Top 1264 Document service associate Jobs in Detroit, 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
LEASING ASSOCIATE - tax credit specialist
Inkster Housing Commission —Inkster, MI
- $23.45 an hour
- Full-time
- Background check
- Mid-level
- Administrative experience
- Health insurance
- Dental insurance
Quick Apply
Parts Associate
Jack Doheny Company —Northville, MI
- $28 - $29 an hour
- Microsoft Word
- Dealership
- Forklift
Quick Apply
Office Admin Support/Regional Travel Required
Canon Business Process Services, Inc. —Detroit, MI
- Up to $19 an hour
- Full-time
- Clean driving record
- Microsoft Office
- Administrative experience
- Health insurance
- Dental insurance
Quick Apply
6d
Customer Service Associate I
Dollar Tree —Detroit, MI
- Part-time
- High school diploma or GED
- Ability to lift 50 pounds
- Grocery store experience
- Health insurance
- Dental insurance
Customer Service Associate I
Family Dollar —Detroit, MI
- Part-time
- High school diploma or GED
- Ability to lift 50 pounds
- Grocery store experience
- Health insurance
- Dental insurance
Guest Service Associate
Book Cadillac —Detroit, MI
- From $16.13 an hour
- Weekends as needed
- Ability to walk for extended periods
- Computer literacy
- Hotel
Quick Apply
Stocking and loading
Hamtramck Hardware —Detroit, MI
- $17 - $20 an hour
- Full-time
- Heavy lifting
- Maintenance
- Forklift
Quick Apply
Front Desk Receptionist
Elevate Health Grosse Pointe —Grosse Pointe, MI
- $18 an hour
- Part-time
- Google Workspace
- High school diploma or GED
- Typing
Quick Apply
9d
RN Med Surg
Corewell Health —Dearborn, MI
- Full-time
- Acute care
- Nursing
- RN License
11d
Heart and Vascular ICU
Corewell Health —Dearborn, MI
- Weekends as needed
- Nursing
- RN License
- BLS Certification
- Free parking
RN Med Surg
Corewell Health —Dearborn, MI
- Full-time
- Acute care
- Nursing
- RN License
RN Med Surg Urology
Corewell Health —Dearborn, MI
- Full-time
- Nursing
- RN License
- BLS Certification
RN or GN Med Surg
Corewell Health —Royal Oak, MI
- Full-time
- Nursing
- RN License
- BLS Certification
RN Med Surg Renal
Corewell Health —Dearborn, MI
- Full-time
- Nursing
- RN License
- BLS Certification
RN Med Surg
Corewell Health —Wayne, MI
- Full-time
- Acute care
- Nursing
- Surgery
RN ICU
Corewell Health —Wayne, MI
- Weekends as needed
- Nursing
- RN License
- BLS Certification
RN Med Surg
Corewell Health —Grosse Pointe, MI
- Full-time
- Nursing
- RN License
- BLS Certification
11d
RN Med Surg Renal
Corewell Health —Dearborn, MI
- Full-time
- Nursing
- RN License
- BLS Certification
RN Med Surg ACE
Corewell Health —Royal Oak, MI
- Full-time
- Acute care
- Nursing
- BLS Certification
- Health insurance

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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

document service associate jobs in detroit, mi

Client Service Associate

LEASING ASSOCIATE - tax credit specialist

Parts Associate

Office Admin Support/Regional Travel Required

Customer Service Associate I

Customer Service Associate I

Guest Service Associate

Stocking and loading

Front Desk Receptionist

RN Med Surg

Heart and Vascular ICU

RN Med Surg

RN Med Surg Urology

RN or GN Med Surg

RN Med Surg Renal

RN Med Surg

RN ICU

RN Med Surg

RN Med Surg Renal

RN Med Surg ACE

I want to receive the latest job alert for document service associate in detroit, mi

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