J.P. Morgan Wealth Management - Private Client Investment Associate - Bloomfield Hills, MI JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Bloomfield Hills, MIBloomfield Hills, MIFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
Client Experience Coach Sales United Wholesale Mortgage LLCClient Experience Coach SalesPontiac, MIThroughout our 600,000-square-foot campus, you'll meet with team members to coach them on UWM's best practices for processes, guidelines, and client service, and keep them accountable for any items that were presented in the coaching sessions. Free membership to our large, state-of-the-art fitness center, including exercise classes such as yoga and Zumba, various sports leagues and a full-size basketball court.
Client Relationship Representative (Universal Banker) First Merchants CorporationClient Relationship Representative (Universal Banker)Bloomfield Hills, MIResponsible for providing high quality customer service by accurately completing bank transactions and opening deposit accounts and processing loan applications while identifying and recommending products, services, and digital tools to meet the current and future financial needs of bank Clients. Accurately process everyday monetary transactions, including deposits, withdrawals, loan payments, check cashing, night deposits, cashier's checks, money orders, and change orders.
NewClient Relationship Analyst Morgan StanleyClient Relationship AnalystRochester, MichiganOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. • Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems.
Client Relationship Consultant Actalent IncClient Relationship ConsultantTroy, MI$100–$150 / hourQualified candidates will posses engineering, sales or executive level experience with a major automotive OEM who is able to bring strong industry credibility, trusted relationships, and a desire to support the growth of both onsite engineering services programs and project outsourcing engagements. This individual will partner internally with Actalent"s engineering leadership and business development leaders to develop and implement a new engineering sales strategy to target clients aligned to this consultant"s previous industry experience.
Client Manager JD PowerClient ManagerTroy, MichiganRemoteYou agree to the fact that to the extent necessary your personal data may be transferred and/or disclosed to any company within JD Power group of companies as well as to third parties acting on JD Power’s behalf, including also transfers to servers and databases outside the country where you provided JD Power with your personal data. This role is part of a team of the world-class automotive analysts, offering opportunities to consult with industry leaders and support decisions impacting millions of dollars in OEM profitability.
Client Manager – Employee Health & Benefits Marsh McLennanClient Manager – Employee Health & BenefitsTroy, MichiganAs a Client Manager, all work is initially closely reviewed with VP or SVPs / assigned Partners to ensure a high quality and timely work product which will eventually lead to significant independence. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh (NYSE: MRSH).
Senior Employee Benefits Client Account Manager Brown & Brown IncSenior Employee Benefits Client Account ManagerTroy, MIThe Senior Employee Benefits Client Account Manager is responsible for building and maintaining strong client relationships while supporting the delivery of high-quality service across an assigned book of Employee Benefits accounts. You will serve as a key point of contact for clients, support renewals and ongoing service needs, and partner closely with Producers and internal teammates.
Home Health Client Support Executive Optimal Care - EvergreenHome Health Client Support ExecutiveOakland, MI$80,000–$90,000 / yearYou'll develop and maintain strategic relationships, educate providers on our services, generate new referral opportunities, coordinate communication between referral sources and clinical teams, and execute territory growth strategies. As a Client Support Executive, you'll partner with physicians, hospitals, senior living communities, and other healthcare providers to grow referrals across our home health service line while serving as a trusted resource throughout the referral process.
J.P. Morgan Wealth Management - Private Client Advisor - Hartland, MI and Surrounding areas JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Hartland, MI and Surrounding areasHartland, MIUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Client Relationship Advisor Financial Services of AmericaClient Relationship AdvisorTroy, MichiganAt Financial Services of America (FSA) , we’re dedicated to helping clients retire with confidence by delivering personalized financial strategies through our proven CARES Planning Process . Meeting Preparation : Support advisor readiness by updating client records in our custom CRM (ACCESS), preparing financial reports, and organizing documentation for planning meetings.
J.P. Morgan Wealth Management - Private Client Investment Associate - Bloomfield Hills, MI JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Bloomfield Hills, MIBloomfield Hills, MIAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
Client Approval Specialist I United Wholesale MortgageClient Approval Specialist IPontiac, MichiganFull timeFree membership to our large, state-of-the-art fitness center, including exercise classes such as yoga and Zumba, various sports leagues and a full-size basketball court. Closely analyzing information and documents provided for completeness and determine if the client is eligible for approval/fit the UWM Business model.
Entry Level Client Review Specialist United Wholesale MortgageEntry Level Client Review SpecialistPontiac, MichiganFull timeFree membership to our large, state-of-the-art fitness center, including exercise classes such as yoga and Zumba, various sports leagues and a full-size basketball court. Closely analyzing information and documents provided for completeness and determine if the client is eligible for approval/fit the UWM Business model.
Client Experience Coach - Sales United Wholesale MortgageClient Experience Coach - SalesPontiac, MichiganFull timeThroughout our 600,000-square-foot campus, you’ll meet with team members to coach them on UWM’s best practices for processes, guidelines, and client service, and keep them accountable for any items that were presented in the coaching sessions. Free membership to our large, state-of-the-art fitness center, including exercise classes such as yoga and Zumba, various sports leagues and a full-size basketball court.
Senior Client Manager GallagherSenior Client ManagerBloomfield Hills, MichiganFull timeWhether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. As a Senior Client Manager in Employee Benefits, you’ll play a key role in delivering tailored solutions that make a real difference to our clients and their employees.
NewOnline Client Representative – Remote AO Globe LifeOnline Client Representative – RemotePontiac, MIRemoteFor more than 70 years, AO Globe Life has partnered with labor unions, credit unions, and veteran organizations to deliver supplemental benefits that help protect the financial futures of working families. AO Globe Life is expanding its fully remote, mission-driven team and hiring Remote Client Support Specialists to help families and individuals across the United States access essential supplemental benefit programs.
Client Service Coordinator - 000694 Banfield Pet HospitalClient Service Coordinator - 000694Rochester Hills, MI$16.16–$20.66 / hourHIRING QUALIFICATIONS / COMPETENCIESLeadership €¢ Customer Focus €¢ Peer Relationships €¢ Integrity & Trust €¢ Action Oriented €¢ Listening Functional €¢ Preventative care and OWPs €¢ Communication Skills €¢ Client Service Skills €¢ Priority Setting €¢ Time Management CAPABILITIES AND EXPERIENCE (CAN DO) Ability to multi-task- Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration. Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families.
Client Service Associate Raymond James Financial IncClient Service AssociateClarkston, MIThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.
NewClient Service Associate Edelman Financial EnginesClient Service AssociateTroy, MichiganRecognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30) 1 , we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2 . That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.