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Client Associate Jobs in Warren, MI (NOW HIRING)

Mariner

Client Service Associate

Bloomfield Hills, MI · On-site

$13.75 - $19/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...

Mariner Finance

Client Service Associate

Sylvan Lake, MI · On-site

$14.25 - $19.75/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...

Mariner Finance

Client Service Associate

Troy, MI · On-site

$13.75 - $19/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...

Mariner Finance

Client Service Associate

Keego Harbor, MI · On-site

$13 - $18/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...

Mariner Finance

Client Service Associate

Birmingham, MI · On-site

$13.75 - $19/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...

Mariner Finance

Client Service Associate

Pontiac, MI · On-site

$14.50 - $19.75/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...

Mariner Finance

Client Service Associate

Beverly Hills, MI · On-site

$13.75 - $19/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...

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All JobsClient Associate JobsClient Associate Jobs in Warren, MI

Client Associate information

See Warren, MI salary details

$17.4K

$47.9K

$70.9K

How much do client associate jobs pay per year?

As of Jun 16, 2026, the average yearly pay for client associate in Warren, MI is $47,868.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,600.00 and $58,200.00 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 job categories do people searching Client Associate jobs in Warren, MI look for? The top searched job categories for Client Associate jobs in Warren, MI are:
What cities near Warren, MI are hiring for Client Associate jobs? Cities near Warren, MI with the most Client Associate job openings:
Client Associate jobs near you
Client Services Associate

Client Services Associate

Waldron Private Wealth

Plymouth, MI

Other

Posted 6 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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