Client Experience Associate jobs in Michigan

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REGISTERED CLIENT SERVICE ASSOCIATE

Handle case notes, processing correspondence, maintaining client case files and filing performance reports, account forms and other advisory paperwork. Gathering information for WMA meetings with client/prospect. Preparing advisor...

CompanyNorthwestern Mutual
AddressPortage, MI
CategoryRetail
Salary$45,000 - $65,000 a year
Job typeFull-time
Date Posted 4 weeks ago See detail

Registered Client Service Associate

Northwestern Mutual

Portage, MI

$45,000 - $65,000 a year

Handle case notes, processing correspondence, maintaining client case files and filing performance reports, account forms and other advisory paperwork. Gathering information for WMA meetings with client/prospect. Preparing advisor...

Client Service Associate

Lpl Financial

Southfield, MI

$22.56 - $33.84 an hour

Support to Client Service Team, Operational, Compliance leaders and Financial Advisors. Answer phones, schedule appointments, and prepare materials for client meetings. Keep client management systems up-to-date with client informa...

Home-Based Experienced CRA (Clinical Research Associate)- Bonus/Equity

Medpace, Inc.

Detroit, MI

Competitive travel bonus;. Equity/Stock Option program for high performing CRAs;. Annual merit increases;. 401K matching;. The opportunity to work from home;. Flexible work hours across days within a week;. Retain airline reward m...

Part Time Floating Client Service Associate (Seasonal - Summer 2024)

Independent Bank Corporation

Brighton, MI

Brighton. Williamston. Assist clients with transaction services and provide solutions in a friendly and efficient manner. Deliver financial solutions to clients utilizing the Independent Bank products and services. Gain an underst...

Full Time Floating Client Service Associate (Seasonal - Summer 2024)

Independent Bank Corporation

Caseville, MI

Bad Axe. Caseville. Sebewaing. Assist clients with transaction services and provide solutions in a friendly and efficient manner. Deliver financial solutions to clients utilizing the Independent Bank products and services. Gain an...

Part Time Floating Client Service Associate (Seasonal - Summer 2024)

Independent Bank Corporation

Williamston, MI

Brighton. Williamston. Assist clients with transaction services and provide solutions in a friendly and efficient manner. Deliver financial solutions to clients utilizing the Independent Bank products and services. Gain an underst...

Client Care Associate / Administrative Assistant

Glover Agency

Birmingham, MI

$15 - $20 an hour

Act as administrative support throughout the real estate process. Assist in sending out mailers on a weekly basis. Answer incoming calls and have conversations with potential buyers and sellers. Communicate with clients and/or age...

Customer Experience Specialist (Retail Associate)

Diventures

Battle Creek, MI

$12 an hour

Outgoing Displays Urgency for the Customer Engaging Friendly Positive Attention to Detail Problem Solver Initiative Courteous Cool Under Stress Professional Presentation Fun Displays Urgency for the Customer Resilient Clear Commun...

Client Accounting Associate - Full Charge Bookkeeper

Uhy Llp

Dowagiac, MI

$52.4K - $66.4K a year

Demonstrates ability to work independently on engagements with the assistance of senior staff:. Performing bookkeeping and general accounting services for client. Assist with completing month-end work (reconciliation of bank accou...