Top 38 Client associate Jobs in Traverse City Mi

Wealth Management Client Associate
Bank of America —Traverse City, MI
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
13d
Client Advisor/Sales
Overland Sheepskin Co. —Traverse City, MI
- From $23 an hour
- Full-time
- Customer service
- Merchandising
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Family Store Associate
The Salvation Army Central Territory —Traverse City, MI
- Part-time
- Computer literacy
- Merchandising
- High school diploma or GED
- 403(b) matching
- Paid holidays
Quick Apply
4d
Store Associate
SHOE DEPT. ENCORE —Traverse City, MI
- Merchandising
- Entry level
- Employee discount
Quick Apply
Client Specialist Key
Talbots —Traverse City, MI
- Part-time
- Organizational skills
- Computer skills
- Communication skills
- Store discount
- Referral program
Quick Apply
Sales Associate
Chico's —Traverse City, MI
- 8 hour shift
- 18 years or older
- High school diploma or GED
- Ability to lift 50 pounds
Retail Associate
Cherry Republic —Traverse City, MI
- $16 an hour
- Seasonal
- Inventory management
- Maintenance
- Cleaning
Quick Apply
9d
Sales Associate
Ace Hardware —Traverse City, MI
- $15.50 - $16.50 an hour
- Part-time
- Writing skills
- Merchandising
- English
- Disability insurance
- Health insurance
Quick Apply
Retail Sales Associate
Goodwill Northern Michigan —Traverse City, MI
- $15 an hour
- Extended hours
- Merchandising
- Forklift
- Ability to lift 50 pounds
Quick Apply
Ecommerce Associate
Goodwill Northern Michigan —Traverse City, MI
- Overtime
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
Quick Apply
Front Desk Associate
Baymont, beulah —Beulah, MI
- $17 - $18 an hour
- Part-time
- Bilingual
- Google Workspace
- Microsoft Outlook
- Employee discount
- Flexible schedule
Quick Apply
Inventory Stock Associate
Efulfillment Service Inc. —Traverse City, MI
- $18.50 - $19.50 an hour
- Overtime
- Forklift
- High school diploma or GED
- Driving
Quick Apply
10d
Recycling & Logistics Warehouse Associate
Goodwill Northern Michigan —Traverse City, MI
- $15 an hour
- Part-time
- Background check
- Heavy lifting
- Forklift
Quick Apply
Retail Scan Associate (Kingsley, MI 49649 )
ScanScape —Kingsley, MI
- $16 an hour
- Part-time
- 18 years or older
- High school diploma or GED
- Driver's License
- Travel reimbursement
- 401(k) matching
Quick Apply
Tax Associate
Hantz Group —Traverse City, MI
- $40,000 - $60,000 a year
- Full-time
- Computer literacy
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
Associate Veterinarian
VCA Animal Hospitals —Traverse City, MI
- Full-time
- Teaching
- Entry level
- Health insurance
- Dental insurance
6d
Insurance Sales Associate
Dewey Insurance Agency —Kalkaska, MI
- $45,000 - $65,000 a year
- Full-time
- Mid-level
- Office
- Communication skills
- Disability insurance
- Health insurance
Quick Apply
Kitchen & Packaging Associate
42 Degrees Processing —Kalkaska, MI
- From $15 an hour
- Full-time
- Background check
- Ability to lift 50 pounds
- Ability to sit for extended periods
- Health insurance
- Dental insurance
Quick Apply
12d
Associate Veterinarian –– Traverse City, MI
Desort —Traverse City, MI
- $115,000 - $140,000 a year
- Online Application
- Mid-level
- Medical-surgical
- Communication skills
- Relocation assistance
- Health insurance
Quick Apply
Tax Senior Associate
Rehmann Robson LLC —Traverse City, MI
- Full-time
- CPA
- Research
- Mid-level
- Paid time off
Quick Apply
13d

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client associate jobs near traverse city mi

Wealth Management Client Associate

Bank of America -
Traverse City, MI

Apply Now

Job Details

Full-time
13 days ago

Qualifications

Customer communication
High school diploma or GED

Full Job Description

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications:

Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
Demonstrates a client-centric mindset, always acting in the best interest of the client
Has the ability to learn and adapt to new information and technology platforms

Desired Qualifications:

Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
Possesses industry knowledge and an understanding of investment products
Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
Is detail oriented
Demonstrates a commitment to continuous learning and professional growth
Exhibits sound judgment and discretion when handling sensitive information
Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
Demonstrates professional verbal and written communication skills

Skills:

Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.

Shift:

1st shift (United States of America)

Hours Per Week:

37.5

Apply Now

Refine Your Search

client associate jobs in traverse city mi

Wealth Management Client Associate

Client Advisor/Sales

Family Store Associate

Store Associate

Client Specialist Key

Sales Associate

Retail Associate

Sales Associate

Retail Sales Associate

Ecommerce Associate

Front Desk Associate

Inventory Stock Associate

Recycling & Logistics Warehouse Associate

Retail Scan Associate (Kingsley, MI 49649 )

Tax Associate

Associate Veterinarian

Insurance Sales Associate

Kitchen & Packaging Associate

Associate Veterinarian –– Traverse City, MI

Tax Senior Associate

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