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Client Associate Jobs in Howell, MI (NOW HIRING)

greenpath, inc.

Client Success Specialist

Farmington, MI · On-site

$16.50 - $18.38/hr

Client Services Training Start Date: August 31st, 2026 (Training is mandatory) About the Role At ... Associate's degree preferred; Bachelor's degree may substitute for experience. * A strong sense of ...

greenpath, inc.

Client Success Specialist

Novi, MI · On-site

$16.50 - $18.38/hr

Client Services Training Start Date: August 31st, 2026 (Training is mandatory) About the Role At ... Associate's degree preferred; Bachelor's degree may substitute for experience. * A strong sense of ...

Mariner

Senior Tax Associate, Novi, MI

Novi, MI · On-site

$54K - $100K/yr

Build and maintain client relationships aimed at client retention; support clients as it relates to planning, projects and compliance requirements * Prepare tax returns, quarterly and annual income ...

Reliance One

Member Experience Associate

Brighton, MI · Hybrid

$18 - $21/hr

Member Experience Associate Location : Brighton, MI Pay: $18.00+ per hour (based on experience) Job Type: Direct Hire Work Schedule: Full-Time, 10:00 AM - 7:00 PM. First 6 months are ALL ONSITE in ...

Clean Team

Cleaning Associate

Jackson, MI

$12.50 - $15.50/hr

We strive to provide our Cleaning Associates with in-depth training, an employee reward program and ... Background required by client

Clean Team

Cleaning Associate

Jackson, MI

$12.50 - $15.50/hr

We strive to provide our Cleaning Associates with in-depth training, an employee reward program and ... Background required by client

Clean Team

Cleaning Associate

Jackson, MI

$12.50 - $15.50/hr

We strive to provide our Cleaning Associates with in-depth training, an employee reward program and ... Background required by client

Xerox

Software Technical Support Associate

Novi, MI · Hybrid

Today, Xerox is continuing its legacy of innovation to deliver client-centric and digitally-driven ... Work closely with the TISM, Account Mgr, and Account Associates to consult, design, implement, and ...

Clean Team

Cleaning Associate

Jackson, MI

$12.50 - $15.50/hr

We strive to provide our Cleaning Associates with in-depth training, an employee reward program and ... Background required by client

Clean Team

Cleaning Associate

Jackson, MI

$12.50 - $15.50/hr

We strive to provide our Cleaning Associates with in-depth training, an employee reward program and ... Background required by client

Clean Team

Cleaning Associate

Jackson, MI

$12.50 - $15.50/hr

We strive to provide our Cleaning Associates with in-depth training, an employee reward program and ... Background required by client

Clean Team

Cleaning Associate

Jackson, MI

$12.50 - $15.50/hr

We strive to provide our Cleaning Associates with in-depth training, an employee reward program and ... Background required by client

Clean Team

Cleaning Associate

Jackson, MI

$12.50 - $15.50/hr

We strive to provide our Cleaning Associates with in-depth training, an employee reward program and ... Background required by client

Clean Team

Cleaning Associate

Jackson, MI

$12.50 - $15.50/hr

We strive to provide our Cleaning Associates with in-depth training, an employee reward program and ... Background required by client

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Showing results 41-60

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.

Financial Associate

Financial Architects, Inc.

Farmington Hills, MI • On-site

$80K - $100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 21 days ago

Job description

At Financial Architects, Inc. (FAI) and FAI Advisors, Inc., we are dedicated to our mission of *Helping People Live a Life of Freedom* by *Simplifying the Complexity of Money Decisions.* Our culture is grounded in these core values:

  • Strive for Improvement Every Day
  • Think Beyond Limits
  • Serve Others First

We are looking for an experienced Financial Associate who is eager to grow their planning expertise, contribute to client success, and develop along a professional path toward becoming a future Lead Advisor. Similar industry roles are Financial Assistant.

Position Overview:

The Financial Associate plays a vital role in delivering our Financial Architecture process. Working closely with Lead Advisors and Client Relationship Coordinators, this role helps ensure the successful design, implementation, and ongoing management of client financial plans. Sales and business prospecting are not required.  The focus is on technical planning support and collaborative execution alongside the advisory team.

This is an excellent opportunity for a developing professional who has a strong foundation in financial planning and is motivated to expand their skills, gain direct client exposure, and grow into increased responsibility.

Core Responsibilities:

  • Lead the preparation, updating, and refinement of comprehensive financial plans, ensuring recommendations align with client goals and the firm’s Financial Architecture framework. 
  • Independently prepare planning analyses and scenario modeling across investments, retirement, insurance, tax, and estate planning, identifying planning trade-offs and considerations for advisor review. 
  • Support Lead Advisors in discovery, modeling, and strategy meetings by leading meeting preparation, client data validation, and creation of client-ready deliverables. 
  • Present select portions of financial plans, investment reviews, or tax analyses in client meetings as experience and confidence develop. 
  • Assist with investment-related analysis, including portfolio alignment reviews, rebalancing support, and coordination of cash flow sourcing across accounts. 
  • Collaborate closely with Lead Advisors and Client Relationship Coordinators to deliver seamless client service, maintaining accurate and current records in CRM and planning systems. 
  • Pursue ongoing professional development, including CFP® coursework or advanced licensing, and contribute to continuous improvement of planning processes and client service delivery. 

Knowledge, Skills, and Experience:

  • Bachelor’s degree in finance, business, economics, or equivalent experience.
  • 2–5 years of financial planning or paraplanning experience, ideally in an RIA or fiduciary advisory environment.
  • Working knowledge of portfolio management principles and tax-efficient investing concepts, including asset location, tax-loss harvesting, and coordination across account types.  Ideally licensed with Series 65.
  • Knowledge of financial planning concepts including retirement, cash flow planning, insurance, investments, and tax basics.
  • Ability to prepare clear, client-ready materials related to investment and tax planning, with increasing independence over time. 
  • Demonstrated ability to manage planning responsibilities with minimal oversight, exercising sound judgment while knowing when to escalate or collaborate. 
  • Comfort working within a structured planning process while contributing insights and recommendations that improve plan quality and client outcomes. 
  • Desire to continue developing technical expertise and advisory judgment through mentorship, feedback, and progressively more complex planning cases. 
  • Progress toward the CFP® designation or similar certifications strongly preferred (CFP® candidates encouraged).
  • Proficiency with Microsoft Office tools and planning software (RightCapital, eMoney, Nitrogen, or equivalent).
  • Strong organizational skills, attention to detail, and ability to manage multiple tasks.
  • Effective communicator - Able to explain concepts clearly to clients and team members.

Opportunity for Growth:

  • Gradually increase direct participation in client meetings, including presenting portions of financial plans, investment reviews, and tax analyses as experience and confidence grow. 
  • Develop professional judgment by integrating cash flow, investment, and tax considerations to support long-term client decision-making and relationships. 
  • Earn expanded ownership of planning work over time, including greater responsibility for plan preparation, analysis, and coordination across the advisory team. 
  • Grow into a trusted planning partner for Lead Advisors, contributing proactively to meeting preparation, client discussions, and ongoing plan refinement.