Wealth Client Services Associate
PowerToFly
A leading financial services firm is seeking Client Relationship Analysts in Grand Rapids, Michigan. The role involves supporting Financial Advisors in managing client relationships, executing transactions, and providing administrative assistance. Suitable candidates should possess a high school diploma, advanced skills in Microsoft Office, and strong interpersonal abilities. This position offers a dynamic environment with opportunities for growth and obtaining relevant certifications. Comprehensive employee benefits are available for a healthy work-life balance. #J-18808-Ljbffr
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth Client Services Associate in Grand Rapids, MI vacancy
- ...Behind the Title At Innovia Wealth, we believe a Client Service Associate is far more than a support role - they are the heartbeat of our client experience. Client Service Associates ensure our clients feel cared for, respected and confident at every interaction. Along...Suggested
Innovia Wealth
Grand Rapids, MI4 days ago - ...HUB International is seeking an Associate Account Manager in Grand Rapids, MI, to provide... ...involves assisting account managers with client needs and ensuring compliance with company... ...experience and strong customer service skills. You will work closely with the account...Suggested
HUB International
Grand Rapids, MI11 hours ago $25 per hour
**Position Summary:** The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, scheduling client...SuggestedHourly payPart timeLocal areaFlexible hoursDormont Manufacturing Company
Grand Rapids, MI4 days ago- 711 MS Smith Barney, LLC is seeking a Client Relationship Analyst in Grand Rapids, Michigan. This role focuses on providing exceptional service to clients, supporting Financial Advisors, and managing client interactions. The ideal candidate will possess strong interpersonal...SuggestedWork at office
711 MS Smith Barney, LLC
Grand Rapids, MI4 days ago - ...Dormont Manufacturing Co is seeking a part-time Client Service Associate to support clients and advisors by executing administrative tasks and managing client requests. The successful candidate will assist with account openings, schedule meetings, and maintain CRM data...SuggestedPart timeFlexible hours
Dormont Manufacturing Company
Grand Rapids, MI3 days ago - ...and supports the people we serve. Our Vision is a future where clients approach their finances with confidence and clarity—and we... ...professionally and personally. From your first day as a Client Service Associate (CSA), you'll receive the training, mentorship, and tools you...Hourly payFull timeBank staffFlexible hours
Independent Bank (TX)
Hudsonville, MI4 days ago - ...Independent Bank Group in Hudsonville is looking for Client Service Associates to join our team. These roles focus on excellent client service while offering structured career paths in banking. Each position, from Client Service Associate to Client Service Expert, supports...
Independent Bank (TX)
Hudsonville, MI4 days ago - ...supports the people we serve. Our Vision is a future where clients approach their finances with confidence and clarity—and we believe... ...and personally. From your first day as a Client Service Associate (CSA), you'll receive the training, mentorship, and tools you...Hourly payFull timeBank staffFlexible hours
Independent Bank Corporation
Hudsonville, MI16 days ago - ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Seasonal workWork at officeWork from homeShift workDay shift
- ...A financial services firm located in Grand Rapids is seeking a Client Service Associate to ensure a high-level client experience. Responsibilities include scheduling client meetings, responding to inquiries, and managing client data. Candidates should have a Bachelor's...
Innovia Wealth
Grand Rapids, MI4 days ago - ...Gallagher Benefit Services At Gallagher Benefit Services, you're a trusted partner to... ...most important people decisions. We help clients build better workplaces, where people feel... ...thrive, and people prosper. As a Client Associate, you'll be part of a collaborative team...Full timeLive outWork at officeLocal areaFlexible hours
Arthur J. Gallagher & Co.
Grand Rapids, MI1 day ago $21.75 - $44.5 per hour
...our 80-year history, delivering excellent service through innovation has been a core part... ...industry. Job Description: The Client Engagement Specialist (CES) plays a pivotal... ...the applicable geographic differential associated with the location at which the position...Hourly payContract workWork at officeLocal areaRemote workWorldwideShift workCrowe
Grand Rapids, MI4 days ago- ...Morgan-Stanley is currently seeking a Client Relationship Analyst in Grand Rapids, Michigan. This role focuses on providing exceptional client service and supporting Financial Advisors/Private Wealth Advisors daily through various client interactions. The ideal candidate...Work at office
Morgan Stanley
Grand Rapids, MI9 hours ago - ...Member Services Representative (MSR) Are you passionate about helping people and providing exceptional customer service? Join our team... ...(MSR) and become an essential partner to our credit union clients across the country. In this role, you will support members through...Permanent employmentContract workWork at office
Xtend Inc
Grand Rapids, MI1 day ago - ...About the Job Xtend, Inc. is seeking a Mortgage Servicing Associate for our Mortgage Services team to support daily mortgage servicing operations for credit union clients. This role is responsible for processing mortgage payments, escrow transactions, investor reporting...Work at office
CU*Answers
Grand Rapids, MI4 days ago - ...What is the opportunity? Embrace RBC Wealth Management’s core values and... ...branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a... ..., people, organizational, and client service skills Attention to detail coupled...Full timeFlexible hours
- ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
$15k
...entrepreneurs. We believe in empowering our clients, and we do so by protecting... ...employee benefits, investment and wealth management products and services. With over 20,000 employees in over... ...collaborative team environment, mentoring Associate Account Managers and Team...Local areaHUB International
Grand Rapids, MI4 days ago- ...Position Title Branch Banking Client Consultant I (Part time) Location Grandville, MI 49418 Job Summary Branch Banking Client Consultant... ...for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing...Part timeLocal area
Flagstar Bank
Grandville, MI2 days ago $77.8k - $145.4k
...opportunity EY’s Global Workplace Procurement Services (WPS) team is responsible for developing... ...a few. The role of the Supervising Associate – Workplace Services Lead will be to... ...well as a broad range of internal and client facing professionals Ability to work...Summer holidayWork at officeLocal areaFlexible hoursEY
Grand Rapids, MI2 days ago$17 per hour
...accordingly Ability to critically think and maintain a calm demeanor in stressful situations Passion for providing exceptional client care and being a patient advocate Outstanding organization and communication skills Dependable, Knowledgeable, Experienced,...Full timeTemporary workLocal areaShift workNight shiftEthos Veterinary Health
Grand Rapids, MI2 days ago$15 per hour
...to our remarkable people, who bring cutting-edge products and services to life for millions of customers every day. If you share in our... ...your career at Comcast. Job Summary The Retail Service Associate supports the store team in delivering a best-in-class customer...Work experience placementComcast Careers
Grand Rapids, MI3 days ago- ...Western Michigan, our mission is to provide quality nutrition services in a supportive environment to promote the health and independence... ...where you can make a direct impact on your community? As a Client Support Specialist at Meals on Wheels Western Michigan, you will...Temporary workImmediate startMonday to FridayFlexible hoursDay shift
Meals on Wheels Western Michigan
Grandville, MI22 days ago - A financial services firm is looking for motivated candidates to join their remote team on a part-time basis. This role involves providing... ...solutions and requires strong communication skills to engage clients virtually. With comprehensive training and a positive team...Part timeRemote workWork from homeFlexible hours
AO Garcia Agency
Grand Rapids, MI4 days ago - ...Customer Service Representative We're thrilled that you are interested in joining us here at the Amynta Group! The Customer Service... ...of claims Maintains a continual working knowledge of our client's products, services and promotions. Completes a variety of...Work at officeShift work
Amynta Group
Grand Rapids, MI1 day ago $18.47 - $23.91 per hour
...Resolution Specialist is responsible for detailed, accurate and timely communications with ElevatePFS Patient Financial Solutions clients and Patient Service Representatives, with the goal of resolving patient accounts as quickly as possible. The Account Resolution Specialist is...Hourly payFull timeWork at officeImmediate startRemote workWork from homeMonday to FridayElevate Patient Financial Solutions
Grand Rapids, MI16 hours ago- ...Y-Axis in Grand Rapids, Michigan, is looking for a Client Service Representative to be the first point of contact for credit unions needing support. This role involves responding to client calls, providing software support, and researching issues to offer effective solutions...
Y Axis Inc
Grand Rapids, MI9 hours ago - A flexible career agency in Grand Rapids is looking for passionate individuals for a client service leadership role. This position offers work-from-home opportunities and flexible scheduling to support work-life balance. Ideal candidates will possess strong communication...Remote workWork from homeFlexible hours
Global Elite Empire Consultants
Grand Rapids, MI4 days ago - ...benefits of working from home and a schedule that adapts to your lifestyle while receiving mentorship to advance your career in client service leadership. Ideal candidates will have strong communication skills and a dedication to exceptional customer service. Don’t miss...Remote workWork from home
Global Elite Empire Consultants
Grand Rapids, MI4 days ago - ...The West Michigan Hispanic Chamber of Commerce is looking for a talented Accountant to join our Client Accounting and Advisory Services team. This role involves transactional accounting, maintaining clients' accounting software, and providing exceptional client services...
West Michigan Hispanic Chamber of Commerce
Grand Rapids, MI1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Services Associate. Be the first to apply!
Related searches
- experienced service advisor Grand Rapids, MI
- environmental service aide Grand Rapids, MI
- service delivery associate Grand Rapids, MI
- honda service advisor Grand Rapids, MI
- human services specialist Grand Rapids, MI
- family services specialist Grand Rapids, MI
- part time service advisor Grand Rapids, MI
- patient service associate Grand Rapids, MI
- guest services associate Grand Rapids, MI
- human services program consultant Grand Rapids, MI