc —Troy, MI
- $75,000 - $85,000 a year
- Databases
- Mentoring
- Senior level
- Health insurance
- Dental insurance
Quick Apply
Health Informatics Specialist I- Hybrid -Michigan
Trinity Health —Livonia, MI
- $75,592 - $113,389 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Analysis skills
Data Entry Coordinator
Alcanza Clinical Research —Farmington, MI
- Full-time
- HIPAA
- High school diploma or GED
- Neurology
- Health savings account
- Disability insurance
Quick Apply
Operations Associate
Louis Vuitton —Troy, MI
- $20 - $26 an hour
- Part-time
- Inventory management
- Entry level
- Health insurance
- Paid time off
Office Support Clerk Senior- Troy Results Program
Oakland County Michigan —Pontiac, MI
- $37,790 - $50,632 a year
- Weekends as needed
- Office
- High school diploma or GED
- Typing
6d
Part-Time District Court Clerk
Oakland County Michigan —Troy, MI
- $19.54 - $26.18 an hour
- Part-time
- Customer service
- Word processing
- Office
5d
Environmental Administrative Assistant
The Mannik & Smith Group —Warren, MI
- $22 - $23 an hour
- Full-time
- Office
- Communication skills
- Entry level
- Health savings account
- Health insurance
Quick Apply
12d

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professional development 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

professional development jobs in auburn hills, mi

Client Service Associate

Associate Administrator

UWM - It’s Giving Opportunity!

Experienced Condominium & HOA Portfolio Property Manager

Education Assistant

Associate Planner

Office Support Clerk - Clerk's Office

Circuit Court Records Specialist

Office Support Clerk - Register of Deeds Indexing

Document Review Specialists

Executive Assistant

Administrative Assistant - Auburn Hills, MI

Vehicle Test Driver

Director of Training & Development

Health Informatics Specialist I- Hybrid -Michigan

Data Entry Coordinator

Operations Associate

Office Support Clerk Senior- Troy Results Program

Part-Time District Court Clerk

Environmental Administrative Assistant

I want to receive the latest job alert for professional development in auburn hills, mi

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