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Advisory Services Associate Jobs in Michigan (NOW HIRING)

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Advisory Services Associate information

See Michigan salary details

$33.6K

$63.5K

$127.3K

How much do advisory services associate jobs pay per year?

As of Sep 6, 2026, the average yearly pay for advisory services associate in Michigan is $63,492.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,400.00 and $62,300.00 per year, depending on experience, location, and employer.

What is an advisory services associate?

Advisory Services Associates are entry-level professionals who support firms and their clients by providing analysis, research, and recommendations on financial, business, or operational matters. They typically work with more senior advisors to help organizations identify risks, improve processes, and make strategic decisions. Their role involves gathering data, preparing reports, and participating in client meetings, often within consulting, accounting, or financial services firms.

What are the key skills and qualifications needed to thrive as an advisory services associate?

To thrive as an Advisory Services Associate, you need strong analytical skills, business acumen, and typically a bachelor’s degree in finance, accounting, or a related field. Familiarity with financial modeling tools, Excel, and industry-specific software such as SAP or Oracle is often required. Exceptional communication, problem-solving, and teamwork abilities help distinguish top performers in this client-facing role. These skills enable associates to deliver valuable insights, manage client relationships, and support successful project outcomes.

What are some common challenges faced by advisory services associates when managing multiple client projects simultaneously?

Advisory Services Associates often juggle several client projects at once, which requires strong organizational and time management skills. Balancing competing deadlines, adapting to shifting client needs, and ensuring accuracy in deliverables can be challenging. Effective communication and proactive prioritization are key to maintaining high-quality service and building trust with both clients and internal teams. Support from managers and collaboration with colleagues can help associates navigate these challenges and continue developing their expertise.
Advisory Services Associate jobs near you

Client Service Associate - Part-time

Stifel

Grand Rapids, MI • On-site

Part-time

Re-posted 12 hours 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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