BLUMARK TAX ADVISORS is looking for a full time, Client Experience Assistant to join our growing team in our Bay City location. You will be responsible for the administrative functions of the Client Experience department for the Blumark Tax team. You will have daily contact with clients and team members requiring a strong customer service background coupled with organizational skills. Hourly…

This full-time, in-office position works with and reports to the WMP/Insurance Case Manager and assists in completing the necessary paperwork and processes to move client business through the appropriate systems. RESPONSIBILITIES: Process new business for securities, Indy K plans, and insurance Money Movement System (MMS) Handle withdrawals and contributions to CSAP’s…