ZipRecruiter

Log In

2

Client Service Associate Entry Level Jobs in Michigan

Ceritypartners

Client Service Associate

Grand Rapids, MI · On-site

$25/hr

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account ...

Raymondjames

Client Service Associate

Fremont, MI · On-site

$13.50 - $18.50/hr

As we evolve, we are seeking a Client Service Associate who shares our vision and values. The ideal candidate has experience in the financial industry, thrives in a team environment, has a strong ...

RIA Recruiting

Client Service Associate

Portage, MI · On-site

$65K - $80K/yr

We are seeking a Client Service Associate to join our team and assist in providing excellent service to our clients. If you want to join a team that is dedicated to their clients & staff and has ...

RIA Recruiting

Client Service Associate

Portage, MI · On-site

$65K - $80K/yr

We are seeking a Client Service Associate to join our team and assist in providing excellent service to our clients. If you want to join a team that is dedicated to their clients & staff and has ...

RIA Recruiting

Client Service Associate

Portage, MI · On-site

$65K - $80K/yr

We are seeking a Client Service Associate to join our team and assist in providing excellent service to our clients. If you want to join a team that is dedicated to their clients & staff and has ...

Raymondjames

Client Service Associate

Novi, MI

$13.50 - $18.75/hr

... dynamic 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 ...

Go Rentals

Client Service Associate

Ann Arbor, MI · On-site

$19/hr

Why You'll Love this Guest Experience Associate Job!     Deliver First-Class Service in a ... Open and close rental contracts; ensuring all required client paperwork is complete and accurate

Stifel

Client Service Associate - NR

Holland, MI · On-site

$13.50 - $18.75/hr

The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support ...

Stifel

Client Service Associate - NR

Holland, MI · On-site

$13.50 - $18.75/hr

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...

next page

Showing results 1-20

All JobsClient Service Associate JobsClient Service Associate Entry Level JobsClient Service Associate Entry Level Jobs in Michigan

Client Service Associate Entry Level information

What is the difference between Client Service Associate Entry Level vs Customer Support Specialist?

AspectClient Service Associate Entry LevelCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreeHigh school diploma or equivalent; relevant certifications optional
Work EnvironmentFinancial institutions, banks, investment firmsVarious industries including tech, retail, telecom
Employer & Industry UsageCommonly used in banking and finance sectorsWidespread across multiple customer-facing industries
Search & Comparison IntentOften compared for entry-level client-facing roles in financeCompared for customer support roles across industries

In summary, a Client Service Associate Entry Level typically works within financial institutions, focusing on client relationships and account management, while a Customer Support Specialist has a broader role across various industries, emphasizing troubleshooting and customer assistance. Both roles require strong communication skills but differ in industry focus and specific responsibilities.

How to get a job as a client service associate?

To get a job as a client service associate, candidates should develop strong communication and customer service skills, often supported by a high school diploma or equivalent. Gaining experience through internships or entry-level roles, and familiarizing oneself with customer management tools like CRM software, can improve chances. Applying to relevant positions through online job boards and preparing for interviews are essential steps.

Is a client service associate entry level a good first job?

A client service associate entry level position is often suitable as a first job because it provides foundational skills in customer service, communication, and problem-solving. It typically requires minimal prior experience and offers opportunities to learn about the industry and develop professional skills, making it a common starting point for those entering the workforce.

What does a client service associate do?

A client service associate is responsible for assisting clients by answering questions, resolving issues, and providing information about products or services. They often handle administrative tasks, maintain client records, and use customer relationship management (CRM) tools to ensure client satisfaction and retention.

What are popular job titles related to Client Service Associate Entry Level jobs in Michigan?

For Client Service Associate Entry Level jobs in Michigan, the most frequently searched job titles are:

What job categories do people searching Client Service Associate Entry Level jobs in Michigan look for?

The top searched job categories for Client Service Associate Entry Level jobs in Michigan are:

Client Service Associate Entry Level jobs near you
Infographic showing various Client Service Associate Entry Level job openings in Michigan as of August 2026, with employment types broken down into 100% Full Time. Highlights an 80% In-person, and 20% Remote job distribution.

Client Service Associate

Cerity Partners

Grand Rapids, MI • On-site

$25/hr

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 27 days ago

Job description

Client Service Associate

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic reports. The Associate ensures CRM data accuracy and helps with client follow-up and meeting preparations. This position requires excellent organizational skills, attention to detail, and a commitment to providing friendly and professional client service. The role also involves learning about investment products and improving internal processes under supervision.

Primary Responsibilities

  • Frequent custodian interaction & paperwork processing.
  • Process account openings, funding, deposit electronic checks, money movements, process tasks with Custodians.
  • Schedule client meetings.
  • Basic preparation and follow-up for client meetings.
  • Prepare client forms and financial reports in advance of client meetings.
  • Attend meetings to take notes and send a summary to both the client and the advisory team.
  • Develop knowledge of investment accounts, products and the forms required to transact business.
  • Assist with internal coordination across departments to ensure tasks/ follow up is completed in a timely manner.
  • Responsible for cash transfers, wires, data maintenance, reporting and trading as needed.
  • Ongoing maintenance and quality control of CRM.
  • Organize advisory team meetings and events.
  • Receive client calls and resolve questions/issues as needed.
  • Execute client appreciation and retention activities.

Required Qualifications:

  • Bachelor's degree
  • 1 - 3 years of experience

Skills and Competencies:

  • Demonstrate strong and effective communication, organizational and time management skills.
  • Ability to work in a team based /collaborative environment.
  • Must accept and thrive in a fast-paced, changing environment.
  • Adherence to all compliance policies & procedures.
  • Demonstrate the Cerity Partners culture.

Physical Requirements:

  • Prolonged periods sitting at a desk and working on a computer.
  • Must be able to lift up to 15 pounds at times.

Compensation Range:

This part-time role offers a compensation of $25.00 per hour

Why Cerity Partners:

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

  • Health, dental, and vision insurance – day 1!
  • 401(k) savings and investment plan options with 4% match
  • Flexible PTO policy
  • Parental Leave
  • Financial assistance for advanced education and professional designations
  • Opportunity to give back time to local communities
  • Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

Apply