Client Service Associate
2 weeks ago
Summary: 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 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
-
Client Service Associate
2 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...
-
Client Service Associate
5 days ago
Kalamazoo, United States Kestra Financial Independent Advisor 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...
-
Client Service Associate
4 weeks 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...
-
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...
-
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...
-
Client Service Associate
3 weeks ago
Kalamazoo, Michigan, 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...
-
Vita Associate
4 days ago
Kalamazoo, United States United Way of South Central Michigan Full time**Why work as a VITA Associate?** - Opportunity to work for an organization making a significant impact in the community. - Join a team that embraces Equity, Diversity and Inclusion and people-centered values. - Hybrid work opportunity allowing some work at home flexibility. - 37.5-hour work week. **Title**: VITA Associate - Kalamazoo...
-
Sales Associate
6 days ago
Kalamazoo, United States Stratford Davis Staffing LLC Full timeJob DescriptionJob DescriptionEmbark on your Sales journey with us!We're on the lookout for dynamic and self-motivated individuals to take on the role of Sales Associate on a 1099 contract basis. This is an excellent opportunity for both seasoned sales professionals and newcomers to the field. Shape your career in sales while enjoying the flexibility of...
-
Janitorial & Food Services Manager
1 week ago
Kalamazoo, United States JLL Full timeJLL supports the Whole You, personally and professionally. Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology to our clients. We are committed to hiring the best, most talented people in our industry; and we support them through professional growth, flexibility, and...
-
VITA Associate
2 days ago
Kalamazoo, United States United Way of South Central Michigan Full timeJob DescriptionJob DescriptionWhy work as a VITA Associate?Opportunity to work for an organization making a significant impact in the community.Join a team that embraces Equity, Diversity and Inclusion and people-centered values.Hybrid work opportunity allowing some work at home flexibility.37.5-hour work week.Title:VITA Associate - Kalamazoo County...
-
Team Service Coordinator
1 month ago
Kalamazoo, United States Greenleaf Trust Full timeJob DescriptionJob DescriptionWhat's This Job All About?The Team Service Coordinator is responsible for coordinating the efforts and workflow of the Client Centric Teams while providing comprehensive, pro-active service to external clients and co-workers. Duties are carried out under general supervision and individuals are responsible for daily...
-
Experience Services Audio Visual
1 week ago
Kalamazoo, United States JLL Full timeJLL supports the Whole You, personally and professionally. Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology to our clients. We are committed to hiring the best, most talented people in our industry; and we support them through professional growth, flexibility, and...
-
Sales Associate
7 days ago
Kalamazoo, United States Spencer Gifts Full timeSpencer's - JobID: J3W7H069TWXPJK8RNGS [Retail Sales / Store Assocaite / Cashier] As a Sales Associate @ Spencer's, you'll: Maintain Guest Services; Efficiently operate POS, maintaining security of cash; Support the Store Management Team by generating sales, conducting housekeeping, merchandising, signing, pricing, POS operations and loss...
-
Cashier/customer Service
1 month ago
Kalamazoo, United States 4x4 Grill Full timeJob Summary: We are seeking a highly motivated and customer-oriented individual to join our team as a Customer Service Associate / Cashier. In this role, you will be responsible for providing exceptional service to our customers, handling cash transactions, and assisting with sales inquiries. If you have a passion for delivering excellent customer service...
-
Assistant/Associate Professor
4 weeks ago
Kalamazoo, Michigan, United States Western Michigan University Full timeAssistant/Associate Professor - Industrial and Entrepreneurial Engineering and Engineering Management - Tenure TrackCollege College Of Engineering/App SciExecutive Area Provost & VP Academic AffairsDepartment Indust & Entrep Eng & Eng MgmtPosting Detail InformationPosting Number F142PJob Type Tenure TrackPay Type Exempt/SalariedPay Grade I30Campus Location...
-
Janitorial & Food Services Manager
1 week ago
Kalamazoo, United States Jones Lange Lasalle, Inc. Full timeOversee the Soft Services team and related vendor partner relationships by providing a seamless interface with field teams supporting the clients campus through organization, leadership, responsiveness, and creativity. Ensures a seamless and consist Food Service, Manager, Janitor, Hospitality, Operations, Management, Property Management, Restaurant
-
Cashier/Customer Service
1 week ago
Kalamazoo, United States Sportsman's Warehouse Full timeDetails ID: 14609 Posted: 03/08/2024 Expires: 05/08/2024 Department: Customer Service Shift Info Type: Part-time Shift(s): Varies Hours: Varies Wage Info Wage/Salary:Hourly Wage/Hourly: $12.00 Description Purpose of Position: A Cashier/Customer Service Associate is responsible for maintaining outstanding customer service as per Company...
-
Associate Finance Manager
15 hours ago
Kalamazoo, United States Comrise Full time*** This is an 8-month contract position with a high possibility of extension ***POSITION: Associate Finance ManagerDURATION: 8-month contract positionLOCATION: VirtualPAY: $80 to $84/hour in W2OverviewAs an Associate Manager, you will play a crucial role in supporting the company's offense.You will work closely with cross-functional teams including Sales,...
-
Associate Finance Manager
20 hours ago
Kalamazoo, United States Comrise Full time*** This is an 8-month contract position with a high possibility of extension ***POSITION: Associate Finance ManagerDURATION: 8-month contract positionLOCATION: VirtualPAY: $80 to $84/hour in W2OverviewAs an Associate Manager, you will play a crucial role in supporting the company's offense.You will work closely with cross-functional teams including Sales,...
-
Associate Veterinarian
2 weeks ago
Kalamazoo, United States VetProCentral Full timeJob DescriptionJob DescriptionCompensation ranges anywhere from $105,000 to $125,000 base salary plus production bonus. We also offer a signing bonus and yearly "re-signing" bonuses. In addition, we offer PTO, CE allowances and hours, health and dental insurance, group term life insurance, license, PLIT and dues reimbursement, 401k after plan terms are met...