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Client associate Jobs in Ann Arbor, MI

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Client associate • ann arbor mi

Last updated: 5 days ago

Associate, Client Relationship Manager

Lido Advisors, LLCAnn Arbor, MI, United States
Full-time

Associate, Client Relationship Manager.Lido Advisors, LLC, an established and expanding wealth management firm is looking for an Associate, Client Relationship Manager, to make an immediate impact ... Show more

Retail Associate (Client Opening- Sanilac Creamery)

RehmannAnn Arbor, MI, US
Full-time +1

Sanilac Creamery in Ann Arbor, MI.Sanilac Creamery is a Michigan-based artisan dairy specializing in small-batch cheeses and gelato made with milk sourced from local family farms.We believe excepti... Show more

Client Enrollment Consultant

AO Globe LifeAnn Arbor, MI, US
Full-time
Quick Apply

AO Globe Life is growing and seeking motivated professionals to join our fully remote, mission-driven team.This opportunity is well suited for recent or soon-to-be graduates in business, marketing,... Show more

Client Manager - Food Claims

National Science Foundation (NSF)Ann Arbor, MI, United States
Full-time

The Client Manager is responsible for growing the client base through new sales and expanding the revenue of existing assigned client accounts within the NSF Food Claims business unit.Food Claims i... Show more

Client Executive, SafeSend/SurePrep

Thomson ReutersAnn Arbor, MI, United States
Full-time

The Client Executive plays an integral role in helping to drive the growth and expansion of aligned customer accounts.They will play a crucial role in achieving our sales targets while ensuring cus... Show more

Client Development Travel Specialist

Lees Dream VacationsAnn Arbor, MI, USA
Remote
Full-time
Quick Apply

We’re currently hiring a full-time Remote Client Support Representative to join our team! In this role, you’ll be the go-to person for assisting clients, answering questions, and helping resolve an... Show more

Sales Associate

Carpenter Bros Hardware Do It CenterAnn Arbor, MI, US
Full-time

Career Advancement Opportunities.You enjoy serving others as we would like to be served.You enjoy making a difference in your community.You're motivated to learn new skills.Sales associates are exp... Show more

Branch Banking Client Consultant II

Flagstar BankAnn Arbor, MI, United States
Full-time

Branch Banking Client Consultant II.The Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the f... Show more

Wealth Management Client Associate

Bank of AmericaAnn Arbor, MI, United States
Full-time

Job Opportunity At Merrill Wealth Management.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ... Show more

Client Manager - Food Claims

NSF InternationalAnn Arbor, MI, United States
Full-time

The Client Manager is responsible for growing the client base through new sales and expanding the revenue of existing assigned client accounts within the NSF Food Claims business unit.Food Claims i... Show more

Associate Veterinarian

Michigan Avenue Animal HospitalYpsilanti, MI, US
Full-time

At PetVet Care Centers, our mission is to improve the lives of animals and people providing exceptional and compassionate care at every stage for all the moments that matter.Because life is better ... Show more

Associate Client Service Manager - Real Estate Insurance

HylantAnn Arbor, MI, United States
Full-time

Provide support to clients for an assigned book of business, typically up to $500K total revenue.In this role, the incumbent will collaborate with internal resources as needed to ensure client need... Show more

Client Accounting Senior

UHY International Ltd.Ann Arbor, MI, United States
Full-time

As a CAS Senior, you will play a key role in overseeing client accounting operations and providing advanced financial support to clients.You will be responsible for managing client accounts and ens... Show more

Client Account Specialist - Remote

Unlock Potential 360Ann Arbor, MI, us
Remote
Full-time

We are in a multi-trillion dollar industry because people need our help.This role focuses on helping clients understand their options and guiding them through the process using a step-by-step pathw... Show more

Warehouse Associate

Floor & Decor HoldingsYpsilanti, MI, United States
Full-time +1

This role has a minimum base pay from $15.As a warehouse associate at Floor & Decor, you are the backbone of our retail location.Your key responsibilities will be compiling orders and replenishing ... Show more

Store Associate

CVS HealthSaline, MI, US
Full-time +1

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience.At CVS Health®, you’ll be surrounded by passionate colleagues who... Show more

Merchandise Associate

MarshallsAnn Arbor, Michigan, United States of America
Part-time

At TJX Companies, every day brings new opportunities for growth, exploration, and achievement.You’ll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes your... Show more

 • Promoted

Client Advisor

Germain Honda of Ann Arbor2601 S State St., Ann Arbor, MI, US
Full-time

Show more

Remote Client Support Representative - Travel

Cross Borders with AlexAnn Arbor, Michigan, United States
Remote
Full-time
Quick Apply

We are seeking a Remote Client Support Representative – Travel to assist clients throughout their travel journey.In this fully remote role, you will serve as a key point of contact for travelers, p... Show more

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Associate, Client Relationship Manager

Associate, Client Relationship Manager

Lido Advisors, LLCAnn Arbor, MI, United States
30+ days ago
Job type
  • Full-time
Job description

Associate, Client Relationship Manager

Lido Advisors, LLC, an established and expanding wealth management firm is looking for an Associate, Client Relationship Manager, to make an immediate impact by supporting Advisory teams in all aspects of wealth management. Lido's vision is to be recognized as the pre-imminent wealth advisory firm delivering an essential service to our clients.

The Associate, Client Relationship Manager, enhances the client experience by providing exceptional client service through administrative and operational support to one or more Wealth Advisors. Client Relationship Associates work in a complex, team-oriented and fast paced environment to deliver comprehensive investment and wealth strategies to clients. Lido Advisors offers a flexible work environment, supports personal and professional growth, and embraces a culture of supporting each other, our communities, our clients and Lido.

Duties and Responsibilities

  • Manage the onboarding of new client accounts which includes collecting required documents and client information through in person meetings or on calls with clients.
  • Liaise with custodian partners and internal departments.
  • Assist with the preparation of alternative investment paperwork with high level of accuracy.
  • Provide exceptional client service by responding to client requests, inquiries, and transactions such as money movement and transfer requests.
  • Maintain detailed client records across firm relationship management systems.
  • Support the team's overall strategy by preparing reports, marketing and other materials for client meetings.
  • Adhere to firm's control policies and procedures.
  • Regularly seek opportunities to engage with peers to collaborate on best practices

Requirements

  • Bachelor's degree.
  • Minimum of 1 year of professional experience in a client support service role coming from an RIA firm or financial services related industry or relevant intern experience.
  • Series 65 or 66 required, or must be attained within timeframe determined by manager.
  • Strong attention to detail.
  • Exceptional interpersonal and client service skills.
  • Superior verbal and written communication skills.
  • Ability to organize, prioritize, manage multiple tasks and keep team apprised on open items.
  • Experience with Excel/Word/Outlook/Salesforce/PowerPoint, with an emphasis on Excel.
  • Ability to adapt to a rapidly changing and fast paced business environment.
  • Proven ability to operate effectively and work under pressure with tight deadlines.
  • Team player and a desire to collaborate with others.

We are an equal-opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state or local law. In addition, we do not discriminate against qualified applicants with arrest or conviction records.

The successful candidate's starting pay will be determined based on job-related skills, experience, qualifications, work location, and market conditions. The range below is an estimate and may be modified in the future.

Salary Description $65,000 - $75,000