Top 199 Operations associate Jobs in Shelby Charter Township Mi

Investment Operations and Client Service Associate
Backman Wealth Management —Grosse Pointe Farms, MI
- $55,000 - $60,000 a year
- Full-time
- Research
- Mid-level
- Office
- Profit sharing
- Health insurance
Quick Apply
Operations Associate
Louis Vuitton —Troy, MI
- $20 - $26 an hour
- Part-time
- Inventory management
- Entry level
- Health insurance
- Paid time off
Merchandise Operations Associate
Neiman Marcus —Troy, MI
- $17.05 - $21.32 an hour
- Weekends as needed
- Merchandising
- Maintenance
- 1 year
- Disability insurance
- Health insurance
Merchandise Operations Associate-PT
Neiman Marcus —Troy, MI
- $17.05 - $21.32 an hour
- Part-time
- Merchandising
- Maintenance
- 1 year
- Disability insurance
- Health insurance
Retail Associate - Somerset
Aritzia —Troy, MI
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
IT Support Associate II, Ops Tech Solutions (OTS)
Amazon.com Services LLC —Shelby Charter Township, MI
- $23.50 - $37.74 an hour
- Full-time
- Mid-level
- Windows
- AWS
- Paid parental leave
- Health insurance
11d
Seasonal Stockroom Operations Associate
KOHLS —Shelby Charter Township, MI
- From $13.75 an hour
- Weekends as needed
- Writing skills
- 16+ years old
- Communication skills
3d
Operations Associate - Part Time
Sephora —Troy, MI
- $18.00 - $20.50 an hour
- Part-time
- Sales
- Merchandising
- Ability to lift 50 pounds
- Health insurance
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
Part Time Facilities Operations Support Associate - Troy, MI
CBRE —Troy, MI
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Basic math
9d
Associate Community Manager
Edward Rose & Sons —Clinton Township, MI
- From $25.31 an hour
- Weekends as needed
- Background check
- Sales
- Maintenance
- Health savings account
- Health insurance
Quick Apply
Robotics Warehouse Associate
Amazon Warehouse —Pontiac, MI
- $21 an hour
- Overtime
- 18 years or older
- Military encouraged
- Entry level
- Flextime
- On-the-job training
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
Store Operations Associate
Cubesmart —Rochester, MI
- Day shift
- Computer literacy
- Driver's License
- US work authorization
- Health savings account
- Health insurance
4d
Research Assistant/Associate (Survey Research Operations Manager)
Wayne State University —Detroit, MI
- $65,000 - $85,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Disability insurance
- Health insurance
Supply Chain Operations Associate
Ryder System —Detroit, MI
- $50,000 a year
- Urgently hiring
- 5 years
- Mid-level
- Administrative experience
- Paid parental leave
- Paid holidays
Stocking Associate / Merchandiser - Part Time
Total Wine & More —Sterling Heights, MI
- $15.37 - $21.52 an hour
- Part-time
- Merchandising
- High school diploma or GED
- Ability to lift 50 pounds
- Commuter assistance
- Paid parental leave
Quick Apply
2d
Building Operations Associate
Detroit Living —Detroit, MI
- $45,000 - $65,000 a year
- Full-time
- Driver's License
- Apartments
- In-person
- Paid training
- Health savings account
Quick Apply
2d
Warehouse Associate- Clinton Township, MI
Fielmann USA —Clinton Township, MI
- Weekends as needed
- Forklift
- High school diploma or GED
- Ability to lift 50 pounds
Quick Apply
11d
Warehouse Associate - Final Mile
GEODIS Logistics, LLC —Troy, MI
- Part-time
- High school diploma or GED
- Ability to lift 50 pounds
- Warehouse
- Paid holidays
- Disability insurance
Quick Apply

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operations associate jobs near shelby charter township mi

Investment Operations and Client Service Associate

Backman Wealth Management
Grosse Pointe Farms, MI

Quick Apply

Job Details

Full-time
$55,000 - $60,000 a year

Benefits

Profit sharing
Health insurance
Dental insurance
Paid time off
Vision insurance
401(k) matching

Qualifications

Customer communication
Research
Task prioritization

Full Job Description

Position Overview

We are seeking a highly organized, detail-oriented, and client-focused Investment Operations & Client Service Associate to support our growing wealth management practice. The ideal candidate will possess strong relationship management skills, financial services experience, and the ability to manage multiple priorities in a fast-paced environment. This position plays an integral role in delivering seamless client experience while supporting advisors in implementing investment and wealth management strategies

Key Responsibilities

Client Service & Account Support

Serve as a primary contact for client service requests.
Assist with account openings, transfers, rollovers, distributions, deposits, and withdrawals.
Respond to client inquiries, collect required documentation, and coordinate meetings.
Prepare and process client paperwork and account forms.

Investment & Account Administration

Open and maintain brokerage, IRA, SMA, and trust accounts.
Process beneficiary changes, account updates, and advisory account maintenance.
Support portfolio implementation and investment recommendations.

Retirement & Transfer Processing

Coordinate 401(k) and IRA rollovers and account transfers.
Work with custodians and financial institutions to resolve account and transfer requests.
Assist with retirement planning, Roth conversions, and account funding decisions.

Cash Management & Trading Support

Process contributions, withdrawals, distributions, ACH transactions, wire transfers, and account transfers.
Monitor account cash balances and support trading and portfolio activities.
Assist with investment research, asset allocation reviews, and portfolio proposals.

Compliance & Documentation

Maintain client records, compliance documentation, and case notes.
Process required regulatory forms and ensure audit readiness.
Manage e-signatures, transfer paperwork, and document retention.

Custodian & Operations Coordination

Partner with custodians, retirement plan providers, and internal operations teams to complete client requests.
Track service requests, follow-up items, and workflow priorities.
Support operational reporting and office administration.

Wealth Planning & Insurance Support

Assist with insurance servicing, trust administration, beneficiary updates, and estate planning support.
Support advisors in delivering comprehensive wealth management solutions.

Qualifications

· Bachelor’s degree

Life & Health Insurance License preferred or willingness to obtain upon hire.
Financial services or insurance industry experience preferred.
Strong customer service and administrative support experience.
Excellent written and verbal communication skills.
Proficiency with Microsoft Office and data management systems.
Strong organizational skills with the ability to manage multiple priorities.
Detail-oriented with a high degree of accuracy.
Self-motivated, proactive, and committed to continuous learning.
Ability to work independently and collaboratively.
Demonstrated professionalism and discretion when handling confidential information.

Benefits

Health, Dental, and Vision Insurance
Matching 401(k) with profit sharing and cash balance pension contribution
Paid time off

Requirements

Candidates must be able to reliably commute to or relocate to Grosse Pointe Farms, MI 48236, prior to their start date.

Join a growing financial services practice where you'll make a meaningful impact on client relationships, business operations, and overall practice success.

Pay: $55,000.00 - $60,000.00 per year

Work Location: In person

Quick Apply

Refine Your Search

operations associate jobs in shelby charter township mi

Investment Operations and Client Service Associate

Operations Associate

Merchandise Operations Associate

Merchandise Operations Associate-PT

Retail Associate - Somerset

IT Support Associate II, Ops Tech Solutions (OTS)

Seasonal Stockroom Operations Associate

Operations Associate - Part Time

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

Part Time Facilities Operations Support Associate - Troy, MI

Associate Community Manager

Robotics Warehouse Associate

Client Service & Operations Associate

Store Operations Associate

Research Assistant/Associate (Survey Research Operations Manager)

Supply Chain Operations Associate

Stocking Associate / Merchandiser - Part Time

Building Operations Associate

Warehouse Associate- Clinton Township, MI

Warehouse Associate - Final Mile

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