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Internal Associate Jobs in Michigan (NOW HIRING)

Jackson National Life

Operations Associate I

Lansing, MI · On-site

$20.60/hr

If you are an internal associate, please login to Workday and apply through Jobs Hub. Job Purpose The Operations Associate I processes standard client and producer transactions and ensures all ...

Jackson

Client Service Advocate

Lansing, MI · On-site

If you are an internal associate, please login to Workday and apply through My Career. Job Purpose Provides world-class customer service and support to business partners, customers, internal ...

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Internal Associate information

What is an internal associate?

Internal Associates are professionals who typically work within financial services firms, such as asset management or investment companies, supporting sales and client relations teams. Their main responsibilities include assisting external sales representatives, managing client accounts, preparing presentations, and providing product information to clients and advisors. Internal Associates often serve as a key point of contact for clients, helping to address inquiries and ensure smooth communication between clients and the firm. This role is a common entry point for those looking to build a career in sales or relationship management within the financial industry.

How does an internal associate typically collaborate with financial advisors and other team members?

Internal Associates frequently work closely with financial advisors, providing them with product information, sales support, and training on new offerings. They also liaise with external wholesalers, marketing teams, and client service representatives to ensure a seamless flow of information and coordinated support. Strong communication skills and a team-oriented mindset are essential, as collaboration drives both client satisfaction and business growth. Regular meetings and shared goals help keep everyone aligned on priorities and performance metrics.

What are the key skills and qualifications needed to thrive as an internal associate, and why are they important?

To thrive as an Internal Associate, you need a solid understanding of financial products, investment concepts, and client service, often supported by a bachelor's degree in finance or related fields. Familiarity with CRM systems, financial planning software, and securities licenses such as Series 7 and 63 are typically required. Strong communication, organizational, and relationship-building skills help Internal Associates excel in supporting external sales teams and interacting with clients. These competencies are crucial for ensuring effective client engagement, accurate information delivery, and seamless collaboration with both internal teams and external partners.

What is the difference between Internal Associate vs Financial Analyst?

AspectInternal AssociateFinancial Analyst
Required CredentialsBachelor's degree, relevant internshipsBachelor's degree in finance, accounting, or related field; CFA or CPA often preferred
Work EnvironmentCorporate offices, internal teamsFinancial institutions, consulting firms, corporate finance departments
Employer & Industry UsageBanking, consulting, corporate sectorsInvestment banks, asset management, corporate finance
Common Search & ComparisonYesYes

Internal Associates typically focus on supporting internal teams within corporations, handling administrative and operational tasks. Financial Analysts analyze financial data, prepare reports, and support investment or business decisions. While both roles require a finance-related degree, Financial Analysts often pursue certifications like CFA or CPA and work more directly with financial data and analysis. Understanding these differences helps job seekers identify the right career path based on their skills and interests.

Is it okay to apply for an internal associate job?

Applying for an internal associate position is generally appropriate if you meet the job requirements and have relevant skills such as communication, organization, and familiarity with company procedures. Internal roles often favor candidates with prior experience within the organization or related industry knowledge. It is important to review the specific qualifications and application instructions provided by the employer.

What are the most commonly searched types of Internal jobs in Michigan?

The most popular types of Internal jobs in Michigan are:

What cities in Michigan are hiring for Internal Associate jobs?

Cities in Michigan with the most Internal Associate job openings:

Internal Associate jobs near you
Infographic showing various Internal Associate job openings in Michigan as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 11% Part Time, 1% Temporary, and 3% Contract. Highlights an 88% Physical, 5% Hybrid, and 7% Remote job distribution.

Operations Associate I

Jackson National Life

Lansing, MI

$20.60/hr

Full-time

Retirement, PTO

Re-posted 19 days ago

Job description

If you are an internal associate, please login to Workday and apply through My Career.

Job Purpose

The Operations Associate I processes standard client and producer transactions and ensures all information is in "good order" for processing.

Essential Job Duties & Responsibilities

  • Processes standard transactions using documented procedures and multiple software applications.

  • Identifies and escalates issues for resolution when necessary.

  • Communicates with internal associates and external customers or agents regarding outstanding requirements.

  • Documents status of transactions and contacts received and initiated.

Other Duties

  • Must meet departmental production and quality standards related to product or level. (i.e. case/transaction handling time, gain/loss transactions, adherence to documentation/verification standards, etc.)

  • Other duties as assigned.

Knowledge, Skills & Abilities

  • Ability to learn and understand basic life and annuity product information.

  • Basic understanding of financial implications arising from processing errors.

  • Ability to read and carry out detailed written procedures.

  • Good verbal and written communication skills to interact professionally with coworkers, management and external customers.

  • Ability to communicate company processing requirements and procedures.

  • Ability to navigate and utilize multiple software and mainframe computer applications.

  • Ability to type 35 words per minute.

  • Ability to work independently and in a team environment.

  • Ability to effectively manage the demands of a high volume, imaged based work environment.

Education and Experience Required

  • High School diploma or equivalent (G.E.D.).

  • 0-1 year work experience.

Benefits and Compensation

  • Hourly pay rate of $20.60

  • Promotional consideration (twice annually)

  • Annual bonus and merit programs

  • Annual paid time off and 10 paid holidays

  • 401(k) contributions

Other

  • September Start Date

Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.

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