Top 2465 Associate 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
Warehouse Associate
Tech Rim Standards —Rochester, MI
- $15 - $16 an hour
- Full-time
- Computer literacy
- English
- Forklift
- Health insurance
- Dental insurance
Quick Apply
Warehouse Shipping and Receiving Associate
Sportbike Track Gear —Shelby Charter Township, MI
- $15 - $17 an hour
- Full-time
- Computer literacy
- High school diploma or GED
- Warehouse
- Paid training
- Health insurance
Quick Apply
AT&T Sales Associate
Rising Management Inc. —Dearborn, MI
- $1,200 - $1,600 a week
- Full-time
- 18 years or older
- Office
- Reliable transportation
- Travel reimbursement
- Paid training
Quick Apply
Sales Associate
DoJo Wellness LLC —Rochester Hills, MI
- $15 an hour
- Part-time
- Inventory management
- English
- High school diploma or GED
Quick Apply
Data Entry Associate
Minute Man Services —Royal Oak, MI
- $18 - $20 an hour
- Full-time
- Background check
- Microsoft Access
- Basic math
- Health savings account
- Health insurance
Quick Apply
6d
Front Desk and Sales Associate
Goldfish Swim School —Rochester, MI
- $14 - $18 an hour
- Part-time
- Computer literacy
- Computer skills
- Entry level
Quick Apply
9d
Merchandise and Stocking Associate
Sam's Club —Utica, MI
- $17 - $25 an hour
- High school
- Sales
- Merchandising
- Paid jury duty
- Disability insurance
Front Desk Associate
Lormax Stern Development Company —Bloomfield Hills, MI
- $23 - $25 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
2d
Retail Associate - Somerset
Aritzia —Troy, MI
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Retail Sales Associate
Old Navy —Rochester, MI
- Part-time
- Continuous improvement
- Entry level
- Store discount
- Employee stock purchase plan
Seasonal Teammate (Retail Associate)
Rally House —Rochester Hills, MI
- $14.00 - $15.60 an hour
- Part-time
- Ability to walk for extended periods
- Ability to lift 50 pounds
- 16+ years old
Quick Apply
Production Associate
Warrior Sports —Shelby Charter Township, MI
- $17 - $21 an hour
- Full-time
- High school diploma or GED
- Ability to lift 75 pounds
- In-person
- Paid parental leave
- Paid holidays
Sales Associate
Buff City Soap —Rochester Hills, MI
- $11 - $13 an hour
- Part-time
- 18 years or older
- No education required
- Cash register
- Paid training
- Employee discount
Quick Apply
Customer Service Associate
Big Lots —Shelby Charter Township, MI
- Part-time
- Merchandising
- High school diploma or GED
- Ability to lift 50 pounds
Quick Apply
Operations Associate (Part-Time) - Village at Rochester Hills
ALO —Rochester Hills, MI
- Part-time
- Merchandising
- Ability to lift 50 pounds
- Budgeting
- Health insurance
- Dental insurance
Quick Apply
Retail Associates
Hobby Lobby —Sterling Heights, MI
- $15.75 - $16.75 an hour
- Weekends as needed
- Entry level
Assembly Associate
Amsted Automotive —Shelby Charter Township, MI
- High school diploma or GED
- Computer skills
- Entry level
- Paid holidays
- Disability insurance
Quick Apply
Reception Associate
Inteva Products, LLC —Troy, MI
- Full-time
- Office
- In-person
- Entry level
Bowling and Events Associate
Round1 —Auburn Hills, MI
- $15.00 - $16.75 an hour
- Part-time
- Ability to walk for extended periods
- High school diploma or GED
- Continuous improvement
Quick Apply

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

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

associate 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

associate jobs in rochester mi

Client Service Associate

Warehouse Associate

Warehouse Shipping and Receiving Associate

AT&T Sales Associate

Sales Associate

Data Entry Associate

Front Desk and Sales Associate

Merchandise and Stocking Associate

Front Desk Associate

Retail Associate - Somerset

Retail Sales Associate

Seasonal Teammate (Retail Associate)

Production Associate

Sales Associate

Customer Service Associate

Operations Associate (Part-Time) - Village at Rochester Hills

Retail Associates

Assembly Associate

Reception Associate

Bowling and Events Associate

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

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected