Top 20 client services associate Jobs in walker, mi

Client Service Associate
Lakeman Financial —Jenison, MI
- From $23 an hour
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Mileage reimbursement
- Health insurance
Quick Apply
Client Retention Specialist (Remote)
Beyond Finance —Grand Rapids, MI
- $19 - $20 an hour
- Call employer
- Remote
- High school diploma or GED
- Associate's degree
- Communication skills
- Paid parental leave
- Paid holidays
Quick Apply
Client Service Associate
Cerity Partners —Grand Rapids, MI
- $25 an hour
- Part-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Commuter assistance
- Dental insurance
Client Service Representative
VCA Animal Hospitals —Grand Rapids, MI
- Full-time
- Entry level
- Under 1 year
- Paid parental leave
- Health savings account
2d
Full Time Client Service Associate
Independent Bank Corporation —Hudsonville, MI
- From $18 a year
- Full-time
- High school diploma or GED
- Mentoring
- In-person
- Paid time off
- Opportunities for advancement
Quick Apply
4d
Full Time Client Service Associate
Independent Bank —Hudsonville, MI
- Full-time
- Office
- High school diploma or GED
- Mentoring
- Paid time off
- Opportunities for advancement
Quick Apply
5d
Relief Client Service Representative
BluePearl Vet, LLC —Grand Rapids, MI
- Part-time
- US work authorization
- Entry level
- Pet insurance
Wealth Management Client Associate- West Central Michigan Market
Bank of America —Grand Rapids, MI
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Associate Account Manager/Client Specialist
Highstreet Insurance and Financial Services —Jenison, MI
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
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Client Service Associate
Raymond James Financial, Inc. —Belmont, MI
- Full-time
- Research
- Office
- 3 years
- Paid holidays
- Health insurance
1d
Inside Sales - Customer Experience Specialist
Intertek —Kentwood, MI
- $20 - $26 an hour
- 8 hour shift
- Marketing
- Pass drug screening
- Research
- Health insurance
- Dental insurance
Quick Apply
Client Experience Associate-Financial Services
WEST MICHIGAN ADVISORS, LLC. —Holland, MI
- Part-time
- Office
- Administrative experience
- In-person
- Health insurance
- Dental insurance
Quick Apply
10d
Client Service Coordinator
BluePearl Vet, LLC —Grand Rapids, MI
- Full-time
- Mid-level
- US work authorization
- 2 years
- Pet insurance
4d
Tax Manager, Private Client Services
BDO —Grand Rapids, MI
- $90,000 - $150,000 a year
- Full-time
- Microsoft Excel
- CPA
- 5 years
- Employee stock ownership plan
- Opportunities for advancement
Microsoft Dynamics 365 Business Applications - Client-Facing Senior Technical Architect
Crowe —Grand Rapids, MI
- $142,900 - $301,300 a year
- Full-time
- DevOps
- Bachelor's degree
- Mentoring
Quick Apply
11d

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Client Service Associate

Lakeman Financial
Jenison, MI

Quick Apply

Job Details

Full-time
From $23 an hour

Benefits

Mileage reimbursement
Health insurance
401(k)
Paid time off
401(k) matching
Flexible schedule

Qualifications

Microsoft Word
Confidential information handling
Microsoft Excel
Customer service
English
Microsoft Office
High school diploma or GED

Full Job Description

Client Service Coordinator

Lakeman Financial is a small, established financial advisory firm in Jenison, Michigan. We are seeking a reliable, detail oriented Client Service Coordinator to support Asa Lakeman, CFP®, and help provide excellent service to clients.

This is a full time, in person role in a small office environment. Most days, it will be the advisor and the Client Service Coordinator working together in the office. This is a good fit for someone who is comfortable working independently, staying productive without constant oversight, and being trusted with meaningful responsibilities.

This role is not a large corporate office or big team environment. The right person will enjoy a quiet, professional office, direct communication, and having a clear impact on clients and the business.

Pay

Starting at $23.00 per hour, with higher pay considered for candidates with strong office, client service, banking, insurance, legal, medical office, or financial services experience.

Benefits

401(k)
401(k) matching
Health insurance
Paid time off
Monday through Friday schedule

Position Overview

The Client Service Coordinator will assist with client service, scheduling, paperwork preparation, CRM updates, office organization, advisor support, and general administrative tasks. This role is important to the daily operation of the firm and requires strong communication, attention to detail, professionalism, confidentiality, flexibility, and consistent follow through.

Because this is a small office, the role may also include occasional errands or personal assistant type tasks for the advisor, such as dry cleaning pickup, supply runs, local errands, or helping coordinate miscellaneous projects. These tasks are not the primary focus of the role, but the right person should be comfortable helping where needed.

Responsibilities

Client Service

Provide friendly and professional service to clients
Schedule and confirm client appointments
Prepare and organize paperwork for client meetings
Assist with tracking paperwork, signatures, transfers, distributions, and service requests
Communicate with clients by phone and email in a professional manner
Help make sure client requests are followed up on and completed
Keep the advisor updated on open client items

Administrative Support

Maintain and update client records in the database
Track open tasks, deadlines, and follow up items
Screen and appropriately handle phone calls
Process incoming mail, email, and correspondence
Help keep the office organized, clean, and client ready
Assist with meeting preparation and daily office operations

Marketing and Client Appreciation

Help create basic marketing materials
Assist with client appreciation projects and events
Prepare cards for client birthdays, holidays, and other occasions
Help coordinate website, social media, or event related items when needed

Other Office and Advisor Support

Run occasional office related or advisor related errands, with mileage reimbursement provided when applicable
Take pride in office presentation, including light upkeep of common areas, conference room, kitchen area, and workspace
Help coordinate miscellaneous projects, vendor communication, or simple research tasks
Perform other reasonable duties related to client service, office operations, and advisor support

Ideal Candidate

Reliable and consistent
Highly organized
Strong attention to detail
Personable and comfortable interacting with clients
Professional with confidential information
Comfortable working in a small office environment
Able to manage tasks and follow through without constant reminders
Good written and verbal communication skills
Comfortable using Microsoft Word, Excel, email, and basic office software
Willing to learn financial services paperwork and systems
Takes pride in keeping the office organized, clean, and professional looking
Interested in a stable, long term role

Preferred Experience

Office administration
Client service
Banking
Insurance
Legal office
Medical office
Real estate office
Financial services

Requirements

High school diploma or equivalent required
Prior office or client service experience preferred
Successful completion of background checks and required documentation
Ability to work full time in person
Professional attitude and strong confidentiality standards

Work Location

In person
Jenison, Michigan

Schedule

Monday through Friday
Full time

Job Type: Full-time

Pay: From $23.00 per hour

Expected hours: 40.0 per week

Benefits:

401(k)
401(k) matching
Flexible schedule
Health insurance

Education:

High school or equivalent (Required)

Experience:

Microsoft Office: 1 year (Preferred)
Customer Service: 1 year (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

client services associate jobs in walker, mi

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Client Retention Specialist (Remote)

Client Service Associate

Client Service Representative

Full Time Client Service Associate

Full Time Client Service Associate

Relief Client Service Representative

Wealth Management Client Associate- West Central Michigan Market

Associate Account Manager/Client Specialist

Client Service Associate

Inside Sales - Customer Experience Specialist

Client Experience Associate-Financial Services

Client Service Coordinator

Tax Manager, Private Client Services

Microsoft Dynamics 365 Business Applications - Client-Facing Senior Technical Architect

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