- Plante Moran (Southfield, MI)
- …work Research and resolve issues related to client information Client Services Administration Deliver superior client service Serve as a liaison ... and internal staff Monitor and follow up on alerts Identify and communicate client service opportunities to internal professionals Assist with money movement… more
- Wipfli LLP (Southfield, MI)
- …experience to perform numerous accounting related responsibilities such as: + Respond to client and firm associate requests in a timely, accurate, positive and ... for part-time interns, in a Wipfli office or at client sites. The client sites can vary...Advisory LLC and its respective subsidiary entities provide professional services . Wipfli LLP and Wipfli Advisory LLC (and its… more
- Wipfli LLP (Southfield, MI)
- …the office will require in-person attendance. Responsibilities Responsibilities: + Communicate with client and firm associate requests in a timely, accurate, ... work in a Wipfli office, from home and at client sites.? The client sites can vary...Advisory LLC and its respective subsidiary entities provide professional services . Wipfli LLP and Wipfli Advisory LLC (and its… more
- Wipfli LLP (Southfield, MI)
- …opportunity to work with a lean, high-performing team, and the chance to drive client impact. Location: We are prioritizing candidates who live within 60 miles of a ... Wipfli office to support collaboration and client engagement. However, we welcome applications from qualified candidates outside this range, including remote… more
- Plante Moran (Southfield, MI)
- …Support data cleanup efforts in our practice management system Assist with client account reconciliations Resolve any issues that may arise from invoice creation ... Excellent communication ability Ability to work independently and meet tight deadlines Associate 's or Bachelor's degree preferred Broad training in fields such as… more
- Wipfli LLP (Southfield, MI)
- …for accuracy and facilitate follow-up. + Coordinate project tasks to ensure efficient client workflow. + Prepare and/or review the initial draft of monthly reporting ... + Prepare and finalize month-end close. + Maintain and update the client procedure manual to ensure appropriate process documentation. + Prepare and/or review… more
- Wipfli LLP (Southfield, MI)
- …for accuracy and facilitate follow-up + Coordinate project tasks to ensure efficient client workflow + Prepare and/or review the initial draft of monthly reporting ... + Prepare and finalize month-end close + Maintain and update the client procedure manual to ensure appropriate process documentation + Prepare and/or review… more
- Wipfli LLP (Southfield, MI)
- …ability to craft and execute strategic and tactical plans to close projects and services + Demonstrated success in developing new client relationship + Able to ... Executives in Wipfli's MRD Practice + Represent the full breadth of service offerings within MRD + Develop leads through external referral sources, associations… more
- Wells Fargo (Birmingham, MI)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively… more
- Wells Fargo (Birmingham, MI)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... and preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues +… 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 ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. + Onboards new clients, opens new client accounts and researches client and security… more
- RxBenefits (Detroit, MI)
- As a Client Service Associate your focus is to support Clients, EBCs, and Account Managers so they can easily navigate through any questions or issues that ... and complete information and solutions for our customers. The Client Services Department promotes a positive team...Skills / Experience:_ + 2+ years of Member or Client Service experience + 5 years of… more
- WTW (Detroit, MI)
- …within our Global Natural Resources Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client service activities and client ... **Description** The Associate Client Advocate (ACA) client...design and delivery of full client presentations/proposals, client advocacy reports, client service … more
- Publicis Groupe (Birmingham, MI)
- …in Financials, project management, and/or Budgets & Compliance, Operations, Media Operations or Client Services + Demonstrated expertise in managing client ... and provide a critical foundation for the agency. The Associate Director, Client Operations will be part...a passion for learning, innovation, and delivering excellence in client service **Additional information** Our Publicis Groupe… more
- Raymond James Financial, Inc. (Southfield, MI)
- …calls when needed. + Contribute to a culture of continuous improvement and client -first service . **What You Bring** + Strong communication skills-both written ... Diploma or equivalent required. + 2+ years of experience in customer service , office administration, or financial services preferred. **Why** **You'll** **Love… more
- VCA Animal Hospitals (Redford, MI)
- …thrive for a dynamic and fulfilling career + Empathetic partners who develop strong client and Associate relationships built on trust **_Total Rewards_** As a ... Join us as an Associate Veterinarian at **Beech Road Animal Hospital** and...company match + Health/dental/vision insurance, infertility benefits, gender affirmation services + Paid parental, vacation and sick leave Professional… more
- VCA Animal Hospitals (St. Clair Shores, MI)
- …thrive for a dynamic and fulfilling career + Empathetic partners who develop strong client and Associate relationships built on trust **_Total Rewards_** As a ... Join us as an Associate Veterinarian at **VCA** **St. Clair Shores Animal...company match + Health/dental/vision insurance, infertility benefits, gender affirmation services + Paid parental, vacation and sick leave Professional… more
- The ODP Corporation (Farmington Hills, MI)
- …and merchandising standards, freight, and logistics activities, and prioritizing unparalleled client satisfaction. The Store Associate will support a ... Store Associate should be passionate about sales, delivering exceptional service , and driving operational excellence. The essential functions of this position… more
- Banfield Pet Hospital (Southfield, MI)
- …supervision of the paraprofessional team to ensure quality medical care, exceptional client service , associate engagement and maximum productivity. Provide ... the following: Actively recruit new clients by promoting hospital services . Manage routing the flow of clients and pets...professional, efficient and exceptional client service (lead by example), ensuring all… 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...both in-person and via phone, identifying potential benefits and services to enhance client 's financial relationships. +… more
