Top 839 Sr manager, software documentation Jobs in Grand Rapids, Mi

Client Service Representative - Wealth Management
Confidential - Wealth Management Firm —Belmont, MI
- Full-time
- Background check
- Customer service
- Mid-level
- Paid training
- 401(k)
Quick Apply
Hospice Admission RN (Hiring Bonus)
CorsoCare —Grand Rapids, MI
- Full-time
- Mid-level
- Travel
- Ability to sit for extended periods
Quick Apply
Legal Administrative Assistant - Litigation
Miller Johnson —Grand Rapids, MI
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid parental leave
- Disability insurance
Supply Chain Coordinator (Imports)
American International Foods, Inc. —Ada, MI
- $45,000 - $55,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Profit sharing
- Health savings account
Quick Apply
7d
Audit & Assurance Senior Manager
Rehmann Robson LLC —Grand Rapids, MI
- Full-time
- CPA
- Research
- 8 years
- Paid time off
Quick Apply
CNC Machinist 1st and 2nd shift
Progressive Surface —Kentwood, MI
- From $30 an hour
- Full-time
- Ability to walk for extended periods
- Mid-level
- Ability to lift 50 pounds
- Health savings account
- Health insurance
Quick Apply
Multi-Family Service Technician
First Companies Inc —Grand Rapids, MI
- $24.00 - $27.50 an hour
- Full-time
- Customer service
- Writing skills
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Assistant Property Manager - Multifamily LIHTC
Magnus Services, LLC. —Wyoming, MI
- $20 - $25 an hour
- 8 hour shift
- Mid-level
- Residential
- Administrative experience
- Disability insurance
- Health insurance
Quick Apply
Manufacturing Electrical Controls Engineer
GSD Search, LLC —Grand Rapids, MI
- $80,000 - $90,000 a year
- 5 years
- System design
- Analysis skills
Quick Apply
15h
Associate Teacher
Head Start for Kent County —Grand Rapids, MI
- $17.74 - $20.50 an hour
- Full-time
- Background check
- Classroom
- Serving
- Paid holidays
- Health insurance
Quick Apply
Manufacturing Engineer
Specified Air Solutions —Comstock Park, MI
- $95,000 - $110,000 a year
- Full-time
- Microsoft Word
- AutoCAD
- Microsoft Excel
- Health savings account
- Health insurance
Quick Apply
14d
Cable Technician 1
Essintial Enterprise Solutions LLC —Grand Rapids, MI
- $27 - $30 an hour
- Part-time
- Office
- Windows
- Ability to lift 50 pounds
Quick Apply
Treasury Management Representative
Horizon Bank —Michigan
- Full-time
- Basic math
- Mid-level
- Office
Quick Apply
Plumbing Project Manager
Kodiak Labor Solutions —Grand Rapids, MI
- $100,000 - $130,000 a year
- Full-time
- OSHA
- Construction site
- Mid-level
- Health savings account
- AD&D insurance
Quick Apply
Progressive Die Designer
Pyper Tool & Engineering, Inc. —Grand Rapids, MI
- $32 - $38 an hour
- Full-time
- Computer literacy
- Mid-level
- High school diploma or GED
- Health savings account
- Health insurance
Quick Apply
8d
Technician III, Operations & Maintenance (Shift B – Mid Shift)
BEUMER Group —Grand Rapids, MI
- $35.66 an hour
- Weekends as needed
- Heavy lifting
- 5 years
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
Lead Estimator - Porter Corp
Porter —Holland, MI
- Civil engineering
- Computer literacy
- Mid-level
Quick Apply
Controls Design Engineer
National Bulk Equipment Inc. —Holland, MI
- $70,000 - $90,000 a year
- 5 years
- Mid-level
- Profit sharing
- 401(k)
Quick Apply
Director of Operations
Whitmore Custom Homes —Grand Rapids, MI
- Full-time
- Construction site
- Office
- Residential
- 401(k)
- Retirement plan
Quick Apply
9h
Technician III, Operations & Maintenance (Shift C – Nights)
BEUMER Group —Grand Rapids, MI
- $39.23 an hour
- Weekends as needed
- Heavy lifting
- 5 years
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply

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sr manager, software documentation jobs near grand rapids, mi

Client Service Representative - Wealth Management

Confidential - Wealth Management Firm
Belmont, MI

Quick Apply

Job Details

Full-time

Benefits

Paid training
401(k)
Paid time off
Professional development assistance

Qualifications

Investment
Financial services customer support
Customer service
Finance
Managing clients in a customer support role
Bachelor's degree
Customer relationship management
Computer skills
Financial services
Business
Accounting

Full Job Description

Our Company

We are an independent wealth management firm devoted to providing our clients with a unique experience, while improving their current financial world, and partnering with them in order to maximize their financial and personal objectives. We work with affluent individuals, families and institutions nationwide.

We value our clients and our staff and focus on providing exemplary financial advice and client service, as well as a rewarding and positive work environment for our staff. We take great pride in the enduring relationships we have built with our clients and our team.

Position Overview

We are seeking a responsible, highly efficient, and motivated Client Service Representative to join our team and provide service and support to our clients, financial advisors and operations team. This position will manage all day-to-day aspects of client relationships, including portfolio management and rebalancing, account management, and client onboarding. This position will also assist in the coordination of estate planning, charitable planning, and tax planning to meet specific client goals and will be responsible for facilitating all funds moving in and out of client portfolios.

Key Responsibilities

Support and oversee client onboarding process, including the preparation and implementation of new account paperwork
Invest and manage client assets in accordance with their investment policy statement and rebalancing strategy guidelines
Handle day-to-day client service requests, including fund withdrawals, contributions, deposit of funds, etc.
Diligent documentation of client service and utilization of CRM software
Update client accounts to coordinate with various financial planning goals, including changes to beneficiaries, retitling of assets, etc.
Development and maintenance of positive client relationships
Other duties and ad-hoc projects, as requested
Complete all required compliance training and comply with all regulations that apply to the scope of the position

Required Skills, Education and Experience

Experience in the Investment field required
Bachelor’s degree in Finance, Business, or Accounting preferred, but experience in Investment field required
Excellent computer skills and knowledge of Microsoft 365 Suite
Highly detail-orientated and strong organizational and problem-solving skills
Able to effectively prioritize workload and meet deadlines
Critical thinker that possesses strong communication skills, both written and oral
Strong interpersonal skills with the ability to work effectively in a team-oriented environment

Benefits

Competitive salary with performance-based bonus
Medical reimbursement
Retirement plan with employer matching contributions
Professional development assistance
Paid time off
Paid professional designations and dues
Complimentary beverages and snacks, in addition to provided lunch during weekly staff meeting

Job Type: Full-time

Benefits:

401(k)
Paid time off
Paid training

Education:

Bachelor's (Required)

Experience:

Investment: 1 year (Required)

Work Location: In person

Quick Apply

Refine Your Search

sr manager, software documentation jobs in grand rapids, mi

Client Service Representative - Wealth Management

Hospice Admission RN (Hiring Bonus)

Legal Administrative Assistant - Litigation

Supply Chain Coordinator (Imports)

Audit & Assurance Senior Manager

CNC Machinist 1st and 2nd shift

Multi-Family Service Technician

Assistant Property Manager - Multifamily LIHTC

Manufacturing Electrical Controls Engineer

Associate Teacher

Manufacturing Engineer

Cable Technician 1

Treasury Management Representative

Plumbing Project Manager

Progressive Die Designer

Technician III, Operations & Maintenance (Shift B – Mid Shift)

Lead Estimator - Porter Corp

Controls Design Engineer

Director of Operations

Technician III, Operations & Maintenance (Shift C – Nights)

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