Wealth Management Client Services Associate
Bank of America
Bank of America is seeking a dedicated client service support individual for its Merrill Wealth Management sector in Portage, Michigan. This position involves assisting Financial Advisors by delivering exceptional service to clients and ensuring a deep understanding of investments. The candidate is expected to have a strong client-first mindset, an aptitude for continuous learning, and proficiency in various technology platforms. A background in finance, with required licenses or the ability to obtain them, is essential for success. #J-18808-Ljbffr
$65k - $80k
626 Financial is a growing wealth management firm located in Portage, MI. We are seeking a Client Service Associate to join our team and assist in providing excellent service to our clients. If you want to join a team that is dedicated to their clients & staff and has...SuggestedWork at officeMonday to Friday- ...Registered Wealth Management Client Associate Portage, Michigan To proceed with your application, you must be at least 18 years of age. Acknowledge... ...wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...Merrill Wealth Management Job OpportunityMerrill Wealth Management is a leading provider of... ...management and investment products and services for individuals, companies, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...SuggestedSeasonal workWork at officeWork from homeDay shift
- Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our... ...and delivering extraordinary customer service while maintaining a strong commitment to... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...Suggested
$15k
...believe in empowering our clients, and we do so by... ...property, casualty, risk management, life and health, employee... ...benefits, investment and wealth management products and services. With over 20,000 employees... ...team environment, mentoring Associate Account Managers and Team...Local area$15k
...believe in empowering our clients, and we do so by... ...property, casualty, risk management, life and health, employee... ...benefits, investment and wealth management products and services. With over 20,000 employees... ...team environment, mentoring Associate Account Managers and Team...Local area$1,000 per month
...Personal Lines Account Manager At HUB International, we... ...believe in empowering our clients, and we do so by... ...benefits, investment and wealth management products and services. With over 19,000 employees... ...the remarket process with Associate Account Managers as necessary...Work at officeLocal areaFlexible hours$15k
...believe in empowering our clients, and we do so by... ...property, casualty, risk management, life and health, employee... ...benefits, investment and wealth management products and services. With over 20,000 employees... ...team environment, mentoring Associate Account Managers and Team...Local area- ...Client Services Representative Are you good with customers? Enjoy building long-term relationships with customers and colleagues? Enjoy... ...samples Interpret and communicate technical information and manage stakeholder requirements Manage client expectations-...Full timeContract workMonday to Friday
- ...specializes in marketing programs for our clients' products and services. The client base for ICC has... ...Your Success. Are you a Retail Sales Associate or Sales Consultant looking to take... ...South offers an Entry Level Retail Management Training Program designed for experienced...Base plus commissionWork at officeNight shift
- ...family of companies, the global leader in Pest Control and other services across more than 90 countries. We pride ourselves on being a... ...purpose of this role is to sell the company's Commercial Pest Management Services and Products to new and existing Commercial customers...Full timePart timeLocal areaImmediate start
- ...family of companies, the global leader in Pest Control and other services across more than 90 countries. We pride ourselves on being a... ...purpose of this role is to sell the company's Commercial Pest Management Services and Products to new and existing Commercial customers...Full timePart timeLocal areaImmediate start
$14 - $27 per hour
...Shift, Closing Location Walmart Supercenter #5064 6065 GULL RD, KALAMAZOO, MI, 49048, US Job Overview Front End Service associates are focused on compliance and customer service. They smile, greet and thank customers, process returns / refunds, and carry out...Hourly payMinimum wageFull timeTemporary workPart timeShift work$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- ...And Goal The Team Lead ensures our clients receive exceptional service that drives our new business revenue... ...in productivity. Supports account managers on unique risk needs and assists with... ...High school diploma required, and associate degree preferred. Demonstrated...Work at officeLocal areaFlexible hours
- ...to a company that helps its clients feel confident and secure about... ...sales consultants and F&I managers on product features, benefits... ...additional iA American products and services. Analyze dealership... ...of the largest insurance and wealth management groups in North America...H1bWork at officeWork visaFlexible hours
$64.8k
...Traveling Clinic Manager Based out of: Kalamazoo, MI Candidates must reside within close... ...opportunity to transform lives; helping clients feel confident, empowered, and comfortable... ...of our clients by providing unparalleled service and personalized solutions, leaving a...Full time- ...The retail Sales and Service Technician (SST) is a unique hybrid role for stores and is intended as a key pipeline for future career-growth within Firestone Complete Auto Care. This role is primarily responsible for serving the customer through asses Service Technician...
- ...We believe in empowering our clients, and we do so by protecting businesses... ...package allows you to manage your health, wellness, and... ...Dress for Your Day Dress‑Code Service Awards Here’s Where You Come... ...with professional and/or civic associations on behalf of HUB. Cultural...Work at officeLocal areaFlexible hours
$18 - $21 per hour
...Experienced Client Service Representative VCA Veterinary Specialty and Emergency Center of Kalamazoo... ...and non-medical related pet care Managing medical records, charts, reports and... ...up to 40 lbs. and be exposed to hazards associated with pets such as allergies, contagious...Full timeTemporary workFlexible hoursNight shiftDay shiftAfternoon shift- ...Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver... ...with questions and recommendations Manage sales transactions while working assigned... ...variety of rewards to support your health, wealth, and mental well-being. In addition to...Contract workPart timeLocal area
$42k - $62k
...Customer Service Representative - Portage Area Customer Service Representative... ...with CRM software or order management systems Data entry accuracy... ...Customer Service Representative, Client Support Specialist, Customer Care Associate, Technical Support Representative...Immediate start$42k - $62k
...Customer Service Representative - Portage Area Customer Service Representative... ...with CRM software or order management systems Data entry accuracy... ...Customer Service Representative, Client Support Specialist, Customer Care Associate, Technical Support Representative...Immediate start$20k
...Service Department Director Service Department Director Description Kalamazoo... ...known for quality workmanship, long?term client relationships, and a strong commitment to... ...Minimum of 5 years' experience as a manager of field service technicians (HVAC...Hourly payFull timeFor contractorsFlexible hours$19.57 - $29.36 per hour
...more than $4.5 billion in tire and auto service sales, Bridgestone Retail Operations is... ...your exceptional people skills, you'll manage customer relationships and frequently serve... ...range of Bridgestone, Firestone and associate brand tires to address the needs of a broad...Minimum wageFull timeTemporary workPart timeLocal area- ..., identify customer needs, and market appropriate products and services. Maintain a strong work ethic with a total commitment to success... ...role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and...For contractorsWork at officeImmediate start
$46k - $66k
...Customer Service Representative - Kalamazoo Area Customer Service Representative | Kalamazoo... ...~ High school diploma or equivalent; associate's degree preferred ~2+ years... ...Apply Customer Service Representative, Client Services Representative, Customer Support...Work at officeImmediate start- ...Mortgage Servicing Representative The Mortgage Servicing Representative supports members by handling inquiries, managing escrow functions, and maintaining accurate mortgage loan records while delivering exceptional service experience. This role ensures compliance with...
$20 per hour
...Client Services Specialist Jeannie Cleaning | Full-Time/On-site | MondayFriday We do more than clean homes... We Make Lives Better... ...interaction into a positive, memorable experience Daily Schedule Management Support Support for managing and optimizing daily...Full timeWork at officeLocal areaFlexible hours
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