Top 35152 Jobs in Lake Orion, 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
Legal Secretary/Assistant
Kienbaum Hardy Viviano Pelton Forrest —Birmingham, MI
- $60,000 - $72,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Free parking
- Profit sharing
Quick Apply
Substitute Teacher
ESS Education —Oxford, MI
- $125 a day
- Classroom
- Entry level
- Flexible schedule
NON-STERILE LAB TECHNICIAN
MediVera Compounding Pharmacy —Troy, MI
- $21 - $24 an hour
- Full-time
- Mid-level
- Continuous improvement
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Special Agent, $40,000 Recruitment Incentive
The United States Secret Service —Michigan
- $48,854 - $118,204 a year
- Full-time
- Pass drug screening
- Mid-level
- Driver's License
Stocker
Costco Wholesale Corporation —Auburn Hills, MI
- Merchandising
- Warehouse
- Entry level
- AD&D insurance
- Employee stock purchase plan
Oakland County Assistance Payments Worker 8-11
State of Michigan —Pontiac, MI
- $24.03 - $34.99 an hour
- Full-time
- Hybrid work
- Military encouraged
- Entry level
Part TIme Office Coordinator
Trinity Health Senior Communities —Lake Orion, MI
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Inventory management
14d
Macomb County Assistance Payments Worker 8-11
State of Michigan —Macomb, MI
- $49,982.40 - $72,779.20 a year
- Full-time
- Hybrid work
- Office
- Military encouraged
- In-person
- Paid parental leave
- Health savings account
Contract Cannabis/Hemp Food Safety Auditor (Remote Based)
Perry Johnson Registrars Food Safety, Inc. —Michigan
- $500 - $550 a day
- Contract
- 5 years
- Bachelor's degree
- Travel
- Work from home
- Flexible schedule
Quick Apply
Front Office Specialist
HealthQuest Physical Therapy —Clarkston, MI
- $14 - $18 an hour
- Part-time
- High school diploma or GED
- Clinic
- Communication skills
- Health savings account
- Health insurance
Pet Resort Front Desk Receptionist- Afternoons
All American Pet Resort - Rochester Hills —Rochester Hills, MI
- $14 - $16 an hour
- Part-time
- 18 years or older
- Computer literacy
- High school diploma or GED
- Employee discount
- Flexible schedule
Quick Apply
10d
Legal Assistant/Paralegal
Christopher Trainor and Associates —White Lake, MI
- $18 - $27 an hour
- Email
- No experience needed
- In-person
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Golf Shop Associate
Myth Golf & Banquets —Oakland, MI
- From $15 an hour
- Temporary
- 18 years or older
- Customer service
- POS
- Employee discount
Quick Apply
Personal Assistant
Confidential —Shelby Charter Township, MI
- $100,000 - $120,000 a year
- 8 hour shift
- Clean driving record
- Maintenance
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
3d
Busser/Food Runner
Bad Brads BBQ —Lake Orion, MI
- $13.73 - $18.00 an hour
- Part-time
- Ability to walk for extended periods
- Fair chance
- In-person
- Employee discount
- Flexible schedule
Quick Apply
Host/Hostess
Bad Brads BBQ —Lake Orion, MI
- $12 an hour
- Part-time
- In-person
- Restaurant
- Entry level
- Employee discount
- Flexible schedule
Quick Apply
Document Review Specialists
United Wholesale Mortgage —Pontiac, MI
- 8 hour shift
- Office
- High school diploma or GED
- In-person
- Health insurance
- Dental insurance
Visitor Services Representative - Cranbrook Art Museum
Cranbrook Educational Community —Bloomfield Hills, MI
- Part-time
- High school diploma or GED
- Entry level
10d
Administrative Assistant / Customer Service Representative
Natural Way Lawn and Tree —Lake Orion, MI
- From $18 an hour
- Overtime
- Computer literacy
- Basic math
- Office
- Paid training
- Health insurance
Quick Apply
8d

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Jobs jobs near lake orion, 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 lake orion, mi

Client Service Associate

Legal Secretary/Assistant

Substitute Teacher

NON-STERILE LAB TECHNICIAN

Special Agent, $40,000 Recruitment Incentive

Stocker

Oakland County Assistance Payments Worker 8-11

Part TIme Office Coordinator

Macomb County Assistance Payments Worker 8-11

Contract Cannabis/Hemp Food Safety Auditor (Remote Based)

Front Office Specialist

Pet Resort Front Desk Receptionist- Afternoons

Legal Assistant/Paralegal

Golf Shop Associate

Personal Assistant

Busser/Food Runner

Host/Hostess

Document Review Specialists

Visitor Services Representative - Cranbrook Art Museum

Administrative Assistant / Customer Service Representative

I want to receive the latest job alert for jobs in lake orion, mi

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