Senior Wealth Management Client Specialist
PowerToFly
PowerToFly is looking for a Senior Wealth Management Associate in Birmingham, Michigan. This role involves providing exceptional service and support to Financial Advisors and maintaining strong client relationships. The successful candidate will help with business development initiatives and must possess 5+ years of relevant experience, a four-year degree, and required financial licenses. You will collaborate closely with Financial Advisors in an evolving environment, ensuring all service functions are performed timely. #J-18808-Ljbffr PowerToFly
$76k - $125.3k
...working side by side with a range of clients from our most venerable institutions... ...across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help... ...Your key responsibilities A senior analyst in FSO EDGE WAM will be responsible...SeniorSummer holidayWork at officeLocal areaFlexible hours- 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...SuggestedFlexible hours
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- ...skills and experience with Microsoft Office Suite. Key responsibilities include preparing proposals and coordinating meetings. The firm offers a competitive compensation package and is focused on delivering successful outcomes for clients and employees. #J-18808-Ljbffr CBRESeniorWork at office
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- Huntington National Bank in Bloomfield Hills is seeking a Treasury Management Specialist Sr to provide sales support and analysis for the Treasury Management Sales Advisor. The role requires three or more years of banking experience, along with sales support skills. Key...Senior
$143.93k - $227.25k
Flagstar Bank is seeking a Senior Treasury Management Sales & Payments Officer in Michigan, responsible for complex business development activities... ...analytical skills. This role requires frequent travel to client locations and offers a comprehensive benefits package, including...Senior$25 - $37 per hour
Bank of America seeks a Client Service Associate in Highland Park, MI to support Financial Advisors and enhance the client experience through personalized service. Key responsibilities include educating clients, ensuring timely and accurate client materials, and maintaining...Hourly payWork at office$129.1k - $151.5k
...1.5 trillion in assets under management, administration and advisement... ...business and institutional clients. We are a longstanding leader... ...Investment Services Inc. seeks a Senior Research Analyst - Equity, in... ...Line of Business FPPS Wealth Management Solutions...SeniorFull timePart time- Arthur J. Gallagher & Co. (AJG) in Bloomfield Hills, Michigan is searching for a Senior Client Associate to support clients and ensure exceptional service. You will help manage workflows, create documents, and collaborate with the production team. A high school diploma...SeniorFlexible hours
- ...Technology Development & Consulting, Infrastructure & Facility Management Services and Technical Content development as core competencies. Our experienced professionals bring a wealth of industry knowledge to each client and operate in a manner that produces superior quality...SeniorFull time
- ...At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering... ...their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice...
- ...At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering... ...financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice...
- ...First Merchants Bank is seeking a Senior Retirement Plan Consultant to... ..., helping them design, manage, and improve their retirement... ...continued growth of the Workplace Wealth practice. Managing a book of retirement... ...with new and existing clients. Develop/enhance referral process...SeniorWork at officeWork from homeFlexible hours
- Colliers International is seeking a Senior Client Services Specialist in Birmingham, MI. This role requires 2-3 years of marketing and administrative support experience in commercial real estate, strong organizational skills, and proficiency in MS Office and Adobe InDesign...Senior
- Senior Account Manager, Employee Benefits The Mid-Market Senior Account Manager is responsible for... ...developing long-term relationships with clients. This position will respond to day-to-... ...consulting services and financial & wealth solutions. With more than 30 specialty...Senior
- Nahse is seeking an innovative Associate Chief Clinical Officer for the new Troy Medical Campus in Michigan. This key position will lead clinical initiatives, ensuring alignment with the mission of Michigan Medicine while championing a unique community care model. The ...Senior
- ...Job Description Job Description Description: Sales Management: Consistently collect and grow weekly sales orders from assigned accounts. Client Visits: Regularly visit clients and conduct follow-up calls to assess needs, manage inventory, enhance sales through...SeniorTemporary workWork experience placementWork at officeRelocation packageMonday to FridayWeekend workAfternoon shift
$15k
...Middle Market Commercial Senior Account Manager At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals... ..., employee benefits, investment and wealth management products and services....SeniorLocal areaFlexible hours- Senior Relationship / Trust Advisor, Wealth Management Location: OH (Job Ref. R154398) Responsibilities Manages assigned account base of wealth management clients by working with client service team, clients and their professional advisors to develop a thorough understanding...SeniorWork experience placement
- Dürr Aktiengesellschaft is looking for a Payroll Coordinator in Southfield, Michigan. This role involves supporting and coordinating payroll processing, maintaining accurate payroll records, and assisting with year-end payroll activities. The ideal candidate should have...SeniorWork at office
- ...MRM McCann is looking for a Sr. Account Executive to manage client relationships and oversee multi-channel marketing communications programs. You will ensure projects are executed flawlessly on time and within budget. The ideal candidate has 3+ years' experience in an...Senior
- ...OneStream Software is seeking an Executive Administrative Assistant to provide high-level support for senior executives in Birmingham, MI. This role involves managing complex calendars, coordinating communications, and driving organizational effectiveness in a fast-paced...SeniorWork at office
- A consulting firm based in Michigan is seeking an experienced IT Security professional with over 10 years of experience. Key responsibilities include evaluating security systems, preparing reports, and maintaining documentation. The ideal candidate should have a strong ...Senior
- A consulting and engineering firm in Southfield seeks a Senior Proposal Marketing Associate to lead proposal strategy for the Power & Energy practice. Ideal candidates will have over 10 years in AEC marketing, particularly in utility-scale infrastructure. Responsibilities...Senior
- ...professional to provide financial reporting and technical support to clients. This remote position requires a Bachelor's degree, 4-6 years... ...candidate will have excellent analytical abilities, project management expertise, and proficiency in various accounting software. The...SeniorRemote work
- Plante & Moran, PLLC in Auburn Hills, Michigan is seeking Tax Principals to oversee engagements and ensure tax compliance for clients. Key responsibilities include preparing and reviewing various tax returns and conducting tax research. The ideal candidates must be authorized...Senior
- Oswald Companies in Bloomfield Hills is seeking a dedicated client management professional to provide external support to clients for an assigned book of business. This role requires strong relationship skills and a Property & Casualty License, along with prior client management...Senior
- ...focuses on driving growth and acquiring new business in the hospitality sector. You will identify client needs and present innovative solutions to key accounts in hotel management. Candidates should have over 4 years of B2B sales experience, ideally within hospitality tech....Senior
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