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Investor Services Associate Jobs in Michigan (NOW HIRING)

SpartanNash

Guest Services Associate

Jenison, MI · On-site

$13.25 - $16.25/hr

This role is responsible to provide highly satisfactory service and assistance to guests; bag ... SpartanNash is an Equal Opportunity Employer that invests in Associate development, recognizes and ...

C&S Wholesale Grocers Inc

Guest Services Associate

Jenison, MI · On-site

$13.25 - $16.25/hr

This role is responsible to provide highly satisfactory service and assistance to guests; bag ... SpartanNash is an Equal Opportunity Employer that invests in Associate development, recognizes and ...

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

Guest Services Associate

SpartanNash

Jenison, MI • On-site

$13.25 - $16.25/hr

Part-time

Posted 20 days ago

SpartanNash rating

5.7

Company rating: 5.7 out of 10

Based on 332 frontline employees who took The Breakroom Quiz

458th of 737 rated retailers

Job description

As a member of the C&S Wholesale Grocers family of companies, SpartanNash is a food solutions company that delivers the ingredients for a better life. A distributor, wholesaler and retailer with a global supply chain network, SpartanNash distributes grocery and household goods, including fresh produce and the Our Family portfolio of products, to locations in all 50 states.

Our braggingly happy team members - ranging from bakery managers to order selectors; from IT developers to vice presidents of finance; from HR Business Partners to export specialists - create braggingly happy customers spanning national accounts, independent and chain grocers, e-commerce retailers, U.S. military commissaries and exchanges, and the Company's own brick-and-mortar grocery stores, pharmacies and fuel centers.

Ready to contribute to the success of our food solutions company? Apply now!

Location:

1965 Baldwin Street - Jenison, Michigan 49428

Position Summary:

This role is responsible to provide highly satisfactory service and assistance to guests; bag groceries and provide carry-out service to vehicles for quests, retrieve carts from parking area, perform bottle tasks and janitorial duties as needed. Ensure that the shift contributes to the financial best interests of the store. Complete all other duties as assigned in a timely manner.

Here's what you'll do:

  • Use proper bagging supplies and proper bagging techniques when handling guests' purchases.

  • Empty bottle bins, clean bottle machines & bottle return area.

  • Collect, return, clean, and organize shopping carts and take out and load groceries into customers' vehicles.

  • Have familiarity with location of products carried in the store.

  • Handle spoiled/damaged products per established guidelines.

  • Maintain a clean, attractive and well stocked department.

  • Know the location of products in the store.

  • Able to work independently of others.

  • Perform cleaning duties as well as other assigned work in a timely manner.

  • Follow all PPE and Safety Guidelines

  • Follow all Food Safety and Cleaning Expectations

  • Follow Guest Experience Guidelines

  • May be assigned tasks in other departments based on customer experience need

  • Additional responsibilities may be assigned as needed

Here's what you'll need:

  • High School Diploma (GED) preferred

  • Good oral communication skills.

  • Ability to interact politely and effectively with customers.

Physical Requirements:

The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. May be required to lift and/or move up to 30 pounds frequently, and up to 50 pounds occasionally. The associate is required to stand and walk for extended periods of time and may bend, stoop, twist and turn frequently. While performing the duties of this position, the employee is subject to a typical retail store environment (varied temperatures) and is exposed to outside weather conditions. The noise level in the work environment is usually low to moderate. Travel requirements vary by assignment.

As part of our People First culture, SpartanNash is proud to offer a robust and competitive Total Rewards benefits package.

SpartanNash is an Equal Opportunity Employer that invests in Associate development, recognizes and celebrates success, fosters two-way communication, and promotes a sense of belonging. We are committed to providing equal employment opportunities to all individuals, including those with disabilities and Veterans.

We are not able to sponsor work visas for this position.

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