Top 59 Client services associate Jobs in Royal Oak, 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
Client Services Associate
Foguth Financial Group —Plymouth, MI
- $40,000 - $55,000 a year
- Full-time
- Office
- Analysis skills
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
2h
Client Service Associate - Employee Benefits
Hylant —Detroit, MI
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Associate Client Advocate
WTW —Detroit, MI
- $90,000 - $120,000 a year
- Full-time
- Mid-level
- Analysis skills
- Presentation skills
- Paid jury duty
- Health savings account
12d
Client Service & Operations Associate
Sanctuary Wealth Group LLC —Bloomfield Hills, MI
- $65,000 - $75,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Client Administration Associate, Retirement Plan Consulting
LoVasco Consulting Group —Detroit, MI
- Full-time
- Hybrid work
- Microsoft Outlook
- Mid-level
- Organizational skills
- Paid parental leave
- Disability insurance
Quick Apply
Client Associate/Registered Client Associate
Royal Bank of Canada —Bloomfield Hills, MI
- Full-time
- Research
- Office
- Bachelor's degree
Client Processing Representative
GRT Financial —Southfield, MI
- $16 a week
- Computer literacy
- Entry level
- Under 1 year
- Disability insurance
- Health insurance
Quick Apply
Wealth Management Client Associate
Bank of America —Farmington Hills, MI
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Client Experience Associate
PNC Financial Services Group —Sterling Heights, MI
- Full-time
- Office
- No degree
- 1 year
- Wellness program
- Health savings account
6d
Client Onboarding Manager
SpotOn —Royal Oak, MI
- $77,900 - $100,000 a year
- Full-time
- Hybrid work
- Spanish
- English
- 3 years
- Commuter assistance
- Paid parental leave
Quick Apply
Retail Banking - Full Time Floating Client Service Associate 1
Independent Bank —Farmington Hills, MI
- Full-time
- High school diploma or GED
- Mentoring
- 1 year
- Paid time off
- Opportunities for advancement
Quick Apply
6d
J.P. Morgan Wealth Management - Private Client Investment Associate - Bloomfield Hills, MI
JPMorganChase —Bloomfield Hills, MI
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
Client Relationship Representative (Universal Banker)
First Merchants Bank —Novi, MI
- Call employer
- Mid-level
- Office
- High school diploma or GED
- Paid parental leave
- Paid holidays
Quick Apply
Registered Client Service Associate
Bill Good Marketing —Novi, MI
- $77,000 - $95,000 a year
- Full-time
- 5 years
- Mid-level
- Office
- Paid time off
- 401(k) matching
Quick Apply
5d
Inside Sales / Customer Service Representative
Metro Fluid Power —Clinton Township, MI
- $17 - $23 an hour
- Part-time
- Spanish
- Customer service
- Mid-level
- Dental insurance
- 401(k)
Quick Apply
Client Management Leader I
Help at Home —Dearborn, MI
- $63,500 - $76,000 a year
- Full-time
- Office
- 3 years
- High school diploma or GED
- Paid holidays
- Health insurance
4d
Full Time Floating Client Service Associate (Bank Teller/Personal Banker)
Independent Bank Corporation —Beverly Hills, MI
- $18 an hour
- Full-time
- High school diploma or GED
- Mentoring
- US work authorization
- 401(k)
- Paid time off
Quick Apply
7d
Client Experience Coordinator
NBS Commercial Interiors —Troy, MI
- $47,000 - $60,000 a year
- Full-time
- Background check
- Microsoft Excel
- Basic math
- Continuing education credits
- Health savings account
Quick Apply
14d
Client Service Representative
VCA Animal Hospitals —Saint Clair Shores, MI
- Part-time
- Maintenance
- Entry level
- Health insurance
- Dental insurance

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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

client services associate jobs in royal oak, mi

Client Service Associate

Client Services Associate

Client Service Associate - Employee Benefits

Associate Client Advocate

Client Service & Operations Associate

Client Administration Associate, Retirement Plan Consulting

Client Associate/Registered Client Associate

Client Processing Representative

Wealth Management Client Associate

Client Experience Associate

Client Onboarding Manager

Retail Banking - Full Time Floating Client Service Associate 1

J.P. Morgan Wealth Management - Private Client Investment Associate - Bloomfield Hills, MI

Client Relationship Representative (Universal Banker)

Registered Client Service Associate

Inside Sales / Customer Service Representative

Client Management Leader I

Full Time Floating Client Service Associate (Bank Teller/Personal Banker)

Client Experience Coordinator

Client Service Representative

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