Top 813 Task 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
Truckdriver / Warehouse Associate
Midwest Resin, Inc. —Roseville, MI
- $23 - $25 an hour
- Part-time
- Heavy lifting
- Inventory management
- Mid-level
- Health insurance
- Paid time off
Quick Apply
Warehouse Associate
Tech Rim Standards —Rochester, MI
- $15 - $16 an hour
- Full-time
- Computer literacy
- English
- Forklift
- Health insurance
- Dental insurance
Quick Apply
Reception Associate
Inteva Products, LLC —Troy, MI
- Full-time
- Office
- In-person
- Entry level
Selling Associate-Somerset Collection
Victoria's Secret —Troy, MI
- $14.00 - $16.75 an hour
- Part-time
- Cleaning
- Fair chance
- Entry level
- Employee assistance program
- Flexible schedule
Task Associate
Ulta Beauty, Inc. —Troy, MI
- Part-time
- Merchandising
- High school diploma or GED
- Fair chance
Production Team Associate
Magna International —Detroit, MI
- $18 an hour
- Full-time
- Assembly
- Manufacturing
- Entry level
- Profit sharing
- AD&D insurance
Quick Apply
Merchandise Operations Associate
Neiman Marcus —Troy, MI
- $17.05 - $21.32 an hour
- Weekends as needed
- Merchandising
- Maintenance
- 1 year
- Disability insurance
- Health insurance
Stock Associate
J.Crew —Troy, MI
- Part-time
- 18 years or older
- Customer service
- Entry level
- 401(k) matching
Merchandise Operations Associate-PT
Neiman Marcus —Troy, MI
- $17.05 - $21.32 an hour
- Part-time
- Merchandising
- Maintenance
- 1 year
- Disability insurance
- Health insurance
Operations Associate (Part-Time) - Village at Rochester Hills
ALO —Rochester Hills, MI
- Part-time
- Merchandising
- Ability to lift 50 pounds
- Budgeting
- Health insurance
- Dental insurance
Quick Apply
Part-Time Sales Associate
MINISO USA —Auburn Hills, MI
- $14 an hour
- Part-time
- High school diploma or GED
- Organizational skills
- Communication skills
- Flexible schedule
Brand Associate
Altar'd State —Troy, MI
- Part-time
- 18 years or older
- Ability to stand for extended periods
- Ability to lift 25 pounds
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
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
Client Communication Associate
Pacific Rise Co —Detroit, MI
- $19 - $29 an hour
- Full-time
- Computer literacy
- Office
- High school diploma or GED
- Paid training
- Paid holidays
Quick Apply
9h
Research Associate - Early Literacy
Oakland University —Rochester, MI
- $30 an hour
- Temporary
- Management
- Writing skills
- Mid-level
Brand Associate - Seasonal
Altar'd State —Troy, MI
- Part-time
- 18 years or older
- Inventory management
- Merchandising
- 401(k) matching
- Opportunities for advancement
Sales Associate
Madewell —Troy, MI
- Part-time
- 18 years or older
- Sales
- Entry level
- 401(k) matching
11d
Associate
Second and Charles —Utica, MI
- Part-time
- Ability to walk for extended periods
- Maintenance
- Assembly

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task 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

task associate jobs in troy, mi

Client Service Associate

Truckdriver / Warehouse Associate

Warehouse Associate

Reception Associate

Selling Associate-Somerset Collection

Task Associate

Production Team Associate

Merchandise Operations Associate

Stock Associate

Merchandise Operations Associate-PT

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

Part-Time Sales Associate

Brand Associate

Sales Support Associate II

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

Client Communication Associate

Research Associate - Early Literacy

Brand Associate - Seasonal

Sales Associate

Associate

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