Client Service Associate
3 days ago
We are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel Financial Corp. This role will provide administrative support to our financial advisors and contribute to the success of our corporate retirement plans team.
Key Responsibilities:- Manage client service materials, including reports and presentations, to ensure timely and accurate delivery.
- Coordinate compliance oversight and maintain client files to ensure regulatory requirements are met.
- Provide administrative support, including data management, invoicing, and record-keeping.
- Assist with quarterly procedures, including producing, printing, and emailing materials to clients.
- Offer support for ongoing projects, presentations, meetings, reviews, and client materials.
- Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
- Strong organizational and time management skills, with the ability to work effectively in a fast-paced environment.
- Excellent written and oral communication skills, with the ability to interact with clients, team members, and other areas of the firm.
- Ability to prioritize tasks and projects efficiently, with a focus on accuracy and attention to detail.
Stifel is a global wealth management and investment banking firm committed to innovation and fresh ideas. We offer an entrepreneurial environment, comprehensive benefits package, and opportunities for career growth and development.
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Client Services Associate
3 weeks ago
Grand Rapids, Michigan, United States Stonebridge Financial Partners LLC Full time{"Job Title": "Client Services Associate", "Job Summary": "We are seeking a highly skilled and motivated Client Services Associate to join our team at Stonebridge Financial Partners, LLC. As a Client Services Associate, you will play a critical role in delivering exceptional client service and support to our clients.Responsibilities:* Collaborate with our...
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Client Service Associate
4 days ago
Grand Rapids, Michigan, United States Stifel Financial Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel Financial. As a Client Service Associate, you will provide administrative support to our financial advisors, focusing on corporate retirement plans. Your primary responsibilities will include managing client service materials, coordinating...
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Client Services Associate
3 weeks ago
Grand Rapids, Michigan, United States Stonebridge Financial Partners LLC Full time{"Job Title": "Client Services Associate", "Job Description": "Job SummaryStonebridge Financial Partners, LLC is seeking a highly skilled Client Services Associate to join our team. As a key member of our wealth management team, you will be responsible for delivering exceptional client service and support to our clients.Key ResponsibilitiesCollaborate with...
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Client Services Associate
3 weeks ago
Grand Rapids, Michigan, United States Stonebridge Financial Partners, LLC Full timeAbout the RoleStonebridge Financial Partners, LLC is seeking a highly skilled and motivated Client Service Associate to join our team. As a Client Service Associate, you will play a critical role in ensuring a high level of client satisfaction and service.Key ResponsibilitiesCollaborate with Wealth Advisors to prepare for client meetings, participate in...
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Client Service Associate
2 weeks ago
Grand Rapids, Michigan, United States Stifel Financial Corp. Full timeClient Service AssociateStifel Financial Corp. is seeking a highly organized and detail-oriented Client Service Associate to support a team of financial advisors focusing on corporate retirement plans. As a key member of our team, you will provide administrative and clerical support, assist in the production and maintenance of client service materials, and...
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Client Service Associate
2 weeks ago
Grand Rapids, Michigan, United States Stifel Financial Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel Financial. As a key member of our corporate retirement plans team, you will provide administrative and clerical support to our financial advisors, ensuring seamless client service and operational efficiency.Key ResponsibilitiesManage client...
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Client Services Associate
1 month ago
Grand Rapids, Michigan, United States Xtend Inc Full timePOSITION OVERVIEW The Client Services Associate (CSA) is responsible for providing daily assistance to credit union members and callers through both inbound and outbound services. The CSA ensures that requests are managed efficiently and effectively. This role necessitates thorough documentation when relaying requests to the credit union via account tracking...
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Client Services Coordinator
1 month ago
Grand Rapids, Michigan, United States Douglas J Aveda Institutes & Salons Full timePosition OverviewCompany Overview:Douglas J Aveda Institutes & Salons is a leader in the fields of Cosmetology, Esthiology, and Barbering Education. Our facilities provide a sophisticated salon environment, recognizing that hands-on experience with real clients is essential for mastering the skills needed for success in professional salons and spas. As part...
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Client Service Representative
3 weeks ago
Grand Rapids, Michigan, United States Park State Bank Full timeJob SummaryWe are seeking a highly skilled Client Service Specialist to join our team at Park State Bank. As a key member of our customer-facing team, you will be responsible for delivering exceptional service to our clients, providing personalized solutions to meet their banking needs, and promoting our products and services.Key ResponsibilitiesClient...
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Client Services Coordinator
6 days ago
Grand Rapids, Michigan, United States 28 Technologies LLC Full timeClient Services SpecialistWe are seeking a highly skilled and detail-oriented Client Services Specialist to join our team at 28 Technologies LLC. As a key member of our team, you will be responsible for ensuring seamless communication and data exchange between our firm and clients.Key Responsibilities:Monitor and resolve reporting issues between the Firm and...
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Client Service Specialist
5 days ago
Grand Rapids, Michigan, United States Old National Bank Full timeJob Title: Client Service SpecialistWe are seeking a highly skilled Client Service Specialist to join our Wealth Management team at Old National Bank. As a key member of our team, you will provide exceptional administrative and sales support to our High Net Worth (HNW) Wealth Advisors.Key Responsibilities:Provide high-level organizational and administrative...
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Client Services Liaison
2 weeks ago
Grand Rapids, Michigan, United States Arbor Circle Corporation Full timeJob OverviewArbor Circle Corporation is seeking a highly skilled Client Services Representative to join our team. As a key member of our organization, you will play a vital role in providing exceptional customer service to individuals accessing and participating in our services.Key Responsibilities:Deliver outstanding customer service through phone,...
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Part Time Store Associate
4 weeks ago
Grand Rapids, Michigan, United States Gordon Food Service Full time**Job Summary**Gordon Food Service is seeking a highly motivated and customer-focused Part Time Store Associate to join our team. As a Part Time Store Associate, you will play a critical role in providing exceptional customer service, maintaining a clean and organized store environment, and supporting the sales and merchandising efforts of our store.**Key...
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Customer Service Associate
1 month ago
Grand Rapids, Michigan, United States Daniel Vanderlaan - State Farm Agent Full timePosition OverviewDaniel Vanderlaan - State Farm Agent is in search of a dedicated professional to fill the role of Office Representative. This position is ideal for an enthusiastic individual eager to contribute to the growth of our agency through meaningful interactions and exceptional customer service. If you are a proactive individual who excels in a...
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Customer Service Associate
1 month ago
Grand Rapids, Michigan, United States Daniel Vanderlaan - State Farm Agent Full timeJob OverviewPosition Summary:A dedicated State Farm Agent is looking for a qualified individual to fill the role of Office Representative - State Farm Agent Team Member. We are in search of a dynamic professional who is passionate about fostering business growth through meaningful interactions and exceptional customer service. If you are a proactive...
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Client Service Specialist
1 month ago
Grand Rapids, Michigan, United States CampusPoint Full timeAbout the RoleCampusPoint is seeking a highly skilled Health Insurance Specialist to join our team. As a key member of our Sales team, you will provide exceptional customer service and client support, while assisting Account Managers with reporting, documentation, and analysis.Key ResponsibilitiesSupport Key Accounts: Attend board meetings, manage incoming...
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Certified Client Service Specialist
1 month ago
Grand Rapids, Michigan, United States The Brouwers Agency Full timePosition OverviewAre you eager to be part of an organization that values both its clients and its employees? The Brouwers Agency is on the lookout for a Licensed Customer Service Representative to enhance our dedicated team. In this role, you will utilize your professional demeanor, courteous approach, and exceptional communication abilities to provide an...
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Manager of Client Accounting Services
1 month ago
Grand Rapids, Michigan, United States Jobot Full timeClient Accounting Services Manager at a Reputable CPA FirmAbout Us:At Jobot, we prioritize the well-being of our team and the success of our clients. Our firm is dedicated to continuous improvement, community impact, and achieving our strategic goals while maintaining a positive work environment. We offer flexible working arrangements, competitive...
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Client Services Program Manager
4 weeks ago
Grand Rapids, Michigan, United States Redwood Family Care Network Full timeJob SummaryThe Client Services Program Manager is a critical team member responsible for monitoring the overall client care coordination of individuals with intellectual and developmental disabilities. This role provides support to the interdisciplinary team in the areas of file management, administrative and operational functions, and serves as a liaison to...
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Client Relations Coordinator
1 month ago
Grand Rapids, Michigan, United States LHH Recruitment Solutions Full timePosition OverviewThe Client Relations Coordinator plays a vital role in ensuring top-notch support for clients by addressing inquiries, providing effective solutions, and maintaining precise data management. This position involves handling incoming communications, resolving client issues, and utilizing data management tools to enhance customer satisfaction....