Client Services Associate for Financial Advisors
Raymond James
Raymond James is seeking a dynamic Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. The role requires strong organization, communication across multiple platforms, and the ability to manage multiple tasks with shifting priorities in a fast-paced environment. You will support client onboarding, prepare reports, and assist with marketing events while ensuring compliance and accuracy in all paperwork and transactions. #J-18808-Ljbffr Raymond James
- ...Raymond James Client Service Associate Celebrating more than 60 years of rich history and recognition... ...for service and excellence in the Financial Services industry, Raymond James is... ...administrative support to Financial Advisors, their prospective and existing clients...SuggestedWork experience placementWork at office
- United Shore Financial Services LLC in Pontiac, Michigan, is seeking a Building Support Specialist responsible for campus needs, providing elite client service with a strong sense of urgency. This role requires 100% onsite attendance with various shifts available. Responsibilities...SuggestedShift work
$17 - $22.55 per hour
...Branch Banking Client Consultant I Location: Clarkston, MI 48346 The Branch Banking... ...Consultant I delivers front-line client service and transactional support by welcoming... ...needs, and performing teller functions and financial transactions in an accurate, efficient,...SuggestedLocal area- ...relationships with both consumer and business clients. Personal Bankers demonstrate a genuine... ...and ask questions to understand financial needs and priorities. Personal Bankers will... ...come through by recommending products, services and processing all transaction types. Personal...SuggestedTemporary workWork at office
- Genisys Credit Union in Michigan is seeking a Full Time Floating Financial Services Representative to serve members across multiple Genisys locations, primarily in Oakland and Macomb counties. You will perform teller functions, provide diverse member services, and cross...SuggestedFull time
- Genisys Credit Union in Pontiac is seeking a Part-Time Financial Services Representative to serve members at the front line. You will handle teller transactions, cross-sell products, and promote services while upholding credit union standards. The role focuses on accurate...Part time
- ...Job Description Job Description Description: General Summary of Duties Provides quality service to internal and external members’ in-person and over the telephone. Performs all duties assigned to the teller and member services areas according to established policies...Second jobWork at officeImmediate startNight shift
- ...emission control technologies, and energy services to industries in 19 states. But we’... ...work to ensure achievement of metrics, client services, and fulfillment of equipment... ...facilities, fleet, or supply chain). OR Associate’s degree in business, supply chain/...For contractorsShift work
$18 per hour
Michigan State University Federal Credit Union is looking for a Financial Services Specialist to deliver personalized service and enhance member experience. The role involves working onsite at the Sashabaw and Ortonville Branches, engaging with members to understand their...$15 per hour
...Schools is where you want to be! Aqua Tots is looking for a Guest Service Associate. Must be friendly, able to multitask, work with a team, work... ...or Sunday) Ability to effectively sell our swim program to clients Maintain a clean, organized, and safe work area...Hourly payWeekly payPart timeSeasonal workImmediate startFlexible hoursShift workNight shift- ...Job TitleOutside Services AttendantJob DescriptionReady to join a dynamic company in the hospitality and service industry where people help drive the success of the business? Since its inception in 1957, Invited has operated with the central purpose of building relationships...Full timePart timeWeekend work
- ...A Customer Service Representative has the responsibility to greet executive travelers and aircraft crew members with Ritz Carlton-like enthusiasm and to ensure an outstanding experience by providing customer service at the highest levels from Pentastar Aviation’s Executive...Flexible hoursAfternoon shift
- ...J.P. Morgan Chase in Waterford Charter Township, MI, is seeking a Private Client Advisor to provide financial planning and advice to individuals and families. You will support clients at all wealth levels, delivering personalized investment solutions. Responsibilities...
- Join the Team at Lunghamer Buick GMC Service Advisor Opportunity | Waterford, MI At Lunghamer Automotive Group, we believe the customer experience matters just as much as the repair itself. We are looking for a motivated, professional, and customer-focused Service Advisor...Full time
- ...languages (Java, C#, Python preferred) Prior background in application development, including: Compiled code Web applications / services Mobile app development Knowledge of security frameworks and standards: NIST, ISO 27001 NIST SSDF or similar...Shift work
- ...mortgage provider in Pontiac is looking for a Building Support Specialist to support campus needs with a strong sense of urgency and client service. You will monitor supply levels, assist in corporate events, and handle mail services. Ideal candidates must have a high school...
- ...Patrons can pop in for house-roasted and brewed pour-over coffee, pastries and juices while others saddle up to the bar for full kitchen service, drinks and margarita sloshies. The main restaurant dining room offers table, booth or counter seating for full lunch and dinner...Contract workWeekend workAfternoon shift
- ...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, Retirement Planning, Business Insurance, College Planning, Health...For contractorsWork at officeWeekend work
$50k - $75k
...ROLE DESCRIPTION: As a Customer Service Manager - State Farm Agent Team Member with... ...you will generate the kind of exceptional client experiences that reinforce the growth of... ...help customers with their insurance and financial services needs, including Auto Insurance...For contractorsWork at officeFlexible hoursWeekend work$15 per hour
...computer skills Focused and organized Detail-oriented Financial management skills Strong problem-solving skills Able to... ...appropriate housing Coordinate medical care Enroll clients in qualified supportive services Pay bills Maintain government benefits and health insurance...Flexible hours- Bankers Life is seeking motivated individuals in Michigan to start a career in insurance and financial services. You will work one-on-one with clients to tailor life and health solutions while building lasting relationships and a rewarding professional path. The role emphasizes...Traineeship
- MSU Federal Credit Union is seeking a Financial Services Specialist to provide superior member experiences and tailored financial guidance at our Sashabaw and Ortonville branches in Michigan. The role emphasizes cross-selling products, delivering education, and maintaining...Full time
- ...nation's largest and most innovative car wash brand. Our team members make a difference every day by delivering exceptional customer service. Our team is the heart and face of our brand, delivering the care, connection, and exceptional customer support that defines...Daily paidShift work
- ...Specialist LOCATION : On-site in Pontiac, MI SCHEDULE : Full-time, Monday-Friday, 8-hour shift This is an entry-level client service-based opportunity designed for individuals who are eager to begin their career, develop new skills, and contribute to a...Full timeContract workWork at officeMonday to FridayShift work
- ...Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: Assist customers with questions and recommendations Manage...Contract workPart timeLocal area
$10 per hour
...led multi-shop operator (MSO) of high-quality collision repair service in the U.S. The company, which also operates the growing Crash... ...and administrative support to the General Managers and Service Advisors. Handle receivables, payables, entry of information into the...Full timeRemote work- ...best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help... ...and prioritization assistance with Account Associates, as well as reviewing and managing the overall...Work at officeImmediate startFlexible hours
- ...Customer Service Representative The Customer Service Representative ensures customer satisfaction through effective service, strong... ...environment. A high school diploma or equivalent is required. Associate's or bachelor's degree in communications or business management...Bi-weekly payWeekly payTemporary workWork at officeFlexible hours
- Your Impact at Lowe's As a Lowe's Merchandising Services Associate, you are a key connection point between Merchandising and Store Operations... ...Lowe's tuition assistance program. Take charge of your financial future with a company-matching 401(k) and optional Employee...Full timePart timeLocal areaFlexible hoursShift workWeekend workWeekday work
- ...able to become and/or receive additional approvals with us as a client. Daily interactions with a mix of internal and external clients... ...HAVE QUALIFICATIONS ~1-2 years experience with Elite Client Service ~ Strong analytical and problem solving skills ~ Excellent...Full timeContract workWork at office
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