Top 915 development associate Jobs in troy, 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
Retail Footwear Sales Associate (part time)
Red Wing Shoe Store —Berkley, MI
- $15 - $18 an hour
- Part-time
- Background check
- Customer service
- Computer literacy
- Paid training
- Paid holidays
Quick Apply
Sales Support Associate III
Coach —Troy, MI
- $15.00 - $21.75 an hour
- Part-time
- English
- Ability to lift 50 pounds
- Organizational skills
- Commuter assistance
- Paid parental leave
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 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
Chiropractor - Chiropractic Associate Doctor
Cromwell Family Chiropractic —Farmington, MI
- $50,000 - $100,000 a year
- Full-time
- Background check
- Clinic
- In-person
- Paid holidays
- Paid time off
Quick Apply
2d
Associate Head Varsity Girls Volleyball Coach - Upper School
Cranbrook Educational Community —Bloomfield Hills, MI
- Part-time
- School experience
- High school
- Mid-level
Associate Creative Director - Copy
Simons-Michelson-Zieve, Inc. Advertising (SMZ) —Troy, MI
- Full-time
- Hybrid work
- Management
- Office
- 8 years
- Health insurance
- Dental insurance
9d
Wholesale Electrical Outside Sales Associate
Standard Electric Company —Warren, MI
- $52,000 - $90,000 a year
- Full-time
- Writing skills
- Organizational skills
- Experience equivalent to degree accepted
- Health savings account
- Disability insurance
Quick Apply
20h
Associate Attorney
Wood, Smith, Henning & Berman —Royal Oak, MI
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- 2 years
- Disability insurance
- Health insurance
Quick Apply
8d
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
Retail Sales Team Associate
Riemer Floors Inc —Northville, MI
- $875 - $1,450 a week
- Extended hours
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick Apply
Accounting/Tax Associate
WJM CPA PLLC —Troy, MI
- $60,000 - $75,000 a year
- Full-time
- Background check
- CPA
- Data analysis skills
- Paid training
- Disability insurance
Quick Apply
Licensed Associate Dentist
Generations Dental —Rochester Hills, MI
- $50,000 - $100,000 a year
- Part-time
- Dental office
- Mid-level
- In-person
- 401(k)
- Professional development assistance
Quick Apply
Associate Veterinarian
Global Talent Partners —Center Line, MI
- $120,000 - $150,000 a year
- Full-time
- Mid-level
- Medical-surgical
- Patient care
- Continuing education credits
- Health insurance
Quick Apply
Large Enterprise Service Associate
LPL Financial —Southfield, MI
- $23.51 - $39.18 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Research
- Health insurance
- Paid time off
Quick Apply
2d
Mid-Level Structural Engineer
SME —Plymouth, MI
- Overtime
- Clean driving record
- Construction site
- 5 years
- Profit sharing
- Health insurance
Quick Apply
Associate Center Clinical Director
ChenMed —Eastpointe, MI
- $238,832 - $341,189 a year
- Weekends as needed
- Medicine
- Microsoft Excel
- Microsoft Outlook
- Opportunities for advancement
Associate Veterinarian
Tempus Veterinary Recruitment —Clinton Township, MI
- $120,000 - $140,000 a year
- Full-time
- Mid-level
- US work authorization
- Continuing education credits
- Paid holidays
Quick Apply
3d
Associate Veterinarian
Animal Medical Center of Troy —Rochester Hills, MI
- Full-time
- Mid-level
- Surgery
- Mentoring
- Continuing education credits
- Paid parental leave
5d

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development associate jobs near troy, 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

development associate jobs in troy, mi

Client Service Associate

Retail Footwear Sales Associate (part time)

Sales Support Associate III

Associate Attorney

Associate Attorney, Litigation

Chiropractor - Chiropractic Associate Doctor

Associate Head Varsity Girls Volleyball Coach - Upper School

Associate Creative Director - Copy

Wholesale Electrical Outside Sales Associate

Associate Attorney

Associate Substance Abuse Disorder Therapist - Walled Lake

Retail Sales Team Associate

Accounting/Tax Associate

Licensed Associate Dentist

Associate Veterinarian

Large Enterprise Service Associate

Mid-Level Structural Engineer

Associate Center Clinical Director

Associate Veterinarian

Associate Veterinarian

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