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Account Services Associate Jobs in Michigan (NOW HIRING)

SpartanNash

Guest Services Associate

Jenison, MI · On-site

$13.25 - $16.25/hr

... accounts, independent and chain grocers, e-commerce retailers, U.S. military commissaries and ... This role is responsible to provide highly satisfactory service and assistance to guests; bag ...

SpartanNash Company

Guest Services Associate

Jenison, MI · On-site

$13.25 - $16.25/hr

... accounts, independent and chain grocers, e-commerce retailers, U.S. military commissaries and ... This role is responsible to provide highly satisfactory service and assistance to guests; bag ...

Vallen

Supply Chain Services Associate

Marshall, MI · On-site

This individual collaborates closely with the Supply Chain Services Manager and, when required, with the inside sales and account management team. The primary objective of the associate is to ensure ...

Vallen

Supply Chain Services Associate

Marshall, MI · On-site

This individual collaborates closely with the Supply Chain Services Manager and, when required, with the inside sales and account management team. The primary objective of the associate is to ensure ...

Vallen

Supply Chain Services Associate

Marshall, MI · On-site

This individual collaborates closely with the Supply Chain Services Manager and, when required, with the inside sales and account management team. The primary objective of the associate is to ensure ...

Vallen

Supply Chain Services Associate

Marshall, MI · On-site

This individual collaborates closely with the Supply Chain Services Manager and, when required, with the inside sales and account management team. The primary objective of the associate is to ensure ...

Xtend Inc

Member Services Associate

Grand Rapids, MI · On-site

Educate members on account details, debit and credit card concerns, and general account functionality. * Handle inbound service calls, make outbound follow-ups, and provide timely member callbacks.

Xtend, Inc

Member Services Associate

Grand Rapids, MI · On-site

Educate members on account details, debit and credit card concerns, and general account functionality. * Handle inbound service calls, make outbound follow-ups, and provide timely member callbacks.

Xtend, Inc

Member Services Associate

Grand Rapids, MI · On-site

Educate members on account details, debit and credit card concerns, and general account functionality. * Handle inbound service calls, make outbound follow-ups, and provide timely member callbacks.

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Account Services Associate information

How does an Account Services Associate typically collaborate with other departments to support client needs?

As an Account Services Associate, you'll frequently work with teams such as sales, marketing, and customer support to ensure client requests are addressed efficiently. You may coordinate with the sales team to clarify client requirements, relay feedback to product or service teams, and work with billing or finance for account-related inquiries. Effective communication and organization are key, as you'll often act as a liaison to help resolve issues and ensure a seamless client experience. This collaborative environment helps you build a broad understanding of company operations while contributing directly to client satisfaction.

What are the key skills and qualifications needed to thrive as an Account Services Associate?

To thrive as an Account Services Associate, you need strong customer service skills, attention to detail, and a background in business or communications, often supported by a relevant degree. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is typically required. Excellent interpersonal skills, problem-solving abilities, and the capacity to manage multiple tasks efficiently help professionals stand out in this role. These skills ensure effective client support, accurate account management, and contribute to overall customer satisfaction and retention.

What does an Account Services Associate do?

An Account Services Associate typically supports client accounts within a company, assisting with tasks such as managing client inquiries, processing account requests, maintaining accurate records, and coordinating with internal teams to ensure client satisfaction. They play a key role in resolving issues, updating account information, and facilitating communication between clients and the business. This position often requires strong organizational, communication, and problem-solving skills to meet client needs efficiently.

Is a degree needed to be an account services associate?

A degree is not always required to become an account services associate, but many employers prefer candidates with a high school diploma or equivalent. Relevant skills such as customer service, communication, and familiarity with account management tools can be more important than formal education. Certifications or training in finance or customer relations can also enhance job prospects.

What is an account services associate?

An account services associate is a professional responsible for managing client accounts, providing support, resolving issues, and ensuring customer satisfaction. They often use customer relationship management (CRM) tools and require strong communication and organizational skills.
What are the most commonly searched types of Account Services jobs in Michigan? The most popular types of Account Services jobs in Michigan are:
What cities in Michigan are hiring for Account Services Associate jobs? Cities in Michigan with the most Account Services Associate job openings:
Account Services Associate jobs near you
Infographic showing various Account Services Associate job openings in Michigan as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 16% Part Time, 2% Temporary, and 5% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution.

Client Services Associate

Waldron Private Wealth

Plymouth, MI • On-site

Other

Re-posted 3 days ago

Job description

Client Service Associate

Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance to the Client Services (CS) department.

In this role you will:

  • Process forms and documentation for custodial related items including opening new accounts, setting up standing instructions, adding beneficiaries to accounts, etc.
  • Provide administrative support to CS department for various requests including preparing FedEx mailings, postage and envelopes, faxing, emailing, filing, making copies, scanning docs, generating reports, and other administrative related items as requested.
  • Assist with client transactions (e.g. cash management, insurance, tax payments, real estate transactions, payments, receivables, etc.) within the custodian system via check, EFT, wire transfer, etc.
  • Assist in the research and gathering of information to resolve a client issue.
  • Assist with the onboarding process of new clients by creating and maintaining accurate client records (e.g. contact details, client document filing, etc.).
  • Assist with managing accounts with a third-party portfolio aggregator including adding new accounts, coding transactions, addressing account issues, and running reports as requested.
  • Provide document management for CS department and other departments including document naming and uploading to document management system.
  • Create and distribute various reports from custodian and data aggregation platforms for internal and external customers.

Experience/Education Requirements:

  • Associate's Degree in finance or related field required, Bachelor's degree in finance or related field preferred. Demonstrated related experience may be substituted for required education.
  • Minimum of one (1) year of experience within the finance industry preferred.
  • Minimum of one (1) year of experience with investment accounts, retirement accounts, hedge funds, private equities, trust accounts, LLC's and/or LP's preferred.

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