Top 29 Client services associate Jobs in Grand Rapids Mi

Client Service Associate
Raymond James Financial, Inc. —Belmont, MI
- Full-time
- Research
- Office
- 3 years
- Paid holidays
- Health insurance
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
Client Service Associate (Part-time)
Human Resource Potential, LLC —Grandville, MI
- $20 - $25 an hour
- Part-time
- Google Workspace
- Inventory management
- Office
- Flexible schedule
Quick Apply
7d
Retail Banking - Full Time Floating Client Service Associate 1
Independent Bank —Sparta, MI
- Full-time
- Office
- High school diploma or GED
- Mentoring
- Paid time off
- Opportunities for advancement
Quick Apply
Client Associate
Rockefeller Capital Management —Grand Rapids, MI
- Full-time
- Microsoft Excel
- Bachelor of Science
- Mid-level
Client Service Associate - NR
Stifel —Holland, MI
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
Associate Client Executive (ACE)
Hylant —Grand Rapids, MI
- Full-time
- Hybrid work
- Microsoft Outlook
- Mid-level
- Analysis skills
Client Accounting Specialist
Dan Carter Advisors —Ada, MI
- $25 - $45 an hour
- Part-time
- Mid-level
- 3 years
- QuickBooks
- Work from home
- Flexible schedule
Quick Apply
4d
Client Accountant
Rehmann Robson LLC —Grand Rapids, MI
- Full-time
- Research
- Mid-level
- Office
- Paid time off
Quick Apply
3d
Wealth Management Client Services Associate
Legacy Trust —Grand Rapids, MI
- $55,000 - $65,000 a year
- Full-time
- Research
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Client Service Representative Relief
BluePearl Vet, LLC —Grand Rapids, MI
- Part-time
- US work authorization
- Communication skills
- Entry level
- Pet insurance
Client Service Representative
VCA Animal Hospitals —Kentwood, MI
- Full-time
- Computer skills
- Hospice & Palliative Medicine
- Communication skills
- Health insurance
- Dental insurance
4d
Retail Banking - Client Service Associate 1
Independent Bank —Cedar Springs, MI
- Part-time
- High school diploma or GED
- Mentoring
- 1 year
- Paid time off
- Opportunities for advancement
Quick Apply
Wealth Management Client Associate
Bank of America —Grand Rapids, MI
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
5d
Inside Sales - Customer Experience Specialist
Intertek —Kentwood, MI
- $20 - $26 an hour
- 8 hour shift
- Marketing
- Pass drug screening
- Research
- Health insurance
- Dental insurance
Quick Apply
Client Specialist
Robert W. Baird —Grand Rapids, MI
- Microsoft Excel
- Mid-level
- Office
J.P. Morgan Wealth Management - Private Client Investment Associate - Jenison, MI
JPMorganChase —Jenison, MI
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
Client Service Accountant
Andrews, Hooper and Pavlik —Grand Rapids, MI
- Full-time
- Hybrid work
- Mid-level
- Office
- QuickBooks
Quick Apply
Client Accounting Manager
Rehmann Robson LLC —Grand Rapids, MI
- Full-time
- CPA
- 5 years
- Mentoring
- Paid time off
Quick Apply
11d
Tax Senior Associate - Private Client Services
EHTC —Ada, MI
- Full-time
- Research
- Mid-level
- 3 years
Quick Apply

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Client Service Associate

Raymond James Financial, Inc. -
Belmont, MI

Apply Now

Job Details

Full-time

Benefits

Paid holidays
Health insurance
Dental insurance
Paid time off
Parental leave
Vision insurance
Life insurance

Qualifications

Opening bank accounts
Customer records maintenance
Managing customer accounts
Investment advisory support
Customer relationship building
Account maintenance
Financial transaction processing
Phone communication
Spreadsheets
Greeting customers
Filing
Client file management
Executive administrative support
Research
3 years
Data summary reports
Meeting scheduling
Managing clients in a customer support role
Client database systems
Math
Bachelor's degree
Managing clients in a finance role
Financial records management
Task prioritization
Mail management
Customer engagement
Compliance documentation
Investment account customer support
Financial data management
Desktop applications

Full Job Description

Job Description Summary

HB Steele Interactive Financial Planning is seeking a highly organized and detail-oriented Client Service Associate to provide exceptional support to two independent financial advisors and collaborate closely with our Director of Client Engagement. This client-facing role is essential to delivering outstanding experience through proactive communication, scheduling, and service coordination. The ideal candidate will be professional, discreet, and capable of handling sensitive financial information with integrity. Strong administrative skills, the ability to manage multiple priorities, and a commitment to excellence are critical for ensuring the smooth operation of the practice.

If you are passionate about delivering exceptional client service and thrive in a team environment balanced with independent work, we’d love to hear from you.

Job Description

Essential Duties and Responsibilities

Service daily client inquiries over the phone, online, and in-person, including scheduling meetings, managing calendars, and greeting clients

Work both independently and within a team environment to provide administrative support to the financial advisors and branch office

Open new client accounts, process money movement, and research information as needed

Ensure client paperwork and documentation is accurate with meticulous attention to detail

Prepare various business summary reports and client-specific reporting as needed for review by the financial advisor

Create and maintain records and files utilizing Client Relationship Management (CRM) software
Assist with compliance documentation and recordkeeping
Review all automated withdrawals and deposits to verify accuracy of monthly financial obligations
Coordinate mailings and gifting

Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and procedures

Performs other duties and responsibilities as assigned

Knowledge, Skills, and Abilities

Knowledge of

General office practices, procedures, and methods
Basic investment concepts, practices and procedures used in the securities industry
Financial markets, products, and industry regulations

Skill in

Client Relationship Management (CRM) software

Microsoft Office

Effective communication (in-person, virtual, phone and mail)

Ability to

Operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases

Analyze and research account information

Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment

Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns

Provide a high level of customer service in a calm and professional manner

Use mathematics sufficient to process account and transaction information

Use appropriate interpersonal styles and communicate effectively

Work both independently and as part of a team

Provide a high level of customer service

Education

Bachelor’s degree preferred, or equivalent years of experience in industry

Experience

3+ years of experience in the financial services industry strongly preferred, particularly in administrative and/or customer service roles

Benefits

Medical, Retirement, PTO

Travel: Not Required

HB Steele Interactive Financial Planning and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term “Raymond James” includes but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates.

PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is a RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James

Education

Bachelor’s

Work Experience

General Experience - 3 to 6 years

Certifications

Travel

Less than 25%

Workstyle

Resident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

#LI-LS1

Apply Now

Refine Your Search

client services associate jobs in grand rapids mi

Client Service Associate

Client Service Associate

Client Service Associate (Part-time)

Retail Banking - Full Time Floating Client Service Associate 1

Client Associate

Client Service Associate - NR

Associate Client Executive (ACE)

Client Accounting Specialist

Client Accountant

Wealth Management Client Services Associate

Client Service Representative Relief

Client Service Representative

Retail Banking - Client Service Associate 1

Wealth Management Client Associate

Inside Sales - Customer Experience Specialist

Client Specialist

J.P. Morgan Wealth Management - Private Client Investment Associate - Jenison, MI

Client Service Accountant

Client Accounting Manager

Tax Senior Associate - Private Client Services

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