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
- Dormont Manufacturing Co in Southfield, Michigan, is looking for an Account Transfer Associate. This role focuses on efficiently facilitating the external transfer of client assets, resolving complex issues, and providing customer support while maintaining high professional...Suggested
- 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
- Dormont Manufacturing Co is looking for an Account Transfer Associate who will facilitate client asset transfers while providing excellent customer support. This role requires strong analytical skills and effective communication with both internal teams and clients. The...SuggestedWork at officeRemote work
- ...Michigan is seeking a proactive individual to manage and service a portfolio of commercial insurance accounts. The candidate will primarily focus on understanding clients' insurance needs and providing tailored solutions while collaborating with internal teams. This role...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
- ...Training Requirement: First 30 days required to be onsite Monday-Thursday. Responsibilities: Reviews and approve client requests to transfer accounts to and from contra firms. Screens incoming or outgoing client requests and verifies all necessary legal...Work experience placementWork at officeHome office
- Job Description Summary 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...Work experience placementWork at officeHome office
$24.95 - $39.87 per hour
Dormont Manufacturing Co is seeking a dedicated professional for portfolio and client services administration. This role emphasizes growth, well-being, and success from day one. The ideal candidate should have a high school diploma and at least 2 years of industry experience...Hourly pay- ...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
- ...Select Specialist The Select Specialist will serve as a trusted advisor... ...to standard personal lines clients, providing consultative... ...mentor to PL Select Assistant Account Specialists. Primary Responsibilities... ...and the ability to adjust focus The work environment...Work at officeFlexible hours
$67k - $70k
...Client Account Representative At Story Lane Box, we believe that powerful stories drive powerful business connections. We are a strategic... ...and opportunities Support the implementation of client-focused strategies to drive retention and growth Qualifications...Work at office- ...attorney calendars, conducting legal research, and maintaining client records. Candidates should have at least 3 years of litigation... ...software. We offer a competitive salary and a supportive environment focused on professional development. #J-18808-Ljbffr Mike Morse Law...Work at office
- 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...
- ...Position: Account Specialist Location: Livonia, MI Job Id: 980 # of Openings: 1 Job Summary The... ...Specialist is an integral member of the Client Services team. The primary responsibility... ...perception, and ability to adjust focus. RevSpring is an equal opportunity employer...Contract workWork experience placement
- ...Private Client Advisor II Bloomfield Hills, Michigan To proceed with your application... ...Bank platform ~ A high touch, client-focused individual with exceptional... ...to work and identify the need for team specialists; collaborate closely with other team members...Work at officeShift workDay shift
- Client Relationship Representative (Universal Banker) Job Category... ...and opening deposit accounts and processing loan applications... ...in a fast-paced, relationship-focused banking center environment.... ...System (NMLS). Employees hired or transferring into this position will need...Full timeFlexible hoursNight shift
- ...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
$85k - $105k
...Client Advisor Sales and Marketing Consulting Services is the main point of contact for... ...of Customer (VOC) feedback to S&P Global account team(s) and Product Management to ensure... ...Discovery, Partnership At S&P Global, we focus on Powering Global Markets. Throughout...Live inWork at officeWork from homeHome officeFlexible hours- Deal Exchange, LLC is seeking a reliable Client Success Onboarding Specialist to manage client implementations from start to finish at our Southfield... ...communication, problem-solving, and organizational skills with a focus on process improvement. Experience in the automotive...
- ...Client Support Specialist To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the... ...part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients...Remote jobFull time
- ...policies. Provide exceptional customer service to students, clients, and staff. Qualifications High School Diploma or equivalent... ...information responsibly. Preferred Soft Skills Customer-focused mindset Hospitality and professionalism Adaptability and...Work at officeImmediate start
- ...Southfield, Michigan is seeking an experienced professional for client intake and customer service roles. The successful candidate... ...be proficient in Microsoft Office. The role requires a customer-focused, solution-oriented attitude and a willingness to work independently...Work at office
- Key Responsibilities Client Intake & Customer Service Answer incoming calls and provide exceptional... ...attitude Strong sense of urgency and accountability Comfortable speaking with clients in stressful situations Relationship-focused and service-minded Adaptable and willing...Permanent employmentContract workWork at office
$48k - $75k
Future Opening: Insurance Account Position - State Farm Agent Team Member Full Time • southfield -... ...availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. Use a customer‑focused, needs‑based review process to educate...Full timeFor contractorsWork at office- ...Account Resolution Specialist At MOTOR Information Systems, we're looking for an Account Resolution Specialist to play a critical role in protecting... ..., collections, or call center environments with a focus on save/retention calls ~ Proven ability to handle high-...
- ...Effortless travel solutions ETS is seeking Client Journey Coordinators to support clients during the travel planning process, ensuring... ...and requires individuals who are detail-oriented and customer-focused. Responsibilities include understanding travel preferences,...Remote work
- Natalie Gajewski - State Farm Agent in Warren, Michigan is seeking an Insurance Account Representative to enhance business operations and foster customer success. You will be pivotal in maintaining meaningful customer relations and marketing relevant products. The ideal...
- ...responsible for acquiring new business by engaging with clients over phone and email. The focus is offering a variety of logistics services and... ...to support pipeline and revenue growth Help drive new account growth via prospecting, sourcing, and account penetration...Full timeWork at office
- ...Bank of America is looking for a motivated individual to engage clients in West Bloomfield Charter Township. This role involves... ...financial services. You will work full-time, 1st shift, and be part of an inclusive workplace focused on career growth. #J-18808-Ljbffr...Full timeDay shift
- ...The Client Services Specialist plays a pivotal role in the day-to-day operations of Vantage Point Financial... ...on pending new business and asset transfers, providing each client with proactive... ...with pre-appointment preparation and account/policy delivery preparation, ensuring...Work at office
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