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Associate Client Advisor Jobs in Michigan (NOW HIRING)

Rockefeller Financial

Client Associate

Birmingham, MI · On-site

Position A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Associate. The Client Associate will ...

Acrisure

Associate Account Manager

Waterford, MI · On-site

$124K - $129K/yr

Collaborate with the client advisor to review exposures and insurance programs for assigned clients, determine if carrier is the best fit for the client while considering coverage, protection, and ...

Raymondjames

Client Service Associate

Fremont, MI

$13.50 - $18.50/hr

... advisors and branch office * Open new client accounts, process money movement, and research ... At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver ...

Acrisure

Associate Account Manager

Waterford, MI · On-site

$124K - $129K/yr

Collaborate with the client advisor to review exposures and insurance programs for assigned clients, determine if carrier is the best fit for the client while considering coverage, protection, and ...

Raymondjames

Client Service Associate

Belmont, MI

$12.75 - $17.50/hr

... Associate to provide exceptional support to two independent ... financial advisors and collaborate closely with our Director of Client Engagement. This client ...

Innovia Wealth

Client Service Associate

Birmingham, MI · On-site

$13.75 - $19/hr

As a Client Service Associate, you will be a critical partner to our Wealth Advisors, Financial Planners and clients. From coordinating review meetings to responding to inquiries and managing ...

Innovia Wealth

Client Service Associate

Birmingham, MI · On-site

$13.75 - $19/hr

As a Client Service Associate, you will be a critical partner to our Wealth Advisors, Financial Planners and clients. From coordinating review meetings to responding to inquiries and managing ...

Innovia Wealth

Client Service Associate

Birmingham, MI · On-site

$13.75 - $19/hr

As a Client Service Associate, you will be a critical partner to our Wealth Advisors, Financial Planners and clients. From coordinating review meetings to responding to inquiries and managing ...

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All JobsAssociate Client Advisor JobsAssociate Client Advisor Jobs in Michigan

Associate Client Advisor information

See Michigan salary details

$10

$22

$39

How much do associate client advisor jobs pay per hour?

As of Jun 29, 2026, the average hourly pay for associate client advisor in Michigan is $22.60, according to ZipRecruiter salary data. Most workers in this role earn between $16.15 and $25.96 per hour, depending on experience, location, and employer.

What is an Associate Client Advisor?

An Associate Client Advisor is an entry- to mid-level professional who supports senior client advisors or relationship managers in financial institutions, such as banks or wealth management firms. Their main responsibilities include assisting with client account management, preparing presentations or reports, handling client inquiries, and ensuring high levels of customer satisfaction. They often serve as a liaison between clients and the organization, helping to address client needs and maintain positive relationships. This role is a stepping stone to more senior advisory positions and provides valuable experience in client management and financial services.

What is the difference between Associate Client Advisor vs Client Advisor?

AspectAssociate Client AdvisorClient Advisor
Required CredentialsTypically a bachelor's degree; some certifications like CFP may be preferredSame as Associate Client Advisor, often with more experience or certifications
Work EnvironmentEntry-level or junior role within financial services firmsMore senior position with increased client interaction and responsibilities
Employer & Industry UsageCommonly used in banking, wealth management, and financial advisory firmsUsed across similar financial sectors, often as a step up from Associate

The main difference between an Associate Client Advisor and a Client Advisor lies in experience and responsibility level. The Associate role is typically entry-level, focusing on supporting client service tasks, while the Client Advisor handles more direct client interactions and decision-making. Both roles require similar credentials, but the Client Advisor usually has more experience and a broader scope of responsibilities.

What are the key skills and qualifications needed to thrive as an Associate Client Advisor, and why are they important?

To thrive as an Associate Client Advisor, you typically need a bachelor's degree in business or finance, strong analytical abilities, and a foundational understanding of wealth management principles. Familiarity with CRM systems, financial planning software, and regulatory compliance tools is often required. Excellent interpersonal skills, attention to detail, and effective communication set top performers apart in client interactions. These skills ensure high-quality client service, accurate financial advice, and the ability to build lasting client relationships in a competitive industry.

How does an Associate Client Advisor typically collaborate with senior advisors and other team members to support client relationships?

As an Associate Client Advisor, you will work closely with senior advisors, portfolio managers, and support staff to ensure seamless client service. Your role often involves preparing client meeting materials, conducting research, and following up on action items to support senior advisors in delivering tailored financial solutions. Collaboration is key, as you'll communicate regularly with various team members to coordinate client onboarding, resolve issues, and help implement investment strategies. This teamwork not only enhances client satisfaction but also provides valuable learning opportunities for your own professional growth.
What cities in Michigan are hiring for Associate Client Advisor jobs? Cities in Michigan with the most Associate Client Advisor job openings:
Associate Client Advisor jobs near you
Client Service Associate (Plymouth, MI)

Client Service Associate (Plymouth, MI)

Oppenheimer & Co. Inc.

Plymouth, MI

Full-time

Posted 11 days ago

Job description

Who We Are:

Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.

Job Description

The firm is seeking a Client Service Associate to join our Private Client Division in Plymouth, MI. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. The ideal candidate will have a proactive mindset in order to anticipate business needs, and will assume ad hoc responsibility for project-oriented tasks. This role will handle details of a highly confidential and critical nature and collect and prepare information for use in discussions/meetings of executive staff.

Responsibilities

  • Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors
  • Quickly develop knowledge of a variety of forms and account procedures in order to assist clients
  • Learn to utilize research and technical support tools
  • Produce quality analytical reports using various software programs
  • Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions
  • Act with integrity and respect in all situations
  • Cultivate and grow existing client relationships
  • Assist with marketing efforts and plan client events
  • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments
  • Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts
  • Local office interaction with other support members, Financial Advisors and Management

Skills/Requirements

  • Willing to obtain FINRA Registrations: SIE, Series 7 and 63/65 (or 66)
  • Bachelor’s preferred
  • 1-2 years financial services/fixed Income experience would be highly beneficial
  • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs
  • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role
  • Must be able to maintain the highest level of confidentiality
  • Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills
  • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner
  • Able to meet designated deadlines and work effectively in a pressurized environment under time constraints
  • Demonstrate the ability to handle multiple tasks to completion with little or no supervision