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Client Associate Jobs in Howell, MI (NOW HIRING)

Sano

Client Services Associate

Farmington Hills, MI · On-site

Client Services Associate Salary: Competitive Pay Based on Experience and Credentials Department: Client Service Location: Farmington Hills, MI - Home Office Employment Status: Full-Time Position ...

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 ...

OHM Advisors

Client Representative

Fenton, MI · On-site

What You Will Contribute to OHM Advisors The Client Representative is the main point of contact for clients throughout the length of a given project. You are a trusted advisor to our municipal ...

OHM Advisors

Client Representative

Fenton, MI · On-site

What You Will Contribute to OHM Advisors The Client Representative is the main point of contact for clients throughout the length of a given project. You are a trusted advisor to our municipal ...

Sarkella & Associates

Account Associate

South Lyon, MI · On-site

$40K - $60K/yr

As a Account Associate with Sarkella & Associates, you will play a key role in driving the growth ... Foster strong client relationships through regular follow-ups and proactive communication.

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All JobsClient Associate JobsClient Associate Jobs in Howell, MI

Client Associate information

See Howell, MI salary details

$17.3K

$47.7K

$70.7K

How much do client associate jobs pay per year?

As of Sep 4, 2026, the average yearly pay for client associate in Howell, MI is $47,691.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,400.00 and $58,000.00 per year, depending on experience, location, and employer.

What is a client associate?

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 are the key skills and qualifications needed to thrive as a client associate?

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 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 Howell, MI?

The most popular types of Client jobs in Howell, MI are:

What job categories do people searching Client Associate jobs in Howell, MI look for?

The top searched job categories for Client Associate jobs in Howell, MI are:

What cities near Howell, MI are hiring for Client Associate jobs?

Cities near Howell, MI with the most Client Associate job openings:

Client Associate jobs near you
Infographic showing various Client Associate job openings in Howell, MI as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 23% Part Time, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $47,691 per year, or $22.9 per hour.

Client Services Associate

Sano

Farmington Hills, MI • On-site

Other

Medical, Dental, Vision, Retirement, PTO

Posted 4 days ago

Job description

Sano

Position Information

Job Title: Client Services Associate

Salary: Competitive Pay Based on Experience and Credentials

Department: Client Service  

Location: Farmington Hills, MI – Home Office

Employment Status: Full-Time


Position Summary

We are seeking a detail-oriented experienced and licensed Client Service Team Member to support financial advisors and internal teams by managing service requests through the firm's ticketing system. This role is responsible for generating and processing client paperwork, coordinating account maintenance requests, maintaining accurate records, and ensuring timely completion of tasks in accordance with firm policies and compliance standards. The ideal candidate is organized, client-focused, and able to manage multiple priorities while delivering exceptional service and support.


About Sano

Sano is an independent financial services firm dedicated to helping individuals, families, and businesses Build, Protect, and Enjoy their financial future.


Our team is guided by five core values:

  • Integrity
  • Care
  • Excellence
  • Proactive
  • Collaboration


We strive to help families live intentionally with Peace of mind and financial confidence.


Essential Duties & Responsibilities

  • Manage and prioritize advisor and client requests through a ticketing system, ensuring timely and accurate completion of service tasks
  • Process a high volume of service tickets related to account maintenance, client onboarding, transfers, distributions, and account updates
  • Generate, review, and process financial paperwork and forms while ensuring accuracy, completeness, and regulatory compliance
  • Coordinate with financial advisors, operations teams, custodians, and clients to obtain required documentation and resolve outstanding items
  • Maintain accurate client records and update account information in CRM and our broker dealer’s system
  • Research and resolve account-related issues, escalating complex matters when appropriate
  • Support process improvement initiatives to enhance service efficiency and client satisfaction
  •  Additional duties and special projects as assigned by management


Qualifications

  • 3-5+ years of experience in financial services, wealth management, banking, mortgage servicing, customer service, or operations support
  • Experience working with ticketing systems, workflow management platforms, or service request queues
  • Strong administrative and document-processing skills with a high level of accuracy and attention to detail
  • Knowledge of financial account types, investment products, and account maintenance procedures preferred
  • Experience using Salesforce and financial services platforms is a plus
  • Series 6,7,63,65, or 66 preferred or open to being sponsored to obtain license


Knowledge, Skills & Abilities

The ideal candidate will demonstrate:

  • Strong organizational skills
  • Excellent verbal and written communication
  • Ability to prioritize multiple responsibilities
  • Outgoing personality to perform outreaches as necessary
  • Strong attention to detail
  • Ability to work independently and collaboratively
  • Proficiency with business technology and software platforms
  • Commitment to client service and professionalism


Benefits

  • Health, Vision, Dental Insurance covered 100%
  • 401(k) match of 4%
  • PTO and paid holidays
  • Monthly gym credit
  • Support of continued education


Work Environment

This position operates in a professional office environment and may occasionally require internal training attendance, industry continuing education and participating in company events.


Why Join Sano

At Sano, we believe our people are our greatest asset. Team members have the opportunity to work alongside experienced professionals, contribute to meaningful initiatives, and grow their careers in an organization built on trust, education, and relationships.

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