<ul><li>Providing introductory information, such as a product manual explanation, to prospective and new customers</li><li>Handling customer complaints and troubleshooting issues with products or services</li><li>Following up with clients or customers by phone, web chat or email to check that they’re still satisfied with their purchases or services received</li><li>Accessing databases to retrieve account information for customers</li><li>Letting customers know about additional products or services that might benefit them</li><li>Escalating queries and concerns when necessary</li><li>Updating customer records following each contact</li><li>Staying up to date on the latest products and services an organization provides</li></ul>
We are looking for a detail-oriented Client Services Associate to support a high-quality client experience in Portage, Michigan. This position works closely with internal partners to coordinate meeting preparation, manage account-related activities, and help keep client information accurate and current. The ideal candidate brings financial services experience, strong organizational ability, and a careful approach to handling sensitive information.<br><br>Responsibilities:<br>• Partner with advisors and investment professionals to organize materials, recommendations, and supporting documents in advance of client appointments.<br>• Participate in client meetings as needed and carry out next steps promptly to ensure timely follow-through.<br>• Guide new clients through the onboarding process by gathering required details and completing account-opening documentation.<br>• Update and maintain client records within company systems, with a strong focus on precision and data integrity.<br>• Process service requests such as beneficiary revisions, address updates, required minimum distributions, transfers, and movement of funds accurately and on schedule.<br>• Carry out trade-related activities based on direction from the investment team while following established procedures.<br>• Work with custodians, mutual fund companies, and other financial institutions to complete transactions and help resolve account issues.<br>• Enter client information into financial planning tools and support analysis and presentation preparation for client-facing discussions.<br>• Protect confidential client data and perform all work in accordance with regulatory and compliance standards.
We are looking for a detail-oriented Credit and Collections Specialist to support financial operations for a manufacturing company in Muskegon, Michigan. This role focuses on strengthening cash flow, evaluating customer creditworthiness, and maintaining accurate receivables and tax records. The ideal candidate brings strong analytical judgment, a customer-focused approach, and the ability to collaborate across accounting, sales, and service teams.<br><br>Responsibilities:<br>• Oversee customer receivables by monitoring open balances, following up on past-due invoices, and keeping account activity current and accurate.<br>• Evaluate new and existing customer credit profiles, recommend appropriate terms and limits, and take action on holds when risk warrants further review.<br>• Research billing concerns, disputed charges, and payment variances to bring accounts into balance and resolve issues promptly.<br>• Prepare and distribute customer account statements, apply incoming payments, record cash activity, and maintain supporting documentation for credits and rebates.<br>• Handle sales tax administration by maintaining exemption records, supporting tax filings, monitoring nexus-related requirements, and assisting with Avalara processes.<br>• Create journal entries and contribute to monthly close tasks by ensuring financial data is recorded completely and on schedule.<br>• Provide support for reporting, forecasting, audit preparation, and inventory-related accounting activities as needed.<br>• Work closely with sales and customer service teams to address account questions while preserving strong client relationships and service levels.<br>• Maintain organized financial records and identify opportunities to improve accuracy, efficiency, and consistency within credit and collections workflows.