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Client Associate Jobs in Riverview, MI (NOW HIRING)

Hylant

Associate Client Executive (ACE)

Detroit, MI · On-site

With the tools and guidance provided, you'll be prepared to thrive in a Client Executive role specializing in either Commercial Property & Casualty or Employee Benefits. In This Role You Will Execute ...

Hylant

Client Market Analyst

Detroit, MI · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

The Client Market Analyst analyzes market trends, prepares and presents proposals, and manages the ... Associate or bachelor's degree in risk management and insurance, benefit, human resources or ...

OHM Advisors

Client Representative

Detroit, MI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

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

Detroit, MI

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

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

Livonia, MI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

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

Detroit, MI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

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

Livonia, MI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

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

Livonia, MI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

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

Livonia, MI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

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 41-60

All JobsClient Associate JobsClient Associate Jobs in Riverview, MI

Client Associate information

See Riverview, MI salary details

$16.5K

$45.4K

$67.3K

How much do client associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for client associate in Riverview, MI is $45,403.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,600.00 and $55,200.00 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 cities near Riverview, MI are hiring for Client Associate jobs? Cities near Riverview, MI with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Riverview, MI as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $45,403 per year, or $21.8 per hour.

Wealth Associate - Vice President | MOOSHI Wealth Planning & Management

Kestra Financial Independent Advisor

Novi, MI

Full-time

Re-posted 6 days ago

Job description

The Wealth Associate position is a client service position who reports to the Wealth Advisor and is critical to leveraging Advisors' time. This position provides excellent client service and problem-solving skills to confidently provide information to clients in a timely, efficient, and professional manner.

Essential Duties and Responsibilities
  • Manage client needs regarding service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards.
  • Deepen client relationships and establish credibility and rapport both in-person and via phone, identifying potential benefits and services to enhance client's financial relationships.
  • Has regular contact with clients regarding accounts, and servicing; can clearly articulate potentially complex processes and/or concepts to clients
  • Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance.
  • Maintain Redtail CRM database; Manage Client and Prospective Client Work Flow and coordinate follow-up with Advisors
  • Maintain a compliant filing and scanning system with Laser Fiche
  • Answer incoming calls and direct/take messages appropriately and according to firm guidelines.
  • Maintain client information in CRM database (Redtail)
  • Data input for Financial Planning software system (Goals-Based Analysis and E-Money)
  • Other responsibilities as assigned by the Wealth Advisor and Director of Operations.
Knowledge, Skills, and/or Abilities:
  • Advanced computer skills (Outlook, Word, Excel and Power Point) are essential
  • Excellent communication skills, both verbally and in writing.
  • Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once.
  • Ability to build relationships with clients and internal partners.
Education and/or Experience:
  • The ideal candidate will have 2+ years of experience in administrative support in a professional environment.
  • High School Diploma or Associate's degree required; Bachelor's Degree preferred.
  • Previous experience in financial services a plus.
Compensation:
  • Compensation is determined by qualifications and experience.
  • Salary is generally reviewed annually or if responsibilities and/or job requirements change.  Salary increases are not guaranteed.
Certificates, Licenses, Registration:
  • Series 7 and 65/66 preferred (or willingness to obtain in the future).

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