Client Services Specialist - Financial Accounts & Relationships
$55k - $75kRichard W. Paul & Associates, LLC
Richard W. Paul & Associates, LLC in Novi, MI, is seeking a Client Service Specialist to enhance client experience by managing service requests and providing operational support. The ideal candidate will focus on relationship building, demonstrate strong proficiency in Microsoft Suite, and have a detail-oriented work ethic. With a salary range of $55k - $75k annually based on experience, this role offers health insurance, a 401(k) matching plan, and paid time off. In-office schedule is Monday to Friday from 9am to 5pm. #J-18808-Ljbffr Richard W. Paul & Associates, LLC
$70k - $85k
...genuinely enjoys getting to know clients, staying on top of every... ...for. Who We Are At The Financial Center, we provide comprehensive financial services with a focus on real relationships and long-term trust. We're... ...Monitoring client accounts and proactively flagging anything...FinancialAccounts$55k - $75k
...& Associates , a leading financial services firm based in Novi, MI , is seeking a dedicated Client Service Specialist to join our team. The Client... ...positive client relationships in a dynamic and team-oriented... ...application submission and account transfer follow-up (ACATs...FinancialAccountsWork at officeMonday to Friday$60k
...in the lives of their clients and our communities. The Client Service Specialist plays a vital role in... ...delivering a high-touch, relationship-driven service... ...candidate is an experienced financial services professional... ...annuity, and investment accounts. Key...FinancialAccountsWork at officeHome office- ...Bank is seeking a Customer Relationship Representative to join our... ...and team sales and service metrics to help the banking... ...transactions and opening deposit accounts and processing loan... ...meet the current and future financial needs of bank Clients. Deliver upon a meaningful...FinancialAccountsFlexible hoursNight shift
- C2 Private Wealth, LLC. is looking for a Client Service Associate to enhance client experience. The CSA will support Financial Advisors by managing client requests and ensuring accuracy in account operations. The ideal candidate will have a Bachelor’s degree in Finance...FinancialAccounts
- RevSpring is looking for an Account Specialist in Livonia, Michigan, to join the Client Services team. This role involves managing customer relationships and executing account management duties... ...service experience. Knowledge of financial services and healthcare revenue...FinancialAccounts
- ...The Client Services Specialist plays a pivotal role in the day-to-day operations of Vantage Point Financial, ensuring that every client interaction reflects... ...preparation and account/policy delivery preparation... ...Retirement Plan™. Database & Relationship Management Create and...FinancialAccountsWork at office
- ...Job Summary The Account Specialist is an integral member of the Client Services team. The primary responsibility of this position... ...maintaining our key client relationships, and to provide advanced... ...challenges associated with the financial services industry and/or healthcare...FinancialAccountsContract workWork experience placement
$10 per hour
...Relationship Manager If you are customer focused,... ...relationships and providing financial advice to your clients, then a role as a... ...with product specialists to onboard clients seamlessly... ...end delivery of new accounts and full suite of products and services; follow up with...FinancialAccountsWork experience placementWork at office- ...is seeking a Customer Relationship Representative (Universal... ...high quality customer service by accurately and... ...the current and future financial needs of bank customers... ...and Flexible Spending Accounts ~ Vacation/Sick Time... ...organization for our clients, teammates, and shareholders...FinancialAccountsFull timeFlexible hours
- ...seeking motivated individuals for a client-facing role in Livonia. The... ...them with transactions, and building relationships to address their financial needs. Candidates should have strong... ...financial lives. Experience in financial services is preferred, and a High School...FinancialFlexible hours
- ...Account Transfer Associate The Account Transfer... ...external transfer of client assets by leveraging skills... ...client support services by assisting internal associates and/or Financial Advisors in addressing... ...customers to strengthen the relationship, meeting personal...FinancialAccountsWork experience placementWork at officeHome office
- ...Description SummaryThe Account Transfer Associate is... ...external transfer of client assets by leveraging skills... ...client support services by assisting internal associates and/or Financial Advisors in addressing... ...customers to strengthen the relationship, meeting personal...FinancialAccountsWork at officeHome office
- ...history and recognition for service and excellence in the Financial Services industry,... ...James is seeking a dynamic Client Service Associate who is... ...reports. Opens new client accounts and researches client and... ...and files utilizing Client Relationship Management (CRM) software...FinancialAccountsWork experience placementWork at office
$17 - $22.55 per hour
...Branch Banking Client Consultant I Location: Waterford... ...front-line client service and transactional... ...teller functions and financial transactions in an accurate... ...by assisting with account questions, problems and... ...and maintain effective relationships with stakeholders by communicating...FinancialAccountsLocal area- ...battery supply chain. Role Overview The Accounts Receivable (AR) Coordinator owns the daily... ...partner closely with Sales, Customer Service, and Finance to protect cash flow, maintain... ...organization. Proficiency with an ERP/financial system (e.g. Microsoft Dynamics 365, NetSuite...FinancialAccountsContract work
$40k - $70k
...Future Opening: Insurance Account Position - State Farm... ...long‑lasting customer relationships. As our Insurance... ...communicate directly with clients, identify their needs,... ...market products or services that maximize value. You... ...their insurance and financial services needs, including...FinancialAccountsFor contractorsWork at officeRelocation package- GoTo Meeting is seeking an Account Specialist in Livonia, MI. This role... ...maintaining and enhancing client relationships through exceptional support... ...of experience in customer service, a bachelor’s degree or... ...strong understanding of the financial or healthcare industries....FinancialAccounts
- ...Ashley: The Customer Service Representative is the front-... ...role in building customer relationships and supports the operational... .... ~ Customer Account Management: Process customer... ...systems. ~ Cash Handling & Financial Procedures : Follow established...FinancialAccountsWork at officeWorldwideShift work
$17 - $22.55 per hour
...Branch Banking Client Consultant I - Float (Part Time) Location... ..., prompt, and professional financial services. Responsible for... ...experience by assisting with account questions, problems and/or... ...build and maintain effective relationships with stakeholders by communicating...FinancialAccountsPart timeLocal area$18.94 per hour
...exceptional member experiences and financial empowerment through our best-... ...a complete solution to their service requests. Identify when... ...maternity leave Lifestyle Accounts to help with your personal... ...above. A Talent Acquisition Specialist will be sure to discuss the...FinancialAccountsHourly payFull timeWork experience placementWork at officeLocal areaFlexible hours- ...as a Full Time Senior Member Service Representative in our... ...members, cultivating meaningful relationships while honing your skills in... ...Insurance, Flexible Spending Account, Paid Time Off, and Employee... ...Join us to create meaningful financial solutions and be part of a dynamic...FinancialAccountsFull timeFlexible hours
- ...approach to deliver exceptional service to our clients. Position Overview We are seeking a Account Manager to be responsible for... ...include client and carrier relationship management, policy related service... ...our employees' well-being and financial security. Our comprehensive...FinancialAccountsTemporary workFlexible hours
- ...Client Success Specialist At GreenPath, we believe in empowering people to lead financially healthy lives. As a Client Success Specialist (CSS)... ...about delivering exceptional service and making a real... ...environment. Support client accounts and ensure seamless account...FinancialAccountsLocal areaRemote workWork from homeMonday to FridayAfternoon shift
$45k - $55k
...Insurance Account Representative - State Farm Agent... ...agency through meaningful client relations and acting... ...offer products and services that meet them. If you... ...needs. Foster customer relationships to build referral... ...with their insurance and financial services needs, including...FinancialAccountsFor contractors$18.94 per hour
...a complete solution to their service requests. Identify when additional... ...as they pursue their financial goals and impossible dreams.... ...paternity/maternity leave Lifestyle Accounts to help with your personal... ...above. A Talent Acquisition Specialist will be sure to discuss the...FinancialAccountsHourly payFull timeWork experience placementLocal areaFlexible hours$72k - $128.26k
...owns the post-sale customer relationship across the “Onboard,” “Use,... ...will manage a portfolio of accounts primarily within the... ...Partners, Technical Support, and Client Services, serving as the voice of the... ...*Benefits**From health and financial benefits to time away and...FinancialAccountsWork at office$45k - $55k
...Account Manager - State Farm Agent Team Member As Account Manager... ...relevant products and services. Grow your career as you better... ...and maintain customer relationships to drive retention and growth... ...customers with their insurance and financial services needs, including:...FinancialAccountsFor contractors$50k - $75k
...deliver the most remarkable service in town. We offer an exceptional... ...a workplace culture where relationships come first. Our team is... .... Role Description As Account Associate - State Farm Agent... ...customers with their insurance and financial services needs, including...FinancialAccountsFor contractorsWork at office- ...Customer Account Associate This position follows... ...high-quality account servicing and support. The role... ...updating, and maintaining client accounts while... ...interests of clients, Financial Advisors (FAs), and the... ...customers to strengthen the relationship, meeting personal needs...FinancialAccountsWork experience placementWork at officeHome office
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