Top 45065 Jobs in Rochester, 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
Medical Interpreters - On Site
Multilanguage Services, Inc. —Livonia, MI
- $33 - $35 an hour
- Part-time
- Customer service
- Computer literacy
- Mid-level
- Flexible schedule
- Referral program
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Customer Service Coordinator
1-800 Hansons LLC —Troy, MI
- $18 - $20 an hour
- Overtime
- Computer literacy
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
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6d
INTERMODAL TRUCKING DISPATCHER
Confidential —Detroit, MI
- $25 - $35 an hour
- Full-time
- Analysis skills
- US work authorization
- Data entry
- Health insurance
- Dental insurance
Quick Apply
13d
Solar Appointment Setter (OTE 85K-145K)
SunPower —Sterling Heights, MI
- $85,000 - $145,000 a year
- Part-time
- Background check
- No experience needed
- Residential
- Flexible schedule
Quick Apply
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
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
Oakland County Assistance Payments Worker 8-11
State of Michigan —Pontiac, MI
- $49,982.40 - $72,779.20 a year
- Full-time
- Hybrid work
- Military encouraged
- Entry level
- Paid parental leave
- Health savings account
Crew
Trader Joe's —Rochester Hills, MI
- $15 - $17 an hour
- Part-time
- Entry level
Shipping and Receiving
Scout HR Services —Rochester Hills, MI
- $20 - $25 an hour
- Ability to walk for extended periods
- Computer literacy
- Basic math
Account Payable/Receivable Clerk
Jaguar Land Rover Lakeside —Macomb, MI
- $20 - $24 an hour
- Full-time
- Dealership
- Mid-level
- Organizational skills
- Paid holidays
- Health insurance
Quick Apply
14d
Laboratory Technician
TalentBurst, Inc. —Auburn Hills, MI
- $23.00 - $25.32 an hour
- Contract
- Microsoft Outlook
- Mid-level
- Ability to lift 50 pounds
- Health insurance
- Dental insurance
Quick Apply
Lead Cafe Associate - Full Time, Evening & Weekend Shift
Rochester Play! —Rochester, MI
- $15 - $17 an hour
- Weekends as needed
- 18 years or older
- Management
- Customer service
- Employee discount
- Flexible schedule
Quick Apply
Document Retrieval Specialists
United Wholesale Mortgage —Pontiac, MI
- 8 hour shift
- Computer literacy
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Dental Receptionist
Confidential —Shelby Twp, MI
- $18 - $23 an hour
- Part-time
- Dental office
- US work authorization
- In-person
Quick Apply
5d
Loan Processor - No Experience
United Wholesale Mortgage —Pontiac, MI
- 8 hour shift
- No experience needed
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Dental Receptionist
Warren Dentist —Warren, MI
- $20 - $35 an hour
- Full-time
- Dental office
- Customer service
- In-person
- Health insurance
- 401(k)
Quick Apply
Entry-Level Logistics Coordinator
Central Transport —Warren, MI
- $55,000 - $65,000 a year
- Full-time
- Writing skills
- Office
- Team management
- Health insurance
- Dental insurance
Quick Apply
Chiropractic Assistant
Goss Chiropractic Clinics-Sterling Heights —Sterling Heights, MI
- $17 - $18 an hour
- Email
- Patient care
- In-person
- Entry level
- Health insurance
- Employee discount
Quick Apply
Golf Shop Associate
Myth Golf & Banquets —Oakland, MI
- From $15 an hour
- Part-time
- 18 years or older
- Customer service
- POS
- Employee discount
Quick Apply

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Jobs jobs near rochester, 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 rochester, mi

Client Service Associate

Medical Interpreters - On Site

Customer Service Coordinator

INTERMODAL TRUCKING DISPATCHER

Solar Appointment Setter (OTE 85K-145K)

Macomb County Assistance Payments Worker 8-11

Office Support Specialist / Administrative Assistant

Oakland County Assistance Payments Worker 8-11

Crew

Shipping and Receiving

Account Payable/Receivable Clerk

Laboratory Technician

Lead Cafe Associate - Full Time, Evening & Weekend Shift

Document Retrieval Specialists

Dental Receptionist

Loan Processor - No Experience

Dental Receptionist

Entry-Level Logistics Coordinator

Chiropractic Assistant

Golf Shop Associate

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