Top 614 Client associate Jobs in Troy, Mi

Client Service Associate
Mariner Wealth Advisors —Bloomfield Hills, MI
- $60,000 - $75,000 a year
- Full-time
- Office
- High school diploma or GED
- Analysis skills
Retail Associate - Somerset
Aritzia —Troy, MI
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Sales Associate (Part-Time) - Village at Rochester Hills
ALO —Rochester Hills, MI
- Part-time
- Merchandising
- Ability to lift 50 pounds
- Guest services
- Health insurance
- Dental insurance
Quick Apply
Seasonal Client Associate - Somerset
Travis Mathew —Troy, MI
- Part-time
- Cash register
- Communication skills
- Entry level
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
Cash Management Associate – Client Experience & Operations
Raymond James Financial, Inc. —Southfield, MI
- Full-time
- Hybrid work
- Microsoft Outlook
- Research
- Mid-level
- Paid holidays
- Health insurance
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
Associate Attorney
Findling Law —Royal Oak, MI
- $75,000 - $150,000 a year
- Full-time
- Writing skills
- Mid-level
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
Associate Substance Abuse Disorder Therapist - Walled Lake
Therapeutics, LLC —Walled Lake, MI
- Full-time
- Background check
- Addiction Medicine
- HIPAA
- Health insurance
- Dental insurance
Quick Apply
Associate Attorney, Litigation
Nauts McKinney Dwaihy & Beach, PLLC —Livonia, MI
- $75,000 - $125,000 a year
- Urgently hiring
- Hybrid work
- Writing skills
- Research
- Mid-level
- Health savings account
- Disability insurance
Quick Apply
Showroom Sales & Design Associate
CIOT | Stone & Tile —Troy, MI
- $60,000 - $100,000 a year
- Full-time
- Background check
- Mid-level
- Residential
- Health insurance
- Dental insurance
Quick Apply
Full Time Associate Veterinarian - Detroit, MI
IndeVets —Birmingham, MI
- Full-time
- Surgery
- 1 year
- Communication skills
- Continuing education credits
- Paid parental leave
Associate Veterinarian
Greenfield Animal Hospital —Southfield, MI
- $122,000 - $150,000 a year
- Part-time
- Surgery
- In-person
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
9d
Sales Support Coordinator
CIOT | Stone & Tile —Troy, MI
- $22 - $25 an hour
- Full-time
- CRM software
- Background check
- Residential
- Dental insurance
- 401(k)
Quick Apply
Associate Attorney – Employment and Litigation Law (3+ years of experience)
Entech Staffing Solutions —Troy, MI
- $110,000 - $150,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
Quick Apply
6d
Associate Attorney – Civil Litigation
Orion Placement —Sterling Heights, MI
- $80,000 - $140,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
- Dental insurance
- Paid time off
Quick Apply
Sales Associate-Tax Resolution
The W Tax Group —Southfield, MI
- $35,000 - $50,000 a year
- Full-time
- Sales
- Mid-level
- In-person
- Paid training
- Paid holidays
Quick Apply
Associate Veterinarian
Animal Medical Center of Troy —Rochester Hills, MI
- Full-time
- Mid-level
- Medical-surgical
- Mentoring
- Paid parental leave
- Health savings account
5d
Associate Attorney – Civil Litigation
Orion Placement —Troy, MI
- $80,000 - $140,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
- Dental insurance
- Paid time off
Quick Apply
Wealth Management Associate with Future Leadership Opportunity (Troy, MI)
Equitable Advisors —Troy, MI
- $27,550 - $125,000 a year
- Full-time
- Background check
- Bachelor's degree
- Mentoring
- Health savings account
- Employee stock purchase plan
Quick Apply

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Client Service Associate

Mariner Wealth Advisors -
Bloomfield Hills, MI

Apply Now

Job Details

Full-time
$60,000 - $75,000 a year

Qualifications

High school diploma or GED

Full Job Description

Location

Bloomfield Hills, MI

Address

Bloomfield Hills, Michigan

Employment Type

Full time

Location Type

On-site

Department

Wealth

Compensation

$60K – $75K • Offers Bonus

Our compensation reflects the cost of talent across multiple US geographic markets. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits.

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect with, the client service associate is instrumental in making sure clients have a positive experience that exceeds their expectations. If you love building relationships, connecting with clients, managing a diversity of tasks, have a strong attention to detail, and want to be an important part of a growing team, then this opportunity is for you. The successful associate will be professional, caring, and genuinely demonstrate the highest level of client service.

Responsibilities

Build and maintain client relationships aimed at client retention; manage new client implementation process, coordinate, and direct client activities with other team members and assist as necessary
Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees
Responsible for the day-to-day administrative duties of the office, including but not limited to coordinating and scheduling appointments, marketing, accounts payables, receivables, supporting receptionist as needed
Understand the client’s overall business needs and help identify value-added services that Mariner Wealth Advisors can provide
Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results
Attend and participate in learning opportunities through client service associate meetings and internal resources made available through compliance, practice management, etc.
Perform other duties as assigned

Qualifications

High school diploma required; bachelor’s degree preferred
Financial services experience or applicable internship experience
Wealth management experience a plus

Skills and Knowledge

Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.)
Experience with eMoney a plus
Positive attitude toward client relations to provide exceptional, proactive client service
Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail
Strong verbal and written communication skills are essential to effective client relationships
Highly organized with strong analytical skills
Able to work in a team environment

#LI-NW1

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.

EOE M/F/D/V

Compensation Range: $60K - $75K

Apply Now

Refine Your Search

client associate jobs in troy, mi

Client Service Associate

Retail Associate - Somerset

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

Seasonal Client Associate - Somerset

Client Service & Operations Associate

Cash Management Associate – Client Experience & Operations

Client Service Associate

Associate Attorney

Associate Substance Abuse Disorder Therapist - Walled Lake

Associate Attorney, Litigation

Showroom Sales & Design Associate

Full Time Associate Veterinarian - Detroit, MI

Associate Veterinarian

Sales Support Coordinator

Associate Attorney – Employment and Litigation Law (3+ years of experience)

Associate Attorney – Civil Litigation

Sales Associate-Tax Resolution

Associate Veterinarian

Associate Attorney – Civil Litigation

Wealth Management Associate with Future Leadership Opportunity (Troy, MI)

I want to receive the latest job alert for client associate in troy, mi

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