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Client Relationship Associate Jobs in Michigan (NOW HIRING)

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Client Relationship Associate information

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$21.8K

$41K

$58.4K

How much do client relationship associate jobs pay per year?

As of Sep 5, 2026, the average yearly pay for client relationship associate in Michigan is $41,042.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,900.00 and $43,600.00 per year, depending on experience, location, and employer.

What does a client relationship associate do?

A Client Relationship Associate is responsible for building and maintaining positive relationships with clients on behalf of a company. They serve as a key point of contact, addressing client inquiries, resolving issues, and ensuring a high level of customer satisfaction. Their role often involves coordinating with internal teams to meet client needs, providing updates, and identifying opportunities to strengthen client relationships. Effective communication, problem-solving skills, and a customer-focused mindset are essential for success in this position.

What are the key skills and qualifications needed to thrive as a client relationship associate, and why are they important?

To thrive as a Client Relationship Associate, you need strong interpersonal skills, a customer service mindset, and typically a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is often required. Outstanding communication, problem-solving abilities, and attention to detail help you build trust and effectively address client needs. These skills are vital for maintaining client satisfaction, ensuring retention, and supporting business growth.

How does a client relationship associate typically collaborate with other departments to ensure client satisfaction?

Client Relationship Associates frequently work with teams such as sales, account management, and customer support to deliver a seamless client experience. They often act as the main point of contact for clients, relaying feedback and requests to appropriate internal teams. This requires clear communication, prompt follow-up, and a proactive approach to resolving any issues. Building strong internal relationships helps them advocate effectively for client needs and ensures that clients receive timely, accurate information.

What skills are needed for a client relationship associate?

A client relationship associate needs strong communication and interpersonal skills to build and maintain client trust. They should have good organizational abilities, problem-solving skills, and proficiency with customer relationship management (CRM) software. Attention to detail and the ability to handle multiple tasks are also important for success in this role.

What are the most commonly searched types of Client Relationship jobs in Michigan?

The most popular types of Client Relationship jobs in Michigan are:

What are popular job titles related to Client Relationship Associate jobs in Michigan?

For Client Relationship Associate jobs in Michigan, the most frequently searched job titles are:

What job categories do people searching Client Relationship Associate jobs in Michigan look for?

The top searched job categories for Client Relationship Associate jobs in Michigan are:

What cities in Michigan are hiring for Client Relationship Associate jobs?

Cities in Michigan with the most Client Relationship Associate job openings:

Client Relationship Associate jobs near you
Infographic showing various Client Relationship Associate job openings in Michigan as of August 2026, with employment types broken down into 80% Full Time, 16% Part Time, and 4% Contract. Highlights an 63% Physical, 3% Hybrid, and 34% Remote job distribution, with an average salary of $41,042 per year, or $19.7 per hour.

Client Relationship Associate - Brighton, MI

EP Wealth Advisors

Brighton, MI • On-site

$21.63 - $31.25/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 16 days ago

Job description

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.

Summary 

The Client Relationship Associate (CRA) will partner with our wealth advisory, financial planning, and internal support teams contributing to the satisfaction, retention and growth of client relationships. Our ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, communication, and problem-solving skills. 

$21.63 - $31.25 an hour

Duties and Responsibilities 

  • Lead and maintain existing client relationships as primary point of contact for inquires related to account maintenance, cash management, distributions, and investment reporting 

  • Collaborate with wealth advisor, financial planner, and internal departments (operations, investments, billing, etc.) to ensure client requests are executed within defined service level agreements 

  • Research and resolve client issues leveraging internal support resources and/or escalate as appropriate to management 

  • Manage client meeting scheduling, preparation and participate as needed in client meetings, events and seminars 

  • Prepare client account paperwork including internal agreements, custodian forms, applications, and other client deliverables for processing 

  • Coordinate new client onboarding activities including the collection of required documentation, partnering with internal operations teams on process execution, client portal setup, welcome calls and proactive communication with clients 

  • Understand and adhere to outlined company policies and procedures to ensure client activities are handled with firm standards 

  • Track and document client interactions, activities and meetings in CRM, ensuring notes are input in a timely and compliant manner 

  • Develop and maintain trusted relationships with custodian partners, vendors, client professional contacts and service providers 

  • Participate in team projects, business initiatives and engage in training and education opportunities as required 

  • Office administrative duties as needed 

Qualifications 

  • Bachelor's degree preferred, with a concentration in Business, Finance, Economics, or equivalent related experience. 

  • Ideal candidates will have 1-3 year's experience working in investment advisory, asset management or a financial services company 

  • Excellent communication skills with ability to develop and maintain strong relationships with clients, prospects and team members across the organization 

  • Strong organization and attention to detail are essential with the ability to prioritize and multi-task effectively in a fast-paced environment 

  • Proficiency in using Microsoft Office (Outlook, Word, Excel). Experience with Tamarac Advisor View, CRM, eMoney, and custodian websites (Schwab, Fidelity) is valuable 

What We Offer
We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.

  • 11 Paid Holidays + 2 floating holidays
  • 3 Weeks PTO
  • Paid Volunteer Time
  • Paid Parental Leave 
  • Flexible Work Schedule
  • Highly subsidized Health, Dental, and Vision Plans
  • 401k Retirement Account with company match contributions
  • Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
  • Flexible Spending Accounts and Health Savings Accounts
  • Employee Financial Education
  • Employee Educational Expense Reimbursement
  • Employee Charitable Donations
  • Employee Referral Incentives
  • Employee Team Building Activities
  • Employee Assistance Program

EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. EP Wealth Advisors may use an AI-enabled interview assistant during your interview to transcribe and summarize the conversation for recruiting and interview documentation purposes. The transcript and summary may be reviewed by EP Wealth Advisors personnel involved in the hiring process. AI tools support human review and do not make final hiring decisions. You may opt out of use of the AI interview assistant. If you opt out, the AI assistant will not join the interview, and your decision will not negatively affect your candidacy. If you need a reasonable accommodation or alternative process, please contact [email protected].
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