Top 2796 Administrative services 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
Technology Project Coordinator
Confidential —Clawson, MI
- $60,000 - $65,000 a year
- Full-time
- Hybrid work
- Clean driving record
- 5 years
- Computer literacy
- Health insurance
- Dental insurance
Quick Apply
Operations Administrator
ASPEN SEARCH GROUP —Novi, MI
- $22 - $27 an hour
- Full-time
- Microsoft Outlook
- ERP systems
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
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
8d
Administrative Assistant - Auburn Hills, MI
Plante Moran —Auburn Hills, MI
- $23.50 - $38.74 an hour
- Microsoft Outlook
- Word processing
- Mid-level
- Disability insurance
- Health insurance
Administrative Assistant
AsteelFlash USA Corp —Auburn Hills, MI
- $55,000 - $65,000 a year
- Full-time
- Writing skills
- English
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Administrative Assistant - Macomb, MI
Plante Moran —Macomb, MI
- $22.82 - $34.21 an hour
- Full-time
- Microsoft Outlook
- Word processing
- Mid-level
- Disability insurance
- Health insurance
Clinic Administrative Coordinator
Michigan Humane —Rochester Hills, MI
- Full-time
- 5 years
- Mid-level
- High school diploma or GED
- Wellness program
- Paid parental leave
11d
Front Desk Receptionist
Troy Dental Studio —Troy, MI
- $23.42 - $28.20 an hour
- Full-time
- Bilingual
- Dental office
- Computer literacy
- Health insurance
- Paid time off
Quick Apply
12d
UTS Administrative Coordinator
Oakland University —Rochester, MI
- $54,272 a year
- Full-time
- 5 years
- High school diploma or GED
- University
Client Services Coordinator Part Time
LEADER DOGS FOR THE BLIND —Rochester Hills, MI
- $23.34 - $25.00 an hour
- Part-time
- Spanish
- Mid-level
- Office
- Paid time off
- Work from home
Quick Apply
Front Desk Clerk- Primary Care- Full Time
Henry Ford Health —Rochester, MI
- Full-time
- Primary Care
- High school diploma or GED
- Home Health
- Health insurance
- Dental insurance
Receptionist
Stewart Title Guaranty Company —Troy, MI
- Online Application
- Office
- High school diploma or GED
- Bachelor's degree
- Employee stock purchase plan
- Health insurance
11d
Medical Receptionist
Arcturus Healthcare PLC —Rochester Hills, MI
- Extended hours
- Private practice
- Inventory management
- Administrative experience
- Health insurance
- Dental insurance
Gas Scheduling Administrative Support
Consumers Energy —Clinton Township, MI
- $18 - $22 an hour
- Contract
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health insurance
- Dental insurance
Call Center Representative/Admin
Podiatric surgical specialists —Clinton Township, MI
- $18 - $22 an hour
- Part-time
- Computer skills
- In-person
- Communication skills
- Health savings account
- Dental insurance
Quick Apply
6d
Office Support Professional
Cintas —Troy, MI
- Full-time
- Microsoft Excel
- Microsoft Outlook
- English
- Profit sharing
- AD&D insurance
Branch Office Administrator
Edward Jones —Clarkston, MI
- Full-time
- Computer literacy
- Office
- Communication skills
- Profit sharing
- Health savings account
Administrative Assistant
Oakland Metal Sales —Auburn Hills, MI
- From $22 an hour
- Full-time
- Office
- Administrative experience
- Cleaning
Quick Apply
1d
Administrative Assistant
SME —Macomb, MI
- Microsoft Outlook
- Inventory management
- Office
- Profit sharing
- Health insurance
Quick Apply

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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

administrative services jobs in rochester, mi

Client Service Associate

Technology Project Coordinator

Operations Administrator

Office Support Specialist / Administrative Assistant

Administrative Assistant - Auburn Hills, MI

Administrative Assistant

Administrative Assistant - Macomb, MI

Clinic Administrative Coordinator

Front Desk Receptionist

UTS Administrative Coordinator

Client Services Coordinator Part Time

Front Desk Clerk- Primary Care- Full Time

Receptionist

Medical Receptionist

Gas Scheduling Administrative Support

Call Center Representative/Admin

Office Support Professional

Branch Office Administrator

Administrative Assistant

Administrative Assistant

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

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