Top 8277 Client services Jobs in Oak Park, 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
P&C Insurance Licensing Program-Highland Park, MI
Qualfon —Highland Park, MI
- $18.00 - $23.50 an hour
- Full-time
- Background check
- Entry level
- Paid training
- Dental insurance
Shuttle Driver - Casual
Precision Vehicle Holdings —Hamtramck, MI
- $24.24 an hour
- Day shift
- Clean driving record
- 5 years
- Pass drug screening
Quick Apply
14h
Property Management Coordinator
MalaceHR —Troy, MI
- $65,000 - $70,000 a year
- Full-time
- Microsoft Outlook
- Mid-level
- Office
Client Success Representative (Remote)
Demand.com —Detroit, MI
- Remote
- Mid-level
- Communication skills
- Time management
Quick Apply
Client Services Concierge
Build My Great Team —Southfield, MI
- $55,000 - $85,000 a year
- Full-time
- Spanish
- Computer skills
- Communication skills
- Paid holidays
- Health insurance
Quick Apply
Remote Customer Service/Sales Representative
Agent Alliance —Canton, MI
- $65,000 - $70,000 a year
- Full-time
- Remote
- Entry level
- Paid training
- Health insurance
Quick Apply
Customer Experience (CX) Customer Care, Ford Energy
Ford Motor Company —Dearborn, MI
- $85,400 - $166,600 a year
- Online Application
- Hybrid work
- Marketing
- Customer service
- 5 years
- Paid parental leave
- Paid holidays
Office Support Specialist / Administrative Assistant
Prestige Consulting Group —Rochester, MI
- $24.62 - $29.65 an hour
- Part-time
- Google Workspace
- Office
- Administrative experience
- Opportunities for advancement
Quick Apply
11d
Customer Benefits Specialist (Remote)
S&A Group —Detroit, MI
- $50,000 - $65,000 a year
- Full-time
- Remote
- High school diploma or GED
- Communication skills
- Entry level
Quick Apply
Government Programs Customer Service Representative
Delta Dental of Michigan —Farmington Hills, MI
- Multiple hires
- Remote
- Computer literacy
- Windows
- High school diploma or GED
- Dental insurance
- Opportunities for advancement
Intake Coordinator
University Home Care Inc —Livonia, MI
- $22 - $30 an hour
- Full-time
- Administrative experience
- High school diploma or GED
- Home Health
- Paid holidays
- Health insurance
Quick Apply
16h
Systems Analyst
State of Michigan —Detroit, MI
- $24.32 - $44.63 an hour
- Online Application
- Remote
- Computer Science
- High school
- Mid-level
- Paid parental leave
- Health savings account
5d
Part-Time Career Navigator (Southfield, MI)
Summer Search —Southfield, MI
- $40 an hour
- Part-time
- Mid-level
- Office
- Microsoft Office
Quick Apply
Remote Claims Support Specialist
Latitude Subrogation Services —Bloomfield Hills, MI
- Full-time
- Remote
- Entry level
- Disability insurance
- Health insurance
Quick Apply
10d
File Clerk/administrator
Quin Richmond Plumbing Service —Detroit, MI
- $23.60 - $35.00 an hour
- Part-time
- Bilingual
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- Relocation assistance
Quick Apply
1d
Administrative Assistant
Michigan Financial Companies —Southfield, MI
- $18 - $24 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
Concierge (Vinton & Bedrock's Welcome Desk)
Rocket Companies —Detroit, MI
- $21 - $25 an hour
- Weekends as needed
- Office
- Residential
- Administrative experience
- Health insurance
- Dental insurance
Client Communication Associate
Pacific Rise Co —Detroit, MI
- $19 - $29 an hour
- Full-time
- Computer literacy
- Office
- High school diploma or GED
- Paid training
- Paid holidays
Quick Apply
7d
Client Service Assistant
Pacific Rise Co —Detroit, MI
- $19 - $29 an hour
- Urgently hiring
- Computer literacy
- Office
- Administrative experience
- Health insurance
- Dental insurance
Quick Apply

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client services jobs near oak park, 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

client services jobs in oak park, mi

Client Service Associate

P&C Insurance Licensing Program-Highland Park, MI

Shuttle Driver - Casual

Property Management Coordinator

Client Success Representative (Remote)

Client Services Concierge

Remote Customer Service/Sales Representative

Customer Experience (CX) Customer Care, Ford Energy

Office Support Specialist / Administrative Assistant

Customer Benefits Specialist (Remote)

Government Programs Customer Service Representative

Intake Coordinator

Systems Analyst

Part-Time Career Navigator (Southfield, MI)

Remote Claims Support Specialist

File Clerk/administrator

Administrative Assistant

Concierge (Vinton & Bedrock's Welcome Desk)

Client Communication Associate

Client Service Assistant

I want to receive the latest job alert for client services in oak park, mi

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