Top 1798 Associate project 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
Land Analyst
Robertson Homes —Bloomfield Hills, MI
- $70,000 - $80,000 a year
- Full-time
- Office
- Finance
- Bachelor's degree
- Health insurance
- 401(k)
Quick Apply
Sales Account Manager
Nifco America, Corp. —Troy, MI
- $65,000 - $90,000 a year
- Full-time
- Hybrid work
- Marketing
- Mid-level
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
Associate Applications Engineer
Destaco —Auburn Hills, MI
- $63,000 - $70,000 a year
- Full-time
- Oracle
- Writing skills
- Engineering
- Health savings account
- Health 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
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
Production Associate- Assembler
Acoufelt —Auburn Hills, MI
- From $19 an hour
- Full-time
- Manufacturing
- Entry level
- Commercial
- Dental insurance
- Retirement plan
Task Associate
Ulta Beauty, Inc. —Troy, MI
- Part-time
- Merchandising
- High school diploma or GED
- Fair chance
Reception Associate
Inteva Products, LLC —Troy, MI
- Full-time
- Office
- In-person
- Entry level
Project Coordinator
Harlan Electric Company —Rochester Hills, MI
- Full-time
- Microsoft Word
- Background check
- Mid-level
- Profit sharing
- AD&D insurance
Store Associate
Somerset Collection —Troy, MI
- Part-time
- Merchandising
- 1 year
- Entry level
- Paid holidays
- Employee assistance program
Quick Apply
6d
Office and CDBG Assistant
City of Madison Heights, MI —Madison Heights, MI
- $25.88 - $29.24 an hour
- Full-time
- Bachelor of Science
- Office
- High school diploma or GED
- Health insurance
8d
Warehouse Associate
ShipTrex Fulfillment —Sterling Heights, MI
- $18 - $20 an hour
- Part-time
- Ability to walk for extended periods
- Windows
- Forklift
- Health insurance
- Dental insurance
Quick Apply
1d
Administrative Associate
Oxford Bank —Auburn Hills, MI
- Full-time
- Analysis skills
- Entry level
Quick Apply
Front Desk Associate
Lormax Stern Development Company —Bloomfield Hills, MI
- $23 - $25 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
3d
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
14d
Store Associate - Oakland Mall, Troy, MI
Finish Line —Troy, MI
- Part-time
- 18 years or older
- Merchandising
- Maintenance
- Employee discount
- Opportunities for advancement
Store Warehouse Associate
The Dufresne Spencer Group, LLC —Madison Heights, MI
- Weekends as needed
- 18 years or older
- Merchandising
- US work authorization
- Disability insurance
- Health insurance
JD Associate - Somerset Collection, Troy, MI
Finish Line —Troy, MI
- Part-time
- 18 years or older
- Merchandising
- Maintenance
- Employee discount
- Opportunities for advancement
Warehouse Associate- Day Shift
FULL HOUSE WHOLESALE —Troy, MI
- From $16 an hour
- 8 hour shift
- Background check
- 18 years or older
- Ability to walk for extended periods
- Health insurance
- Dental insurance
Quick Apply

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associate project 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

associate project jobs in troy mi

Client Service Associate

Land Analyst

Sales Account Manager

Associate Applications Engineer

Showroom Sales & Design Associate

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

Production Associate- Assembler

Task Associate

Reception Associate

Project Coordinator

Store Associate

Office and CDBG Assistant

Warehouse Associate

Administrative Associate

Front Desk Associate

Selling Associate-Somerset Collection

Store Associate - Oakland Mall, Troy, MI

Store Warehouse Associate

JD Associate - Somerset Collection, Troy, MI

Warehouse Associate- Day Shift

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