UNKNOWN

ADAPTED_NOW

At Aflac, we partner with local employers to expand their employee benefit options while helping them solve key business challenges. Aflac includes Aflac and/or Aflac New York and/or Continental American Insurance Company (CAIC) and/or Continental American Life Insurance Company.

Whether you are a seasoned professional looking for unlimited income potential with the benefits of work/life balance or an entry-level professional starting your career in sales, Aflac offers you the opportunity to be successful. Company Overview <ul> <li> A leading provider of voluntary insurance in the United States.</li> <li> Insures more than 50 million people worldwide.</li> <li>Provides policies to employees at more than 465,000 payroll accounts</li> </ul> Top-Notch Benefits <ul> <li> Stock bonus program allows career associates to participate in the company’s growth, profitability, and success as a stockholder.</li><li>Associates have the opportunity to join the National Association of Professional Agents (NAPA).</li> <li>World-class training program.</li> </ul>

Aflac

Sales Associate

HOUR

Working closely with experienced project/program managers and analysts, they assist with administrative, organizational, and coordination tasks that contribute to the success of internal projects and initiatives. Project Associate help with maintaining documentation, updating schedules, capturing meeting notes, and supporting internal communications.

Every day, System One focuses on services and solutions that require a high degree of specialization, in-demand technical skills, and large-scale operational expertise. We are essential partners to those on the front lines of our nation’s most critical infrastructure, technology, and life sciences initiatives. 
Founded more than 40 years ago as a staffing partner to the engineering industry, today System One is a diversified organization operating in over 50 locations and putting more than 9,000 people to work in the United States, Canada, and the United Kingdom.

System One

Project Associate

Create and manage Enterprise Change Notices (ECNs) within the Quality Management System to implement updates tied to PEC findings, ensuring all documentation and data inputs are compliant and audit-ready. Lead data retrieval and collection efforts across internal systems (e.g., PLM, ERP, QMS) and external sources (e.g., suppliers) to support PEC regulatory requirements (e.g., REACH, RoHS, PFAS, PPWR).

Associate Change Control & Data Retrieval Specialist

FEED

With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction.

Oppenheimer & Co. Inc.

Client Service Associate (Portage, MI)

clearcompany

OTHER

Process account opening applications, transfer paperwork, money movements and/or other various industry specific administrative tasks. We are seeking a Client Service Associate to join our team and assist in providing excellent service to our clients.

RIA Recruiting

Client Service Associate

BreezyHR

Oppenheimer Holdings Inc

linkup_via_bold

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.

Raymond James Financial Inc

We are looking for a new team member whose role is to attract, sell, and retain recurring clients by delivering an exceptional customer experience, from the very first call to ongoing relationship management. This role blends warm sales, client retention, scheduling support, and heartfelt communication to support our MVP Team of technicians and keep our clients delighted.

Jeannie Cleaning

SALES AND CLIENT SERVICES ASSOCIATE

Talent Acquisition

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

Client Experience Associate

sourcestack_via_bold

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

We work hard to protect our culture and assure we hire associates that are going to have the determination to rise above obstacles, wear multiple hats and work as a team. Answering questions regarding products and services, including educating clients on general animal husbandry and non-medical related pet care.

VCA Animal Hospitals

Client Service Representative

Pet Services of Michigan

ea_via_bold

The practice serves high-net-worth individuals, families, family offices and executives with complicated tax and financial structures across estate, income, gift and trust tax consulting and compliance, charitable giving, executive compensation and planning. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990.

Gpac’s mission is to be the preferred staffing and recruitment solution by effectively delivering and connecting talent with successful companies and organizations. 
 
Our team, with collective experience of over 250 years, is passionate about wh

Gpac

Tax Senior Manager - Private Client Services

LogicMelon

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.

Client Support Associate

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.

YEAR

BDO USA PC

Tax Senior, Private Client Services

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. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.

Tax Manager, Private Client Services

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.

Bank of America Corp

Wealth Management Client Associate

Strong interpersonal and communication skills, with the ability to collaborate effectively with team members and serve clients professionally. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact.

H&R Block Inc

Client Service Professional

FULL_TIME

H&R Block

Block Advisors Client Service Professional

[AW]-iCims

A Tax Senior Manager, Private Client Services (PCS) 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.

Client Service Associate Jobs in Portage, MI

Sales Associate Aflac

Project Associate System One

Associate Change Control & Data Retrieval Specialist System One

Client Service Associate (Portage, MI) Oppenheimer & Co. Inc.

Client Service Associate RIA Recruiting

Client Service Associate (Portage, MI) Oppenheimer Holdings Inc

Client Service Associate Raymond James Financial Inc

SALES AND CLIENT SERVICES ASSOCIATE Jeannie Cleaning

Client Experience Associate PNC Bank

Client Experience Associate The PNC Financial Services Group Inc

Client Service Representative VCA Animal Hospitals

Client Service Representative Pet Services of Michigan

Tax Senior Manager - Private Client Services Gpac

Client Support Associate FXS

Tax Senior, Private Client Services BDO USA PC

Tax Manager, Private Client Services BDO USA PC

Wealth Management Client Associate Bank of America Corp

Client Service Professional H&R Block Inc

Block Advisors Client Service Professional H&R Block

Tax Senior Manager, Private Client Services BDO USA PC

Similar Job Searches

See More Jobs

Stand out to leading employers.