Client Service Associate
2 weeks ago
Summary: Financial Planning firm located in Kalamazoo Michigan seeks a highly energized and confident client service associate who will thrive in a busy environment. This position is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills.Essential Duties and Responsibilities Supports Lead Advisor of a large book of business including handling all administrative functions for Lead Advisors and the firm Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/tack messages appropriately and according to firm guidelines Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available Deposit checks received and maintain check blotter in adherence to compliance guidelines Maintain client information in CRM database Research and resolve client service problems for errors as needed Record all transactions on appropriate logs Perform other duties and projects as assigned The Ideal candidate will possess the following skills: Basic computer skills (Outlook, Word, Excel) are essential Strong administrative and time management skills with superior attention to detail Excellent communication skills, both verbally and in writing CRM knowledge a plus Series 7 and 65/66 preferred (or ability to obtain) Education and/or Experience Associates degree in a business-related field preferred The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Benefits: Competitive Pay, paid holidays, paid vacation, sick/personal days, 401(k), health insurance
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Client Service Associate
4 weeks ago
Kalamazoo, United States Kestra Financial Full timeSummary: Financial Plan ning firm located in Kalamazoo Michigan seeks a highly energized and confident client service associate who will thrive in a busy environment. This position is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills. Essential Duties and...
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Client Service Associate
1 month ago
Kalamazoo, United States Kestra Financial Full timeSummary: Financial Planning firm located in Kalamazoo Michigan seeks a highly energized and confident client service associate who will thrive in a busy environment. This position is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills.Essential Duties And...
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Client Service Associate
1 month ago
Kalamazoo, United States Kestra Financial Full timeSummary: Financial Planning firm located in Kalamazoo Michigan seeks a highly energized and confident client service associate who will thrive in a busy environment. This position is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills.Essential Duties And...
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Client Service Associate
1 month ago
Kalamazoo, United States Kestra Financial Independent Advisor Full timeJob DescriptionJob DescriptionSummary: Financial Planning firm located in Kalamazoo Michigan seeks a highly energized and confident client service associate who will thrive in a busy environment. This position is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management...
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Client Service Associate
1 week ago
Kalamazoo, United States Kestra Financial Independent Advisor Full timeSummary: Financial Plan ning firm located in Kalamazoo Michigan seeks a highly energized and confident client service associate who will thrive in a busy environment. This position is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills. Essential Duties and...
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Client Service Representative
20 hours ago
Kalamazoo, United States VCA Antech, Inc. Full timeVCA Veterinary Specialty and Emergency Center of Kalamazoo is a 24/7/365 emergency, critical care and specialty practice, located in Kalamazoo, MI. We are seeking an Experienced Client Service Representative to join our team Full-time. Are you searching for more work life balance? We support wellness, and the ability to work on a flexible schedule. VCA is...
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Client Service Representative
2 days ago
Kalamazoo, United States VCA Animal Hospitals Full time**VCA Veterinary Specialty and Emergency Center of Kalamazoo** is a 24/7/365 emergency, critical care and specialty practice, located in Kalamazoo, MI. We are seeking an **Experienced Client Service Representative** to join our team Full-time. Are you searching for more work life balance? We support wellness, and the ability to work on a flexible schedule....
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Client Service Administrator
1 month ago
Kalamazoo, United States TriFound Full timeCome join one of the fastest growing Wealth Management firms in the country! We are looking for ambitious people who don’t like the same old same old. Want some excitement and not the typical mundane office life? Well this is the place for you. Everyday is different at TriFound and the time flies by as you make a true difference in the lives of our clients...
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Service Associate
10 hours ago
Kalamazoo, United States D&W Fresh Market Full timeAt SpartanNash, we deliver the ingredients for a better life through customer-focused innovation. We do this for our supply chain customers and U.S. military commissaries, retail store guests and, most importantly, our Associates. In fact, we see a day when each will say, "I can't live without them." Our SpartanNash family of Associates is 17,000 strong,...
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Service Associate
14 hours ago
Kalamazoo, Michigan, United States SpartanNash Company Full timeAt SpartanNash, we deliver the ingredients for a better life through customer-focused innovation. We do this for our supply chain customers and U.S. military commissaries, retail store guests and, most importantly, our Associates. In fact, we see a day when each will say, "I can't live without them."Our SpartanNash family of Associates is 17,000 strong,...
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Service Associate
2 days ago
Kalamazoo, United States D&W Fresh Market Full timeAt SpartanNash, we deliver the ingredients for a better life through customer-focused innovation. We do this for our supply chain customers and U.S. military commissaries, retail store guests and, most importantly, our Associates. In fact, we see a day when each will say, "I can't live without them." Our SpartanNash family of Associates is 17,000 strong,...
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Cashier - Service Associate PT
7 days ago
Kalamazoo, United States Rite Aid Full timeService Associate Contribute to our mission to improve Health and Wellness in your community. Become a Rite Aid Service Associate, today! As a Service Associate, you are responsible for the day-to-day operations, care, and service provided to our customers & patients. Your purpose is to help others achieve a higher level of well-being through thoughtful...
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Full Time Store Associate
2 days ago
Kalamazoo, United States Gordon Food Service Full timeLocation - MP055 827 N Drake Rd, Kalamazoo MI Hiring Immediately Weekly Pay Store Hours -Monday through Saturday 7AM-8PM; Sunday 9AM-6PM Holidays Off - We are CLOSED on Thanksgiving, Christmas, New Year's Day and Easter. Advancement - High internal promotion rate and development programs available! Gordon Food Service...
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Retail Customer Service Associate
8 hours ago
Kalamazoo, United States Speedway Full time $13 - $14Retail Customer Service Associate (Cashier / Sales Associate) – Full Time or Part TimeSTART STORY AT SPEEDWAY! Speedway is focused and dedicated to your success! We are committed to ensuring our employees receive proper training in order to provide excellent customer service to our customers on every visit. We offer full and part time opportunities...
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Retail Customer Service Associate
7 hours ago
Kalamazoo, United States Speedway Full time $13 - $14Retail Customer Service Associate (Cashier / Sales Associate) – Full Time or Part TimeSTART STORY AT SPEEDWAY! Speedway is focused and dedicated to your success! We are committed to ensuring our employees receive proper training in order to provide excellent customer service to our customers on every visit. We offer full and part time opportunities...
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Marketing Associate
1 week ago
Kalamazoo, United States Sinclair Broadcast Group Full timeWWMT/ARC W. Michigan/wwmt.com is looking for a Marketing Associate who will serve as a dedicated marketing, data, and content powerhouse across the station’s Sales and Solutions teams. From time to time, the Marketing Associate may manage assigned accounts in the role of a junior Marketing Consultant. The ideal candidate will be a well-organized...
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Marketing Associate
24 hours ago
Kalamazoo, Michigan, United States Sinclair Broadcast Group Full timeWWMT/ARC W. is looking for a Marketing Associate who will serve as a dedicated marketing, data, and content powerhouse across the station's Sales and Solutions teams. From time to time, the Marketing Associate may manage assigned accounts in the role of a junior Marketing Consultant. The ideal candidate will be a well-organized multitasker with a passion...
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Field Service Technician/ Industrial Mechanic
4 hours ago
Kalamazoo, United States Triad Service Center Full timeJob DescriptionJob DescriptionTriad Service Center is seeking a qualified Field Technician for service and repair of light industrial equipment in the Kalamazoo, MI area. Equipment that is commonly worked on are floor scrubbers, sweepers, handicapped carts, checkout lanes, paint shakers and other commercial customer equipment found in large retail /...
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Account Services Coordinator
4 weeks ago
Kalamazoo, United States Kalamazoo County Government Full timeCircuit Court-Friend of the Court - $19.50/hr - Monday-Friday, 8:00 a.m.5:00 p.m.- Posting: 082-24 - Date Posted: 04/29/2024 - Deadline (must be received by): 05/10/2024 **GENERAL SUMMARY** The purpose of this position is to provide customer service, which includes assisting civilians with inquiries, answering/transferring phone calls, and providing...
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Trust Relationship Associate
7 hours ago
Kalamazoo, United States Greenleaf Trust Full timeJob DescriptionJob DescriptionWhat's This Job All About?The Trust Relationship Associate will assist with the administration of client relationships, performing various activities relative to Greenleaf Trust's role as trustee, agent and/or custodian and coordinate the efforts and workflow of the Client Centric Team while providing comprehensive,...