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Investor Services Associate Jobs in Michigan (NOW HIRING)

Stifel

Client Service Associate - NR

Holland, MI · On-site

$13.50 - $18.75/hr

The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the ... Industry Knowledge - General understanding of the investment brokerage industry and securities ...

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Investor Services Associate information

What is an investor services associate?

Investor Services Associates are professionals who act as the primary point of contact between investment firms and their clients, such as individual investors or institutional clients. They handle account inquiries, process transactions, resolve issues, and provide information about investment products and services. Their role is crucial in ensuring a positive client experience, maintaining accurate records, and supporting the operational needs of the investment firm. Investor Services Associates often work in mutual fund companies, private equity firms, or other financial institutions.

What are the key skills and qualifications needed to thrive as an investor services associate?

To thrive as an Investor Services Associate, you need a solid understanding of financial markets, investment products, and client account management, often supported by a degree in finance or business. Familiarity with portfolio management systems, CRM software, and industry regulations such as SEC or FINRA guidelines is typically required. Strong attention to detail, communication skills, and problem-solving abilities help build trust and efficiently resolve client inquiries. These skills ensure accurate processing, regulatory compliance, and exceptional service to clients, which are crucial in maintaining firm reputation and client relationships.

What are some common challenges investor services associates face when managing client inquiries and transactions?

Investor Services Associates often juggle a high volume of client inquiries, ranging from account updates to complex transaction requests. One challenge is ensuring accuracy and compliance while handling sensitive financial data under tight deadlines. The role also requires clear and professional communication with clients and coordination with internal teams such as fund managers and compliance officers to resolve issues efficiently. Staying organized and adaptable is key to maintaining client satisfaction and meeting service-level agreements.

What is the difference between Investor Services Associate vs Client Services Associate?

AspectInvestor Services AssociateClient Services Associate
Required CredentialsTypically requires a bachelor's degree in finance, economics, or related field; certifications like FINRA Series 7 or 63 are commonSimilar educational background; may also hold certifications like Series 7 or 63 depending on industry
Work EnvironmentFinancial institutions, asset management firms, brokerage firmsBanking, financial services, investment firms
Employer & Industry UsageUsed in investment management, brokerage, and financial servicesCommon in banking, wealth management, and financial advisory firms

The main difference is that Investor Services Associates focus specifically on supporting investors with their accounts, transactions, and inquiries related to investments. Client Services Associates have a broader role in managing client relationships across various banking or financial products. Both roles require similar credentials and work in related environments, but their focus areas differ slightly based on client type and service scope.

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

The most popular types of Investor Services jobs in Michigan are:

What are popular job titles related to Investor Services Associate jobs in Michigan?

For Investor Services Associate jobs in Michigan, the most frequently searched job titles are:

What job categories do people searching Investor Services Associate jobs in Michigan look for?

The top searched job categories for Investor Services Associate jobs in Michigan are:

What cities in Michigan are hiring for Investor Services Associate jobs?

Cities in Michigan with the most Investor Services Associate job openings:

Investor Services Associate jobs near you

Environmental Services Associate

Henry Ford Health

Wyandotte, MI

$14.25 - $17.25/hr

Full-time

Posted yesterday

New

Henry Ford Health rating

6.9

Company rating: 6.9 out of 10

Based on 570 frontline employees who took The Breakroom Quiz

459th of 895 rated healthcare providers

Job description

Company Description

At Henry Ford Health, we're committed to advancing health and improving lives for the millions of people we serve across Michigan and around the world. As one of the nation's leading academic health systems, we provide a comprehensive continuum of care that includes primary and preventive services, specialty and complex care, virtual care, pharmacy, home health, eye care, health insurance, and more. With 12 hospitals and hundreds of ambulatory care locations, including former Ascension Southeast Michigan and Flint Region facilities, our growing network expands access to exceptional care in the communities we serve.
Headquartered in Detroit, Henry Ford Health is helping shape the future of healthcare through the transformative Future of Health: Detroit initiative, a $3 billion investment that is redefining our academic healthcare campus and advancing innovation, research, education, and community impact.
Our work is grounded in purpose, collaboration, and belonging. We empower team members to grow their careers, contribute innovative ideas, and make a meaningful difference every day. Whether you're caring for patients, supporting operations, conducting research, or driving new solutions, you'll be part of a team united by a shared mission: delivering exceptional care, advancing health outcomes, and building healthier communities for all.

Job Description

GENERAL SUMMARY:

Join our Environmental Services team and play a vital role in maintaining the health and safety of our patients and staff across Henry Ford Health System locations. Under the supervision of the Environmental Services Management Team, you'll ensure assigned work areas are impeccably clean and well-maintained, expertly manage equipment, and optimize the use of supplies to support our mission of exceptional patient care.

PRINCIPAL DUTIES AND RESPONSIBILITIES:

  • Transform patient rooms into welcoming, safe spaces by preparing rooms for new admissions and restocking essential linen and paper supplies.
  • Operate advanced ultraviolet (UV) disinfection equipment, including the Xenex Robot, to eliminate harmful pathogens and protect patient safety.
  • Identify and report mechanical issues or environmental concerns in assigned areas, working collaboratively with the maintenance department to ensure optimal facility conditions.
  • Maintain supply levels by proactively monitoring inventory and communicating replenishment needs to supervisors, ensuring seamless operations.
  • Champion infection control and environmental standards by adhering to departmental policies, procedures, and quality assurance programs that safeguard our healthcare environment.
  • Protect patient privacy by maintaining strict confidentiality of all patient and unit information in compliance with HIPAA regulations.
  • Foster a collaborative, positive workplace by partnering with colleagues across departments to achieve shared objectives and maintain strong team relationships.
  • Advance your professional growth by actively participating in educational programs, professional development workshops, and in-service training opportunities.
  • Support departmental success by taking on additional responsibilities as needed.
Qualifications

EDUCATION/EXPERIENCE REQUIRED: 

  • High School diploma or G.E.D. equivalent preferred. 
  • Custodial experience preferred. 
  • Must be able to interact directly with patient population, job requires high visibility. 
  • Must exhibit consistently high level of customer service and 'Patients First' sensibility.

Additional Information

All your information will be kept confidential according to EEO guidelines.

What Henry Ford Health employees say

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About Henry Ford Health

Sourced by ZipRecruiter

Henry Ford Health provides a full continuum of services from Primary and Preventative care, to Complex and Cpecialty care, Health Insurance, a full suite of home health offerings, Virtual care, Pharmacy, Eye care and other Healthcare retail. It is one of the Nation’s leading Academic Medical Centers, recognized for Clinical excellence in Cancer care, Cardiology and Cardiovascular Surgery, Neurology and Neurosurgery, Orthopedics and Sports medicine, and Multi organ transplants. Consistently ranked among the top five NIH funded institutions in Michigan, Henry Ford Health engages in more than 2,000 research projects annually. Equally committed to educating the next generation of Health Professionals, Henry Ford Health trains more than 4,000 Medical students, Residents and fellows every year across 50+ accredited programs. With more than 33,000 valued team members, Henry Ford Health is also among Michigan’s largest and most Diverse employers, including nearly 6,000 physicians and researchers from the Henry Ford Medical Group, Henry Ford Physician Network and Jackson Health Network.

Industry

Health care and social assistance

Company size

10,000+ Employees

Headquarters location

Detroit, MI, US

Year founded

1915

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