Top 554 Client service associate Jobs in Grand Rapids Mi

Client Service Associate
Cerity Partners —Grand Rapids, MI
- $25 an hour
- Part-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Commuter assistance
- Dental insurance
Loss Control Consultant
Collins & Associates —Ada, MI
- $80,000 - $130,000 a year
- Full-time
- Mid-level
- Office
- Ability to climb stairs
- Health insurance
- Dental insurance
Quick Apply
7d
Litigation Legal Assistant
Mika Meyers PLC —Grand Rapids, MI
- $26 - $28 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
- Free parking
- Health savings account
Quick Apply
Probate and Estate Planning Practice Group Operations Manager
Miller Johnson —Grand Rapids, MI
- From $64,903.68 a year
- Full-time
- 7 years
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Health savings account
2d
Audit & Assurance Senior Associate
Rehmann Robson LLC —Grand Rapids, MI
- Management
- CPA
- Mid-level
- Paid time off
Quick Apply
Associate Attorney - Litigation Practice Team
Varnum LLP —Grand Rapids, MI
- Full-time
- Customer service
- No background check
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Entry Level Sales Representative
Eight Eleven Group —Grand Rapids, MI
- $46,000 - $51,000 a year
- Full-time
- Hybrid work
- Background check
- Driver's License
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
MSAT Product and Process Support Specialist or Associate Specialist
Grand River Aseptic Manufacturing, Inc. —Grand Rapids, MI
- Full-time
- Microsoft Excel
- Microsoft Outlook
- No experience needed
- Paid holidays
- Dental insurance
Quick Apply
RN - OB/GYN Clinic
Cherry Health (Cherry Street Services) DBA —Grand Rapids, MI
- Full-time
- CPR Certification
- Nursing
- Addiction Medicine
- 403(b) matching
- Paid holidays
Quick Apply
Associate Veterinarian - Small Animal
Cascade Hospital for Animals —Grand Rapids, MI
- $120,000 - $155,000 a year
- Full-time
- Background check
- Mid-level
- Surgery
- Continuing education credits
- Disability insurance
Quick Apply
Healthy Housing Specialist – Lead Hazard Control Program (LHCP)
The Healthy Homes Coalition of West Michigan —Grand Rapids, MI
- From $20 an hour
- Part-time
- Hybrid work
- Spanish
- Customer service
- Basic math
- Mileage reimbursement
- Flexible schedule
Quick Apply
Financial Advisor
Edward Jones —Grand Rapids, MI
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
6d
Registered Nurse (RN) - Family Medicine
Cherry Health (Cherry Street Services) DBA —Grand Rapids, MI
- Full-time
- CPR Certification
- Nursing
- Addiction Medicine
- 403(b) matching
- Paid holidays
Quick Apply
QC Microbiology Manager – Facility Control
Grand River Aseptic Manufacturing, Inc. —Grand Rapids, MI
- Day shift
- Microsoft Excel
- Microsoft Outlook
- Bachelor's degree
- Paid holidays
- Dental insurance
Quick Apply
Scrap Scale Associate
PADNOS —Holland, MI
- Full-time
- Forklift
- Data entry
- Entry level
- Profit sharing
- Health insurance
Quick Apply
14d
Financial Professional - Entry Level
New York Life —Grand Rapids, MI
- $55,000 - $120,000 a year
- Full-time
- Hybrid work
- Background check
- Customer service
- US work authorization
- Disability insurance
- Health insurance
Quick Apply
Sr Tax Accountant/Tax Manager -27402
iMPact Business Group —Grand Rapids, MI
- $120,000 - $140,000 a year
- Temporary
- CPA
- 5 years
- Office
- Health savings account
- Health insurance
Quick Apply
7d
Accelerated Path to Management Program
New York Life —Grand Rapids, MI
- $60,000 - $150,000 a year
- Full-time
- Management
- Mid-level
- Master's degree
- AD&D insurance
- Disability insurance
Quick Apply
HP Retail Sales Representative
2020 Companies, Inc. —Wyoming, MI
- $17.50 an hour
- Part-time
- High school diploma or GED
- Training & development
- Entry level
- Paid training
- Paid holidays
Quick Apply
1d
Veterinary Technician
VCA Animal Hospitals —Grand Rapids, MI
- $21 - $25 an hour
- Full-time
- Mid-level
- Communication skills
- Continuing education credits
- Health savings account

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client service associate jobs near grand rapids mi

Client Service Associate

Cerity Partners -
Grand Rapids, MI

Apply Now

Job Details

Part-time
$25 an hour

Benefits

Commuter assistance
Dental insurance
401(k)
Paid time off
Parental leave
Vision insurance

Qualifications

Bachelor's degree

Full Job Description

Position Summary:

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic reports. The Associate ensures CRM data accuracy and helps with client follow-up and meeting preparations. This position requires excellent organizational skills, attention to detail, and a commitment to providing friendly and professional client service. The role also involves learning about investment products and improving internal processes under supervision .

Primary Responsibilities

Frequent custodian interaction & paperwork processing.

Process account openings, funding, deposit electronic checks, money movements, process tasks with Custodians.

Schedule client meetings.

Basic preparation and follow-up for client meetings.

Prepare client forms and financial reports in advance of client meetings.

Attend meetings to take notes and send a summary to both the client and the advisory team.

Develop knowledge of investment accounts, products and the forms required to transact business.

Assist with internal coordination across departments to ensure tasks/ follow up is completed in a timely manner.

Responsible for cash transfers, wires, data maintenance, reporting and trading as needed.

Ongoing maintenance and quality control of CRM.

Organize advisory team meetings and events.

Receive client calls and resolve questions/issues as needed.

Execute client appreciation and retention activities.

Required Qualifications:

Bachelor’s degree

1 - 3 years of experience

Skills and Competencies:

Demonstrate strong and effective communication, organizational and time management skills.

Ability to work in a team based /collaborative environment.

Must accept and thrive in a fast-paced, changing environment.

Adherence to all compliance policies & procedures .

Demonstrate the Cerity Partners culture.

Physical Requirements:

Prolonged periods sitting at a desk and working on a computer .

Must be able to lift up to 15 pounds at times.

Compensation Range:

This part-time role offers a compensation of $25.00 per hour

Why Cerity Partners :

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

Health, dental, and vision insurance – day 1!

401(k) savings and investment plan options with 4% match

Flexible PTO policy

Parental Leave

Financial assistance for advanced education and professional designations

Opportunity to give back time to local communities

Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S.

Apply Now

Refine Your Search

client service associate jobs in grand rapids mi

Client Service Associate

Loss Control Consultant

Litigation Legal Assistant

Probate and Estate Planning Practice Group Operations Manager

Audit & Assurance Senior Associate

Associate Attorney - Litigation Practice Team

Entry Level Sales Representative

MSAT Product and Process Support Specialist or Associate Specialist

RN - OB/GYN Clinic

Associate Veterinarian - Small Animal

Healthy Housing Specialist – Lead Hazard Control Program (LHCP)

Financial Advisor

Registered Nurse (RN) - Family Medicine

QC Microbiology Manager – Facility Control

Scrap Scale Associate

Financial Professional - Entry Level

Sr Tax Accountant/Tax Manager -27402

Accelerated Path to Management Program

HP Retail Sales Representative

Veterinary Technician

I want to receive the latest job alert for client service associate in grand rapids mi

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