Client Service Coordinator
3 weeks ago
We are seeking a highly organized and detail-oriented Client Service Administrator to join our team at Imber Wealth Advisors, Inc. in Ann Arbor, MI.
Job Summary:The Client Service Administrator will be responsible for providing exceptional client service, managing client relationships, and supporting the financial advisor team. This is a fantastic opportunity for someone who enjoys working in a fast-paced environment and is passionate about delivering outstanding customer service.
Key Responsibilities:- Provide exceptional client service, responding to client inquiries and resolving issues in a timely and professional manner.
- Manage client relationships, building strong relationships with clients and prospects.
- Support the financial advisor team, preparing client review summaries, and assisting with client appointments.
- Process client applications, updates, and reports, ensuring accuracy and attention to detail.
- Maintain professional communication with clients and staff, ensuring seamless communication and collaboration.
- Bachelor's Degree preferred.
- Financial industry experience preferred.
- 2+ years working in a fast-paced office environment, preferably in a financial services setting.
- Excellent organizational and communication skills, with the ability to work independently and as part of a team.
- Proficiency in MS Office Suite and ability to learn new software quickly.
- $50,000-$60,000 BOE.
- PTO.
- Flex time.
- Monday-Friday, 8:45.
We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional client service, please apply today.
-
Client Services Coordinator
4 weeks ago
Ann Arbor, Michigan, United States Imber Wealth Advisors, Inc. Full timeJob Title: Client Service AdministratorWe are seeking a highly organized and detail-oriented Client Service Administrator to join our team at Imber Wealth Advisors, Inc. in Ann Arbor, MI.Job Summary:The Client Service Administrator will be responsible for providing exceptional client service, managing client relationships, and supporting the financial...
-
Client Service Coordinator
2 weeks ago
Ann Arbor, Michigan, United States Imber Wealth Advisors, Inc. Full timeJob Title: Client Service AdministratorWe are seeking a highly organized and detail-oriented Client Service Administrator to join our team at Imber Wealth Advisors, Inc. in Ann Arbor, MI. As a Client Service Administrator, you will play a critical role in providing exceptional client service and support to our clients and advisors.Key...
-
Client Service Coordinator
4 weeks ago
Ann Arbor, Michigan, United States Imber Wealth Advisors, Inc. Full timeClient Service AdministratorWe are seeking a highly organized and detail-oriented Client Service Administrator to join our team at Imber Wealth Advisors, Inc. in Ann Arbor, MI. As a key member of our team, you will be responsible for providing exceptional client service, managing client relationships, and supporting our financial advisors in their daily...
-
Client Service Coordinator
4 weeks ago
Ann Arbor, Michigan, United States Imber Wealth Advisors, Inc. Full timeClient Service AdministratorWe are seeking a highly organized and detail-oriented Client Service Administrator to join our team at Imber Wealth Advisors, Inc. in Ann Arbor, MI. As a key member of our team, you will be responsible for providing exceptional client service, managing client relationships, and supporting our financial advisors in their daily...
-
Client Service Coordinator
1 month ago
Ann Arbor, Michigan, United States Advisor Employee Services Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Client Service Administrator to join our team at Advisor Employee Services. As a key member of our team, you will be responsible for providing exceptional client service and support to our financial advisors and clients.Key ResponsibilitiesProvide timely and accurate responses to client...
-
Client Service Manager
4 days ago
Ann Arbor, Michigan, United States Hylant Full timeThe Opportunity:The Client Service Manager is a key role within our organization, responsible for supporting and collaborating with the sales and service team to deliver exceptional client experiences. This includes client presentations, deliverables, carrier implementations, compliance, and new client onboarding to drive growth and retention.This is a...
-
Client Service Manager
3 weeks ago
Ann Arbor, Michigan, United States Hylant Full timeAbout the OpportunityThe Client Service Manager at Hylant is responsible for delivering exceptional service to our middle market clients, handling day-to-day service needs, and collaborating with the Hylant team to build innovative solutions. This role requires a consultative and collaborative approach to build long-term relationships with clients and vendor...
-
Client Relationship Manager
4 weeks ago
Ann Arbor, Michigan, United States Thomson Reuters Full timeAbout the RoleThe Associate Client Executive is a key position within our organization, responsible for leading the renewal efforts for existing accounts and contributing to upsell sales motions. This role is focused on retaining existing client relationships to achieve client and revenue retention targets within an assigned territory or team.Key...
-
Associate Client Executive II
4 weeks ago
Ann Arbor, Michigan, United States Thomson Reuters Full timeAbout the RoleThe Associate Client Executive II is a key position within our organization, responsible for leading renewal efforts for existing accounts and contributing to upsell sales motions. This role is focused on retaining existing client relationships to achieve client and revenue retention targets within an assigned territory or team.Key...
-
Associate Client Executive II
4 weeks ago
Ann Arbor, Michigan, United States Thomson Reuters Holdings Inc Full timeAbout the RoleThe Associate Client Executive II is a key member of our team, responsible for leading the renewal efforts for existing accounts and contributing to upsell sales motions within and outside the renewal window.This role is focused on retaining existing client relationships to achieve client and revenue retention targets within an assigned...
-
Care Coordinator
4 weeks ago
Ann Arbor, Michigan, United States Senior Helpers of Ann Arbor, MI Full timeJob SummaryWe are seeking a highly organized and detail-oriented Care Coordinator to join our team at Senior Helpers of Ann Arbor, MI. As a key member of our Home Health business, you will play a critical role in ensuring the seamless delivery of care services to our clients.ResponsibilitiesCoordinate the scheduling of care team members to meet the needs of...
-
Facilities Operations Coordinator
5 days ago
Ann Arbor, Michigan, United States TEKsystems Full timeFacilities Coordinator Job DescriptionWe are seeking a highly organized and detail-oriented Facilities Coordinator to join our team at TEKsystems. This on-site position will provide best-in-class customer service to our clients at our headquarters in Ann Arbor, Michigan.The successful candidate will be responsible for the coordination of our open workplace,...
-
Guest Services Coordinator
2 months ago
Ann Arbor, Michigan, United States The Lash Lounge Full timeABOUT US: The Lash Lounge stands as the leading salon for Lash Extensions, boasting over 100 locations across the United States. We pride ourselves on offering a comprehensive range of services, including Perming, Tinting, Threading, and more, all within a warm and welcoming environment that prioritizes the health and care of our guests' natural lashes....
-
Schedule Coordinator
4 weeks ago
Ann Arbor, Michigan, United States Senior Helpers - Ann Arbor Full timeUnlock Your Potential as a Schedule Coordinator at Senior Helpers - Ann ArborAre you looking for a career that offers opportunities for growth and development in a supportive work environment? Look no further than Senior Helpers - Ann Arbor. Our company prioritizes the independence and comfort of our clients as they age in their own homes. Join a team that...
-
Project Coordinator
1 day ago
Ann Arbor, Michigan, United States DISHER Full timeDISHER is seeking a detail-oriented and proactive Project Coordinator to join their team in Michigan. The ideal candidate will have experience in project planning, coordination, and management, with a focus on construction and development projects.Key Responsibilities:Plan, coordinate, and facilitate the execution of building projects, including new designs,...
-
Sales Liaison and Care Coordinator
3 weeks ago
Ann Arbor, Michigan, United States BrightStar Care of Howell Brighton Ann Arbor, MI Full timeAbout the RoleBrightStar Care of Ann Arbor/Brighton is seeking a highly motivated and results-driven Sales Liaison and Care Coordinator to join our team. As a Sales Liaison and Care Coordinator, you will play a critical role in expanding our home care clientele and providing exceptional support to our clients and their families.ResponsibilitiesDevelop and...
-
Marketing Coordinator
5 days ago
Ann Arbor, Michigan, United States HDR Full timeMarketing Coordinator Job DescriptionAt HDR, we're committed to creating a welcoming environment where every employee is valued and respected. As a Marketing Coordinator, you'll play a key role in helping us achieve our mission by working with our marketing team to develop and implement marketing strategies that drive business growth.Key...
-
Client Relationship Manager
1 month ago
Ann Arbor, Michigan, United States The WRS Group - Symmetry Financial Full timeAbout The WRS Group - Symmetry FinancialWe are a dynamic Financial Services Agency partnered with Symmetry Financial Group, a leading provider of life insurance and retirement planning solutions. Our team is dedicated to delivering exceptional service to our clients, and we're seeking highly motivated and self-starting individuals to join our sales force.Job...
-
Client Relationship Specialist
3 weeks ago
Ann Arbor, Michigan, United States First Merchants Bank Full timeJob Title: Client Relationship RepresentativeWe are seeking a highly skilled Client Relationship Representative to join our team at First Merchants Bank. As a key member of our banking center, you will be responsible for providing exceptional customer service, building strong relationships with clients, and contributing to the overall success of our...
-
Adult Services Support Specialist
4 weeks ago
Ann Arbor, Michigan, United States Avalon Housing Full timeJob SummaryAvalon Housing is seeking a highly motivated and compassionate Support Coordinator to join our team. As a Support Coordinator, you will play a critical role in providing outreach, case management, and housing support services to individuals and families experiencing homelessness.Key ResponsibilitiesProvide direct case management and coordination...