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Account Services Associate Jobs in Michigan (NOW HIRING)

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Account Services Associate information

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.

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.

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 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 to handle client needs effectively.

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:

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 Service Associate - Part-time

Stifel

Grand Rapids, MI

Part-time

Re-posted 25 days ago


Stifel rating

8.3

Company rating: 8.3 out of 10

Based on 22 frontline employees who took The Breakroom Quiz


Job description

Company Description

Company Overview: Stifel is the largest subsidiary of Stifel Financial Corp. and is listed on the New York Stock Exchange (NYSE: SF).

Stifel Financial Corp offers securities-related financial services in the United States and Europe through its wholly owned operating subsidiaries, Stifel Financial (Stifel Nicolaus), Century Securities Associates, Inc. (CSA), Stifel Nicolaus Limited (SN Ltd), and Stifel Bank and Trust. These subsidiaries provide brokerage, trading, investment banking, investment advisory, and related financial services. The company's customers include individuals, corporations, municipalities, and institutions.

Stifel has been a pillar of strength serving its customers for over 125 years. We are a full service
regional New York Stock Exchange member firm with Corporate Headquarters located in St. Louis and more than 300 offices in 38 states.



Job Description

Part-Time Client Service Associate:

In Stifel Financial's Grand Rapids, MI branch, assist Financial Advisor(s) with the maintenance of client accounts and records, performing a wide variety of administrative support duties, answering incoming calls, greeting clients, and providing overall customer service support to clients.

Please apply by visiting
www.stifel.com/careers.

Job Duties:

  • Works with the FA(s) and the clients in obtaining the required documents based upon the type of account(s) established.

  • Organizes and assists in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office.

  • Performs operational or administrative functions for client related requests (i.e., check requests, address change, dividend information, check deposits, check printing, etc.).

  • Upon request, provides quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients.

  • Provides reports and other information to FA(s), as needed.

  • Organizes and assists with branch meetings, client events, and seminars.

  • Front reception: answering phones and greeting clients.

  • Performs various administrative duties (i.e., typing, filing, mailing documents/letters, etc.) and other duties as assigned by the Branch Manager.

Stifel is an Equal Opportunity Employer




Qualifications

Extremely organized, attention to detail, dependable, and a quick learner.


What Stifel employees say

Pay

Benefits

Hours and flexibility

Workplace

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