Top 8576 Service 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
Customer Service Associate
Raising Cane's —Novi, MI
- $15 an hour
- Urgently hiring
- No experience needed
- Ability to climb stairs
- Ability to lift 50 pounds
- Paid training
- Disability insurance
Quick Apply
Restaurant Crewmember
Raising Cane's —Novi, MI
- $15 an hour
- Urgently hiring
- No experience needed
- Ability to climb stairs
- Ability to lift 50 pounds
- Paid training
- Disability insurance
Quick Apply
Cashier
Raising Cane's —Novi, MI
- $15 an hour
- Urgently hiring
- No experience needed
- Ability to climb stairs
- Ability to lift 50 pounds
- Paid training
- Disability insurance
Quick Apply
Member Experience Associate - Plymouth
Lake Trust Credit Union —Plymouth, MI
- Full-time
- High school diploma or GED
- Mentoring
- 1 year
- Health insurance
- 401(k) matching
Merchandise and Stocking Associate
Sam's Club —Novi, MI
- $18 - $26 an hour
- High school
- Sales
- Merchandising
- Paid jury duty
- Disability insurance
(USA) Personal Shopper - Sam's
Sam's Club —Novi, MI
- $18 - $26 an hour
- High school
- Continuous improvement
- Mentoring
- Paid jury duty
- Disability insurance
Freezer, Cooler and Deli Stocker Associate
Sam's Club —Novi, MI
- $18 - $26 an hour
- 18 years or older
- High school
- Sales
- Paid jury duty
- Disability insurance
Dishwasher
The Cheesecake Factory —Novi, MI
- $16.50 - $19.50 an hour
- Part-time
- 18 years or older
- Ability to lift 50 pounds
- Ability to stand for extended periods
- Health insurance
- Dental insurance
Full-Time Store Associate
Aldi —Farmington Hills, MI
- $18 - $20 an hour
- Full-time
- 18 years or older
- Merchandising
- Basic math
- Paid parental leave
- AD&D insurance
2d
Produce Associate
Sam's Club —Novi, MI
- $18 - $26 an hour
- 18 years or older
- High school
- Sales
- Paid jury duty
- Disability insurance
Member Assist Cart Attendant
Sam's Club —Novi, MI
- $17 - $25 an hour
- High school
- Outdoor work
- Entry level
- Paid jury duty
- Disability insurance
Cashier Associate - Novi
TESO LIFE —Novi, MI
- $17 an hour
- Weekends as needed
- Communication skills
- Entry level
- Under 1 year
- Health insurance
- Paid time off
13d
Stock Associate - Twelve Oaks Mall
Aeropostale —Novi, MI
- $13.75 - $17.19 an hour
- Weekends as needed
- Merchandising
- Ability to lift 50 pounds
- Entry level
- Paid holidays
- Health insurance
Retail Merchandise Associate
HomeGoods —Novi, MI
- $14.25 - $14.75 an hour
- Part-time
- Merchandising
- Organizational skills
- Fair chance
- Paid parental leave
- Health savings account
8d
Store Associate
CVS Health —Novi, MI
- $15 - $19 an hour
- Part-time
- No high school diploma
- High school diploma or GED
- 16+ years old
- Dental insurance
- Vision insurance
2d
Part-Time Store Merchandising Associate
KOHLS —Novi, MI
- From $14 an hour
- Part-time
- Writing skills
- Merchandising
- 16+ years old
Warehouse Associate (Weekly Pay) $18/hr in Novi, MI.
JM & Associates —Novi, MI
- $18 an hour
- Overtime
- Computer literacy
- Forklift
- Ability to lift 50 pounds
Quick Apply
Warehouse Associate / Order Picker Packer
Detroit Sponge & Chamois —Wixom, MI
- $18 - $20 an hour
- Part-time
- Ability to lift 50 pounds
- Warehouse
- Warehouse experience
- Paid training
- 401(k)
Quick Apply
1d
Part-Time Stockroom Operations Associate
KOHLS —Northville, MI
- From $13.75 an hour
- Part-time
- Writing skills
- 16+ years old
- Communication skills

I want to receive the latest job alert for service associate in novi mi

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

service associate jobs near novi 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

service associate jobs in novi mi

Client Service Associate

Customer Service Associate

Restaurant Crewmember

Cashier

Member Experience Associate - Plymouth

Merchandise and Stocking Associate

(USA) Personal Shopper - Sam's

Freezer, Cooler and Deli Stocker Associate

Dishwasher

Full-Time Store Associate

Produce Associate

Member Assist Cart Attendant

Cashier Associate - Novi

Stock Associate - Twelve Oaks Mall

Retail Merchandise Associate

Store Associate

Part-Time Store Merchandising Associate

Warehouse Associate (Weekly Pay) $18/hr in Novi, MI.

Warehouse Associate / Order Picker Packer

Part-Time Stockroom Operations Associate

I want to receive the latest job alert for service associate in novi mi

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected