Client Service jobs in Portage, MI

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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 3 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 Representative

Vca Animal Hospitals

Kalamazoo, MI

Customer service functions such greeting clients and handling multi-line telephones. Scheduling and confirming appointments. Placing outbound calls for follow-ups and reaching out to prospective clients. Presenting and explaining...