Wealth Management Ops: Client Service Associate
Plante Moran
Plante Moran in Ann Arbor seeks an experienced administrative professional to manage client services and portfolio administration. Responsibilities include preparing account documents, serving as a liaison between clients and internal teams, and ensuring timely account processing. The ideal candidate will have a high school diploma with 2+ years of relevant experience, strong communication skills, and the ability to excel in a fast-paced setting. A comprehensive benefits package and non-exempt work status are offered, with potential for overtime. #J-18808-Ljbffr
$24.95 - $39.87 per hour
...review of tasks performed, including client deliverables Manage and prioritize tasks and workflows Serve... ...related to client information Client Services Administration Serve as a liaison... ...Coordinate workload with other client service associates Review agreements and be familiar...SuggestedFlexible hours$40k
...Job Purpose The Wealth Management Client and Administrative Associate will play a pivotal role in delivering exceptional administrative support to the CEO,... ...Maintains client files and paperwork. · Assists with service meetings by reviewing compliance needs and pre-...SuggestedTemporary workWork at officeFlexible hours- ...Accounts Payable Lead OPS We are actively looking to fill... ...invoice processing, customer service and an overall understanding... ...Perform data entry and scanning associated with Accounts Payable / Accounting... ...of General Accounts Manager and senior accounting staff...SuggestedFull timeWork at office
$18.25 - $29.75 per hour
Client Service Specialist Job Locations US-IL-Chicago | US-MI-Ann Arbor | US-IN-Evansville | US-MN-Minneapolis Category/Function Trust/Wealth Management Position Type Regular Full-Time Requisition ID 2026-19898 Workplace Type On Site...SuggestedFull time- J.P. Morgan Wealth Management - Private Client Advisor - Canton, MI and Surrounding areas At J.P. Morgan Chase, we have an enthusiasm for helping our... ...relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion...Suggested
- ...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 financial...
- Back IT Service Delivery Manager - Tech Ops & Finance #23-9170 Multiple Locations Apply X Facebook LinkedIn Email Copy Location This position is 100% remote within the Bank's footprint. Employee will work full time remote outside of a WesBanco location (may occasionally...Full timeContract workPart timeWork at officeRemote workShift work
- ...America Position Title: Environmental Services Associate Location: The Health and Fitness Center... ...Washtenaw Community College . Our facility is managed by Power Wellness Management, a company... ...pioneer who improves the lives of clients with a unique and customized approach...Full timePart timeFlexible hoursWeekend work
- ...Slims Great Lakes in Ann Arbor, MI is seeking a dedicated General Manager to lead the restaurant team. This role emphasizes exceptional guest service, operational excellence, and team development. You will oversee all operations, set high standards for performance, and...
- ...Professional Reports To Operations Manager & Business Owner Compensation Hourly... ...Counties Systems Used Handoff AI | Service Titan I Outlook About Us My... ...dynamic environment, loves connecting with clients, and takes pride in closing sales and driving...Hourly payFull timeWork at officeLocal areaMonday to FridayWeekend work
$120.97k
...our CDM Smith offices *** CDM Smith is seeking an Industrial Client Service Leader with a strong industrial water and wastewater... ...industrial infrastructure and facility capital projects, meet water management objectives, comply with environmental requirements, or address...Full timeTemporary workH1b$120.97k
...Districts. As a global full-service firm, CDM Smith's has been serving... ...USACE priorities. As a Client Service Leader, you will... ...analytics, digital delivery, asset management, automation) as part of... ...professional societies and associations. Job Title: Client...Full timeContract workWork experience placementFor subcontractorH1bWork at officeRemote workFlexible hours- A dynamic global company based in Ann Arbor is seeking passionate individuals for client service leadership roles. This position offers the flexibility to work from home, a supportive environment, and mentorship for professional growth. Ideal candidates will have a dedication...Remote workWork from homeFlexible hours
- A leading company in client services is seeking a passionate individual ready to embark on a fulfilling career with a strong focus on customer service leadership. This role offers flexible work-from-home options, allowing you to balance personal and professional aspirations...Remote workWork from homeFlexible hours
$49k - $55k
...The Shelter Association of Washtenaw County is committed to creating... ...and is the primary provider of services and emergency shelter for Washtenaw... ...Use Services (SUS) Case Manager is a specialized role within... ...initiative. Case Managers engage with clients, assess needs, create service...Work at officeImmediate startFlexible hoursShift workAfternoon shiftEarly shift- ...America, and who excel at providing our clients with refreshingly clear guidance, uniquely... ...creative strategies, and remarkably responsive service, all with genuine empathy and a personal... .... The Position: As an Immigration Case Manager on our Green Card Services team, you’ll...Casual workWork at officeLocal areaRemote workFlexible hours
- ...update patient information, obtain referrals and/or authorizations. Manage incoming telephone calls, confirm patient appointments and... ...completeness of visit information including type of visit, reason for service, charge for service and diagnostic codes for processing...Remote work
- ...A dedicated immigration firm is seeking an Immigration Case Manager to navigate U.S. immigration processes. This role can be remote... ...in the field, strong attention to detail, and excellent client service skills. Benefits include competitive compensation, flexible work...Remote workFlexible hours
- ...Welcome to Mann IT, where we lead the charge in IT managed services! Our innovative and comprehensive solutions empower organizations to thrive... ...family as a Managed Service Specialist and be the hero our clients need! If you're a proactive, tech-savvy individual who loves...Remote work
- ...benefits company seeks an experienced leader to manage and mentor a remote team. In this role, you will connect with clients regarding benefit programs, conduct virtual... ...candidates have a background in management or client service, possess strong communication skills, and are...Remote workFlexible hours
$50k - $95k
...Account Manager - Landscape & Client Services (Ann Arbor, MI) Are you someone who enjoys building strong client relationships and taking ownership of the customer experience? DJ's Landscape Management is growing, and we're looking for an Account Manager to support...Temporary workSeasonal workWork at office$49.01k
...Job Description: 701 Miller Family Services Support Coordinator (Case Manager) At Avalon, housing is a human right. Our mission is to build healthy,... ...medical conditions in addition to chronic homelessness. Our clients live in Avalon Housing units, with private landlords...Full timeTemporary workCasual workLive inAfternoon shift- ...A leading building automation firm in Ann Arbor, Michigan, seeks a Site Manager responsible for overseeing field operations during building automation projects. This role involves providing technical assistance, managing project activities, and ensuring quality control...
- ...high-performing teams in a fully remote environment. This opportunity is ideal for individuals with backgrounds in management, operations, or client service who want flexibility while continuing to grow their leadership careers. In this role, you will connect with...Weekly payRemote workFlexible hours
- ...Lawyers Club Program Manager The University of Michigan Lawyers Club is a 501C3 with... ..., which operates under the American Bar Association specifications. The Lawyers Club is an integral... ...process. Coordinate efforts of services within the residence, including functional...Contract workLocal areaRemote workVisa sponsorshipWork visaFlexible hoursNight shiftWeekend workAfternoon shift
$93.8k - $174.2k
...Neuroscience Territory Account Specialist for a remote role based in Ann Arbor, MI. This entry-level position focuses on key account management and requires a bachelor's degree along with the ability to travel extensively. The specialist will engage with healthcare...Remote work- ...SERVICING MANAGER – JOB DESCRIPTION The Servicing Manager is primarily responsible for overseeing all mortgage servicing operations. This includes loan setup and transfer, escrow management, payment processing, and sub‑servicer management. This position will drive change...Work at officeFlexible hoursAfternoon shift
- ...Information Technology & Services (HITS) Department... ...fill an entry level Epic Client Systems Administrator... ...You will independently manage fundamental system... ...diagnosis error logs associated with High Availability... ...paid time off, and a wealth of family care support...Casual workRemote workAfternoon shift
$40k - $100k
...needs, and market appropriate products and services. As an Agent Team Member, you will... ...inside sales representative, retail sales associate, or telemarketing) preferred... ...Agency Our mission is to help people manage the risks of everyday life, recover from...For contractorsWork at officeLocal areaRemote workWork from homeMonday to FridayFlexible hours- A leading global financial services firm in Canton, MI seeks a Private Client Advisor to provide comprehensive financial planning and exceptional client service... ...licenses. This role emphasizes relationship management over portfolio management, requiring integrity and a...
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