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Client Associate Jobs in Howell, MI (NOW HIRING)

Avantgarde

Registered Client Service Associate

Novi, MI · On-site

$77K - $95K/yr

Licensed Client Service Associate If you've spent years in financial services and the part you actually love is the client work, not the scoreboard, this might be worth a close look. We're adding a ...

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Raymondjames

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 ...

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 ...

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 ...

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Showing results 1-20

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 Aug 12, 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.

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 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.

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

Waldron Private Wealth

Plymouth, MI • On-site

Other

Re-posted 3 days ago

Job description

Client Service Associate

Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance to the Client Services (CS) department.

In this role you will:

  • Process forms and documentation for custodial related items including opening new accounts, setting up standing instructions, adding beneficiaries to accounts, etc.
  • Provide administrative support to CS department for various requests including preparing FedEx mailings, postage and envelopes, faxing, emailing, filing, making copies, scanning docs, generating reports, and other administrative related items as requested.
  • Assist with client transactions (e.g. cash management, insurance, tax payments, real estate transactions, payments, receivables, etc.) within the custodian system via check, EFT, wire transfer, etc.
  • Assist in the research and gathering of information to resolve a client issue.
  • Assist with the onboarding process of new clients by creating and maintaining accurate client records (e.g. contact details, client document filing, etc.).
  • Assist with managing accounts with a third-party portfolio aggregator including adding new accounts, coding transactions, addressing account issues, and running reports as requested.
  • Provide document management for CS department and other departments including document naming and uploading to document management system.
  • Create and distribute various reports from custodian and data aggregation platforms for internal and external customers.

Experience/Education Requirements:

  • Associate's Degree in finance or related field required, Bachelor's degree in finance or related field preferred. Demonstrated related experience may be substituted for required education.
  • Minimum of one (1) year of experience within the finance industry preferred.
  • Minimum of one (1) year of experience with investment accounts, retirement accounts, hedge funds, private equities, trust accounts, LLC's and/or LP's preferred.

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