- Meticulous handling of client service work and problem resolution
- Assist with client onboarding process and maintaining excellent relationships with clients
- Assist advisors in proactively communicating with clients
- Keep client records updated
- Meet continuing education requirements as needed
- At least five years of industry experience required
- Series 7 & 63/66 preferred
- Bachelor's degree preferred
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Servicing Associate
1 week ago
Sterling Bancorp Southfield, United StatesAbout Sterling Bank & Trust, FSB: Sterling Bank & Trust provides a comprehensive choice of banking solutions, innovative loan products, and outstanding personal service to individuals, professionals, businesses, and commercial customers as a trusted neighborhood bank. We're known ...
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Client Service Associate
2 weeks ago
LPL Financial Southfield, United States Full timeJob Overview: · The primary role of the Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks. The CSA helps the advisor maintain his or her practice and deliver positive resul ...
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Client Services Associate
3 weeks ago
Hirewell Birmingham, United StatesOur Client, headquartered in Birmingham, MI, is a private financial services firm established to support the investment and business endeavors of a prominent family. With over 30 years of strategic multi-generational investment management, Our Client provides best-in-class operat ...
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Customer Service Associate
3 days ago
Latitude & Co Farmington Hills, United States Full timeLatitude & CO is looking for Entry Level candidates for positions in Customer Service. Our Customer Service Associates are provided professional training to help ensure growth within our company. · RESPONSIBILITIES: · Assisting our clients in the RETENTION and ACQUISITION of cust ...
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Guest Service Associate
1 week ago
Busch's Farmington, United StatesStarting wage up to: $14.50/hr. w/experience · Calling all Foodies Don't romaine calm, Busch's is HIRING Do you love food, fun and people? Are you looking for growth, development and excellent wages? We could make the perfect pear · Our industry is ever changing and we are lookin ...
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Sales & Customer Service Associate
1 week ago
Massage Envy Birmingham, United StatesOverview: · Where Better Careers Begin · Massage Envy Birmingham Woodward Ave. Birmingham, MI 48009 · Do you have a passion for helping others? At the Massage Envy Birmingham franchise, we support and inspire you to be your best while we work together to help clients feel thei ...
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Sales & Customer Service Associate
3 weeks ago
Massage Envy Birmingham, United StatesOverview · Where Better Careers BeginMassage Envy Birmingham Woodward Ave. Birmingham, MI 48009 · Do you have a passion for helping others? At the Massage Envy Birmingham franchise, we support and inspire you to be your best while we work together to help clients feel their best ...
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Full Time Client Service Associate
3 weeks ago
Independent Bank Corporation Beverly Hills, United States Full timeBe Proud, Be You, Be Independent · Are you looking to progress your career as a banking professional? · At Independent Bank we promote a culture that encourages professional growth and embraces the collective sum of your individual differences, life experiences, knowledge, innova ...
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Environmental Services Associate II
5 days ago
Henry Ford Health System Bloomfield Hills, United States Part timeUnder the supervision of the Environmental Services Management Team, responsible for the cleanliness and servicing of assigned work areas, care of assigned equipment and economical and efficient use of all supplies. Responsible for performing a variety of custodial and nursing du ...
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Client Service Associate
2 weeks ago
NFP Royal Oak, United StatesWho We Are: · We're a seven-time Best Places to Work award winner in Business Insurance for who has earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine. We are also recognized as an Elite Agency award winner and named as a Top Employee ...
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Environmental Services Associate II
4 weeks ago
Henry Ford Health West Bloomfield Township, United States Full timeGENERAL SUMMARY: · Under the supervision of the Environmental Services Management Team, responsible for the cleanliness and servicing of assigned work areas, care of assigned equipment and economical and efficient use of all supplies. · Responsible for performing a variety of ...
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Client Service Associate
3 weeks ago
LPL Financial Southfield, United StatesAre you passionate about serving clients, adding value and improving processes/systems? Would you like to help people improve their financial wellbeing and build wealth for their future while growing financial advisors' businesses? Are you solution-oriented and passionate about d ...
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Guest Service Associate
2 days ago
Busch's Livonia, United States Full timeStarting wage up to: $15.00/hr. with experience · Calling all Foodies Don't romaine calm, Busch's is HIRING Do you love food, fun and people? Are you looking for growth, development and excellent wages? We could make the perfect pear · Our industry is ever changing and we are loo ...
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Client Service Associate
5 days ago
LPL Financial Southfield, United States Full timeAre you passionate about serving clients, adding value and improving processes/systems? Would you like to help people improve their financial wellbeing and build wealth for their future while growing financial advisors' businesses? Are you solution-oriented and passionate about d ...
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Customer Service Associate
3 weeks ago
Latitude & Co Southfield, United States Full time**_RESPONSIBILITIES_**_:_** · - Assisting our clients in the RETENTION and ACQUISITION of customers. · - Consult with various accounts to provide customer service and support. · - Work alongside our CUSTOMER SERVICE and CONSULTATIVE SALES team. · - Learn the business aspect of ru ...
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Customer Service Associate
4 weeks ago
Ozark CSCMP Dearborn, United StatesDetails Posted: 22-May-24 · Location: Dearborn, Michigan · Salary: Open · Internal Number: · Schedule: Wednesday - Saturday 8:00 pm to 6:00 am (10 hour shifts). · Position Summary: · A Penske Logistics Customer Service Associate monitors delivery schedules to assure timely d ...
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Customer Service Associate
2 weeks ago
Ozark CSCMP Dearborn, United StatesDetails Posted: 22-May-24 · Location: Dearborn, Michigan · Salary: Open · Internal Number: · Schedule: Monday - Friday 12:00 pm to 8:30 pm. · Position Summary: · A Penske Logistics Customer Service Associate monitors delivery schedules to assure timely delivery of materials ...
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Food Service Associate
2 weeks ago
Henry Ford College Dearborn, United StatesJob Description Summary · Henry Ford College presents an opportunity for three part-time 10-month Food Service Associates. · The part-time, 10-month Food Service Associate (FSA) is a member of the Skylight Café Team. This position is primarily responsible for working the deli ...
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Customer Service Associate
4 weeks ago
Penske Transportation Solutions Dearborn, United States Full timeResponsibilities · : · • Use TMS system to enter & process customer orders · • Work closely with common carriers to ensure on-time deliveries by checking shipment status daily and maintaining transportation relationships. · • Communicate with associates from other shifts · • Co ...
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Customer Service Associate
2 weeks ago
USLI Wayne, United States Part timeUSLI is seeking candidates to join our innovative and collaborative Instant Quote team, servicing incoming phone calls from brokers and agents. Candidates must be able to project the "USLI Experience" by providing excellent service and work effectively in a fast-paced environment ...
Client Service Associate - Bingham Farms, United States - Spartan Wealth Management
1 month ago
Description
Job Description
Job DescriptionJob Summary
Seeking an experienced Client Service Associate to work alongside senior financial advisor. Associate will be an integral part of client relationships and serve as an alternate contact to clients along with their advisor.
Duties and Responsibilities
Education and Experience