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Client Relationship Associate Jobs in Michigan (NOW HIRING)

Raymondjames

Client Service Associate

Fremont, MI · On-site

$13.50 - $18.50/hr

Create and maintain records and files utilizing Client Relationship Management (CRM) software ... At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver ...

Raymondjames

Client Service Associate

Belmont, MI · On-site

$12.75 - $17.50/hr

Client Relationship Management (CRM) software * Microsoft Office * Effective communication (in-person, virtual, phone and mail) Ability to * Operate standard office equipment and use required ...

Raymondjames

Client Service Associate

Novi, MI · On-site

$13.50 - $18.75/hr

... Service Associate who is a motivated, detail oriented and creative problem solver to join our ... Client Relationship Management (CRM) software, or similar contact management software. * Excel ...

Raymondjames

Client Service Associate

Farmington Hills, MI · On-site

$14.25 - $19.75/hr

... Service Associate who is a motivated, detail oriented and creative problem solver to join our ... Client Relationship Management (CRM) software, or similar contact management software. * Excel ...

PNC Bank

C&IB Associate Relationship Manager

Troy, MI · On-site

As a(n) C&IB Associate Relationship Manager within PNC's Commercial Banking organization, you will ... Articulates recommendations to customers in response to client servicing and product-related ...

Mariner

Client Service Associate

Bloomfield Hills, MI

$13.75 - $19/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... If you love building relationships, connecting with clients, managing a diversity of tasks, have a ...

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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 Jun 12, 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.

What is the work of client relationship associate?

A client relationship associate is responsible for managing and maintaining positive relationships with clients, addressing their needs, and ensuring customer satisfaction. They often handle communication, provide support, and may use CRM tools to track interactions. Strong communication and problem-solving skills are essential for this role.

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 job makes 10,000 a month without a degree?

A Client Relationship Associate can potentially earn $10,000 or more per month through commissions, bonuses, and performance incentives, especially in sales-driven environments. Success in this role often depends on strong communication skills, industry knowledge, and building long-term client relationships, with some positions offering high earning potential without requiring a degree.

Is being an RM a stressful job?

A Client Relationship Associate role can be stressful due to managing client expectations, meeting sales or service targets, and handling complex issues. The job often requires strong communication skills, organization, and the ability to work under pressure, which can contribute to stress levels depending on workload and environment.

What does a client relationship associate do?

A client relationship associate manages interactions with clients to ensure satisfaction and retention. They handle communication, address client needs, and support account management using tools like CRM software. Strong communication and problem-solving skills are essential for 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
Registered Client Service Associate

Registered Client Service Associate

Raymond James Financial Services

Birmingham, MI

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 20 days ago

Job description

Job Description Summary
Job Description
Job Summary
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered 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 administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!
Responsibilities:
  • Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
  • Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
  • Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies.
  • Ensures key client information and documentation is current with firm and industry requirements, rules and regulations.
  • Processes and monitors the transfer of assets to ensure all assets and cost basis were successfully received.
  • Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to maximize returns.
  • Reviews, assesses and responds to all corporate action items and client account alerts.
  • Prepares financial reports, spreadsheets and other materials for client meetings.
  • Inputs orders and rebalances portfolios on behalf of the Financial Advisors.
  • Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
  • Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
  • Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
  • Performs other duties and responsibilities as assigned.
Skills:
  • Company's working structure, policies, mission, and strategies.
  • Managed account platforms.
  • General office practices, procedures, and methods.
  • Investment concepts, practices and procedures used in the securities industry.
  • Financial markets, products and industry regulations.
  • Trading terminology.
  • Client Relationship Management (CRM) software, or similar contact management software.
  • Goal planning software.
  • Excel, including developing spreadsheets as needed and for ongoing reporting.
  • Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
  • Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
  • Analyze and research account information.
  • Organize, manage, and track multiple, detailed tasks and assignments with. frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
  • Identify time sensitive items and assess competing priorities.
  • Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
  • Handle stressful situations and provide a high level of customer service in a calm and professional manner.
  • Analyze problems and establish solutions in a fast paced environment.
  • Use mathematics sufficient to process account and transaction information.
  • Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
  • Work both independently and as part of a cohesive team.
  • Provide a high level of customer service.
Education/Previous Experience
  • High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
Licenses/Certifications
  • SIE required provided that an exemption or grandfathering cannot be applied.
  • Series 7 required.
  • Series 63, 65 and/or 66 as required by state.

Education
High School (HS) (Required)
Work Experience
General Experience - 7 to 12 months
Certifications
s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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About Raymond James Financial Services

Sourced by ZipRecruiter

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk. We can provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.

Industry

Accounting services

Company size

11 - 50 Employees

Headquarters location

Rockville, MD, US

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