Top 546 client 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
Large Enterprise Service Associate
LPL Financial —Southfield, MI
- $23.51 - $39.18 an hour
- Microsoft Word
- Microsoft Excel
- Research
- Health insurance
- Paid time off
Inbound Call Center Associate
United Wholesale Mortgage —Pontiac, MI
- Full-time
- Spanish
- English
- High school diploma or GED
- Paid training
- Health insurance
Accounting/Tax Associate
WJM CPA PLLC —Troy, MI
- $60,000 - $75,000 a year
- Full-time
- Background check
- CPA
- Data analysis skills
- Paid training
- Disability insurance
Quick Apply
Associate Therapist II
Pasadena Villa Outpatient —Troy, MI
- Full-time
- CPR Certification
- Current TB test
- BLS Certification
- Health savings account
- AD&D insurance
Quick Apply
5d
Part Times Sales Associate- Key holder
Wolford America —Troy, MI
- Part-time
- Merchandising
- Entry level
- Employee discount
Quick Apply
Retail Associate - Somerset
Aritzia —Troy, MI
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Sales Associate, Part-Time - Somerset
Reformation —Troy, MI
- $16 - $25 an hour
- Part-time
- Inventory control
- Merchandising
- Organizational skills
- Commuter assistance
- Health 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
Operations Associate - Part Time
Sephora —Rochester Hills, MI
- $18 - $23 an hour
- Part-time
- Sales
- Merchandising
- Ability to lift 50 pounds
- Health insurance
Front Desk Associate
Salt Spa —Royal Oak, MI
- From $17 an hour
- Part-time
- US work authorization
- In-person
- Communication skills
Quick Apply
8d
Retail Sales Associate - Part Time
Boll & Branch —Troy, MI
- $19 - $22 an hour
- Part-time
- Microsoft Word
- Spanish
- Google Workspace
Quick Apply
Associate Attorney
Findling Law —Royal Oak, MI
- $75,000 - $150,000 a year
- Full-time
- Writing skills
- Mid-level
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
Associate Attorney
Wood, Smith, Henning & Berman —Royal Oak, MI
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- 2 years
- Disability insurance
- Health insurance
Quick Apply
6d
Associate Substance Abuse Disorder Therapist - Walled Lake
Therapeutics, LLC —Walled Lake, MI
- Full-time
- Background check
- Addiction Medicine
- HIPAA
- Health insurance
- Dental insurance
Quick Apply
Associate Veterinarian
Global Talent Partners —Sterling Heights, MI
- Up to $150,000 a year
- Mid-level
- Surgery
- Communication skills
- Relocation assistance
- 401(k) matching
Quick Apply
14d
Associate Veterinarian
Global Talent Partners —Center Line, MI
- $120,000 - $150,000 a year
- Full-time
- Mid-level
- Medical-surgical
- Patient care
- Continuing education credits
- Health insurance
Quick Apply
Associate Veterinarian
Animal Medical Center of Troy —Rochester Hills, MI
- Full-time
- Mid-level
- Surgery
- Mentoring
- Continuing education credits
- Paid parental leave
2d
Associate Attorney - Banking and Finance Practice Team
Varnum LLP —Birmingham, MI
- Full-time
- Customer service
- No background check
- Mid-level
- Relocation assistance
- Health insurance
Quick Apply
Associate Veterinarian
Tempus Veterinary Recruitment —Lincoln Park, MI
- $100,000 - $140,000 a year
- Full-time
- US work authorization
- Entry level
- Paid parental leave
- Disability insurance
Quick Apply
1d

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client 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

client associate jobs in troy mi

Client Service Associate

Large Enterprise Service Associate

Inbound Call Center Associate

Accounting/Tax Associate

Associate Therapist II

Part Times Sales Associate- Key holder

Retail Associate - Somerset

Sales Associate, Part-Time - Somerset

Sales Support Associate III

Operations Associate - Part Time

Front Desk Associate

Retail Sales Associate - Part Time

Associate Attorney

Associate Attorney

Associate Substance Abuse Disorder Therapist - Walled Lake

Associate Veterinarian

Associate Veterinarian

Associate Veterinarian

Associate Attorney - Banking and Finance Practice Team

Associate Veterinarian

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