Client Services jobs in Auburn Hills, MI

Job SummaryCelebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to...

Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the...

Are you interested in helping a range of clients through issues that vary from relatively simple to moderately complex? We are seeking a Client Service Manager to join our growing team who can deliver exceptional customer service! How will you affect Client Service, Service Manager, Manager, Benefits, Retail, Client

A leading financial services firm in Bloomfield Hills seeks a Registered Client Service Associate to provide operational and sales support. In this role, you will assist Financial Consultants with client account management, ensuring all paperwork is completed accurately and on time. Responsibilities include resolving client issues, maintaining records, and participating in office initiatives. The...

Job Description Job Description We are seeking an individual to join our team of accountants to provide various bookkeeping and financial accounting services to our clients in various industries. Experience in financial statements, payroll, monthly reports, quarterly payroll tax returns, and journal entries, using QuickBooks, QuickBooks Online or other financial software. Customer service and...

Job Summary: Responsible to provide internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account, interfaces with clients and carriers, maintains records, and performs other general administrative duties. A Day in The Life: - Provides direct administrative support as required for one to three assigned Client Managers and...

Are you ready to break free from the conventional 9-to-5 and design a life that truly reflects your ambitions? Here’s your chance to be your own boss, create your schedule, and live the life you’ve always imagined. Join us and unlock a world of possibilities where health insurance reimbursements and all-expenses-paid trips to destinations like Ireland, Dubai, Amsterdam, and Iceland are just the...

Direct message the job poster from SGH Wealth Management Prepares financial plans for review and implementation, participates as 2nd chair in client meetings, and works on follow-ups for clients. RESPONSIBILITIES - Prepare and update financial plans using planning software, with guidance from senior advisors. - Support client meetings: attend, take detailed notes, prepare materials, and handle...

Join to apply for the (Future Opportunity) (Hybrid) Client Service Associate role at NFP, an Aon company Continue with Google Continue with Google Join to apply for the (Future Opportunity) (Hybrid) Client Service Associate role at NFP, an Aon company Who We Are NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative...

An established industry player is seeking a Client Service Associate to support agents in providing exceptional service to clients. This hybrid role involves assisting with new sales, preparing documentation, and managing client information to ensure a seamless experience. Ideal candidates will possess strong communication skills and a solid understanding of insurance products. Join a company...

Location: Anywhere in CountryAt EY, we're all in to shape your future with confidence.We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.Tax Manager -EY Private, International Private ClientAs an EY Private Tax Manager, with a focus on cross border tax needs of high net worth...

Waldron Private Wealth is seeking a motivated, organized, and detail-oriented professional to join our team. This individual will provide essential operational and administrative support to our $1–5 M segment team. This position offers significant growth potential—within 2–3 years, we envision the role expanding to include responsibilities in wealth management, such as financial analysis, client...

Take a leadership role in the renewal process to ensure the best possible solutions are delivered to clients in high quality and timely manner. Secure existing business and drive the sale of additional services and lines of coverage. Nurture relation Client Service, Service Manager, Manager, Senior, Benefits, Client Relations, Retail

Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the...

Job SummaryCelebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to...

Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the...

How will I impact the business? As the Client Service Supervisor you will ensure delivery of exceptional service to Gallaghers clients by managing our client service teams. You will champion branch initiatives and drive our dominant priorities. You Client Service, Supervisor, Service, Benefits, Client Relations, Insurance, Business Services, Business

Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the...

Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk...

Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk...