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Client Associate Jobs in Rochester Hills, MI (NOW HIRING)

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 ...

Raymondjames

Client Service Associate

Farmington Hills, MI · On-site

$14.25 - $19.75/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 · 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 ...

Edelman Financial Engines

Client Service Associate

Novi, MI · On-site

$50K - $65K/yr

Description Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a ...

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Client Associate information

See Rochester Hills, MI salary details

$17K

$46.9K

$69.5K

How much do client associate jobs pay per year?

As of Jun 1, 2026, the average yearly pay for client associate in Rochester Hills, MI is $46,910.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,800.00 and $57,100.00 per year, depending on experience, location, and employer.

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.

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.

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 Rochester Hills, MI? The most popular types of Client jobs in Rochester Hills, MI are:
What job categories do people searching Client Associate jobs in Rochester Hills, MI look for? The top searched job categories for Client Associate jobs in Rochester Hills, MI are:
What cities near Rochester Hills, MI are hiring for Client Associate jobs? Cities near Rochester Hills, MI with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Rochester Hills, MI as of May 2026, with employment types broken down into 1% As Needed, 74% Full Time, 17% Part Time, 1% Temporary, and 7% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $46,910 per year, or $22.6 per hour.
Client Services Associate / Office Manager - JPStudinger Wealth Advisors

Client Services Associate / Office Manager - JPStudinger Wealth Advisors

Kestra Financial

Bloomfield Township, MI

$50K/yr

Other

Medical, Retirement

Posted yesterday

Job description

Client Services Associate / Office Manager - JPStudinger Wealth Advisors

Compensation: $50,000+ (commensurate with experience)

Employment Type: In PersonFull-Time

Experience Level: Open to candidates at all experience levels

About the RoleOur wealth management firm is seeking a motivated and detail-oriented Client Services Associate / Office Manager to join our team. This dual-role position is the backbone of our daily operations, serving as the first point of contact for our valued clients while ensuring the office runs smoothly and efficiently behind the scenes.The ideal candidate is a proactive problem-solver who enjoys building meaningful relationships with clients, providing thoughtful personalized service, and has a talent for creating organized systems that help a team perform at its best.

Key Responsibilities

Client Service

• Serve as the first point of contact for clients by phone, email, and in-person, providing warm, professional, and responsive service

• Schedule client meetings, manage advisor calendars, and coordinate follow-up communications

• Prepare, complete, and process client paperwork accurately, including account applications, transfer forms, and service requests

• Assist with new account openings and ensure all documentation is complete and accurate

• Build and maintain strong client relationships through consistent, attentive follow-up

Office Management & Operations

• Organize, maintain, and update digital client files

• Evaluate existing processes and develop new systems to streamline workflows and improve efficiency

• Manage office inventory

• Serve as the primary liaison with vendors, service providers, and building management

• Utilize AI to streamline business processes

Requirements

What We're Looking For

• Strong interpersonal and communication skills — comfortable interacting with clients by phone and in person

• Highly organized with excellent attention to detail

• A proactive, self-directed mindset — someone who spots inefficiencies and takes initiative to improve them

• Discretion and professionalism when handling confidential client information

• A positive, team-oriented attitude and a genuine interest in supporting clients and colleagues

• No prior financial services experience or licensing required — we're happy to train the right candidate

Benefits

What We Offer

• Competitive compensation based on experience

• A collaborative, close-knit team environment where your contributions are seen and valued

• Opportunities for growth, learning, and professional development within the financial services industry

• The chance to play a central, meaningful role in the success of our firm and the experience we deliver to our clients

• Health Insurance and 401k

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