Brokerage Client Assistant
2 weeks ago
Brokerage Client Assistant Troy, MI - 100% onsite 6+ months W2 Rate - $24/hr **If you are not commutable to this location, we apologize, please disregard Requirements: 2+ years of Brokerage and Client Services support experience, or equivalent Ideal candidates will have a background within wealth management, investment banking support and/or brokerage support or similar Handle telephone calls/respond to inquiries and requests for researching of reports and account related issues Establish and maintain files to meet the firms regulatory requirements Receive direction from supervisor and Financial Advisory functional area and escalate non-routine questions Support the advisor to maintain and enhance relationships with existing clients - gathering account related information, scheduling and preparing for appointments, and service needs. Provide account information or quotes, entering Financial Advisory approved security tickets and various administrative tasks Create, produce, and maintain reports, databases, and record keeping for the purpose of growing client relationships Interact with Financial Advisory functional area on wider range of inquiries or requests, as well as internal and external customers Job ID: JOB-235188 Publish Date: 27 Apr 2024
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Brokerage Client Assistant 2
2 weeks ago
TROY, United States TalentBridge Full timeTitle: Brokerage Client Assistant 2 Location: Troy, MI 48098 Duration:06+ Months (High possibility of extension or perm) Start date: 2nd week of May. Onsite Flexibility: Fully Onsite Interview: Onsite/ Video Pay rate: $23/Hr on w2 without benefits. In this contingent resource assignment, you'll support brokerage clients, improve processes, and handle...
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Administrative Assistant
4 weeks ago
Troy, United States 804 Technology Full timeJob DescriptionJob DescriptionMeyer and Company is looking for a motivated, goal-focused, highly organized, and creative individual to join our family owned and fast growing agency. This position will directly work and support the Owner and Broker adding immediate value to the company.Some of the responsibilities for the position include but not limited...
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Client Service Specialist
19 hours ago
Troy, United States eTitle Agency Full timeRoles & Responsibilities:Be the "face" of eTitle to customers on the phone and in person (40%)Communication via email (CS and ENS Care) and phone promptly and proactively. Follow-up and follow through on inquires Monitor CS inbox and respond accordingly Pricing inquiries that come through Front desk responsibilities as needed Look for ways to improve our...
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Client Support Specialist
4 days ago
Troy, United States Miami County Full timeCLASSIFICATION PURPOSEThe purpose of the Client Support Specialist is to provide information and assistance to the clients, agencies, and the public.JOB DUTIESProvides information and assistance to clients, agencies, and the public, in response to inquiries received by telephone, mail, fax, electronically, or in person. Explains rules and procedures. Uses...
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Client Support Specialist
6 days ago
Troy, United States Miami County Full timeJob DescriptionJob DescriptionCLASSIFICATION PURPOSEThe purpose of the Client Support Specialist is to provide information and assistance to the clients, agencies, and the public.JOB DUTIESProvides information and assistance to clients, agencies, and the public, in response to inquiries received by telephone, mail, fax, electronically, or in person. Explains...
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Client Support Specialist
3 days ago
Troy, United States Miami County, Inc. Defunct Full timeCLASSIFICATION PURPOSE The purpose of the Client Support Specialist is to provide information and assistance to the clients, agencies, and the public. JOB DUTIES Provides information and assistance to clients, agencies, and the public, in response to inquiries received by telephone, mail, fax, electronically, or in person. Explains rules and procedures. Uses...
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Client Service Specialist
2 weeks ago
Troy, United States eVantage Full timeRoles & Responsibilities:Be the "face" of eTitle to customers on the phone and in person (40%)Communication via email (CS and ENS Care) and phone promptly and proactively. Follow-up and follow through on inquiresMonitor CS inbox and respond accordinglyPricing inquiries that come throughFront desk responsibilities as neededLook for ways to improve our process...
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Client Success Project Manager
4 weeks ago
Troy, United States Amy Cell Talent Full timeJob DescriptionJob DescriptionAre you a strong collaborator that thrives on delighting the customer and growing revenue? Keep reading!About UsE7 Solutions is an Atlassian Platinum Solutions Partner providing digital transformation services. We are widely recognized for expertise in leveraging Atlassian products to help businesses achieve their goals through...
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Senior Client Service Manager
3 weeks ago
Troy, United States Brown and Caldwell Full time** Senior Client Service Manager & Project Manager** **Job Category****:** Client Services **Requisition Number****:** SENIO02565 Showing 1 location **Job Details** **Description** Brown and Caldwell (BC) has an opportunity for an experienced Client Service Manager/Project Manager who will have an essential role in our Detroit Office and our greater Midwest...
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Mortgage Loan Officer
1 day ago
Troy, United States Mortgagepros Llc Full timeJob DescriptionJob DescriptionJob descriptionMortgagePros is looking for experienced, licensed Mortgage Loan Officers to join our expanding team! As a Loan Officer, you'll be building relationships with clients while helping to provide them with products that best fit their needs. Here at MortgagePros, you will be working with the best Team Leaders,...
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Civil Litigation Legal Assistant
1 week ago
Troy, United States Weltman, Weinberg & Reis Full time$2k Retention Bonus during your 1st year of Employment! The Civil Litigation Legal Assistant assists attorneys by performing legal work on files. We are looking to add someone with previous civil litigation support experience. Responsibilities/Duties/Functions/Tasks: * Assists attorney with management of case files. * Prepares pleadings, correspondence,...
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Real Estate Buyer'S Sales Agent
4 weeks ago
Troy, United States Thrive Realty Company Full timeJob DescriptionJob DescriptionDo you love helping people find their dream home? We’re looking for an experienced real estate sales buyer’s agent to join our growing team. You’ll hunt for leads, cultivate relationships with potential customers, and assess their wants and needs to help them find that perfect property. If you’re an ambitious, motivated,...
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Weekend Residential Counselor Assistant
3 weeks ago
Troy, United States The Addictions Care Center of Albany Full timeJob DescriptionJob DescriptionPrimary Purpose:Provide substance abuse rehabilitation and counseling services to clients in accordance with OASAS and Agency rules and regulations in an inpatient setting.Responsibilities:Monitoring and observing the physical, mental, and emotional status of admitted client's day or night.Daily and nightly monitoring and...
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Assistant Brand Manager
3 weeks ago
Troy, United States Shore Marketing Inc Full timeAt Shore, We provide transformative training experiences that drive performance for our team members and revenue for our clients. For two years, we've trained the top performers in the marketing industry to be the best at providing quality customer service, driving brand awareness, and creating cost-effective marketing strategies that drive market share for...
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Medical Assistant
1 week ago
Troy, United States WorkCare Full timeOverview About WorkCare: Our mission is Protecting and Promoting Employee Health – from Hire to Retire. WorkCare, Inc., is a physician-owned national occupational health service company founded in 1984. We currently serve more than 1 million client employees across the U.S and abroad with integrated employee health management solutions that include...
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Administrative Assistant
6 days ago
Troy, United States iMBranded Full timeJob DescriptionJob DescriptioniMBranded is a leading manufacturer specializing in architectural millowrk and large format graphics across multiple industries including retail, hospitality, automotive and finance.. We are a full-service manufacture of fixtures, furniture and graphic products specializing in the retail automotive segment with OEMs and the...
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Sr. Legal Assistant
7 days ago
Troy, United States Weltman, Weinberg & Reis Full time$2k Retention Bonus during your 1st year of Employment! Standard Responsibilities/Duties/Functions/Tasks: * Provides on-the-job training to less experienced workers. * Ensures work is performed in a timely manner and in compliance with established policies and guidelines. * Responds to employee's questions regarding unusual, complex, or technical...
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Medical Assistant
1 month ago
Troy, United States WorkCare Full timeOverview About WorkCare: Our mission is Protecting and Promoting Employee Health – from Hire to Retire. WorkCare, Inc., is a physician-owned national occupational health service company founded in 1984. We currently serve more than 1 million client employees across the U.S and abroad with integrated employee health management solutions that...
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Troy, United States Peoplelink Staffing Solutions Full timeJob DescriptionJob DescriptionJob descriptionPeoplelink is looking for Korean/ English Bilingual Human Resources Assistant at a prominent client located near Troy, MI. Bilingual Korean/English Human Resource Assistant Responsibilities- • Assist the HR manager and management team with conducting Human Resources meetings • Maintain employee records •...
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Development Assistant
7 days ago
Troy, United States United Community Family Services-Chaldean American Ladies of Charity Full timePosition: Development Assistant Organizational Overview: United Community Family Services (UCFS) is a community-based, community led organization serving families and individuals living at or below the ALICE Threshold, primarily refugees and immigrants. UCFS provides wrap-around services to empower our clients to reach long-term independence with dignity....