- Bank of America (Grand Rapids, MI)
- Wealth Management Client Associate Grand Rapids, Michigan **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- Wells Fargo (Grand Rapids, MI)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes + Schedule and… more
- HUB International (Grand Rapids, MI)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 17,000 employees in over ... You Come In** Lead the customer service function and client segment strategy for your book, retain clients and...highlights our value + Lead the remarket process with Associate Account Managers as necessary + Notify Channel Leader… more
- HUB International (Grand Rapids, MI)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 16,000 employees in over ... be responsible to retain our clients through customer service and maintaining accurate client information in our systems. You will work in a collaborative team… more
- HUB International (Grand Rapids, MI)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in over ... of small business accounts. + Mentor, support and train Associate Account Managers and Team Assistants as necessary. +...by account team and\or Team Leader. + Maintain accurate client information in account management systems as… more