Top 858 Customer service representative Jobs in Harper Woods, 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
Customer Service HVAC/R Counter Sales (In Person, Not Remote)
United Refrigeration Inc. —Oak Park, MI
- $17 - $21 an hour
- 8 hour shift
- Bilingual
- Background check
- Spanish
- Health insurance
- Dental insurance
Quick Apply
1h
Client Service Representative
First Insurance Corporation —Taylor, MI
- $45,000 - $55,000 a year
- Full-time
- Background check
- Hospitality
- Customer service
- Paid training
- On-the-job training
Quick Apply
Customer Success Manager
Sciometrix —Royal Oak, MI
- $58,617.12 - $70,592.66 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Up to 50% travel
- Health insurance
- Dental insurance
Quick Apply
8d
Sales Support Coordinator
CIOT | Stone & Tile —Troy, MI
- $22 - $25 an hour
- Full-time
- CRM software
- Background check
- Residential
- Dental insurance
- 401(k)
Quick Apply
Call Center Representative
Four Seasons Kanga Roof —Roseville, MI
- $18 - $22 an hour
- Part-time
- Organizational skills
- Communication skills
- Entry level
- Profit sharing
- Dental insurance
Quick Apply
Client Service Representative
NFP Corp —Sterling Heights, MI
- $45,000 - $57,000 a year
- Full-time
- Hybrid work
- Background check
- Microsoft Outlook
- Writing skills
- Health savings account
- Paid holidays
Quick Apply
Customer Service Representative
Pacific Rise Co —Detroit, MI
- $18 - $28 an hour
- Full-time
- Computer literacy
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
10d
Call Center Agent
Clementine Answers —Roseville, MI
- $15 - $18 an hour
- Part-time
- Computer literacy
- English
- Windows
Quick Apply
13d
Call Center Representative
Clementine Answers —Roseville, MI
- $15 - $18 an hour
- Weekends as needed
- Computer literacy
- No experience needed
- English
- Health insurance
- Dental insurance
Quick Apply
13d
Pharmacy Customer Service Associate
Walgreens —Eastpointe, MI
- $16 - $18 an hour
- Weekends as needed
- Computer literacy
- Basic math
- Maintenance
- Continuing education credits
- Health insurance
Remote Healthcare Scheduling Specialist (Day or Night) Entry-Level
Qureos Inc —Detroit, MI
- $22 - $38 an hour
- Full-time
- Remote
- HIPAA
- Bachelor's degree
- Organizational skills
- Health insurance
- Dental insurance
4d
Customer Service Representative
MyFlight Tours —Detroit, MI
- From $40,000 a year
- Full-time
- Office
- Administrative experience
- Computer skills
- Health insurance
- Paid time off
Quick Apply
Inbound Call Center Agent
Pacific Rise Co —Detroit, MI
- $16 - $26 an hour
- Full-time
- Computer literacy
- High school diploma or GED
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
Customer Service Representative (Retail)
FIRST STATE BANK —Saint Clair Shores, MI
- Full-time
- High school diploma or GED
- Math
- Travel
- Paid holidays
- Dental insurance
Customer Service Representative
Planet Fitness —Warren, MI
- $14.50 an hour
- 18 years or older
- Entry level
- Profit sharing
- Health insurance
Quick Apply
Contract Customer Service Rep
Detroit Land Bank Authority —Detroit, MI
- $22 an hour
- Contract
- Background check
- Microsoft Outlook
- Research
Customer Service Representative (CSR)
Refloor —Troy, MI
- $24 - $30 an hour
- Multiple hires
- Entry level
Quick Apply
11d
Customer Service Representative
Performance Foodservice —Warren, MI
- Full-time
- High school diploma or GED
- Entry level
- Employee stock purchase plan
- Health insurance
14d
Customer Service Associate I
Dollar Tree —Eastpointe, MI
- Part-time
- High school diploma or GED
- Ability to lift 50 pounds
- Grocery store experience
- Health insurance
- Dental insurance

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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

customer service representative jobs in harper woods, mi

Client Service Associate

Customer Service HVAC/R Counter Sales (In Person, Not Remote)

Client Service Representative

Customer Success Manager

Sales Support Coordinator

Call Center Representative

Client Service Representative

Customer Service Representative

Call Center Agent

Call Center Representative

Pharmacy Customer Service Associate

Remote Healthcare Scheduling Specialist (Day or Night) Entry-Level

Customer Service Representative

Inbound Call Center Agent

Customer Service Representative (Retail)

Customer Service Representative

Contract Customer Service Rep

Customer Service Representative (CSR)

Customer Service Representative

Customer Service Associate I

I want to receive the latest job alert for customer service representative in harper woods, mi

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