Client Service - Bloomfield Hills

Famiglia Wealth is seeking a Client Service & Operations Specialist to support the operational backbone of our firm. This role involves managing account openings, transfers, and ongoing maintenance workflows. The ideal candidate will have 3+ years of experience in wealth manageme ...

We are seeking a Client Service & Operations Specialist to support the operational backbone of our firm. This role involves managing account openings, transfers and ongoing maintenance workflows, coordinating with custodians and internal teams to track status and resolve issues, ...

We help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead and innovate.You'll be backed by our digital ecosystem: client-centric suite of consulting tools making it easier for you to meet your clients where they wa ...

We are looking for a first-class Client Service Specialist that is excited to contribute to a successful Registered Investment Advisory (RIA) firm. · The ideal professional will be interested in starting or building on their financial industry experience by assisting advisors wit ...

Responsible to provide internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account, interfaces with clients and carriers, maintains records, and performs other general administrative duties. · ...

This role involves providing internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account, interfaces with clients and carriers, · maintains records, and performs other general administrative duties.Provides ...

We help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead and innovate. · ...

Our client is seeking a Client Service Associate to join their team in Bloomfield Hill, Michigan. · Provide daily interaction and direct support to Financial Advisor(s) · ...

We are seeking a Client Service Associate to join our high-functioning team. The CSA is responsible for providing excellent client service and supporting our Financial Advisors. · Ensure client needs are promptly and accurately addressed/answered with professionalism through tele ...

We help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they ...

+ Provides internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account; interfaces with clients and carriers; maintains records; performs other general administrative duties. · + Collaborates with the Clien ...

We are looking for a first-class Client Service Specialist that is excited to contribute to a successful Registered Investment Advisory (RIA) firm. · The ideal professional will be interested in starting or building on their financial industry experience by assisting advisors wit ...

Provides internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account, interfaces with clients and carriers, maintains records, and performs other general administrative duties. · ...

Join the dominant force in healthcare consulting as a Client Service Coordinator. · ...

This is a full-time on-site role for a Senior Client Service Associate located in Bloomfield Hills MI managing client relationships ensuring client satisfaction serving as the primary point of contact for addressing client inquiries · Responsibilities include providing exceptiona ...

Responsible for external support to clients for an assigned book of business ensuring service levels produce a positive experience for clients resulting in client retention while building long term relationships with our clients. In This Opportunity You'll Execute On: · ...

The Client Service Associate will begin their client service insurance brokerage training and development journey in Hylant's Foundations Training & Development Program. · This program offers a robust curriculum of foundational insurance learning experiences, · knowledge and skil ...

The Client Service Specialist is responsible for providing a consistent level of service and support to identified clients and teams. · In This Role You Will Execute On:Respond to and appropriately document routine client inquiries; · Process daily service needs such as change re ...

Oswald Companies seeks goal-driven professionals ready to take their career to the next level.Responsible to provide internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account, interfaces with clients and ...

Enhance the client experience by providing support to the internal team. · Grow and develop knowledge in insurance as well as Hylant's servicing tools and processes to obtain Life & Health Insurance License. · Cross train to support all benefit functions (implementation, advocacy ...