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Client Associate Jobs in Commerce, MI (NOW HIRING)

Raymondjames

Client Service Associate

Novi, MI

$13.50 - $18.75/hr

... dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical ...

Raymond James Financial, Inc.

Client Service Associate

Novi, MI · On-site

$13.50 - $18.75/hr

... dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical ...

Stifel

Client Service Associate - NR

Rochester, MI · On-site

$13.25 - $18.50/hr

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...

Stifel

Client Service Associate - NR

Rochester, MI · On-site

$13.25 - $18.50/hr

The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support ...

Stifel

Client Service Associate - NR

Rochester, MI

$13.25 - $18.50/hr

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...

Hylant

Client Service Associate - Employee Benefits

Detroit, MI · On-site

$14.25 - $19.75/hr

The Client Service Associate will begin their client service insurance brokerage training and development journey in Hylant's Foundations Training & Development Program. This program offers a robust ...

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Showing results 1-20

All JobsClient Associate JobsClient Associate Jobs in Commerce, MI

Client Associate information

See Commerce, MI salary details

$16.6K

$45.7K

$67.8K

How much do client associate jobs pay per year?

As of Jul 17, 2026, the average yearly pay for client associate in Commerce, MI is $45,746.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,900.00 and $55,700.00 per year, depending on experience, location, and employer.

What jobs pay 4000 a week without a degree?

A Client Associate role typically does not pay $4,000 a week without relevant experience or specialized skills. High-paying roles that can reach this level often involve sales, real estate, or financial services where commissions and bonuses are significant, but they usually require experience, certifications, or licensing. Most jobs paying this amount without a degree are in sales, entrepreneurship, or commission-based positions.

Is a client service associate a good job?

A client service associate is a role focused on assisting clients, managing accounts, and providing support within financial or service industries. It often requires strong communication skills, attention to detail, and familiarity with customer relationship management tools. The job can offer stable employment and opportunities for advancement, depending on the employer and industry.

What does a client associate do?

A client associate supports clients by managing accounts, providing information, and addressing inquiries. They often handle administrative tasks, use customer relationship management (CRM) tools, and ensure client needs are met efficiently within a financial or service environment.

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.

Is Associate the lowest position?

In many organizations, the title of Client Associate is an entry-level or junior position, but it is not necessarily the lowest role. Some companies have internships, assistants, or trainee roles that are considered lower, while others may have multiple levels of associates before reaching senior or managerial positions. Career progression often depends on experience, performance, and company structure.

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.

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 cities near Commerce, MI are hiring for Client Associate jobs? Cities near Commerce, MI with the most Client Associate job openings:
Client Associate jobs near you

Client Service Associate

Qualified Professional and Technical

Fenton, MI

$50K - $100K/yr

Full-time

Posted 14 days ago

Job description

Financial Services | Client Service Associate
Location: Greater Fenton Area
Compensation: $50,000 to $100,000 | plus incentive compensation

About Opportunity
Our client is seeking a detail oriented, customer focused Financial Services Client Service Associate to join its growing wealth management team. This role is ideal for someone who enjoys building client relationships, thrives in a fast-paced environment, and takes pride in delivering exceptional service while supporting Financial Advisors and their clients.
The Financial Services Client Service Associate serves as a key member of the team by providing administrative, operational, and client service support while ensuring an outstanding client experience.

Responsibilities

  • Serve as the primary point of contact for prospective and existing clients through phone, email, virtual meetings, mail, and in person interactions.
  • Schedule client meetings and manage advisor calendars.
  • Support Financial Advisors with daily administrative and operational responsibilities.
  • Process client account paperwork, financial transactions, expense reports, and account maintenance requests accurately and efficiently.
  • Open new client accounts and research client and investment information using internal systems.
  • Review all documentation for accuracy and compliance prior to submission and follow through until completed.
  • Prepare client correspondence, reports, presentations, and other supporting documentation.
  • Maintain accurate client records within the CRM system.
  • Assist with seminars, client appreciation events, and marketing initiatives.
  • Enter trade orders at the direction of Financial Advisors, when appropriate.
  • Work collaboratively with internal team members to ensure a seamless client experience.
  • Participate in ongoing training to remain current on industry regulations, firm policies, and best practices.
Qualifications
  • High School Diploma or equivalent required.
  • 1 or more years of experience in financial services, wealth management, banking, brokerage, insurance, mortgage lending, or a related client service environment preferred.
  • Experience supporting Financial Advisors or investment professionals is highly desirable.
  • Strong customer service and relationship building skills.
  • Excellent verbal and written communication skills.
  • Strong organizational skills with exceptional attention to detail.
  • Ability to prioritize multiple tasks and meet deadlines in a fast-paced environment.
  • Proficiency with Microsoft Office, including Excel.
  • Experience in using CRM software or similar client management systems preferred.
Preferred Skills
  • Knowledge of financial markets, investment products, and securities industry practices.
  • Experience processing financial documentation and client account transactions.
  • Ability to research account information and resolve client issues professionally.
  • Self-motivated with the ability to work independently while contributing to a collaborative team environment.
  • High level of professionalism, discretion, and commitment to providing exceptional client service.
This is an outstanding opportunity for an organized and service driven professional looking to build a long-term career within a growing wealth management practice while making a meaningful impact on both clients and advisors.

INDQT