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Client Associate Jobs in Rochester Hills, 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 ...

OHM Advisors

Client Representative

Auburn Hills, 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

Detroit, 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 Rochester Hills, MI

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 23, 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 does a client associate do?

A client associate supports clients by managing accounts, providing information, and addressing inquiries. They often handle administrative tasks, use customer relationship management (CRM) tools, and ensure client needs are met efficiently within a financial or service environment.

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 job makes 10,000 a month without a degree?

A Client Associate role can potentially earn $10,000 or more per month with experience, strong sales skills, and a client-focused approach, especially in finance or investment firms. High earnings often depend on commissions, bonuses, and performance, and such roles typically require excellent communication and relationship management skills rather than formal degrees.

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.

Is client associate entry-level?

A client associate position is often considered entry-level, suitable for candidates with a bachelor's degree and strong communication skills. Many firms provide on-the-job training and may require some familiarity with financial products or customer service experience. Advancement typically involves gaining industry knowledge and developing client management skills.

Is Associate the lowest position?

In many organizations, the title 'Client Associate' is an entry-level or junior position within client service or financial roles. However, the lowest position can vary depending on the company's hierarchy and structure, and there may be roles such as intern or assistant that are considered lower. Career progression often involves moving from associate to higher roles with experience and skills development.

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.

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 June 2026, with employment types broken down into 83% Full Time, 15% Part Time, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $46,910 per year, or $22.6 per hour.
Associate Client Success Partner

Associate Client Success Partner

SpotOn: Sales

Royal Oak, MI

Full-time

Posted 21 days ago

SpotOn rating

6.2

Company rating: 6.2 out of 10

Based on 13 frontline employees who took The Breakroom Quiz

169th of 191 rated software companies

Job description

About SpotOn
We're not just building restaurant tech, we're giving independent restaurants the tools to compete and win. From our award-winning point-of-sale to AI-powered profit tools, everything we do helps operators boost profit, work smarter, and keep their best people. And every solution is backed by real humans who actually give a sh*t about helping restaurants succeed.
  • Named the #1 Restaurant POS by G2 (Fall 2025), based on ratings from real users
  • Rated the top-rated point-of-sale (POS) for restaurants, bars, retail, and small businesses by Capterra users
  • Awarded Great Places to Work and Built In's Best Workplaces for multiple years running

We move fast, care hard, and fight for independent restaurant operators to do what they love, and love doing it. If you're looking to make an impact with heart and hustle, SpotOn is the place for you.
Position Objective
The Associate Client Success Partner manages a large portfolio of Core Accounts (Segment C) and drives client retention and adoption through scalable engagement strategies. This role is ideal for highly motivated, detail-oriented individuals who want to develop foundational client success skills in a fast-paced, high-volume environment. You will gain experience managing accounts using standardized programs, adoption campaigns, and automation tools to drive client satisfaction and retention. Success requires curiosity, attention to detail, and a commitment to helping clients realize value while building a foundation for a career in client success.
Responsibilities
Client Retention
  • Manage a portfolio of Core Accounts (Segment C) using standardized engagement campaigns.
  • Monitor account health and respond promptly to support inquiries or issues.
  • Execute adoption campaigns and proactive check-ins to maintain satisfaction.

Revenue Expansion
  • Identify potential upsell or cross-sell opportunities through standardized programs.
  • Promote additional SpotOn solutions to increase adoption across accounts.

Client-Focused Collaboration
  • Partner with internal teams (Product, Implementation, Support) to deliver consistent client experiences.
  • Escalate complex issues to senior CSPs when needed.

Portfolio Management & Reporting
  • Maintain accurate account records and engagement metrics.
  • Use dashboards and reporting tools to track adoption and retention outcomes.

Qualifications:
  • Proven ability to manage high-volume client accounts effectively.
  • Strong communication and customer service skills.
  • Familiarity with SpotOn tools (Salesforce, HUB, Tableau, Metabase).
  • Understanding of adoption campaigns and low-touch engagement strategies.
  • Ability to follow standardized processes and operational procedures.

Previous Experience
  • 1 year of professional experience in customer success or related roles.
  • Experience in fintech or SaaS environments preferred.

We will never ask candidates to pay fees, purchase equipment, or share sensitive personal or financial information during the hiring process. All legitimate communication from our recruiting team will come from an official company email address (@spoton.com). If something seems suspicious, please contact us at careers@spoton.com.
SpotOn is an equal employment opportunity employer. Qualified candidates are considered for employment without regard to race, religion, gender, gender identity, sexual orientation, national origin, age, military or veteran status, disability, or any other characteristic protected by applicable law.
Work authorization in the U.S. is required. Visa sponsorship is not available for this role.
SpotOn is an E-Verify company.

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