Client Associate jobs in Michigan
Recently Added Client Associate jobs
Full Time Sales Associate & Customer Service Representative
- Innovative Client Connections
-
Zeeland, MI
FULL_TIME
- Job DescriptionWe are looking to hire full time entry level sales associates and customer service representatives. This position offers rapid growth with most candidates advancing to management immediately after training.Though experience in the industry is a plus, none is required for this position - all training is provided.We thoroughly train our team from the ground up, offering a 6-8 month professional business management training program. On-site workshops and one-on-one mentoring with our experienced core leaders will help you develop essential skills to thrive and succeed in a burgeoning industry. Ideal candidates must be fun, enthusiastic, willing to learn, and versatile. Excellent communications skills are a must. *Please note this position is for IMMEDIATE HIREQualifications* Attends high volume customer inquires by answering product and service questions; providing information about products and services.* Resolves product or service issues by clarifying the customer's complaint; expediting correction or adjustment; following up to ensure resolution.* Maintains and updates customer account information.* Prepares daily reports for the management.* Highly organized and follow up skills to ensure good customer service experience.Additional InformationAll your information will be kept confidential according to EEO guidelines.
- 1 Month Ago
Client Associate
- Mark Aho Financial Group
-
Marquette, MI
FULL_TIME
- Mark Aho Financial Group seeks a highly motivated Client Associate in Marquette, Michigan. As a Client Associate, you will provide exceptional customer service to current and prospective clients in-pe...
- 24 Days Ago
Palliative care
- HealthEcareers - Client
-
Livonia, MI
FULL_TIME
- Trinity Health IHA Medical Group has an excellent full-time employment opportunity for a Board Certified or Board Eligible Palliative Care physician to join our team located in Livonia, Michigan. Our ...
- 21 Days Ago
Wealth Management Client Associate
- Bank of America
-
Bloomfield, MI
FULL_TIME
- Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
- 17 Days Ago
Client Service Associate - Registered
- Stifel
-
Grand Rapids, MI
FULL_TIME
- Summary A highly successful, leading edge, and fun private wealth advisory practice is seeking a Client Service Associate to join our team in Grand Rapids, MI.If you love people, thrive on bringing or...
- 18 Days Ago
Wealth Management Client Associate
- OneTen
-
Bloomfield, MI
FULL_TIME
- Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one o...
- 21 Days Ago
Client Associate jobs at Popular Companies
Senior Client Associate
- Ascendo Resources
-
Miami, FL
- We are seeking an individual with experience servicing HNW and UHNW individuals in the wealth management space to join a...
- 4/25/2024 12:00:00 AM
Client Associate 2
- Epsilon
-
Chicago, IL
- Job Description The Client Associate will grow a current book of business. They will identify, influence, present, close...
- 4/24/2024 12:00:00 AM
Client Associate
- Russell Tobin
-
Memphis, TN
- Client Associate Location: Memphis, TN Salary: $60,000 - $90,000 A leading financial institution is looking to hire a Cl...
- 4/24/2024 12:00:00 AM
Senior Client Associate - Data Sales
- Epsilon
-
Troy, MI
- Job Description About the Role: In this role, you will leverage your data expertise to help automotive manufacturers (OE...
- 4/24/2024 12:00:00 AM
Client Associate 2
- Epsilon
-
Chicago, IL
- Job Description The Client Associate will grow a current book of business. They will identify, influence, present, close...
- 4/23/2024 12:00:00 AM
Senior Client Associate
- Epsilon
-
Chicago, IL
- Job Description The Sr Client Associate will grow a current book of business. They will identify, influence, present, cl...
- 4/23/2024 12:00:00 AM
Client Associate
- Confidential
-
Weston, MA
- Our client is a wealth management firm dedicated to providing comprehensive financial planning and investment management...
- 4/23/2024 12:00:00 AM
Senior Client Associate - Data Sales
- Epsilon
-
Chicago, IL
- Job Description About the Role: In this role, you will leverage your data expertise to help automotive manufacturers (OE...
- 4/21/2024 12:00:00 AM
About Michigan
Michigan consists of two peninsulas that lie between 82°30' to about 90°30' west longitude, and are separated by the Straits of Mackinac. The 45th parallel north runs through the state—marked by highway signs and the Polar-Equator Trail—along a line including Mission Point Light near Traverse City, the towns of Gaylord and Alpena in the Lower Peninsula and Menominee in the Upper Peninsula. With the exception of two small areas that are drained by the Mississippi River by way of the Wisconsin River in the Upper Peninsula and by way of the Kankakee-Illinois River in the Lower Peninsula, Michigan...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Associate jobs
$52,339 to $68,625
Most Popular Cities in Michigan for Client Associate Jobs
What does a Client Associate do?
Client Associate
Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.
May 18, 2023
Demonstrate service delivery excellence by fielding client calls, supporting product transactions, answering questions and finding resolutions to service related issues.
May 06, 2023
Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
May 02, 2023
Understand client issues, be responsible for providing timely follow-up to clients and be accountable for client satisfaction through the ownership of the problem.
April 24, 2023
Works within matrix cross-functional teams to sustain and improve internal processes and procedures.
April 17, 2023
Manages a large amount of inbound calls or chats in a timely manner related to at least five major areas of the eMoney platform.
April 05, 2023
Build solid working relationships with team members, acting as a resource for others whenever possible.
March 03, 2023
Actively supports our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions.
January 22, 2023
Monitors and proactively communicates on-going issues that impact customer satisfaction and helps ensure timely resolution.
November 22, 2022
Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, and client-specific requests at various custodians (.
October 26, 2022