245 Results for

Client Associate Jobs in Ann Arbor, MI

Jobs

New!

Southfield, MI5 days ago

$115,000–$135,000 Per Year

3. A minimum of 5 years of experience as an attorney, with significant experience in Insurance Defense, General Liability, Premises Liability, Transportation Defense, Trucking, Auto Negligence, Motor Vehicle Accident, No-fault, PIP, Civil Litigation, Real Estate Litigation, and Business Litigation. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

New!

Jackson, MI5 days ago

We were included in the top 10 of Selling Power magazine’s “Best Companies to Sell For” list and recognized on Forbes magazine’s “Platinum 400 – Best Big Companies” list. As a Customer Development Representative, you will leverage warm relationships with existing customers to increase overall organic growth and profitability by selling additional products and services.

New!

Romulus, MI5 days ago

$80,000–$150,000 Per Year
Full-time

This role offers an excellent opportunity to gain hands-on courtroom experience while working closely with experienced attorneys on a diverse range of civil litigation matters. The successful candidate will be responsible for managing case files, advocating for clients, and contributing to all phases of the litigation process.

New!

Birmingham, Michigan6 days ago

Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating, and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.

Ann Arbor, Michigan7 days ago

Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Birmingham, MI24 days ago

The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).

Dearborn, Michigan30+ days ago

Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Troy, MI30+ days ago

proficient in Microsoft Office Teams, UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. Our combined efforts help manage, preserve and grow the wealth of our clients, through strong partnership at every stage of their journey.

Farmington Hills, MI30+ days ago

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings Ensures timeliness, accuracy and completeness in client materials and follows up on all client and Financial Advisor (FA) requests Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients and manage risk Identifies, deepens and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices while communicating outputs to the FA Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases while leading with a client first mindset. Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7 and/or Series 66 (63 and 65 accepted in lieu of 66) Possesses industry knowledge and an understanding of investment products Has experience working with clients, quickly fulfilling their needs, delivering complex solutions and providing an excellent client experience Is comfortable operating in a fast-paced environment with changing and evolving responsibilities Is detail oriented Demonstrates a commitment to continuous learning and professional growth Exhibits sound judgment and discretion when handling sensitive information Strong computer application skills including proficiency with Microsoft Word, Excel, PowerPoint and Salesforce Demonstrates professional verbal and written communication skills.

Birmingham, Michigan20 days ago

Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role. .

Southfield, MI30+ days ago

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

Farmington Hills, MI30+ days ago

The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.

Beverly Hills, MI30+ days ago

Responsible for advanced branch operations tasks such as, but not limited to, client service requests, vault, ATM duties, cash items, debit/credit card disputes, instant issue debit cards and wire transfers. In this position, you will apply the knowledge, skills and abilities acquired from previous banking and customer service roles to better serve Independent Bank clients and offer appropriate products, services and solutions.

Dearborn, MI30+ days ago

Full-time

Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

New!

Bloomfield Hills, Michigan1 day ago

The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. As a Branch Client Service Associate I, you'll play a vital role in delivering high-quality service to clients and supporting the branch's workflow processes.

Southfield, Michigan26 days ago

But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography.

Plymouth, Michigan30+ days ago

Provide administrative support to CS department for various requests including preparing FedEx mailings, postage and envelopes, faxing, emailing, filing, making copies, scanning docs, generating reports, and other administrative related items as requested. Assist with managing accounts with a third-party portfolio aggregator including adding new accounts, coding transactions, addressing account issues, and running reports as requested.

Ann Arbor, MI30+ days ago

$24.95–$39.87 Per Hour

Your work will include, but not be limited to:Portfolio AdministrationSelf-review of tasks performed, including client deliverablesManage and prioritize tasks and workflowsServe as a liaison between advisors and broader PMFA operations teamField questions related to client data, reports or any items as a result of workResearch and resolve issues related to client informationClient Services AdministrationServe as a liaison between internal staff, custodian, and others as neededPreparation of new account paperwork and account changesPreparation of account transfer paperwork and verification of asset transfer eligibilityEnsure timely completion of account transfers and other paperwork processingFrequent communication with custodians and internal staffMonitor and follow up on alertsIdentify and communicate client service opportunities to internal professionalsAssist with money movement activitiesGeneralAdhere to PMFA policies and proceduresDevelop, document and/or maintain process policies and procedures for departmentFrequent interaction with internal and external professionals and clientsCross train and back up to other team members roles in operationsAssist in testing and roll out of system upgrades, system integration and new technologyCoordinate workload with other client service associatesReview agreements and be familiar with terms to ensure paperwork is in complianceThe qualifications. Client service orientation combined with creative problem solving skillsStrong written and oral communication skillsAbility to work effectively as part of a team, yet function well with independent responsibilities; ability to successfully interact with clients and other professionals to effectively deliver quality professional services to clientsAbility to thrive in a challenging and fast paced environment characterized by interruptions and multiple demands with strict deadlines; high stress toleranceWhat makes us different?

Bloomfield Hills, Michigan7 days ago

Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees. Build and maintain client relationships aimed at client retention; manage new client implementation process, coordinate, and direct client activities with other team members and assist as necessary.

Canton, Michigan13 days ago

Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service.

Towner, MI30+ days ago

$51,658.88–$77,565.80 Per Year

Bachelors degree in a human services field or is a psychologist, physician, educator with a degree in education from an accredited program, social worker, physical therapist, occupational therapist, speech-language pathologist, audiologist, behavioral analyst, registered nurse, therapeutic recreation specialist, licensed/limited licensed professional counselor, licensed or limited licensed marriage and family therapist or licensed physicians assistant. TITLE:CLIENT SERVICES MANAGER ADULT MI/ACT/CARES/JAIL- UP GRADE:110 LOCATION:555 Towner UNION AFFILIATION:AFSCME 2733 Unit A JOB SUMMARY Under the supervision of a qualified professional Health Services Supervisor is responsible for working directly with consumers, natural supports, and other service providers to achieve specific treatment/support outcomes for consumers with mental illness.

Southfield, MI30+ days ago

Remote

In this role, you will provide controller‑level advisory by delivering strategic financial insights, guiding clients through budgeting, forecasting, and operational improvements, and supporting long‑term financial stability. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients.

Southfield, MI30+ days ago

Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Proficiency in accounting software, specifically, Intaact, QuickBooks Online, Netsuite, Bill.com, Microsoft Office Suite and a demonstrated ability to embrace new technologies.

Southfield, MI28 days ago

Remote

Qualifications: Bachelor's degree in Accounting, Finance, or Business required • 4-6 years of accounting experience, including exposure to manufacturing environments • 3+ years of experience leading and developing teams • Knowledge of manufacturing accounting concepts, including WIP, inventory, job costing, and COGS • CPA, CMA, or similar certification preferred • Strong financial reporting and analytical skills • Proven ability to manage multiple priorities, projects, and client relationships • Excellent communication and presentation skills • Experience with accounting/ERP systems (e.g., QuickBooks Online, NetSuite, Fishbowl, Katana) and Microsoft Office • Ability to influence outcomes, drive process improvements, and develop team members • Ability to travel up to 10%. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients.

Southfield, MI30+ days ago

Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. You'll collaborate closely with a supportive, high-performing team that lives the Wipfli Way - grounded in integrity, caring, excellence, and teamwork - while contributing to the growth and impact of our practice.

Southfield, MI30+ days ago

Farmington Hills, MI19 days ago

Remote

As a Client Success Specialist (CSS), you'll be the heart of our mission-supporting clients enrolled in our Debt Management Program and helping them achieve their financial goals. If you're eager to grow your financial knowledge - like learning how to calculate percentages, understand credit reporting, and review real-life financial documents - this role is for you.

Ann Arbor, MI18 days ago

Responsible for providing high quality customer service by accurately completing bank transactions and opening deposit accounts and processing loan applications while identifying and recommending products, services, and digital tools to meet the current and future financial needs of bank Clients. Accurately process everyday monetary transactions, including deposits, withdrawals, loan payments, check cashing, night deposits, cashier's checks, money orders, and change orders.

Troy, MI27 days ago

Stock, Inventory & Loss Prevention Management: Ensure store shrinkage by partnering with the Stock Associate / Operations Manager / Sales Team through sound operational execution. This is an exciting opportunity to join Balenciaga's Troy Somerset Mall team as a Sales & Client Advisor with Keys who will drive the business and contribute to the brand philosophy.

Southfield, MI30+ days ago

Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. You'll collaborate closely with a supportive, high-performing team that lives the Wipfli Way - grounded in integrity, caring, excellence, and teamwork - while contributing to the growth and impact of our practice.

Farmington Hills, Michigan30+ days ago

Headquartered in Farmington Hills, Michigan, we’re on the lookout for a motivated and detail-oriented Client Service Representative to join our team and play a key role in maintaining exceptional client satisfaction. At Stillman Law Office, we specialize in creditor representation across the U.S. and are proud to deliver compliance-driven, top-tier service to our clients.

White Lake, Michigan15 days ago

Answering questions regarding products and services, including educating clients on general animal husbandry and pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). The CSR is the pivot around which the hospital operates and is responsible for: • Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.

New!

Livonia, Michigan4 days ago

The Client Services Lead provides exceptional oversight and administration of office and mail services, delivering operational functions in the following areas:  processing of inbound/outbound mail, distributing/delivering mail, shipping and receiving products and supplies to support onsite business service center, replenishing/organizing/ordering office supplies (pens, paper, toner), insuring copy/print machines are functional and stocked, serving as a backup to the front of office (reception/concierge), and providing light maintenance/cleaning. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies.

Troy, Michigan30+ days ago

Job Purpose: Assists Financial Advisors and Associate Financial Advisors in managing and organizing office workflow and interacting with clients at an expert and professional level. Troy, MI – a Financial advisory practice is seeking a fulltime Client Relationship Manager to join our innovative and dynamic team.

Wixom, Michigan13 days ago

We have a diverse range of portfolios throughout the ZEISS family in segments like Industrial Quality & Research, Medical Technology, Consumer Markets and Semiconductor Manufacturing Technology. The Aftermarket Client Specialist engages with existing customers to drive customer retention and installed base coverage.

New!

Southfield, Michigan1 day ago

Utilize Allied Universal’s AI technology, online reporting tools, and Business Intelligence Platform to monitor and analyze financial and operational metrics; drive operational efficiency by optimizing employee schedules, minimizing non-billed overtime, and supporting revenue growth, cash collections, and overall profitability. Build and maintain client relationships by addressing security needs, reducing risks, managing crises, and implementing effective corrective action plans; you will develop protocols, training, and response strategies that drive operational improvements and ensure client satisfaction.

New!

Ann Arbor, MI3 days ago

Build relationships with regional leaders and segment leaders, establishing a meeting cadence to understand Regional/Subregional strategy in response to changing market/client needs. Sales and BD Acumen (Proven ability break into new accounts and expand service offerings; develop a sales lead from start to finish including opportunity development and contract negotiation; client mgmt).