Financial Client Experience Specialist
$65k - $70kMassmutual
Massmutual is looking for a Client Service Specialist in Southfield, Michigan. This role serves as the primary liaison for clients, ensuring continuity of service and proactive communication. Ideal candidates have 3-5 years in financial services with strong interpersonal skills and attention to detail. You'll support client retention efforts, manage service requests, and coordinate advisor meetings. A competitive salary of $65,000 - $70,000 plus comprehensive benefits is offered. #J-18808-Ljbffr Massmutual
$65k - $70k
MassMutual Great Lakes seeks a Client Service Specialist in Southfield, Michigan. This role provides high-touch service and supports... ...products. The ideal candidate will have 3-5 years of financial services experience, strong communication skills, and relevant licenses....Financial- United Shore Financial Services LLC is looking for Welcome Associates in Pontiac, Michigan, to provide an elite client experience while managing inbound calls. Candidates need to have a high school diploma and strong communication skills, with a preference for those with...Financial
- United Shore Financial Services LLC is seeking Welcome Associates in Pontiac, Michigan, to provide an elite client experience by promptly answering inbound calls. Ideal candidates are energetic team players with strong communication skills and the ability to thrive in...Financial
- 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...Financial
- ROBERT W. BAIRD & CO. INCORPORATED is looking for a Client Specialist in Birmingham, Michigan to support Financial Advisors in delivering exceptional client service... ...should have at least 2 years of relevant experience, proficiency in Microsoft Office, and strong communication...FinancialWork at office
- The Client Experience Specialist is a service minded professional who manages all non-licensed and limited licensed aspects of the transaction,... ...while demonstrating comfort with transaction management and financial tools. Analytical Thinking & Transaction Accuracy - able...FinancialRemote jobContract workTemporary work
- ...policy. Our Lending Officers put their clients’ needs first to pre-qualify and provide... ...loan program that best fits their specific financial goals. Responsibilities: Licensed... ...2+ years of recent mortgage origination experience in a similar direct lending environment...FinancialMinimum wageLocal areaRemote workFlexible hours
- Plante & Moran Financial Advisors, LLC in Southfield, MI, is seeking a client services associate responsible for portfolio administration and serving as a liaison... ...abilities, and at least 2 years of industry experience. This position offers a comprehensive benefits package...FinancialFlexible hours
- Plante & Moran Financial Advisors, LLC is seeking a dedicated Client Services Administrator based in Southfield, Michigan. This role involves ensuring superior... ...teams. The ideal candidate will have 2+ years of experience in an administrative or investment setting and...FinancialFlexible hours
- ...Senior Customer Experience Colleague Be part of an amazing story. Macy's is more than just... ...with mental health counseling and legal/financial advice What You Will Do Provide an... ...or online journey to acquire and grow client relationships by leveraging elevated outreach...FinancialFull timeFlexible hoursAfternoon shift
$19 - $20 per hour
...BDC Customer Experience Advisor - Sales Join Fox Buick GMC as a Full Time Customer Experience Advisor and bring your enthusiasm for... ...competitive pay range of $19.00 - $20.00 hourly, you can enjoy financial stability while engaging in essential duties such as responding...FinancialHourly payFull timeFlexible hours- ...Job Description Job Description Client Service Specialist/Sales Assistant Position Overview... ...wants to work in a friendly, fast-paced financial services firm where you can make an... ...sales assistant/financial services experience required. Strong proficiency with CRM...FinancialWork at officeImmediate startHome office
- Our Welcome Associates will provide an elite client experience while answering all inbound calls promptly and accurately. All Welcome Associates... ...conversations between you and UWM to be used for quality control purposes. #J-18808-Ljbffr United Shore Financial Services LLCFinancialFull timeContract workWork at office
- ...need for Mortgage Operations Specialists. MUST KNOW This is an 8-... ...or equivalent No Mortgage experience necessary Comfortable with... ...oriented Comfortable talking with clients over the phone Ability to... ...purposes. #J-18808-Ljbffr United Shore Financial Services LLCFinancialFull timeContract workWork at officeImmediate startMonday to FridayShift work
$65k - $70k
...meaningful impact in the lives of their clients and our communities. The Client Service Specialist plays a vital role in... ...touch, relationship-driven service experience. This position serves as a... ...ideal candidate is an experienced financial services professional with...FinancialWork at officeHome office- ...Job Title: Client Experience Specialist Department: Pre-Litigation Reports to: Pre-Litigation Supervisor or Department Manager Classification: Non-exempt Position Type: Full-time | Monday–Friday Summary At the Mike Morse Law Firm, we pride ourselves...Full timeWork at officeMonday to Friday
- ...Client Support Specialist Job Category: Client Services Requisition Number: CLIEN001706 Posted... ...or any combination of education and experience which would provide an equivalent background... ...to support your well-being and financial future: Comprehensive Health Benefits...FinancialFull timeTemporary workWork at office
$50k - $150k
...application process. You will work closely with clients, gather necessary documentation, and... ...a smooth and efficient loan application experience. This position is ideal for individuals... ..., LLC is a dynamic and rapidly growing financial services company committed to helping...FinancialFull timeMonday to Friday- ...Schwab in Birmingham, MI is seeking a Client Relationship Specialist to provide exceptional customer... ...position offers a clear growth path in the financial services industry, with support for... ...year of client or customer service experience and possess excellent communication...Financial
- A financial services company in Birmingham, MI is seeking a Private Banking Service Specialist II to provide exceptional service to high net worth clients. Responsibilities include managing daily client interactions... ...least 3 years of banking experience and a high school diploma,...FinancialWork at officeFlexible hours
- ...Vice President, GTM Programs & Experiences About the Company Innovative digital banking platform for credit unions & financial institutions Industry Financial Services... ...commercial bowtie, from prospect engagement to client onboarding, expansion, and retention....FinancialRemote work
- United Shore Financial Services LLC is seeking Welcome Associates in Pontiac, MI to provide top-tier client experiences. Successful candidates will manage inbound calls, requiring strong communication skills and the ability to thrive in a fast-paced call center environment...Financial
- A leading financial software provider is seeking a Tax Associate to work remotely and assist customers with their tax filings. Candidates should have at least 2 years of experience in preparing individual tax returns and a passion for customer service. Responsibilities...FinancialRemote jobWork from home
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- A leading financial services company seeks a Tax Preparer to work remotely. The ideal candidate should have over 2 years of experience in filing taxes and excellent customer service skills. Responsibilities... ...to work from home while helping clients navigate their tax...FinancialRemote jobWork from home
$14.69 - $20.28 per hour
..., Rotating Weekends and Holidays. R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a...FinancialHourly payCasual workLocal areaShift work$19.12 - $30.04 per hour
...offer more than 2 million products and have over 80 years of experience across dozens of industries. We aim to execute our Built to Make... ...to support you and your familys health, well-being and financial future. We offer dynamic healthcare plans, generous 401K and stock...FinancialWork visa- ...involves providing exceptional service and support to Financial Advisors and maintaining strong client relationships. The successful candidate will help... ...development initiatives and must possess 5+ years of relevant experience, a four-year degree, and required financial licenses...Financial
- ...or incentive opportunities. As a Client Relationship Specialist (CRS), you have the opportunity to bring... ...will champion your growth in the financial services industry. You'll play a... ...help deliver an unparalleled client experience. Development and growth are at the core...FinancialLocal area
$45k
...closing—while delivering exceptional service and value to clients. Ideal candidates are motivated, results-oriented, and... ...effectively. Qualifications: Proven sales ability; experience in automotive, financial, or B2B sales preferred. Excellent verbal and written...FinancialLocal area
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