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Client Service Associate Jobs in Michigan (NOW HIRING)

Innovia Wealth

Client Service Associate

Grand Rapids, MI

$13.50 - $18.50/hr

Client Service Associates ensure our clients feel cared for, respected and confident at every interaction. Along with facilitating transactions, our Client Service Associates are continually building ...

Jackson Hewitt

Client Service Associate

Clinton, MI

$12 - $13/hr

Client Service Associate We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships ...

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How much do client service associate jobs pay per hour?

As of May 29, 2026, the average hourly pay for client service associate in Michigan is $14.94, according to ZipRecruiter salary data. Most workers in this role earn between $12.16 and $16.78 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Client Service Associate, and why are they important?

To thrive as a Client Service Associate, you need strong communication, organizational, and problem-solving skills, often backed by a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes financial or industry-specific platforms is typically required. Outstanding interpersonal skills, attention to detail, and a proactive attitude help build client trust and foster positive relationships. These competencies are essential for ensuring client satisfaction, efficient service delivery, and long-term business success.

How does a Client Service Associate typically collaborate with financial advisors and other team members?

Client Service Associates work closely with financial advisors to ensure that clients receive timely and accurate support. They often coordinate client meetings, prepare account documentation, and act as a liaison between clients and the advisory team. Effective communication and strong organizational skills are essential, as the role requires managing multiple requests while maintaining attention to detail. Collaboration with operations teams and compliance departments is also common to resolve client issues and ensure regulatory requirements are met.

What are Client Service Associates?

Client Service Associates are professionals who support financial advisors or account managers by assisting clients with their needs, addressing inquiries, and processing account transactions. They often serve as the first point of contact for clients, ensuring a smooth and positive experience. Their responsibilities may include handling documentation, managing account information, resolving issues, and maintaining strong client relationships. In many organizations, they play a crucial role in ensuring client satisfaction and operational efficiency.

What jobs make 3000 a month without a degree?

A Client Service Associate typically earns less than $3,000 monthly, but roles such as sales representatives, administrative assistants, or delivery drivers can reach or exceed this income level without a degree, especially with experience or commissions. These jobs often require strong communication skills, customer service abilities, and sometimes certifications or licenses depending on the industry.

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

AspectClient Service AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer relevant certificationsHigh school diploma or equivalent; technical certifications optional
Work EnvironmentFinancial institutions, banks, investment firmsRetail, tech companies, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, e-commerce, tech support
Common Search & Comparison IntentUnderstanding roles in finance and client interactionCustomer service roles in various industries

The Client Service Associate typically works in financial institutions, focusing on client interactions, account management, and financial products. In contrast, a Customer Support Specialist often handles technical issues, product inquiries, and general customer assistance across diverse industries. While both roles require strong communication skills, the Client Service Associate's work is more finance-oriented, whereas the Customer Support Specialist's role is broader and more technical.

What are the most commonly searched types of Client Service jobs in Michigan? The most popular types of Client Service jobs in Michigan are:
What cities in Michigan are hiring for Client Service Associate jobs? Cities in Michigan with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Michigan as of May 2026, with employment types broken down into 82% Full Time, 14% Part Time, 1% Temporary, and 3% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $31,070 per year, or $14.9 per hour.

Client Service Associate

Innovia Wealth

Grand Rapids, MI

$13.50 - $18.50/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago

Job description

Behind the Title

At Innovia Wealth, we believe a Client Service Associate is far more than a support role - they are the heartbeat of our client experience. Client Service Associates ensure our clients feel cared for, respected and confident at every interaction. Along with facilitating transactions, our Client Service Associates are continually building trust.

As a Client Service Associate, you will be a critical partner to our Wealth Advisors, Financial Planners and clients. From coordinating review meetings to responding to inquiries and managing essential client data, you will bring clarity and consistency to each step of the client journey. Through thoughtful communication, precision and follow-through, you will play a foundational role in delivering the exceptional service that defines the Innovia experience.

The Innovia Development Journey

Becoming an outstanding Client Service Associate at Innovia Wealth takes attention to detail, a client-first mindset and a passion for team success. From day one, you'll be immersed in our platforms, processes and culture - and supported with mentorship and guidance to grow your capabilities and impact. Being in alignment with your manager and embracing Innovia's culture are essential to cultivate trust, enhance engagement and instill a deeper sense of purpose in your role.

LEARN - To become proficient in the tools, systems and skills that drive a high-level client experience:

  • Know the ins and outs of CRM and document management systems.
  • Master the client onboarding process, alternative investments and custodian requirements.
  • Embrace continual improvement through curiosity and self-led learning.

BE - To build trust through clear communication and strong collaboration:

  • Be responsive, organized and eager to solve problems.
  • Be a team player who brings positivity, loyalty and adaptability.
  • Be dependable: clients and colleagues alike can count on you.
  • Be aligned with position expectations and company culture.

DO – To bring our values and culture to life every day:

  • Show initiative and anticipate client and team needs.
  • Go above and beyond what's required to create an outstanding client experience.
  • Represent the firm with professionalism in every client and team interaction.
  • Practice professional courtesy with thoughtful communication to eliminate surprises.

The Client Service Associate Role at Innovia

Once fully onboarded, you'll take on the following responsibilities as a high-functioning Client Service Associate:

  • Schedule and coordinate regular client review meetings
  • Respond to client inquiries in a timely, professional, and proactive manner
  • Maintain and manage client information in Innovia systems (CRM, document storage, etc.)
  • Support onboarding for new clients and ensure the accuracy of existing client data
  • Save and organize all documentation in the appropriate internal filing systems
  • Research and resolve client service issues or escalate when appropriate
  • Partner closely with CSA Lead and team cohort, Wealth Advisors, and Financial Planners
  • Assist with Innovia-sponsored client and COI events in coordination with the Operations team
  • Ensure all work meets compliance and quality standards
  • Be a role model for responsiveness, precision, and care

Qualifications / Competencies

  • Bachelor's degree strongly preferred
  • 1–3 years of experience in a client service role, preferably in the financial services industry
  • Demonstrated ability to think critically and solve problems independently
  • Strong organizational skills and attention to detail
  • Excellent written and verbal communication skills
  • Comfortable navigating multiple systems and processes
  • Desire to work in a fast-paced, team-oriented environment

Innovia ISM's

Our culture is our secret sauce. Here's what we live by:

  • We're Not Selling Perfection, Just Being Real: Focus on genuine interactions and personal authenticity.
  • Be a Pro: Proofread your work. Be punctual. Own your outcomes.
  • Win or Learn: Embrace feedback and stay curious without letting ego get in the way.
  • Celebrate the Wins: Acknowledge progress. Share success.
  • The Best is Yet to Come: Be optimistic and positive in your vision.
  • Entrepreneurism is the Greatest Form of Charity: Innovate to create impact. Help clients do the same.
  • Pay it Forward: Help others without keeping score.
  • Practice Purposeful Abandonment, Don't Fall in Love with Your Homework: Prioritize what matters and keep learning.
  • Every Yes is a No; Every No is a Yes: Be intentional with your commitments.
  • News Doesn't Happen in the Newsroom: Be in the know by staying engaged. Get out there and take action.
  • Practice Professional Courtesy: Recognize that your decisions and actions have impact; seek to understand the broader impact before jumping into action.
  • Assume Positive Intent: Trust first. Verify later.
  • Be an Aspirin: Start with "yes," and make others' lives easier.
  • Don't Bury the Headline: Communicate what matters clearly and early.
  • We Stand Up for Teammates in Rooms They Are Not In: Loyalty and advocacy are key.
  • Everything Happens for a Reason: Stay grounded and open-minded. See the possibility, even if it wasn't the outcome you hoped for.

Our Commitment to Our Team

We embrace a strong culture that provides clear and consistent messaging. We provide the tools and training needed to support career development and allow for growth opportunities. We achieve our goals through a spirit of collaboration and cooperation. We improve through our learns and we celebrate our wins.

Compensation & Benefits

  • Competitive base salary
  • Bonus structure tied to individual and company performance
  • 100% employer paid medical insurance for employees
  • 100% employer paid dental, vision, disability and life insurance
  • 401k retirement plan with profit sharing
  • Paid time off and company-recognized paid holidays

Ready to grow with us?

If you're passionate about creating meaningful client experiences - and excited to be part of a team where culture is more than a buzzword - you've found the right place. Join our team that believes in ownership, teamwork and that the best is yet to come!

We require a background check as a condition of offered employment.

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