- Bank of America (East Lansing, MI)
- Wealth Management Client Associate East Lansing, Michigan **Job Description:** At Bank of America, we are guided by a common purpose to help make ... need increases, while leading with a client first mindset **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue … more
- Morgan Stanley (East Lansing, MI)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Registered Client Service Associate **Location:** ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- Morgan Stanley (East Lansing, MI)
- …the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Associate is an integral member of the advisory team ... *POSITION SUMMARY:* The Wealth Management Associate is...campaigns/meetings for existing clients * Assigns work to team's Client Service Associate as appropriate * Cultivates… more
- Cherry Bekaert (Lansing, MI)
- …and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management . For more details, visit cbh.com/disclosure. Cherry ... Advisory (https://www.cbh.com/services/advisory/risk-accounting-advisory/accounting-advisory-services/) practice, we are currently seeking a **Senior Associate ** for our national team that will have the… more
- Cherry Bekaert (Lansing, MI)
- …and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management . For more details, visit cbh.com/disclosure. Cherry ... Advisory (https://www.cbh.com/services/advisory/risk-accounting-advisory/accounting-advisory-services/) practice, we are currently seeking a **Senior Associate ** for our national team that will have the… more
- Broadridge Financial Solutions (Lansing, MI)
- …project stakeholders including Business, Product Owners, Development, Quality Assurance, Project Management and Client Support to ensure understanding of ... This role ensures what we deliver meets what the client expected while reducing the time from sales to...that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are… more
- Broadridge Financial Solutions (Lansing, MI)
- …collaboratively w/ cross-functional teams including Sales, Business Development and Product Management to accelerate usage and relay customer needs, so strong ... + Manage and nurture executive relationships with customers, including management of executive-level escalations. + Ensure customer expectations are exceeded… more