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Client Associate Jobs in Michigan (NOW HIRING)

JPStudinger Wealth Advisors

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Client Services Associate

Bloomfield Hills, MI · On-site

$50K - $60K/yr

Our wealth management firm is seeking a motivated and detail-oriented Client Services Associate / Office Manager to join our team. This dual-role position is the backbone of our daily operations ...

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Client Associate information

See Michigan salary details

$16.1K

$44.4K

$65.8K

How much do client associate jobs pay per year?

As of Jun 1, 2026, the average yearly pay for client associate in Michigan is $44,420.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,900.00 and $54,000.00 per year, depending on experience, location, and employer.

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

To thrive as a Client Associate, you need strong organizational abilities, attention to detail, and foundational knowledge of financial products or client services, often supported by a relevant degree. Familiarity with CRM systems, financial software, and proficiency in Microsoft Office are typically required, and some firms may seek Series 7 or 63 licenses. Excellent communication, problem-solving skills, and a client-focused attitude help build trust and foster lasting client relationships. These capabilities ensure efficient client support, accurate processing of transactions, and contribute to overall client satisfaction and business success.

How does a Client Associate typically collaborate with other teams within a financial services firm?

Client Associates frequently work alongside financial advisors, operations staff, and compliance departments to ensure seamless client service. They may coordinate account openings, process transactions, and assist with client inquiries, requiring strong communication and organizational skills. Collaboration is often facilitated through regular meetings, shared software platforms, and cross-departmental projects, making teamwork an essential aspect of the role. Adapting to different working styles and managing multiple priorities are common challenges that Client Associates navigate in this collaborative environment.

What are Client Associates?

Client Associates are professionals who support financial advisors or client relationship managers in delivering high-quality service to clients. They handle administrative tasks, prepare account paperwork, respond to client inquiries, and help manage client accounts. Their role ensures smooth communication between clients and the firm while allowing advisors to focus on providing financial guidance. Client Associates often work in banking, wealth management, or investment firms. The position requires strong organizational, communication, and customer service skills.

What is the difference between Client Associate vs Customer Service Representative?

AspectClient AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer finance or sales certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, telecommunications, hospitality
Common Search & Comparison IntentUnderstanding roles in finance and client managementCustomer support and service roles

The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.

What are the most commonly searched types of Client jobs in Michigan? The most popular types of Client jobs in Michigan are:
What are popular job titles related to Client Associate jobs in Michigan? For Client Associate jobs in Michigan, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Michigan look for? The top searched job categories for Client Associate jobs in Michigan are:
What cities in Michigan are hiring for Client Associate jobs? Cities in Michigan with the most Client Associate job openings:
What are popular job titles related to Client Associate jobs in MI? For Client Associate jobs in MI, the most frequently searched job titles are:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Michigan as of May 2026, with employment types broken down into 1% As Needed, 73% Full Time, 16% Part Time, 2% Temporary, and 8% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $44,420 per year, or $21.4 per hour.

Client Service & Operations Associate

Sanctuary Wealth Group, LLC

Bloomfield Hills, MI

$65K - $75K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 26 days ago

Job description

Client Service & Operations Associate

Location: Bloomfield Hills, MI

Type: Full-Time, In-Office (Monday-Friday)

Join Our Team at Famiglia Wealth - Managing meaningful wealth brings both complex challenges and exciting opportunities. At Famiglia Wealth, our approach is rooted in integrity, respect, and collaboration. We're building a team of detail-oriented, execution-driven professionals who take pride in operational excellence and exceptional client service.

This role is ideal for someone who thrives behind the scenes, enjoys structure and process, and wants to grow long-term within an operations-focused career path.

Position Overview - Famiglia Wealth is seeking a Client Service & Operations Specialist to play a vital role in supporting the operational backbone of our firm. You will work closely with the Director of Operations and the broader team to ensure smooth, accurate, and efficient execution of client service and back-office deliverables. This is a detail-driven, execution-oriented role ideal for someone who thrives on organization, precision, and high-touch service.

Your Role & Responsibilities

You will support end-to-end operations that impact client service and firm efficiency, including but not limited to:

  • Manage account openings, transfers, and ongoing maintenance workflows.
  • Accurately process time-sensitive money movements (wires, transfers, etc.).
  • Coordinate with custodians and internal teams to track status and resolve issues.
  • Maintain precise client records in our CRM (Wealthbox experience preferred but not required).
  • Support client communications via phone, email, and in person with professionalism and care.
  • Prepare and process account paperwork and documentation.
  • Assist in client meetings as needed.
  • Identify opportunities to streamline workflows and improve client outcomes.
  • Serve as a trusted operational partner to advisors and internal teams.

Requirements

What We're Looking For

  • 3+ years of experience in wealth management, financial services, RIA operations, or client service.
  • Experience in similar roles such as Client Associate, Operations Coordinator, or Specialist.
  • Familiarity with custodial platforms (Pershing, Schwab, etc.) and CRM systems (Wealthbox a plus).
  • Strong Microsoft Office skills (Word, Excel, Outlook, PowerPoint).
  • Highly organized, detail-oriented, proactive, and able to work independently and with a team.
  • Candidate seeking a long-term opportunity with potential for growth (not into advisory).
  • Nice-to-Have: Securities licenses (Series 7/63/66), but not required.

Why Famiglia?

  • Competitive base salary ($65k-$75k) with potential bonus opportunities
  • Health, dental, vision insurance
  • 401(k)
  • PTO
  • On-the-job training and professional development
  • A culture that values focus during the workday and balance after hours

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