Top 5003 Client services Jobs in Waterford, 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
UWM - It’s Giving Opportunity!
United Wholesale Mortgage —Pontiac, MI
- 8 hour shift
- Computer literacy
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Document Review Specialists
United Wholesale Mortgage —Pontiac, MI
- 8 hour shift
- Office
- High school diploma or GED
- In-person
- Health insurance
- Dental insurance
Client Services Coordinator
Marketing Strategies Group, Inc. —Auburn Hills, MI
- $51,000 - $55,000 a year
- Full-time
- Microsoft Outlook
- ERP systems
- Research
- Paid holidays
- Health insurance
Quick Apply
Customer Experience Specialists
United Wholesale Mortgage —Pontiac, MI
- 8 hour shift
- Office
- High school diploma or GED
- In-person
- Health insurance
- Dental insurance
Government Programs Customer Service Representative
Delta Dental of Michigan —Farmington Hills, MI
- Multiple hires
- Remote
- Computer literacy
- Windows
- High school diploma or GED
- Dental insurance
- Opportunities for advancement
10d
Client Services Coordinator Part Time
LEADER DOGS FOR THE BLIND —Rochester Hills, MI
- $23.34 - $25.00 an hour
- Part-time
- Spanish
- Mid-level
- Office
- Paid time off
- Work from home
Quick Apply
13d
Client Intake Specialist/Representative
Christopher Trainor and Associates —White Lake, MI
- $18 - $25 an hour
- Full-time
- No experience needed
- Microsoft Office
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
4d
Client Advocate
greenpath, inc. —Farmington Hills, MI
- $15.00 - $17.57 an hour
- Weekends as needed
- Remote
- Residential
- Organizational skills
- Typing
Quick Apply
Client Relationship Analyst
Morgan Stanley —Bloomfield Hills, MI
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Client Success Specialist
greenpath, inc. —Novi, MI
- $16.50 - $18.38 an hour
- Full-time
- Remote
- Spanish
- English
- Mid-level
Quick Apply
10d
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
6d
Entry Level Client Review Specialist
United Wholesale Mortgage —Pontiac, MI
- Full-time
- Microsoft Excel
- Office
- High school diploma or GED
- Paid training
- Health insurance
Administrative Assistant - Auburn Hills, MI
Plante Moran —Auburn Hills, MI
- $23.50 - $38.74 an hour
- Microsoft Outlook
- Word processing
- Mid-level
- Disability insurance
- Health insurance
Physician Medical Director
Concentra —Auburn Hills, MI
- Full-time
- Medicine
- BC/BE
- Clinic
- Paid holidays
- Disability insurance
BCBA
EARLY AUTISM SERVICES LLC —Sterling Heights, MI
- $85,000 - $94,000 a year
- Part-time
- Mid-level
- Master's degree
- Clinic
- Continuing education credits
- Paid holidays
Quick Apply
Board Certified Behavior Analyst (BCBA) or (BCaBA)
Budding Behaviors —Auburn Hills, MI
- $80,000 - $90,000 a year
- Full-time
- Experience working with individuals with developmental disabilities
- Mid-level
- Clinic
- Paid time off
- Professional development assistance
Quick Apply
Manager, Assessment & Referral Services (Intake Manager)
Havenwyck Hospital (UHS) —Auburn Hills, MI
- Full-time
- LMFT
- Master of Social Work
- Nursing
- Loan repayment program
- Health insurance
Quick Apply
Hair Stylist/Barber
Plymouth Inn Assisted Living —Plymouth, MI
- Contract
- Barbering License
- Mid-level
- In-person
Quick Apply
Director of Project Management
CCI Industrial Constructors —Brighton, MI
- Full-time
- Construction site
- Travel
- Mentoring
- Health insurance
- Dental insurance
Quick Apply

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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 services jobs in waterford, mi

Client Service Associate

UWM - It’s Giving Opportunity!

Document Review Specialists

Client Services Coordinator

Customer Experience Specialists

Government Programs Customer Service Representative

Client Services Coordinator Part Time

Client Intake Specialist/Representative

Client Advocate

Client Relationship Analyst

Client Success Specialist

Front Desk Associate

Entry Level Client Review Specialist

Administrative Assistant - Auburn Hills, MI

Physician Medical Director

BCBA

Board Certified Behavior Analyst (BCBA) or (BCaBA)

Manager, Assessment & Referral Services (Intake Manager)

Hair Stylist/Barber

Director of Project Management

I want to receive the latest job alert for client services in waterford, mi

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