- Morgan Stanley (Traverse City, MI)
- …to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate **Location:** *Michigan-Traverse City* ... *POSITION SUMMARY* Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s)… more
- Raymond James Financial, Inc. (Petoskey, MI)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… more
- Public Consulting Group (Lansing, MI)
- …across the public sector. To learn more, visit www.publicconsultinggroup.com . ** Client Success Partner - EDPlan Innovations** Client Success Partners ... of the EDPlan Innovations Team. This position will be responsible for engaging client stakeholders for EDPlan Innovation projects. Client Success Partners are… more
- Public Consulting Group (Lansing, MI)
- …the delivery of health-related services by helping schools access critical Medicaid reimbursement. Client Success Partners (CSP) are key members of the Client ... program returns. This role must effectively integrate capabilities in client management and project management, collaborating with Operations, Product, Program… more
- Public Consulting Group (Lansing, MI)
- …Equitable Education + Recovery Services **Duties and Responsibilities** + Supports customer service and operations for clients: + initiative planning and ongoing ... client relationship management + collaborate with external vendors, external...union, or domestic partnership status, past or present military service , citizenship status, family medical history or genetic information,… more
- Banfield Pet Hospital (Traverse City, MI)
- …supervision of the paraprofessional team to ensure quality medical care, exceptional client service , associate engagement and maximum productivity. Provide ... professional, efficient and exceptional client service (lead by example), ensuring all...to use a keyboard, operate equipment and read information. Associate is routinely exposed to a variety of pets… more
- Kestra Financial (Novi, MI)
- The Wealth Associate position is a client service position who reports to the Wealth Advisor and is critical to leveraging Advisors' time. This position ... provides excellent client service and problem-solving skills to confidently...in a professional environment. + High School Diploma or Associate 's degree required; Bachelor's Degree preferred. + Previous experience… more
- Bank of America (Dearborn, MI)
- Wealth Management Client Associate Dearborn, Michigan **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- KPMG (Detroit, MI)
- **Business Title:** Senior Associate , Client and Engagement Acceptance **Requisition Number:** 119383 - 44 **Function:** Business Support Services **Area of ... join our team. KPMG is currently seeking a Senior Associate , Client and Engagement Acceptance to join...interactions + Engage with stakeholders with respect to delivery, service line agreements (SLAs), escalating expedited requests + Use… more
- Wells Fargo (Traverse City, MI)
- **About this role:** Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our ... + Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to listen to customer needs and recommend… more
- Plante Moran (Southfield, MI)
- …to client information + Client Services Administration + Deliver superior client service + Serve as a liaison between internal staff, custodian, and ... Wealth Management Operations - Client Services Associate + Location: United...and follow up on alerts + Identify and communicate client service opportunities to internal professionals +… more
- NTT America Solutions, Inc. (MI)
- …+ Adheres to pre-defined departmental objectives and metrics to provide high level of client service . + Performs other tasks as assigned. + Regular, predictable ... + Possess excellent verbal and written communication skills + Possess excellent client service skills + Ability to Present Weekly, Monthly and Quarterly up to… more
- Help at Home (Dearborn, MI)
- …comfortably and safely within their homes and communities. **Job Summary:** The Intake Client Associate will be responsible for educating referral sources on ... to prospective clients across an assigned market. The Intake Client Associate will expand the Help at...(1) to two (2) years in sales or customer service ; experience in healthcare sales preferred. + Medicaid, Waiver… more
- Publicis Groupe (Birmingham, MI)
- …to Be Better, Be Curious, Be Open & Be Bold. **Overview** **Our Client Operations Department** manages client -specific operational tasks across virtually every ... Preparing billing and budget documents + Answering internal & client questions related to media billing and budgets +...building relationships - a creative problem solver, a customer service expert, a great team player. + A strong… more
- Banfield Pet Hospital (Livonia, MI)
- SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity ... Oriented Listening Functional Preventative care and OWPs Position Description Client Service Coordinator - Job Description.docx 2...Job Description.docx 3 of 3 Last Revised: 08/20/2013 JP Associate is routinely exposed to a variety of pets… more
- The ODP Corporation (Northville, MI)
- …and merchandising standards, freight, and logistics activities, and prioritizing unparalleled client satisfaction. The Store Associate will support a ... Store Associate should be passionate about sales, delivering exceptional service , and driving operational excellence. The essential functions of this position… more
- Raymond James Financial, Inc. (Southfield, MI)
- …* High School Diploma or equivalent and one (1) to three (3) years client service experience. ~or~ * An equivalent combination of experience, education, and/or ... as the point of contact to Raymond James clients. Associate will provide accurate and timely answers regarding the... will provide accurate and timely answers regarding the client 's accounts as well as research and resolve issues.… more
- VCA Animal Hospitals (Kalamazoo, MI)
- …and specialty practice, located in Portage, MI. We are seeking an **Experienced Client Service Representative** to join our team Full-time. Are you searching ... your career, your happiness, and the patients you serve. ** Client Service Representative Duties:** + Customer ...to hearing from you!** If you are a current associate , you need to apply through our internal career… more
- Grant Thornton (Southfield, MI)
- …+ Desire to pursue applicable professional certification as outlined above + Exceptional client service and communication skills with a demonstrated ability to ... skills across our various Risk solutions. As a Risk Associate you will have opportunities to build client...new technologies to collaborate with team members and enhance service delivery + Utilizing various data collection techniques, selecting… more
- KPMG (Detroit, MI)
- **Business Title:** Audit Associate , Japanese Practice | Multiple Locations Summer/Fall 2025 **Requisition Number:** 118178 - 44 **Function:** Audit **Area of ... about your future as we are, join our team. KPMG is currently seeking an Audit Associate to join our Audit Services team. Responsibilities: + Work as part of a team… more