Client Associate - Grand Rapids

We are seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. · Assist Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written co ...

At Gallagher Benefit Services you're a trusted partner to organizations navigating some of their most important people decisions. · ...

Wealth and Investment Management is seeking a Client Associate as part of Wells Fargo Advisors. The role will assist Financial Advisor(s) with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspo ...

You're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. · ...

We are seeking a highly organized and detail-oriented Client Service Associate to provide exceptional support to two independent financial advisors. · Service daily client inquiries over the phone, online, and in-person. · Work both independently and within a dynamic team environ ...

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. · Assisting with account openings · Processing paperwork · Scheduling client meetings · ...

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. · Frequent custodian interaction & paperwork processing. · Process account openings, funding, deposit electronic checks, money move ...

· Company Description · Company Overview: Stifel is the largest subsidiary of Stifel Financial Corp. and is listed on the New York Stock Exchange (NYSE: SF). · Stifel Financial Corp offers securities-related financial services in the United States and Europe through its wholly o ...

· Description · At Hylant, we're passionate about developing the next generation of insurance professionals who will lead the industry. The Associate Client Executive (ACE) program is a unique opportunity to continue your insurance sales training and development journey in a sup ...

Wealth Management Client Associates help clients pursue their goals through a personal relationship with their advisory team committed to their needs. · ...

+ Working as part of a team under consistent supervision provides basic level technical support to members of the healthcare community + Technical Field Services GR Hospitals - Corporate + Grand Rapids · As a team member at Corewell Health you will play an essential role in deliv ...

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals companies and institutions. · ...

We are seeking a Client Service Associate to provide exceptional support to our financial advisors and collaborate closely with our Director of Client Engagement. · This client-facing role is essential to delivering outstanding experience through proactive communication, scheduli ...

Job Description Summary · HB Steele Interactive Financial Planning is seeking a highly organized and detail-oriented Client Service Associate to provide exceptional support to two independent financial advisors and collaborate closely with our Director of Client Engagement. This ...

We act as an advocate for employers and their employees with their health and health insurance benefits. As an Associate Wellness Client Manager, you will join a team that serves our corporate clients in the design, delivery, and evaluation of their employee wellness programs. · ...

We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. · ...

BluePearl Pet Hospital is currently seeking a new Client Service Supervisor · Are you a passionate leader who is ready to make a difference? · Do you have excellent time management, follow through and organizational skills? · Do you love building successful teams who provide pr ...

This job posting is anticipated to remain open for 30 days. Our registered branch associates create capacity for financial advisors by partnering together to serve existing clients at the direction of the financial advisor. · ...

This job posting is anticipated to remain open for 30 days, from 16-Jan-2026. The posting may close early due to the volume of applicants. · Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professio ...

Overview · At JCPenney Salon, our leaders are dedicated to guiding their teams to success by developing their stylists and delivering an exceptional client experience every day. As a behind the chair salon manager, you may work up to hours per week behind the chair (depending on ...