Top 27836 Full time 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
Service Team
Panda Restaurant Group —Roseville, MI
- $16 - $19 an hour
- Email
- Serving
- Ability to lift 50 pounds
- Quick service & fast food restaurant
- Paid training
- Disability insurance
Quick Apply
Kitchen Team
Panda Restaurant Group —Roseville, MI
- $17 - $20 an hour
- Email
- Serving
- Ability to lift 50 pounds
- Quick service & fast food restaurant
- Paid training
- Disability insurance
Quick Apply
Assembler
PennEngineering —Shelby Charter Township, MI
- Overtime
- Computer literacy
- Basic math
- Microsoft Office
- Paid training
- Paid holidays
12d
Patient Services Representative (Medical Receptionist)
Beaumont Urgent Care —Rochester Hills, MI
- $17 an hour
- 12 hour shift
- OSHA
- Urgent Care
- HIPAA
- Paid holidays
- Health insurance
Quick Apply
Barista
Corporate Dining Concepts —Troy, MI
- $18 - $20 an hour
- Full-time
- Basic math
- Ability to lift 50 pounds
- US work authorization
1d
Stocker
Walmart —Rochester Hills, MI
- $15 - $28 an hour
- Overnight shift
- High school
- Forklift
- Ability to lift 50 pounds
- Paid jury duty
- Disability insurance
Fulfillment Packaging Assistant
CVS Health —Troy, MI
- $16.00 - $26.21 an hour
- Full-time
- Ability to walk for extended periods
- High school diploma or GED
- Ability to lift 50 pounds
- Health insurance
- Dental insurance
3d
Janitorial Overnight
Walmart —Rochester Hills, MI
- $15 - $28 an hour
- Overnight shift
- High school
- Sanitation
- Entry level
- Paid jury duty
- Disability insurance
Cashier - Full Time
Total Wine & More —Rochester Hills, MI
- $15.37 - $21.52 an hour
- Weekends as needed
- High school diploma or GED
- Ability to lift 50 pounds
- 21 years or older
- Commuter assistance
- Paid parental leave
Quick Apply
Lab Assistant
Labcorp —Troy, MI
- Overtime
- Computer literacy
- High school diploma or GED
- Ability to sit for extended periods
- Employee stock purchase plan
- Disability insurance
11d
Loss Prevention Agent
Hobby Lobby —Troy, MI
- $23 - $24 an hour
- Full-time
- Background check
- Mid-level
- Travel
- Mileage reimbursement
- Paid holidays
Personal Shopper (In-Store)
Walmart —Rochester Hills, MI
- $15 - $28 an hour
- Full-time
- High school
- Entry level
- Paid jury duty
- Disability insurance
Janitorial Associate
Walmart —Rochester Hills, MI
- $15 - $28 an hour
- Full-time
- High school
- Sanitation
- Entry level
- Paid jury duty
- Disability insurance
CSR/Dispatch
ROYAL OAK HEATING, COOLING & ELECTRICAL —Troy, MI
- $18 - $35 an hour
- Full-time
- Communication skills
- Entry level
- Paid holidays
- Health insurance
Quick Apply
Educator | Somerset Collection
Lululemon —Troy, MI
- $19.00 - $21.86 an hour
- Weekends as needed
- 18 years or older
- High school diploma or GED
- Travel
- Health insurance
- Dental insurance
Night Auditor
Marriott International, Inc —Troy, MI
- $22 an hour
- Full-time
- Hotel
- High school diploma or GED
- Entry level
7d
Housekeeper
Marriott International, Inc —Troy, MI
- Weekends as needed
10d
Delivery Driver
EJKJ LOGISTICS INC —Sterling Heights, MI
- $22.25 - $23.25 an hour
- 8 hour shift
- Writing skills
- Pass drug screening
- No experience needed
- Paid training
- COVID-19 protective measures
Quick Apply
7d
Merchandise Operations Associate
Neiman Marcus —Troy, MI
- $17.05 - $21.32 an hour
- Weekends as needed
- Merchandising
- Maintenance
- 1 year
- Disability insurance
- Health insurance

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full time 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

full time jobs in troy, mi

Client Service Associate

Service Team

Kitchen Team

Assembler

Patient Services Representative (Medical Receptionist)

Barista

Stocker

Fulfillment Packaging Assistant

Janitorial Overnight

Cashier - Full Time

Lab Assistant

Loss Prevention Agent

Personal Shopper (In-Store)

Janitorial Associate

CSR/Dispatch

Educator | Somerset Collection

Night Auditor

Housekeeper

Delivery Driver

Merchandise Operations Associate

I want to receive the latest job alert for full time in troy, mi

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