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Associate Client Partner Jobs in Michigan (NOW HIRING)

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 ...

Small Local CPA Firm

Manager (Tax & Accounting)

Saline, MI · On-site

$35 - $50/hr

... of associate's client emails - Update and maintain fixed asset databases - Post/Review journal ... We work with our clients as their partners, and as if their company were our own. In result, our ...

Small Local CPA Firm

Manager (Tax & Accounting)

Saline, MI · On-site

$35 - $50/hr

... of associate's client emails - Update and maintain fixed asset databases - Post/Review journal ... We work with our clients as their partners, and as if their company were our own. In result, our ...

Rockefeller Financial

Client Associate

Birmingham, MI · On-site

The Client Associate will work with our Private Advisor team members and will interact directly ... or partnership status, caregiver status, legally recognized disability, or any other basis ...

Jackson Hewitt

Client Service Associate

Clinton, MI · On-site

$12 - $13/hr

Client Service Associate We are looking for someone who thrives in a welcoming, customer service ... Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so ...

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Showing results 1-20

All JobsAssociate Client Partner JobsAssociate Client Partner Jobs in Michigan

Associate Client Partner information

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

To thrive as an Associate Client Partner, you need a solid understanding of client relationship management, business development, and consultative sales, often supported by a bachelor’s degree in business or a related field. Familiarity with CRM software, data analytics tools, and project management systems is typically expected. Strong interpersonal communication, problem-solving abilities, and a client-focused mindset help individuals excel in this role. These skills and qualities are crucial for building lasting client partnerships, driving business growth, and ensuring client satisfaction.

What are the main challenges Associate Client Partners typically face when managing client relationships?

Associate Client Partners often encounter the challenge of balancing client expectations with the company's capabilities and resources. Navigating complex stakeholder dynamics, ensuring timely communication, and proactively addressing issues before they escalate are key aspects of the role. Additionally, they must stay updated on industry trends to provide strategic insights and value to clients while collaborating closely with internal teams like sales, marketing, and delivery. Successfully overcoming these challenges requires strong interpersonal skills, adaptability, and a solutions-oriented mindset.

What is the difference between Associate Client Partner vs Account Manager?

AspectAssociate Client PartnerAccount Manager
Required CredentialsBachelor's degree, experience in client management, industry-specific knowledgeBachelor's degree, customer service or sales experience
Work EnvironmentCollaborates with sales, marketing, and client teams; strategic focusManages client accounts, handles day-to-day client interactions
Employer & Industry UsageUsed in consulting, technology, and professional services firmsCommon across various industries including tech, finance, and retail
Search & Comparison IntentUnderstanding strategic client roles, career progressionManaging client relationships, sales growth

The Associate Client Partner typically focuses on building strategic relationships and driving long-term client success, often requiring industry-specific knowledge and a strategic mindset. In contrast, an Account Manager handles daily client interactions, ensuring satisfaction and retention. Both roles are vital in client-facing industries but differ in scope and responsibilities.

What is the role of an associate partner?

An associate client partner is responsible for managing client relationships, understanding client needs, and ensuring the delivery of services or solutions. They often coordinate with internal teams, develop strategic plans, and work to grow the company's business with key clients. Strong communication, relationship management skills, and industry knowledge are essential for this role.

What job makes $10,000 a month without a degree?

An Associate Client Partner can earn $10,000 or more per month through commissions, bonuses, and high-value client management, often in sales, consulting, or account management roles. Success typically depends on experience, skills, and performance rather than formal education, with many roles requiring strong communication and negotiation abilities.

What profession makes $400,000 a year?

In the context of an Associate Client Partner, high earnings of $400,000 or more annually are typically seen in senior roles such as executive-level positions, top sales professionals, or specialized consultants in industries like technology, finance, or management consulting. Achieving this level often requires extensive experience, advanced skills, and a strong track record of performance.

What is an associate client partner?

An associate client partner is a professional responsible for managing client relationships, supporting account growth, and ensuring customer satisfaction within a company. They often work closely with senior client partners and may use CRM tools to track interactions and opportunities. This role typically requires strong communication skills and industry knowledge.
What are the most commonly searched types of Client Partner jobs in Michigan? The most popular types of Client Partner jobs in Michigan are:
What are popular job titles related to Associate Client Partner jobs in Michigan? For Associate Client Partner jobs in Michigan, the most frequently searched job titles are:
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What cities in Michigan are hiring for Associate Client Partner jobs? Cities in Michigan with the most Associate Client Partner job openings:
Associate Client Partner jobs near you
Client Service Associate

Client Service Associate

Cerity Partners

Grand Rapids, MI • On-site

$25/hr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 13 hours ago

Job description

Client Service Associate

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic reports. The Associate ensures CRM data accuracy and helps with client follow-up and meeting preparations. This position requires excellent organizational skills, attention to detail, and a commitment to providing friendly and professional client service. The role also involves learning about investment products and improving internal processes under supervision.

Primary Responsibilities

  • Frequent custodian interaction & paperwork processing.
  • Process account openings, funding, deposit electronic checks, money movements, process tasks with Custodians.
  • Schedule client meetings.
  • Basic preparation and follow-up for client meetings.
  • Prepare client forms and financial reports in advance of client meetings.
  • Attend meetings to take notes and send a summary to both the client and the advisory team.
  • Develop knowledge of investment accounts, products and the forms required to transact business.
  • Assist with internal coordination across departments to ensure tasks/ follow up is completed in a timely manner.
  • Responsible for cash transfers, wires, data maintenance, reporting and trading as needed.
  • Ongoing maintenance and quality control of CRM.
  • Organize advisory team meetings and events.
  • Receive client calls and resolve questions/issues as needed.
  • Execute client appreciation and retention activities.

Required Qualifications:

  • Bachelor's degree
  • 1 - 3 years of experience

Skills and Competencies:

  • Demonstrate strong and effective communication, organizational and time management skills.
  • Ability to work in a team based /collaborative environment.
  • Must accept and thrive in a fast-paced, changing environment.
  • Adherence to all compliance policies & procedures.
  • Demonstrate the Cerity Partners culture.

Physical Requirements:

  • Prolonged periods sitting at a desk and working on a computer.
  • Must be able to lift up to 15 pounds at times.

Compensation Range:

This part-time role offers a compensation of $25.00 per hour

Why Cerity Partners:

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

  • Health, dental, and vision insurance – day 1!
  • 401(k) savings and investment plan options with 4% match
  • Flexible PTO policy
  • Parental Leave
  • Financial assistance for advanced education and professional designations
  • Opportunity to give back time to local communities
  • Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

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