Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Services Coordinator for Financial Planning

$40k

Qualified Staffing

Qualified Staffing seeks a Client Services Coordinator in Brighton, MI. The role offers a $40K+ base, experience-based pay, and a Monday–Thursday 8:30 AM–5:30 PM schedule with Friday 8:30 AM–5:00 PM. Candidates must live within 30 minutes of Brighton to be considered. You will be the friendly first impression, handle calendars, prepare documents, and support advisors and attorneys. A strong background in financial services support and excellent client communication are essential. #J-18808-Ljbffr Qualified Staffing

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Services Coordinator for Financial Planning in Brighton, MI vacancy
  • Position: Client Services Coordinator Location: Brighton, MI Pay: 40K+ based on experience Schedule: Monday...  ...believes every appointment and every plan exists for one purpose: to give their...  ...must have a strong background in financials and financial planning. Key... 
    Suggested
    Work at office

    Qualified Staffing

    Brighton, MI
    2 days ago
  • The Client Success Manager is responsible for developing positive...  ...benefits and deliverables of our service are recognized and...  ...revenue from existing clients. Coordinates with sales and marketing teams...  ...key decision makers.Forming plans that create awareness of additional... 
    Suggested
    Full time

    Cass Information Systems, Inc

    Brighton, MI
    4 days ago
  •  ...Resorts in Wixom, MI is seeking a high-energy candidate to join our Boyne Rewards loyalty Program team, delivering exceptional guest service and helping guests create lasting memories. You will work with a CRM to manage customer needs, handle daily phone and email... 
    Suggested

    Boyne Resorts

    Wixom, MI
    1 day ago
  •  ...customers to support antenna requirements and grow the customer base. Based in Brighton, MI, you will manage the full sales cycle and coordinate with engineering and supply chain to deliver solutions. The ideal candidate holds a Bachelor’s degree (Mechanical Engineering... 
    Suggested

    Amphenol

    Brighton, MI
    4 days ago
  •  ...provide a solution. Responsible for meeting project milestones on schedule. Provide account updates, forecasts, and business plans. Coordinate, track, and deliver engineering samples to customers. Interface with customers to develop ongoing business relationships and... 
    Suggested
    Work experience placement
    Local area

    Amphenol

    Brighton, MI
    4 days ago
  •  ...to understand their needs, develop solutions, submit proposals, negotiate contracts and close business. Coordinate with customers and internal teams to plan and launch new solutions. Set clear implementation expectations and monitor account health, KPIs, revenue... 
    Contract work

    J.B. Hunt

    Milford, MI
    14 days ago
  •  ...relationships in an assigned market. You will offer a full range of loan, deposit, and non-credit services to current and prospective business members, and refer personal financial needs to the appropriate Relationship Manager. You will interview applicants, develop... 

    Lake Trust Credit Union

    Brighton, MI
    4 days ago
  •  ...strategic lead for assigned clients, owning the roadmap,...  ...digital marketing and creative services firm based in Brighton,...  ...scope Cross- Departmental Coordination Brief execution teams clearly...  ...401(k) with a 3% match Financial wellness planning program Paid maternity... 
    Work from home

    Wayne Media Group

    Brighton, MI
    1 day ago
  • Hospice Account Executive At Elara Caring, we have a unique opportunity to play a huge role in the growth of an entire home care industry. Here, each employee has the chance to make a real difference by carrying out our mission every day. Join our elite team of healthcare...
    Full time

    Elara Caring

    Brighton, MI
    2 days ago
  •  ...role combines front desk duties with light administrative tasks to keep the office running smoothly. You will collect patient demographics, verify insurance, schedule appointments, and assist with financial explanations. #J-18808-Ljbffr Root-Canal-Specialty-Associates
    Full time
    Work at office

    Root-Canal-Specialty-Associates

    Brighton, MI
    1 day ago
  •  ...in revenue, ensuring customer retention through excellent service and accurate client information maintenance. You will mentor junior team members...  ...communication skills. Benefits include comprehensive health plans and flexible work arrangements. #J-18808-Ljbffr HUB... 
    Flexible hours

    HUB International

    Brighton, MI
    12 hours ago
  •  ...relationships. This may include work in outside sales visiting clients for business development purposes as well as inside sales functions...  ...years of previous AV & Lighting Production sales and customer service or comparable years in upwardly mobile positions, a substantial... 
    Full time
    Temporary work
    Casual work
    Work at office
    Local area
    Immediate start
    Night shift

    4wall Entertainment

    New Hudson, MI
    11 days ago
  • Personal Lines Account Manager Seeking a dedicated and detail-oriented Personal Lines Account Manager to join an established independent insurance agency. This position offers an excellent opportunity for individuals looking to start or advance their careers in the ...

    The Jonus Group

    Brighton, MI
    2 days ago
  •  ..., Materials Pricing Programs Maintain service parts pricing Identify and effectively...  ...the development and implementation of APQP plans and feasibility discussions Work with...  ...records, as needed Handle all financial open issues such as piece price and tooling... 
    Worldwide
    Overseas

    Minth North America

    Wixom, MI
    12 hours ago
  •  ...accurate and on time. Maintain pricing, commercial documents and service parts pricing for assigned accounts. Follow up on piece...  ...Research market pricing and support cost-savings and budget/forecast planning. Work with the Minth Global team, including Minth Overseas,... 
    Full time
    Work experience placement
    Work at office
    Local area
    Worldwide
    Overseas
    Flexible hours
    Night shift

    Minth North America

    Wixom, MI
    4 days ago
  •  ...A Restaurant Supervisor will assist in the planning and management at Potbelly - Brighton in order...  ...to achieve customer satisfaction, quality service, compliance with store policies all while meeting and/or exceeding financial goals. Applicants for this role should have... 
    Full time
    Part time
    Currently hiring
    Immediate start
    Shift work

    Potbelly - Brighton

    Brighton, MI
    1 day ago
  • Minth North America, Inc. in Wixom, Michigan, seeks an Account Manager to be the day-to-day voice for Hyundai and Kia programs, manage quotes, pricing, and customer communication, and collaborate with Program Management, Engineering and plants. You will track RFQs, maintain...

    Minth North America, Inc.

    Wixom, MI
    22 hours ago
  •  ...assessing vehicle damage, documenting repairs, and coordinating with customers and insurance providers...  ...KPIs, ensuring accurate communication and efficient repair planning across all touchpoints in our collision and glass services. #J-18808-Ljbffr Boyd Group Services

    Boyd Group Services

    Brighton, MI
    12 hours ago
  • $50k - $75k

     ...our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive...  ...located in Brighton, MI and help customers with their insurance and financial services needs, including:Auto insuranceHome insuranceLife... 
    For contractors

    Barb Vogelheim - State Farm Agent

    Brighton, MI
    2 days ago
  •  ...the risks of everyday life, recover from the unexpected and realize their dreams.We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, and Health Insurance.Our office is located... 
    For contractors
    Work at office
    Weekend work
    Afternoon shift

    Aaron Daavettila - State Farm Agent

    Brighton, MI
    2 days ago
  •  ...role focuses on consultative sales to identify and meet customer financial needs, with duties including teller processing and platform...  ...emphasizes cross-selling, building relationships with customers and partners, and achieving service #J-18808-Ljbffr Fifth Third Bank, N.A.

    Fifth Third Bank, N.A.

    Brighton, MI
    12 hours ago
  •  ...cash flow conversations with clients and prospects. Additionally,...  ...Manufacturing, Professional Services, Wholesale and Women in Business...  ..., pension and stock purchase plans; dependent care reimbursement...  ...robust wellness program with financial incentives. In addition, PNC... 
    Full time
    Temporary work
    Part time
    Work at office

    PNC

    Howell, MI
    22 hours ago
  •  ...maintain exterior grounds/curb appeal clean and free of debris. Experience Successful candidates come from a variety of customer service centered sales environments including retail, restaurant, fast food or other service-based companies. Transportation Our employees... 

    Public Storage

    South Lyon, MI
    3 days ago
  •  ...relationships. This may include work in outside sales visiting clients for business development purposes as well as inside sales functions...  ...candidate will have 3-5 years of previous sales and customer service or comparable years in upwardly mobile positions, a substantial... 
    Full time
    Local area

    Detroit Institute of Arts

    New Hudson, MI
    2 days ago
  •  ...relationships. This may include work in outside sales visiting clients for business development purposes as well as inside sales functions...  ...years of previous AV & Lighting Production sales and customer service or comparable years in upwardly mobile positions, a substantial... 
    Full time
    Temporary work
    Casual work
    Work at office
    Local area
    Immediate start
    Night shift

    4Wall Entertainment

    New Hudson, MI
    1 day ago
  • $16 - $35 per hour

     ...desk operations and ensure guests receive excellent customer service throughout their stay. The Front Desk Supervisor assists with...  ...when necessary, monitoring room availability and reservations, coordinating with housekeeping and maintenance to ensure rooms are ready, and... 
    Hourly pay
    Full time
    Shift work
    Night shift
    Afternoon shift

    Hilton

    South Lyon, MI
    2 days ago
  •  ...Coordinate domestic and international business travel, including flights, hotels, rental vehicles, and complex itineraries. Manage international...  ...and negotiations with travel-related vendors. Evaluate travel services, technology, and processes to identify cost savings and... 
    Work at office

    Aegis Worldwide

    Wixom, MI
    3 days ago
  • Potbelly - Brighton is looking for a full time or part time Store Supervisor for our location in Brighton, MI. As a Store Manager, you will assist the General Manager in managing the operations and staff on a day to day basis, including the execution of all company policies...
    Full time
    Part time
    Local area
    Immediate start

    Potbelly - Brighton

    Brighton, MI
    1 day ago
  • US Oral Surgery Management is seeking a Front Desk Office Coordinator for our Hartland, MI location. The role focuses on patient interactions, appointment scheduling, and administrative support to ensure efficient office operations and high-quality patient care. The position... 
    Work at office

    U.S. Oral Surgery Management

    Hartland, MI
    6 days ago
  • Front Desk Medical Coordinator At RestorixHealth, our mission is simple…to restore health and...  ...with wounds. We are seeking a customer service driven Front Desk Medical Coordinator...  ...Critical Illness and Hospital Indemnity Plans Employee Assistance Program Pet Care Discount... 
    Full time
    Temporary work
    Work at office
    Monday to Friday
    Flexible hours

    RestorixHealth

    South Lyon, MI
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Services Coordinator for Financial Planning. Be the first to apply!