- Bank of America (Ann Arbor, MI)
- Wealth Management Client Associate Ann Arbor, Michigan **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... need increases, while leading with a client first mindset **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue … 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 provide information...and E-Money) + Other responsibilities as assigned by the Wealth Advisor and Director of Operations. Knowledge, Skills, and/or… more
- Equitable (Troy, MI)
- Wealth Management Associate - MI, Troy (5047) ( 230000KK ) **Primary Location** : UNITED STATES-MI-Troy **Organization** : Equitable Advisors **Description** ... **Equitable Advisors** is a respected wealth management firm with a proven track...you with the skills and tools needed for success: client relationship management , product knowledge, market development,… more
- CH Robinson (Southfield, MI)
- CH Robinson is seeking an ** Associate Customs Entry Writer** to join our Global Forwarding division. As a key player on our customs team, you'll navigate the ... intricacies of the customs process, gaining mastery in client specifications and understanding the pivotal role of a...customer service skills, master the art of precise data management , and deepen your regulatory knowledge. If you are… more
- HUB International (Farmington Hills, 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