- Bank of America (Farmington Hills, MI)
- Wealth Management Client Associate Farmington Hills, Michigan **Job Description:** Merrill Wealth Management is a leading provider of ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- Kestra Financial (Novi, MI)
- The Wealth Associate position is a client service position who reports to the Wealth Advisor and is critical to leveraging Advisors' time. This position ... provides excellent client service and problem-solving skills to confidently provide information...and E-Money) + Other responsibilities as assigned by the Wealth Advisor and Director of Operations. Knowledge, Skills, and/or… more
- HUB International (Brighton, MI)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees in over ... be responsible to retain our clients through customer service and maintaining accurate client information in our systems. You will work in a collaborative team… more
- HUB International (Brighton, MI)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in over ... of small business accounts. + Mentor, support and train Associate Account Managers and Team Assistants as necessary. +...by account team and\or Team Leader. + Maintain accurate client information in account management systems as… more