Top 53260 Jobs in Ferndale, 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
Materials Coordinator and Account Payable Clerk
Z Technologies —Redford, MI
- $20 - $25 an hour
- Full-time
- Computer literacy
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
7d
Detour Brands - Extraction Technician-BHO/ETHANOL
DETOUR —Hazel Park, MI
- $20 - $23 an hour
- Full-time
- Background check
- Mid-level
- Ability to lift 50 pounds
- Paid training
- Health insurance
Quick Apply
INTERMODAL TRUCKING DISPATCHER
Confidential —Detroit, MI
- $25 - $35 an hour
- Full-time
- Analysis skills
- US work authorization
- Data entry
- Health insurance
- Dental insurance
Quick Apply
12d
Behavior Technician - Dearborn
Gateway Pediatric Therapy —Dearborn, MI
- $18 - $24 an hour
- Full-time
- 18 years or older
- HIPAA
- High school diploma or GED
- Disability insurance
- Health insurance
Production Team Associate
Magna International —Highland Park, MI
- Full-time
- Manufacturing
- Entry level
Quick Apply
Store Associate
CVS Health —Ferndale, MI
- $15 - $19 an hour
- Part-time
- No high school diploma
- High school diploma or GED
- 16+ years old
- Dental insurance
- Vision insurance
4d
Retail Cashier
Ace Hardware —Hazel Park, MI
- From $15.50 an hour
- Part-time
- No education required
- Ability to lift 50 pounds
- In-person
- Disability insurance
- Health insurance
Quick Apply
Personal Shopper - Sam's
Sam's Club —Madison Heights, MI
- $17 - $25 an hour
- High school
- Continuous improvement
- Mentoring
- Paid jury duty
- Disability insurance
7 Brew Brewista (Crew)
Brewtopia, LLC —Westland, MI
- $13 - $22 an hour
- Weekends as needed
- Serving
- Communication skills
- Entry level
- Paid training
Quick Apply
Part Time Driver - Oak Park
Enterprise Mobility —Oak Park, MI
- $13.75 an hour
- Part-time
- 18 years or older
- Customer service
- Office
- Profit sharing
- Paid time off
Machine Operator- Print & Bindery Experience
Qualfon —Highland Park, MI
- $16 - $25 an hour
- Full-time
- Organizational skills
- Computer skills
- Communication skills
HEAVY DUTY PARTS COUNTER PERSON
Midwest Freight Systems Corp —Warren, MI
- $21 - $23 an hour
- Full-time
- Sales
- Computer literacy
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Part-Time ONSITE Client Coordinator
ExamWorks —Southfield, MI
- $17 - $19 an hour
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Medical office experience
Quick Apply
Medical Receptionist
Detroit Dermatology and Vein Center —Royal Oak, MI
- $16 - $19 an hour
- Part-time
- Sales
- In-person
- Communication skills
- Free parking
- Paid time off
Quick Apply
Administrative Associate
DuMouchelle Art Galleries, Co. —Detroit, MI
- From $22 an hour
- Part-time
- Microsoft Word
- Microsoft Outlook
- 5 years
- Health insurance
- Dental insurance
Quick Apply
Loan Processor - No Experience
United Wholesale Mortgage —Pontiac, MI
- 8 hour shift
- No experience needed
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Member Service Representative - Detroit, MI
Diversified Members Credit Union —Detroit, MI
- $20 - $23 an hour
- Multiple hires
- Background check
- Microsoft Excel
- Sales
- Health insurance
- Dental insurance
Quick Apply
Sales Administrative Assistant
Herald Wholesale —Troy, MI
- Full-time
- Research
- US work authorization
- In-person
- Health insurance
- Dental insurance
Quick Apply
Storage - Customer Service - Property Manager
National Storage —Redford, MI
- From $17 an hour
- Part-time
- Background check
- Driver's License
- Warehouse
- Paid holidays
- Health insurance
Quick Apply

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Jobs jobs near ferndale, 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

jobs in ferndale, mi

Client Service Associate

Materials Coordinator and Account Payable Clerk

Detour Brands - Extraction Technician-BHO/ETHANOL

INTERMODAL TRUCKING DISPATCHER

Behavior Technician - Dearborn

Production Team Associate

Store Associate

Retail Cashier

Personal Shopper - Sam's

7 Brew Brewista (Crew)

Part Time Driver - Oak Park

Machine Operator- Print & Bindery Experience

HEAVY DUTY PARTS COUNTER PERSON

Part-Time ONSITE Client Coordinator

Medical Receptionist

Administrative Associate

Loan Processor - No Experience

Member Service Representative - Detroit, MI

Sales Administrative Assistant

Storage - Customer Service - Property Manager

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