Top 717 Financial technology 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
Associate Financial Advisor
Foguth Financial Group —Riverview, MI
- $45,000 - $60,000 a year
- Full-time
- Background check
- Office
- Analysis skills
- Paid training
- Health insurance
Quick Apply
Tax Analyst
Sanford Rose Associates - JFSPartners —Detroit, MI
- $43 - $75 an hour
- Remote
- CPA
- Mid-level
- 2 years
- Health insurance
- Dental insurance
Quick Apply
4h
Pharmacy Technician Advocate - Full Time Rotating Shift - Moross Detroit
Henry Ford Health —Detroit, MI
- Full-time
- Inpatient
- Mid-level
- High school diploma or GED
- Health insurance
- Dental insurance
HIM Associate
R1 RCM, Inc. —Detroit, MI
- $16.61 - $22.95 an hour
- Full-time
- Hospital
- Computer skills
- In-person
7d
Financial Aid Associate
Henry Ford College —Dearborn, MI
- $21.60 - $26.15 an hour
- Full-time
- Analysis skills
- University
- Organizational skills
- Health savings account
- Disability insurance
Financial Aid Associate
Henry Ford College (MI) —Dearborn, MI
- $21.60 - $26.15 an hour
- Full-time
- Office
- Analysis skills
- University
Financial Advocate
Wayne Health —Detroit, MI
- Full-time
- Customer service
- Writing skills
- High school diploma or GED
Team Member Trainer
Target —Detroit, MI
- From $23.20 an hour
- Full-time
- Basic math
- Mid-level
- Forklift
- Paid holidays
- Disability insurance
Part Time Associate Banker Detroit Metro Southwest (30 Hours)
JPMorganChase —Dearborn, MI
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
1d
IT Business Analyst - ERP
Piston Automotive —Southfield, MI
- Full-time
- Background check
- Computer Science
- ERP systems
- Health savings account
- Paid holidays
Legal Assistant
AAA The Auto Club Group —Detroit, MI
- $28 - $32 an hour
- Full-time
- Hybrid work
- Pass drug screening
- Research
- Mid-level
- Paid jury duty
- Health savings account
Legal-Administrative Assistant
Detroit Housing Commission —Detroit, MI
- $20 - $25 an hour
- Part-time
- Microsoft Outlook
- Writing skills
- Pass drug screening
Quick Apply
Retail Sales Associate
Best Buy —Dearborn, MI
- $15.00 - $17.88 an hour
- Part-time
- Cleaning
- Entry level
- Under 1 year
- Paid time off
- Employee discount
Docucare Associate
Xerox —Detroit, MI
- $30,000 - $60,000 a year
- Full-time
- Computer literacy
- Mid-level
- Mentoring
- Health savings account
- Paid holidays
Personal Banker
PNC Financial Services Group —Detroit, MI
- Full-time
- Office
- 3 years
- No degree
- Wellness program
- Health savings account
12d
Sales Associate
Express —Dearborn, MI
- Part-time
- Merchandising
- High school diploma or GED
- US work authorization
- Store discount
- Health insurance
Respiratory Therapist
Corewell Health —Dearborn, MI
- Full-time
- BLS Certification
- Mid-level
- In-person
Respiratory Therapist
Corewell Health —Wayne, MI
- Full-time
- BLS Certification
- Mid-level
- In-person
Respiratory Therapist NICU
Corewell Health —Dearborn, MI
- Full-time
- BLS Certification
- Mid-level
- Critical & Intensive Care

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financial technology associate jobs near detroit 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 experience
Multitasking
Bachelor's degree
Attention to detail
Client services experience
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

financial technology associate jobs in detroit mi

Client Service Associate

Associate Financial Advisor

Tax Analyst

Pharmacy Technician Advocate - Full Time Rotating Shift - Moross Detroit

HIM Associate

Financial Aid Associate

Financial Aid Associate

Financial Advocate

Team Member Trainer

Part Time Associate Banker Detroit Metro Southwest (30 Hours)

IT Business Analyst - ERP

Legal Assistant

Legal-Administrative Assistant

Retail Sales Associate

Docucare Associate

Personal Banker

Sales Associate

Respiratory Therapist

Respiratory Therapist

Respiratory Therapist NICU

I want to receive the latest job alert for financial technology associate in detroit mi

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