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Client Relationship Associate Jobs in Michigan (NOW HIRING)

Client Relationship Manager

Troy, MI · On-site

$50K - $65K/yr

Assists Financial Advisors and Associate Financial Advisors in managing and organizing office workflow and interacting with clients at an expert and professional level. The Client Relationship ...

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Client Relationship Associate information

See Michigan salary details

$21.8K

$41K

$58.4K

How much do client relationship associate jobs pay per year?

As of Jul 6, 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 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 does a client relations associate do?

A client relations associate manages communication and builds relationships with clients to ensure satisfaction and retention. They handle inquiries, resolve issues, and support account management using tools like CRM software, often working in a fast-paced environment. Strong communication and problem-solving skills are essential for this role.

Is a CSA job stressful?

A Client Relationship Associate (CSA) role can be stressful due to the need to manage client expectations, handle complaints, and meet performance targets. The job often requires strong communication skills, problem-solving abilities, and the ability to work under pressure, especially during busy periods or high-demand situations.

What does a customer relations associate do?

A client relationship associate manages interactions with clients to ensure satisfaction and foster long-term relationships. They handle inquiries, resolve issues, and communicate company services, often using CRM tools and maintaining professional communication skills. Their role supports customer retention and business growth.

How much does a client relationship associate make at Bank of America?

A Client Relationship Associate at Bank of America typically earns an average salary ranging from $40,000 to $55,000 annually, depending on experience and location. Compensation may also include bonuses and benefits, and the role often requires strong communication and customer service skills.

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 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:

$50K - $65K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 23 days ago


Job description

Troy, MI – a Financial advisory practice is seeking a fulltime Client Relationship Manager to join our innovative and dynamic team. 

Job Purpose:

Assists Financial Advisors and Associate Financial Advisors in managing and organizing office workflow and interacting with clients at an expert and professional level. The Client Relationship Manager is the face of the practice. Clients will rely on this role to respond to them in a timely manner and help them with all service-related questions.

Responsibilities:

  • First point of contact for client calls; handles calls when possible, or forwards to appropriate team member
  • Updates and maintains data
  • Updates and maintains data utilizing a CRM tool
  • Prepares documentation and related files in preparation and follow-up of client meetings
  • Opens all client accounts prepares applications for e-signature etc.
  • Onboards clients by getting data and inputting it into the system and gives clients a white glove experience
  • Completes estate settlements
  • Reads all posted meeting notes and complete tasks assigned
  • Conducts multiple service checkpoint calls with clients
  • Assists advisors with their managed account reviews by following up with those clients that need appointments for their review
  • Assists advisors with client letters as needed
  • Maintains a practical filing system to ensure accessibility, with value on consistency, organization and timely updates
  • Marketing events on occasion
  • Operates standard office equipment such as a copier, fax machine, scanner, computer, and printer in a proficient manner.
  • Backs up phones and receptionist
  • Special projects as assigned

Qualifications:

  • Bachelor's degree from four-year college or university
  • Minimum of 2+ years of similar work experience in a professional office environment, ideally in the financial services industry
  • Pleasant, professional and friendly manner with excellent interpersonal skills
  • Strong team player
  • Highly organized, accurate, and attention to detail
  • Proven independent problem-solving skills
  • Conflict resolution skills
  • Strong problem-solving skills
  • Highly proficient with in Microsoft office including PowerPoint, Excel, Word and Outlook
  • Experience in Salesforce is a bonus
  • Excellent written and verbal communication skills
  • Ability to handle multiple responsibilities
  • Strong personal and business ethics and integrity 

Salary and Benefits:

  • Salary: $50K-$65K based on experience
  • Health Insurance, Vision, dental, LT and ST DI, 401k, PTO and paid holiday

How to Apply:

Please submit the following for consideration:

  • Cover letter
  • Resume

We are an Equal Opportunity Employer