Top 3136 Audit 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
Commercial Property Accountant / CAM Specialist
Liberty Property & Asset Management —Troy, MI
- From $75,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Paid holidays
- Disability 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
Accounts Payable Specialist
IFL GROUP —Waterford, MI
- $20 - $23 an hour
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
6d
Remote Accountant - AI Trainer
DataAnnotation —Madison Heights, MI
- $50 - $100 an hour
- Part-time
- Remote
- Mid-level
- Master's degree
- Bachelor's degree
Quick Apply
Merchandise and Stocking Associate
Sam's Club —Auburn Hills, MI
- $17 - $25 an hour
- High school
- Sales
- Merchandising
- Paid jury duty
- Disability insurance
Accounts Payable Specialist - AI Trainer
DataAnnotation —Troy, MI
- $50 - $100 an hour
- Part-time
- Remote
- Mid-level
- Master's degree
- Bachelor's degree
Quick Apply
Billing Associate I
SiteOne Landscape Supply —Troy, MI
- Full-time
- Microsoft Word
- Microsoft Outlook
- Research
- Paid training
- Paid holidays
4h
Accounts Payable Clerk
Becker Orthopedic Appliance Co. —Troy, MI
- $18 - $24 an hour
- Email
- Office
- Data entry
- Typing
- AD&D insurance
- Disability insurance
Quick Apply
13d
Accounts Payable Specialist
Cambridge Managemet Co., LLC —Troy, MI
- $24 - $27 an hour
- Full-time
- Background check
- Microsoft Outlook
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
3d
Production Associate (MID SHIFT)
Signs365.com, LLC —Shelby Charter Township, MI
- $17 - $20 an hour
- Full-time
- Computer literacy
- Mid-level
- Warehouse
- Profit sharing
- Paid holidays
Quick Apply
Retail Associate - Somerset
Aritzia —Troy, MI
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Asset Protection Associate
Neiman Marcus —Troy, MI
- $21.53 - $26.91 an hour
- Full-time
- Computer literacy
- Writing skills
- Conflict management
- Disability insurance
- Health insurance
Freezer, Cooler and Deli Stocker Associate
Sam's Club —Madison Heights, MI
- $17 - $25 an hour
- 18 years or older
- High school
- Sales
- Paid jury duty
- Disability insurance
Merchandise Operations Associate-PT
Neiman Marcus —Troy, MI
- $17.05 - $21.32 an hour
- Part-time
- Merchandising
- Maintenance
- 1 year
- Disability insurance
- Health insurance
Produce Associate
Sam's Club —Auburn Hills, MI
- $17 - $25 an hour
- 18 years or older
- High school
- Sales
- Paid jury duty
- Disability insurance
Stock Associate
J.Crew —Troy, MI
- Part-time
- 18 years or older
- Customer service
- Entry level
- 401(k) matching
Store Associate
CVS Health —Troy, MI
- $15 - $19 an hour
- Part-time
- No high school diploma
- High school diploma or GED
- 16+ years old
- Dental insurance
- Vision insurance
2d
Merchandise Operations Associate
Neiman Marcus —Troy, MI
- $17.05 - $21.32 an hour
- Weekends as needed
- Merchandising
- Maintenance
- 1 year
- Disability insurance
- Health insurance
Operations Associate - Part Time
Sephora —Troy, MI
- $18.00 - $20.50 an hour
- Part-time
- Sales
- Merchandising
- Ability to lift 50 pounds
- Health insurance
14d

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audit 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
Multitasking
Bachelor's degree
Attention to detail
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

audit associate jobs in troy mi

Client Service Associate

Commercial Property Accountant / CAM Specialist

Associate Applications Engineer

Accounts Payable Specialist

Remote Accountant - AI Trainer

Merchandise and Stocking Associate

Accounts Payable Specialist - AI Trainer

Billing Associate I

Accounts Payable Clerk

Accounts Payable Specialist

Production Associate (MID SHIFT)

Retail Associate - Somerset

Asset Protection Associate

Freezer, Cooler and Deli Stocker Associate

Merchandise Operations Associate-PT

Produce Associate

Stock Associate

Store Associate

Merchandise Operations Associate

Operations Associate - Part Time

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