Client Services Coordinator
6 days ago
We 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 clients through electronic data interfaces
- Generate and provide reports based upon Firm or clients' requirements
- Prioritize day-to-day tasks and issues with colleagues
- Operate with a proactive approach to advisors and clients
- Understand and troubleshoot electronic data exchanges with clients
- High School Diploma (Required)
- Problem Solving skills
- Demonstrated ability to provide excellent client service
- Strong data processing skills with a proven track record
- Able to work efficiently in a fast-paced environment
- Excellent oral communication skills
- Proficient with relevant software applications including the Microsoft Office Suite (including Word, Excel, PowerPoint, and Outlook)
If you are a motivated and detail-oriented individual with excellent communication skills, we encourage you to apply for this exciting opportunity. We are an equal opportunity employer and welcome applications from diverse candidates.
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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 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 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....
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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 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
3 days ago
Grand Rapids, Michigan, United States Stifel Financial Corp. Full timeJob Title: Client Service AssociateWe 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,...
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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 Coordinator
1 month ago
Grand Rapids, Michigan, United States MVP SPORTSCLUBS Full timeJob OverviewMVP SPORTS CLUBS POSITION DESCRIPTION | MEMBER SERVICES SPECIALISTCompany OverviewMVP Sports Clubs is a premier sports facility development and management organization operating multiple facilities in West Michigan. We specialize in providing comprehensive corporate service support across various domains including finance, marketing, information...
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Client Services Coordinator
1 month ago
Grand Rapids, Michigan, United States MVP SPORTSCLUBS Full timeJob OverviewMVP SPORTS CLUBS POSITION DESCRIPTION | MEMBER SERVICES SPECIALISTCompany OverviewMVP Sports Clubs is a premier organization specializing in the development and management of sports facilities, with multiple locations operating in West Michigan. Our mission is to provide exceptional corporate service support across various domains including...
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Client Services Coordinator
1 month ago
Grand Rapids, Michigan, United States MVP SPORTSCLUBS Full timeJob OverviewMVP SPORTS CLUBS POSITION OVERVIEW | MEMBER SERVICES SPECIALISTCompany BackgroundMVP Sports Clubs is a premier organization specializing in the development and management of sports facilities, with a strong presence in West Michigan. Our focus lies in providing exceptional corporate service support across various domains including finance,...
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Marketing Coordinator Lead
1 week ago
Grand Rapids, Michigan, United States Mattson Financial Services Full timeJob OpportunityMattson Financial Services is a leading financial services company that provides comprehensive services to meet all your financial and retirement planning needs. We are seeking a highly skilled and motivated team member to fill a newly created Lead Marketing Coordinator position.As a Lead Marketing Coordinator, you will be responsible for...
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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 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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Client Service Representative
1 month ago
Grand Rapids, Michigan, United States Rose Pest Solutions Full timeAbout the RoleRose Pest Solutions is seeking a highly skilled and professional individual to fill the position of Client Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service to internal and external clients, ensuring seamless communication and coordination between our clients, management,...
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Client Service Representative
4 weeks ago
Grand Rapids, Michigan, United States Rose Pest Solutions Full timeAbout the RoleRose Pest Solutions is seeking a skilled and detail-oriented individual to fill the position of Client Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service to internal and external clients, ensuring seamless communication and coordination between our clients, management,...
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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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Administrative Coordinator
4 weeks ago
Grand Rapids, Michigan, United States Wedgwood Christian Services Full timeJob SummaryWe are seeking a highly organized and detail-oriented Administrative Coordinator to join our team at Wedgwood Christian Services. The successful candidate will provide administrative support to our office, ensuring the smooth operation of our daily activities.Key ResponsibilitiesAdministrative Support: Provide administrative support to our office,...
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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 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 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...