Top 47388 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
Family Caregiver - Care for your loved one
FH Healthcare —Macomb, MI
- $20 an hour
- Part-time
- 18 years or older
- Entry level
- Paid training
Quick Apply
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
SUPPORT FOR FAMILY CAREGIVERS
Guardian Home Care of MI, LLC —Detroit, MI
- $17.50 an hour
- Choose your own hours
- Background check
- 18 years or older
- Caregiving
- Paid training
- Dental insurance
Quick Apply
Program Coordinator
Therapeutics, LLC —Pontiac, MI
- $20 - $24 an hour
- Full-time
- Google Workspace
- Microsoft Outlook
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Host
LongHorn Steakhouse —Lake Orion, MI
- Full-time
- Restaurant
- Entry level
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
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
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
Wine Tasting Room Associate
Michigan By The Bottle Tasting Room —Auburn Hills, MI
- $13 - $15 an hour
- Part-time
- Bar
- US work authorization
- In-person
- Employee discount
- Flexible schedule
Quick Apply
Medical Office Front Desk Receptionist
Macomb Pain Management PLLC —Shelby Charter Township, MI
- $15 - $16 an hour
- Full-time
- Private practice
- Customer service
- Physical & Rehabilitation Medicine
Quick Apply
Front Desk and Sales Associate
Goldfish Swim School —Rochester, MI
- $14 - $18 an hour
- Part-time
- Computer literacy
- Computer skills
- Entry level
Quick Apply
Customer Service Agents
Sunroof Express —Troy, MI
- $16 - $19 an hour
- Part-time
- In-person
- Leadership
- Communication skills
- Disability insurance
- Health insurance
Quick Apply
10d
Insurance Agent - Full Training Provided!
Aflac —Rochester Hills, MI
- Choose your own hours
- 18 years or older
- Business development
- Driver's License
- Flexible schedule
- Life insurance
Quick Apply
Client Service Representative
NFP Corp —Sterling Heights, MI
- $45,000 - $57,000 a year
- Full-time
- Hybrid work
- Background check
- Microsoft Outlook
- Writing skills
- Health savings account
- Paid holidays
Quick Apply
Inventory Associate
Confidential —Orion, MI
- $20 - $25 an hour
- Overtime
- Background check
- ERP systems
- Forklift
- Health savings account
- Health insurance
Quick Apply
Bookseller - PT
Barnes & Noble, Inc. —Troy, MI
- Part-time
- Merchandising
- Children
- Entry level
- Paid parental leave
- Paid holidays
1d
Fulfillment Packaging Assistant
CVS Health —Troy, MI
- $16.00 - $26.21 an hour
- Full-time
- Ability to walk for extended periods
- High school diploma or GED
- Ability to lift 50 pounds
- Health insurance
- Dental insurance
Mailroom Technician
MediVera Compounding Pharmacy —Troy, MI
- $21 - $24 an hour
- Full-time
- High school diploma or GED
- Continuous improvement
- Computer skills
- Disability insurance
- Health insurance
Quick Apply
9d
Cashier
Michaels Stores —Rochester Hills, MI
- Part-time
- Merchandising
- Entry level
- Store discount
- Commuter assistance
3d

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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

jobs in rochester, mi

Client Service Associate

Family Caregiver - Care for your loved one

NON-STERILE LAB TECHNICIAN

SUPPORT FOR FAMILY CAREGIVERS

Program Coordinator

Host

Pet Resort Front Desk Receptionist- Afternoons

Personal Assistant

Administrative Assistant / Customer Service Representative

Wine Tasting Room Associate

Medical Office Front Desk Receptionist

Front Desk and Sales Associate

Customer Service Agents

Insurance Agent - Full Training Provided!

Client Service Representative

Inventory Associate

Bookseller - PT

Fulfillment Packaging Assistant

Mailroom Technician

Cashier

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

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