Top 66 Client services associate Jobs in Novi 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
Client Service Associate
Raymond James Financial, Inc. —Novi, MI
- Full-time
- Writing skills
- Research
- Office
- Paid holidays
- Health insurance
Client Service Associate
Mariner Wealth Advisors —Bloomfield Hills, MI
- $60,000 - $75,000 a year
- Full-time
- Office
- High school diploma or GED
- Analysis skills
Client Success & Digital Marketing Assistant (Part-Time, Ongoing)
Inque Media —Northville, MI
- From $19 an hour
- Part-time
- Remote
- Google Workspace
- Associate's degree
- Communication skills
Quick Apply
7d
Client Services Associate
Waldron Private Wealth —Plymouth, MI
- Full-time
- Research
- Office
- Finance
Quick Apply
Client Services Representative & Admin
LYNX DX INC —Ann Arbor, MI
- $22.00 - $24.50 an hour
- Full-time
- Hybrid work
- Writing skills
- HIPAA
- Mid-level
Quick Apply
Client Service & Operations Associate
Sanctuary Wealth Group LLC —Bloomfield Hills, MI
- $65,000 - $75,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Client Processing Representative
GRT Financial —Southfield, MI
- $16 a week
- Computer literacy
- Entry level
- Under 1 year
- Disability insurance
- Health insurance
Quick Apply
Client Service Associate (Plymouth, MI)
Oppenheimer & Co. Inc. —Plymouth, MI
- Full-time
- Organizational skills
- 1 year
- Entry level
Quick Apply
Client Service Representative - Novi, MI
Advisor Talent Solutions —Novi, MI
- $55,000 - $75,000 a year
- Monday to Friday
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
Client Relationship Representative (Universal Banker)
First Merchants Bank —Ann Arbor, MI
- Call employer
- Mid-level
- Office
- High school diploma or GED
- Paid parental leave
- Paid holidays
Quick Apply
Client Relationship Representative (Universal Banker)
First Merchants Bank —Ann Arbor, MI
- Call employer
- Mid-level
- Office
- High school diploma or GED
- Paid parental leave
- Paid holidays
Quick Apply
Sales & Customer Experience Specialist
Lake State Cleaning —Lake Orion, MI
- $18 - $22 an hour
- Weekends as needed
- Hybrid work
- Office
- Administrative experience
- In-person
- Paid training
- Health insurance
Quick Apply
8d
Full Time Client Service Associate
Independent Bank —Beverly Hills, MI
- Full-time
- Office
- High school diploma or GED
- Mentoring
- Paid time off
- Opportunities for advancement
Quick Apply
Client Relations & Operations Associate
Principium Tactical Wealth Management —Brighton, MI
- $17 - $20 an hour
- Temporary
- Background check
- Social media management
- Office
- Professional development assistance
Quick Apply
7d
Full Time Client Service Associate
Independent Bank Corporation —Beverly Hills, MI
- From $18 an hour
- Full-time
- High school diploma or GED
- Mentoring
- In-person
- Paid time off
- Opportunities for advancement
Quick Apply
Cash Management Associate – Client Experience & Operations
Raymond James Financial, Inc. —Southfield, MI
- Full-time
- Hybrid work
- Microsoft Outlook
- Research
- Mid-level
- Paid holidays
- Health insurance
Seasonal Client Associate - Somerset
Travis Mathew —Troy, MI
- Part-time
- Cash register
- Communication skills
- Entry level
Administrative Client Service Associate II – Finance Industry
Bridgewise Financial Partners LLC —Troy, MI
- $48,500 - $86,300 a year
- Full-time
- Computer literacy
- Mid-level
- Office
- Profit sharing
- Paid training
Quick Apply
Client Account Associate (Accountant)
Supporting Strategies —Ann Arbor, MI
- $90,000 a year
- Remote
- 5 years
- Finance
- Bachelor's degree
- Work from home
7d

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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

client services associate jobs in novi mi

Client Service Associate

Client Service Associate

Client Service Associate

Client Success & Digital Marketing Assistant (Part-Time, Ongoing)

Client Services Associate

Client Services Representative & Admin

Client Service & Operations Associate

Client Processing Representative

Client Service Associate (Plymouth, MI)

Client Service Representative - Novi, MI

Client Relationship Representative (Universal Banker)

Client Relationship Representative (Universal Banker)

Sales & Customer Experience Specialist

Full Time Client Service Associate

Client Relations & Operations Associate

Full Time Client Service Associate

Cash Management Associate – Client Experience & Operations

Seasonal Client Associate - Somerset

Administrative Client Service Associate II – Finance Industry

Client Account Associate (Accountant)

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