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Bank of America
Bloomfield Hills
Registered Private Wealth Client Associate Bloomfield Hills, Michigan **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day
Job Source: Bank of AmericaRaymond James Financial Incorporated
Birmingham, MI, United States
Job Summary Celebrating 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/
Job Source: Raymond James Financial IncorporatedRaymond James Financial Services
Birmingham, MI, United States
Description Job Summary Celebrating 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
Job Source: Raymond James Financial ServicesBusch's
West Bloomfield
Starting wage up to: $14.50/hr. with experience Calling all Foodies! Don’t romaine calm, Busch’s is HIRING! Do you love food, fun and people? Are you looking for growth, development and excellent wages? We could make the perfect pear! Our industry is ever changing and we are looking for individuals who are passionate about food and people. We are a
Job Source: Busch'sBusch's
Novi
Starting wage up to: $14.05/hr. with experience Calling all Foodies! Don’t romaine calm, Busch’s is HIRING! Do you love food, fun and people? Are you looking for growth, development and excellent wages? We could make the perfect pear! Our industry is ever changing and we are looking for individuals who are passionate about food and people. We are a
Job Source: Busch'sWalgreens
Garden City
**Job Description:** + Models and delivers a distinctive and delightful customer experience. + Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. **Customer Experience** + Engages customers and patients by greeting them and offering assistance with products and services. Res
Job Source: WalgreensWalgreens
Waterford
**Job Description:** + Models and delivers a distinctive and delightful customer experience. + Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. **Customer Experience** + Engages customers and patients by greeting them and offering assistance with products and services. Res
Job Source: WalgreensWalgreens
Detroit
**Job Description:** + Models and delivers a distinctive and delightful customer experience. + Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. **Customer Experience** + Engages customers and patients by greeting them and offering assistance with products and services. Res
Job Source: WalgreensBloomfield Hills
Registered Client Service Associate The Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to multiple Financial Consultants (FC's) within their individual businesses, as well as to support office initiatives. The SA role assists one or more Financial Consultants (FC) in a Retail, High Net Worth, or Institutional capacity. Position Competencies Successful incumbents are customer focused, able to work independently, have exceptional teamwork, planning and organizational skills, are creative and innovative as well as effective communicators and strong attention to detail and the ability to problem solve and multitask. Responsibilities * This position holds responsibilities in 4 primary categories: Sales Support, Compliance, Customer Service, and Teamwork. Some of the primary responsibilities are listed below. * Assists with the opening and maintenance of client accounts and records. * Ensure completion of all paperwork for clients. * Provide accurate, timely and courteous responses to clients. * Organize client files and set up systems to assist Financial Consultant with regular follow up. * Research and resolve complex and sensitive client problems and questions. * Complete understanding of policies and procedures for firm and regulatory compliance. * Copy and retain all necessary documentation. * Maintain accurate office logs. * Back up other sales associates as required. * Identify any issues regarding office procedures and escalate as appropriate. * Participate in office or firm-wide initiatives as requested. * Demonstrate teamwork, cooperativeness, and positivity. * Follow appropriate approval channels for all correspondence and marketing. * Create client correspondence/mailings as requested. * Perform operational or administrative functions for client related requests (i.e., check request, wiring funds, address change, dividend information, etc.). * Enter trades as licensing and firm rules allow. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
Email Alert for Registered Client Service Associate_ jobs in Bloomfield Hills
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