- Raymond James Financial, Inc. (Southfield, MI)
- …the first line of support for branch teams-answering questions and resolving client account activity. + Investigate and correct disbursement errors with precision ... + Contribute to a culture of continuous improvement and client -first service. **What You Bring** + Strong communication skills-both...and take on new challenges. + A role that makes a real impact on client satisfaction and operational… more
- JPMorgan Chase (Bloomfield Hills, MI)
- …investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management , you will provide client ... service, operational marketing and administrative support to Private Client Advisors within Wealth Management . **Job responsibilities** + Support Advisors book… more
- Raymond James Financial, Inc. (Birmingham, MI)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... of the Financial Advisors. + Creates and maintains records and files utilizing Client Relationship Management (CRM) software. + Assists Financial Advisors with… more
- Comerica (Bloomfield Hills, MI)
- Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to multiple ... responsibilities are listed below. Assists with the opening and maintenance of client accounts and records. Ensure completion of all paperwork for clients. Provide… more
- KeyBank (Monroe, MI)
- …in cash operations. + Strong communication, trust-building, and relationship management skills to foster strong advisor- client relationships. + Ability to ... and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper… more
- Capital One (Lansing, MI)
- Member Relations Sr Associate , Concierge - Velocity Black (Remote) Velocity Black, a Capital One company, harnesses the power of artificial intelligence, the warmth ... work for. Velocity Black is looking for a Sr Associate to join our Member Relations team. The core...clear interest in professional development + Oversee the daily management of the crm database infrastructure and perform regular… more
- JPMorgan Chase (Bloomfield Hills, MI)
- …building relationships and providing financial advice to your clients, then a role as an Associate Banker is for you. As an Associate Banker in Middle Market, ... of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing … more
- Huron Consulting Group (Detroit, MI)
- …+ Proven ability to lead complex analytical workstreams with strong project management , client communication, and strategic problem-solving skills + Advanced ... Advisory Services team works with healthcare leaders to prevent financial management missteps and prioritize business decisions that reset the financial trajectory… more
- Capital One (Lansing, MI)
- …+ Bachelor's Degree or military experience + At least 2 years of project management , program management , or client facing consulting experience **Preferred ... Senior Associate , Capital One Concierge, Delivery Lead - Velocity...Qualifications:** + 3+ years of project management , program management , or client … more
- SitusAMC (Lansing, MI)
- …aspects of strategy development and execution, oversight of junior personnel, and client relationship management . This role will be responsible for coordinating ... best and most passionate people come to transform our client 's businesses and their own careers. Whether you're a...Provide detailed reporting to support and validate model and cash flows + Interface with clients and/or related stakeholders… more