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Account Transfers Associate Jobs in Michigan (NOW HIRING)

BetterHealth Market

Accounts Payable Specialist

Novi, MI · On-site

$20 - $25.75/hr

Prepare and execute payment runs, including checks, ACH transfers, and wire transfers. * Reconcile ... Associate's degree in Accounting or related field preferred. * Minimum of 5 years of experience in ...

BetterHealth Market

Accounts Payable Specialist

Novi, MI · On-site

$20 - $25.75/hr

Prepare and execute payment runs, including checks, ACH transfers, and wire transfers. * Reconcile ... Associate's degree in Accounting or related field preferred. * Minimum of 5 years of experience in ...

Ceritypartners

Client Service Associate

Grand Rapids, MI · On-site

$25/hr

Responsibilities include assisting with account openings, processing paperwork, scheduling client ... Responsible for cash transfers, wires, data maintenance,reportingand trading as needed. * Ongoing ...

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Account Transfers Associate information

What is the difference between Account Transfers Associate vs Customer Service Representative?

AspectAccount Transfers AssociateCustomer Service Representative
Required CredentialsHigh school diploma; some roles may prefer financial certificationsHigh school diploma; customer service experience
Work EnvironmentBank branches, financial institutions, call centersCall centers, retail stores, corporate offices
Employer & Industry UsageFinancial services, bankingVarious industries including banking, retail, telecom
Common Search & ComparisonYesNo

The Account Transfers Associate primarily handles client requests related to transferring accounts within financial institutions, requiring knowledge of banking procedures. Customer Service Representatives provide broader support across products and services, often in retail or telecom sectors. While both roles involve client interaction, the Account Transfers Associate focuses specifically on account management within banking environments.

Infographic showing various Account Transfers Associate job openings in Michigan as of September 2026, with employment types broken down into 92% Full Time, and 8% Part Time. Highlights an 100% In-person job distribution.

Client Associate

Grand Rapids, MI • On-site

Rockefeller Capital Management
See more jobs at Rockefeller Capital Managementexternal

Full-time

Re-posted 12 days ago

Key responsibilities

  • Process account opening, maintenance, and client documentation to ensure accuracy and compliance.

  • Manage operational activities such as transferring assets, money movement, and handling client account requests.

  • Prepare reports, client correspondence, and assist in client meetings to support client service and account administration.

Job description

About Rockefeller Capital Management
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 35 markets throughout the United States, as well as an office in London. The Firm oversees $228 billion in client assets as of July 31, 2026.
Position
A Private Advisor team within our Rockefeller Global Family Office business is seeking a motivated individual to join its growing team as a Senior Client Associate. The Senior Client Associate will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.
Responsibilities
  • Account opening and maintenance
  • Transferring assets and money movement
  • Completing investment subscription documents
  • Cash management & RMDs
  • Assisting with client online access
  • Responding to account activity and statement inquiries
  • Managing life events
  • Administrative work as needed
  • Provide top quality service to clients and complete administration of client accounts
  • Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructions
  • Generate expense reports for submission using Concur
  • Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed, and approved
  • Process all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.)
  • Support marketing efforts by promoting client seminars and events
  • Offer administrative and office management support to the team
  • Prepare client correspondence, obtain necessary management approvals, and transmit
  • Review daily activity and reconcile current client activity, funds transfers and previous day's activity and trades against various clearing firm systems to ensure accuracy
  • Oversee client insurance and annuities processes
  • Assist in preparation of key documents, PowerPoint presentations and reports for client meetings
  • Attend client meetings as necessary and present client performance
  • Complete necessary filing and maintain client files
  • Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
  • Additional duties as assigned

Qualifications
  • BA/BS degree
  • At least 2 years of experience in the industry preferred
  • Registered with Series 7 & 66 (or 7, 65 & 63)

Skills
  • Excellent client facing, interpersonal, organizational, and client service skills
  • Detail-oriented with ability to prioritize and organize workflow
  • Ability to work in a fast-paced, high intensity work environment as well as manage multiple tasks effectively with frequent interruptions
  • Strong Microsoft Office skills including Excel & PowerPoint

Disclosure
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, "Rockefeller") is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law ("protected characteristics").
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.

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