UNKNOWN

FEED

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.

<p>We believe in our vision and values just as strongly today as we did the first time we put them on paper more than 20 years ago. Staying true to them will guide us toward continued growth and success for decades to come. As you read more about our vision and values, you will learn about who we are, where we’re headed and how every Wells Fargo team member can help us get there.</p>

Wells Fargo Bank

Senior Registered Client Associate

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FULL_TIME

What You'll Be Doing: The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

Stifel

Client Service Associate - NR

[AW]-iCims

The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

Stifel Financial Corp

Client Service Associate NR

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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 37 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.

Rockefeller Capital Management

Client Associate

Supports proactive sales conversations through internal and outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby engagement, ultimately elevating client loyalty. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

The PNC Financial Services Group Inc

Client Experience Associate

Thank you for your interest in Jackson Hewitt Inc., Jackson Hewitt Technology Services, LLC, Tax Services of America, Inc., or any of its or their subsidiaries, affiliates, or related entities (collectively herein, “Jackson Hewitt” or the “Company,” but excluding independently owned and operated franchise locations). In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times.

Jackson Hewitt - FXS

Client Support Associate

Accuracy and Attention to Detail, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer Needs Work Experience . Supports proactive sales conversations through internal and outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby engagement, ultimately elevating client loyalty.

PNC Bank

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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).

Raymond James Financial Inc

Registered Client Service Associate

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.

Independent Bank Corp (Michigan)

Retail Banking - Full Time Client Service Associate 1

In this role, you will assist clients with travel planning, provide excellent customer service, and help coordinate memorable travel experiences. We are looking for motivated and service-oriented individuals to join our growing travel team as a Client Service Associate – Travel .

Homebasedcareersintravel

Client Service Associate – Travel (Remote)

HOUR

Develop the ability to present professionally in all elements of client facing (internal and external) including technical writing and verbal presentations. With the tools and guidance provided, you’ll be prepared to thrive in a Client Executive role specializing in either Commercial Property & Casualty or Employee Benefits.

Hylant

Associate Client Executive (ACE)

Miller Johnson's Private Client Trust & Estates practice is a longstanding and sophisticated practice with deep roots in West Michigan and a strong reputation for advising high net worth and ultra-high net worth individuals, families, business owners, and fiduciaries on complex estate planning and wealth preservation matters. Our attorneys serve as trusted advisors on issues involving multi-generational wealth transfer, business succession planning, charitable giving strategies, estate and gift tax planning, trust and estate administration, and asset protection.

Miller, Johnson, Snell & Cummiskey, P.L.C.

Private Client Trust and Estates Associate

For positions based in Colorado, NVA provides eligible employees with paid sick and safe leave and public health emergency leave in accordance with the requirements of Colorado's Healthy Families and Workplaces Act. They help clients feel welcomed, informed, and supported while keeping communication and patient flow moving throughout the hospital.

National Veterinary Associates

Client Services Representative

A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.

YEAR

BDO Global

Tax Manager, Private Client Services

A Tax Senior, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.

Tax Senior, Private Client Services

Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development). Use downtime productively by completing assigned tasks, client outreach, advanced-booking calls, cleaning, training, or assisting other team members.

VCA Inc

Client Service Representative

VCA Animal Hospitals

Your primary responsibility will be to set up iPads and other mobile devices for new users, provide first-touch technology orientation, manage local inventory, and offer real-time support for onsite hardware, software, and user-related issues. Primary Responsibilities: Serve as the primary onsite technical support resource for one of our Grand Rapids customer locations, providing day-to-day IT support and customer service while working within the client's environment and culture.

Thrive Networks, Inc.

Client Support Engineer (Spanish Speaking)

A successful VCA Woodland CSR takes ownership of the client experience , communicates clearly, maintains accurate information, supports continuity of patient care, uses time productively, and works collaboratively with the entire hospital team. From the first phone call and greeting at the front desk to scheduling the next appointment and saying goodbye, our CSRs help build the trust our clients place in VCA Woodland Animal Hospital .

Client Associate Jobs in Grand Rapids, MI

Senior Registered Client Associate Wells Fargo Bank

Client Service Associate - NR Stifel

Client Service Associate NR Stifel Financial Corp

Client Associate Rockefeller Capital Management

Client Experience Associate The PNC Financial Services Group Inc

Client Support Associate Jackson Hewitt - FXS

Client Experience Associate PNC Bank

Registered Client Service Associate Raymond James Financial Inc

Retail Banking - Full Time Client Service Associate 1 Independent Bank Corp (Michigan)

Client Service Associate – Travel (Remote) Homebasedcareersintravel

Client Support Associate FXS

Associate Client Executive (ACE) Hylant

Private Client Trust and Estates Associate Miller, Johnson, Snell & Cummiskey, P.L.C.

Client Services Representative National Veterinary Associates

Tax Manager, Private Client Services BDO Global

Tax Senior, Private Client Services BDO Global

Client Service Representative VCA Inc

Client Service Representative VCA Animal Hospitals

Client Support Engineer (Spanish Speaking) Thrive Networks, Inc.

Client Service Representative Pet Services of Michigan

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