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Client Service Associate Jobs in Michigan

9 jobs

As a Private Client Investment Associate, you will provide client service, operational, marketing, and administrative support to primarily Private Client Advisor(s) within Chase Wealth Management. Key responsibilities include: * Supporting the Advisor(s) by building and maintaining client relationships and assisting the Advisor(s) with ongoing financial planning for clients and referral source m...
Job Summary: Under general supervision, uses advanced skills gained through training and experience to provide pro-active support to financial advisors and assist with efficient, quality client service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform other work with substantial variety and complexity requiring limited decision making ...
Job Description: Wells Fargo Financial Network, one of the nation's largest and most well-known financial planning firms, is currently seeking a Financial Associate for our Birmingham, MI location. We help high net worth and ultra high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed to them. Responsib...
Job Summary: Under limited supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision making responsibility. Routine contact with internal and e...
POSITION SUMMARY: Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial Advisors. Learn the business and products in order to assist Financial Advisors. Clerical duties such as: handling telephones, mailing, filing and processing forms. Knowledge, Skills, and Abilities Excellent written and verbal communication skills. Str...
Client Service Associate - 25652 Description Arthur J. Gallagher & Co., one of the world's largest insurance brokers, provides a full range of retail and wholesale property/casualty (P/C) brokerage and alternative risk transfer services globally, as well as employee benefit brokerage, consulting, and actuarial services in the United States. We also offer claims and information management, risk c...
Job Description: Job Description:Client Service Associate for an Independent Financial Planning FirmJOB PURPOSEThe Registered Client Service Associate supports the business operations for the Financial Advisors. This position is not limited to handling and/or addressing all the client's operational and administrative needs.EXPERIENCE AND KNOWLEDGE REQUIRED:Experience & interest with investments &...
POSITION SUMMARY: Assist Financial Advisors in all phases of financial service while promoting client satisfaction by responding in a timely manner to Financial Advisor and client requests. DUT I E S and RESPONSIBILITIES: · Assist branch operations with customer/client resolution. Facilitate trades in Financial Advisor’s absence. · Role model for Client Service Associates · Perform general cl...
Senior Registered Associate Job Number: 3073371 Posting Date : Jun 24, 2016 Primary Location : Americas-United States of America-Michigan-Farmington Hills Education Level: Refer to Position Description Job : Wealth Management Employment Type: Full Time Job Level: Non-Exempt Description POSITION SUMMARY: Assist Financial Advisors in all phases of financial service while promoting clie...