Top 53096 Jobs in Rochester Hills, 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
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
Production Supervisor
Piston Automotive —Auburn Hills, MI
- Full-time
- Mid-level
- 4 years
- Ability to lift 25 pounds
- Health savings account
- Paid holidays
14d
New Car Sales Consultant
Sterling Heights Dodge Chrysler Jeep Ram —Sterling Heights, MI
- $50,000 - $200,000 a year
- Weekends as needed
- Dealership
- In-person
- Entry level
- Health savings account
- Disability insurance
Quick Apply
Medical Receptionist
Pak Dental —Auburn Hills, MI
- From $18 an hour
- Part-time
- Background check
- Dental office
- Conflict management
- Paid holidays
- Paid time off
Quick Apply
Medical Receptionist/Front Desk
Academic Cardiology Associates —Rochester Hls, MI
- From $20 an hour
- Full-time
- Medical office experience
- HIPAA
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
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
7d
Auntie Anne’s/Cinnabon Team Member
Auntie Anne's/Cinnabon —Rochester Hills, MI
- $13.00 - $17.92 an hour
- Part-time
- Cash register
- Bakery
- Quick service & fast food restaurant
- Paid training
- Employee discount
Quick Apply
Front Desk Receptionist
Miracle-Ear —Rochester Hills, MI
- $16 - $17 an hour
- Full-time
- Background check
- Word processing
- Databases
- Health insurance
- 401(k)
Quick Apply
Cashier
Michaels Stores —Rochester Hills, MI
- Part-time
- Merchandising
- Entry level
- Store discount
- Commuter assistance
7d
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
Office Assistant II
CITY OF TROY —Troy, MI
- $48,157 - $59,052 a year
- Online Application
- Microsoft Excel
- Microsoft Outlook
- Pass drug screening
- Health insurance
- Dental insurance
5d
Full Time Medical Receptionist
Dermatology Specialists of Rochester —Rochester Hills, MI
- $18 - $20 an hour
- Full-time
- HIPAA
- Administrative experience
- High school diploma or GED
- Paid holidays
- Health insurance
5d
Team Member
Tractor Supply Company —Rochester Hills, MI
- Overtime
- 18 years or older
- Computer literacy
- No experience needed
- Paid parental leave
- Disability insurance
9d
Medical Receptionist
Trinity Health - IHA —Rochester Hills, MI
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Stocker
Walmart —Rochester Hills, MI
- $15 - $28 an hour
- Overnight shift
- High school
- Forklift
- Ability to lift 50 pounds
- Paid jury duty
- Disability 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
13d
Membership Clerk
Costco Wholesale Corporation —Auburn Hills, MI
- Entry level
- AD&D insurance
- Employee stock purchase plan
Store Associate
CVS Health —Rochester Hills, MI
- $15 - $19 an hour
- Part-time
- No high school diploma
- High school diploma or GED
- 16+ years old
- Dental insurance
- Vision insurance
14d
Stocking
Michaels Stores —Rochester Hills, MI
- Part-time
- Merchandising
- Entry level
- Store discount
- Commuter assistance
7d

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Jobs jobs near rochester hills, 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 experience
Multitasking
Bachelor's degree
Attention to detail
Client services experience
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 hills, mi

Client Service Associate

Wine Tasting Room Associate

Production Supervisor

New Car Sales Consultant

Medical Receptionist

Medical Receptionist/Front Desk

Personal Assistant

Auntie Anne’s/Cinnabon Team Member

Front Desk Receptionist

Cashier

Fulfillment Packaging Assistant

Office Assistant II

Full Time Medical Receptionist

Team Member

Medical Receptionist

Stocker

Mailroom Technician

Membership Clerk

Store Associate

Stocking

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