Top 19 Client services associate Jobs in Charlotte, Mi

Client Service Associate - East Lansing,MI
LPL Employee Services —East Lansing, MI
- $23.52 - $39.17 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Paid time off
Quick Apply
4d
Wealth Management Client Associate
Bank of America —East Lansing, MI
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
6d
Client Specialist Key
Talbots —Lansing, MI
- Part-time
- Organizational skills
- Computer skills
- Communication skills
- Store discount
- Referral program
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Client Accounting Onboarding Specialist
Rehmann Robson LLC —Lansing, MI
- 5 years
- Analysis skills
- Accounting
- Paid time off
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4d
Accountant - Client Accounting & Advisory Solutions
Rehmann Robson LLC —Lansing, MI
- Full-time
- Microsoft Word
- Research
- Mid-level
- Paid time off
Quick Apply
6d
Retail Banking - Part Time Client Service Associate 1
Independent Bank —Portland, MI
- Part-time
- High school diploma or GED
- Mentoring
- 1 year
- Paid time off
- Opportunities for advancement
Quick Apply
Client Accounting Implementation Manager
Rehmann Robson LLC —Lansing, MI
- 5 years
- Mentoring
- Organizational skills
- Paid time off
Quick Apply
4d
Client Service Advocate
Jackson National Life Insurance Company —Lansing, MI
- Full-time
- High school diploma or GED
- Computer skills
- 1 year
9d
Hospice Client Support Executive
Optimal Care - Evergreen —Lansing, MI
- $80,000 - $110,000 a year
- Monday to Friday
- Background check
- Office
- High school diploma or GED
- Mileage reimbursement
- Health savings account
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Client Accounting and Advisory Operations Manager
Rehmann Robson LLC —Lansing, MI
- Full-time
- Remote
- CPA
- 5 years
- Mentoring
- Paid time off
Quick Apply
6d

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Client Advocate I
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Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
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Client Service Associate - East Lansing,MI

LPL Employee Services -
East Lansing, MI

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Job Details

Full-time
$23.52 - $39.17 an hour
4 days ago

Benefits

Stock options
Health insurance
Paid time off
401(k) matching
Volunteer time off

Qualifications

Financial services customer support
Employee relationship building
Managing clients in a customer support role
Financial services
Stakeholder relationship building

Full Job Description

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

Are you passionate about serving clients, adding value and improving processes/systems? Would you like to help people improve their financial wellbeing and build wealth for their future while growing financial advisors' businesses? Are you solution-oriented and passionate about delivering results? If so, LPL Financial is the place for you!

This is an in-office East Lansing, MI employment opportunity that would allow you to support Financial Advisors with LPL Financial under our Employee Advisor Model. This opportunity is an excellent steppingstone to continue to build on your wealth management experience and opportunities to work with multiple internal departments at a growing company.

Responsibilities:

Provide comprehensive client support through daily communication with advisors and clients, addressing inquiries on account activity, policies, and documentation while managing time-sensitive tasks such as RMDs, distributions, and tax forms. Submit account instructions, research complex issues, and collaborate with internal teams to ensure timely resolution. Educate clients and advisors on services and technology, including eSignature and paperless options, while contributing to peer development and project work. Manage operational reports for cash management and distributions, complete special projects, and promote cost-saving initiatives through digital adoption. Perform administrative duties such as scheduling, preparing meeting materials, updating CRM systems, and processing expense reports.

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

2+ years of financial industry experience, preferably in wealth management
2+ years of experience in client service industry

Preferences:

Desire to obtain industry licenses (i.e. SIE, Series 7 and 66)
Strong attention to detail and organizational skills
Effective oral and written communication; able to explain complex information clearly and simply
Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
Time management skills with the ability to handle multiple projects and deadlines
Possess strong analytical and problem-solving skills
Self-motivated, driven and takes initiative
Experience with the Microsoft program suite (Outlook, Word, Excel)

#LI-Onsite

Pay Range:

$23.52-$39.17/hour

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

EAC 5.19.26

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Refine Your Search

client services associate jobs in charlotte, mi

Client Service Associate - East Lansing,MI

Wealth Management Client Associate

Client Specialist Key

Client Accounting Onboarding Specialist

Accountant - Client Accounting & Advisory Solutions

Retail Banking - Part Time Client Service Associate 1

Client Accounting Implementation Manager

Client Service Advocate

Hospice Client Support Executive

Client Accounting and Advisory Operations Manager

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