Top 3237 Marketing 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
Shrine Schools Operations Associate (part time)
Archdiocese of Detroit —Royal Oak, MI
- Part-time
- Google Workspace
- High school
- Administrative experience
Quick Apply
Event Marketing Representative
Five Star Bath Solutions of Michigan —Macomb, MI
- $22 an hour
- Weekends as needed
- Hospitality
- Travel
- Cleaning
- Travel reimbursement
- Paid training
Quick Apply
6d
Entry Level Marketing and Sales Assistant
Rising Management Inc. —Detroit, MI
- $1,300 - $1,500 a week
- Full-time
- 18 years or older
- Travel
- Communication skills
- Paid time off
- Employee discount
Quick Apply
Guest Service Associate
Aqua Tots Swim School - Aqua Tots One, Inc —Troy, MI
- $15 - $16 an hour
- Part-time
- Guest services
- Communication skills
- Entry level
- Paid training
Quick Apply
14d
Digital Communications Specialist
Faurecia —Auburn Hills, MI
- $95,000 - $110,000 a year
- Marketing
- Mid-level
Marketing Associate
FANUC America —Rochester Hills, MI
- Oracle
- Marketing
- Mid-level
- Wellness program
- Disability insurance
Marketing Coordinator
CITY OF TROY —Troy, MI
- $64,977 - $81,000 a year
- Weekends as needed
- Clean driving record
- Marketing
- Pass drug screening
- Dental insurance
- Vision insurance
12d
Social Media Specialist
Shankar Distillers —Troy, MI
- $25 - $30 an hour
- Part-time
- Social media management
- Mid-level
- In-person
- Flexible schedule
Quick Apply
13d
Retail Associate - Somerset
Aritzia —Troy, MI
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Marketing Coordinator
Lume Cannabis CO —Troy, MI
- $62,000 - $65,000 a year
- Full-time
- Hospitality
- Google Workspace
- Marketing
Quick Apply
Digital Marketing Assistant/Front Office
SS Digital Media —Troy, MI
- $40,000 a year
- Full-time
- Office
- Leadership
- Entry level
- Profit sharing
- Mileage reimbursement
Quick Apply
3d
Marketing & Events Coordinator
Marsh McLennan Agency —Troy, MI
- Extended hours
- Hybrid work
- Microsoft Excel
- Marketing
- Mid-level
- Tuition reimbursement
Seasonal Retail Sales Associate
Athleta —Rochester, MI
- Part-time
- Office
- Continuous improvement
- Entry level
- Store discount
- Employee stock purchase plan
Brand Associate - Seasonal
Altar'd State —Troy, MI
- Part-time
- 18 years or older
- Inventory management
- Merchandising
- 401(k) matching
- Opportunities for advancement
Brand Associate
Altar'd State —Troy, MI
- Part-time
- 18 years or older
- Ability to stand for extended periods
- Ability to lift 25 pounds
Merchandise and Stocking Associate
Sam's Club —Auburn Hills, MI
- $17 - $25 an hour
- High school
- Sales
- Merchandising
- Paid jury duty
- Disability insurance
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
Anthropologie Sales Associate
Anthropologie —Troy, MI
- From $14 an hour
- Part-time
- Leadership
- Entry level
- Health insurance
- Dental insurance
4d
Sales Support Associate II
Coach —Troy, MI
- $15.00 - $21.75 an hour
- Part-time
- English
- Ability to lift 50 pounds
- Organizational skills
- Commuter assistance
- Paid parental leave
7d

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marketing 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

marketing associate jobs in troy, mi

Client Service Associate

Shrine Schools Operations Associate (part time)

Event Marketing Representative

Entry Level Marketing and Sales Assistant

Guest Service Associate

Digital Communications Specialist

Marketing Associate

Marketing Coordinator

Social Media Specialist

Retail Associate - Somerset

Marketing Coordinator

Digital Marketing Assistant/Front Office

Marketing & Events Coordinator

Seasonal Retail Sales Associate

Brand Associate - Seasonal

Brand Associate

Merchandise and Stocking Associate

Sales Support Associate III

Anthropologie Sales Associate

Sales Support Associate II

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