Account Transfer Specialist - Client-Focused Ops
Raymond James
Raymond James is looking for an Account Transfer Associate in Southfield, MI to facilitate client asset transfers. The role involves resolving complex issues and assisting with client support services. A strong analytical mindset and excellent communication are essential. This hybrid position requires working three days a week onsite. Candidates should hold a bachelor’s degree in Accounting, Business, or Finance, along with some general experience. This role offers a comprehensive benefits package and values a client-first approach. #J-18808-Ljbffr Raymond James
- Raymond James is seeking an Account Transfer Associate to facilitate the external transfer of client assets. This role involves resolving complex issues and ensuring workflow... ..., exceptional communication skills, and a focus on delivering high-standard service. Join us to...Suggested
- Raymond James Financial, Inc. is hiring an Account Transfer Associate in Southfield, MI. This role is responsible for facilitating the external transfer of client assets, resolving complex issues, and providing client support services. The position requires strong analytical...SuggestedWork at office
- Raymond James Financial, Inc. in Southfield, MI is looking for a motivated individual to assist with client account transfers and provide exceptional customer service. The role requires reviewing client requests, conducting data entry, and maintaining records. This position...SuggestedWork at officeRemote work
- Natalie Gajewski - State Farm Agent in Pleasant Ridge is seeking an Insurance Account Representative to handle customer interactions and improve service delivery. This role focuses on fostering client relationships while providing comprehensive information on various...Suggested
- ...Account Transfer Associate The Account Transfer Associate is responsible for facilitating the external transfer of client assets by leveraging skills acquired through experience and ongoing training. This role includes researching and resolving complex issues, monitoring...SuggestedWork experience placementWork at officeHome office
- A local insurance agency in Troy, MI is seeking an Account Associate - State Farm Agent Team Member. This role is crucial for daily operations, focusing on client relations and service. Responsibilities include managing accounts, assisting with policy changes, and processing...Local area
- Plante & Moran Financial Advisors, LLC in Southfield, MI, is seeking a client services associate responsible for portfolio administration and serving as a liaison between advisors and the PMFA operations team. The role requires strong communication skills, problem-solving...Flexible hours
- Plante & Moran Financial Advisors, LLC is seeking a dedicated Client Services Administrator based in Southfield, Michigan. This role involves ensuring superior client service, preparing account paperwork, and acting as a liaison among teams. The ideal candidate will have...Flexible hours
- ...Client Service Representative / Liaison Location: Farmington Hills, MI (Onsite) About Us: At Stillman Law Office, we specialize in creditor representation across the U.S. and are proud to deliver compliance-driven, top-tier service to our clients. Headquartered...Work at office
- ...Job Description Job Description Client Service Specialist/Sales Assistant Position... ..., collaborative and client service-focused. Our clients come first. We expect... ...Communicate with clients to complete new accounts, asset transfers, and other forms. Handle routine...Work at officeImmediate startHome office
- ...Soteria Reinsurance Ltd. is hiring a Financial Representative in Farmington Hills, MI. The role focuses on building strong client relationships and providing exceptional service. Ideal candidates will have customer service experience and a desire to grow their financial...Full time
- GoTo Meeting is seeking an Account Specialist in Livonia, MI. This role is vital to maintaining and enhancing client relationships through exceptional support and administration. The ideal candidate will have 2+ years of experience in customer service, a bachelor’s degree...
- A managed service provider is seeking a dedicated technical support team member. This role focuses on delivering exceptional customer service, supporting client technology requests, and collaborating with a helpdesk team. Candidates should possess strong communication and...
$65k - $110k
...Description : We are hiring a remote Client Account Specialist to assist clients who have requested information about life and financial... ...industry because people need our help. This role focuses on helping clients understand their options and guiding...Full timeRemote work- ...Job Summary: The Account Specialist is an integral member of the Client Services team. The primary responsibility of this position is to provide a high level... ...vision, depth perception, and ability to adjust focus. RevSpring is an equal opportunity employer. All...Contract workWork experience placement
$154.2k - $328.4k
Marsh is seeking candidates for a Sr. Client Advisor in our US office. This is a hybrid role that has a requirement of working at least... ...What you need to have 8+ years of industry experience, with a focus on Construction P&C license or the ability to obtain one. Bachelor...Minimum wageWork at officeLocal areaImmediate startRemote workFlexible hours3 days per week1 day per week- ...—a consumer direct marketing powerhouse focused on providing excellent service to our customers... ...Lending Officers, receive daily warm transfers from our call center agents to recommend... ...policy. Our Lending Officers put their clients’ needs first to pre-qualify and provide...Minimum wageLocal areaRemote workFlexible hours
$65k - $70k
...meaningful impact in the lives of their clients and our communities. The Client Service Specialist plays a vital role in supporting... ..., annuity, and investment accounts. Key Responsibilities Client... ...to work in a fast-paced, client-focused environment with professionalism...Work at officeHome office- 700Credit is seeking a Client Success Onboarding Specialist based in Southfield, MI, to manage the implementation... ...new and existing clients. The role focuses on ensuring high customer... ...of experience in customer service or account management, excellent organizational...
$69k
...into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals... ...calling friends or family Flexible scheduling within a career-focused structure Advancement and recognition opportunities with...Remote jobWork from homeFlexible hours- ...in Southfield, MI is hiring extraordinary Client Service Coordinators! Are you an... ...gain more skills and experience. We are focused on developing our associates into leaders... ...eligible for visa sponsorship or sponsorship transfer. Applicants must possess unrestricted, current...Immediate startFlexible hours
- ...in Southfield, MI is hiring extraordinary Client Service Coordinators! Are... ...gain more skills and experience. We are focused on developing our associates into leaders... ...eligible for visa sponsorship or sponsorship transfer. Applicants must possess unrestricted,...Immediate startFlexible hours
$45k - $60k
A local insurance agency in Troy, MI is seeking an experienced Account Manager to enhance client relationships and drive agency growth. The ideal candidate has over 3 years of experience in insurance sales or account management and possesses strong leadership skills. This...Full timeLocal area- Charles Schwab Corporation is seeking a Financial Consultant to provide wealth management and financial planning advice to clients in Troy, Michigan. You will empower clients to own their financial futures while building trust and meaningful relationships. Successful candidates...
$119.1k - $221k
...voice matters. The Position Regional Account Specialist - Mass Spectrometry A healthier... ...business opportunities or emerging areas. Focuses on critical, large, complex, highly... ...solutions. Establishes and builds strong client relationships that allow for growth,...Local areaRelocation packageNight shift$50k
...responsible for acquiring new business by engaging with clients over phone and email. The focus is offering a variety of logistics services and... ...support pipeline and revenue growth Help drive new account growth via prospecting, sourcing, and account penetration...Work at office- ...we are dedicated to building a dynamic, client-focused Firm recognized for excellence.... ...billing functions including time and cost transfers, write-downs, computer bills, special bills... ...accurate application of retainers, on account expenses, on account fees, unapplied and...
- ...Client Support Specialist Job Category: Client Services Requisition Number: CLIEN001706 Posted:... ...selected clients and providing support of accounts (secondary) to the Strategic Account... ...Recharge: Paid vacation and holiday pay. Focus on Your Wellness: We offer a robust...Full timeTemporary workWork at office
$17 - $22.55 per hour
Flagstar Bank is seeking a Branch Banking Client Consultant I in Dearborn, MI. This role involves providing exceptional service to clients, processing financial transactions, and supporting team efforts to achieve growth in financial performance. The ideal candidate will...Hourly pay- An independent insurance agency in Southfield is seeking an outgoing Agent Team Member. This role involves educating customers about insurance options, establishing strong relationships, and developing leads. The ideal candidate will possess excellent communication skills...Flexible hours
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