The firm is seeking a Client Service Associate to join our Private Client Division in Plymouth, MI. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing ...
The firm is seeking a Client Service Associate to join our Private Client Division in Plymouth, MI. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing ...
Client Services Associate
Plymouth, MI ยท On-site
Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance to the Client Services (CS) department. In this role you will:
Client Services Associate
Plymouth, MI ยท On-site
Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance to the Client Services (CS) department. In this role you will:
Client Services Associate
Plymouth, MI ยท On-site
Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance to the Client Services (CS) department. In this role you will:
Quick apply
Client Services Associate
Plymouth, MI ยท On-site
Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance to the Client Services (CS) department. In this role you will:
Client Service Associate 2
Lansing, MI ยท On-site
$14.75 - $20.25/hr
Client Service & Ticket Resolution * Serve as the day-to-day point of contact for assigned clients; respond to inbound and outbound inquiries professionally, in a service-oriented manner, and in ...
Client Service Associate 2
Lansing, MI ยท On-site
$14.75 - $20.25/hr
Client Service & Ticket Resolution * Serve as the day-to-day point of contact for assigned clients; respond to inbound and outbound inquiries professionally, in a service-oriented manner, and in ...
Client Service Associate (Plymouth, MI)
Plymouth, MI ยท On-site
$13.75 - $19/hr
The firm is seeking a Client Service Associate to join our Private Client Division in Plymouth, MI. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing ...
Client Service Associate (Plymouth, MI)
Plymouth, MI ยท On-site
$13.75 - $19/hr
The firm is seeking a Client Service Associate to join our Private Client Division in Plymouth, MI. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing ...
Private Client Service Associate
$14.25 - $19.75/hr
... client experience. This person must have an extreme attention to detail, possess a phenomenal work ethic and have a proven track record of success working with top performing advisory service teams.
Quick apply
Private Client Service Associate
$14.25 - $19.75/hr
... client experience. This person must have an extreme attention to detail, possess a phenomenal work ethic and have a proven track record of success working with top performing advisory service teams.
Private Client Service Associate
$14.25 - $19.75/hr
... client experience. This person must have an extreme attention to detail, possess a phenomenal work ethic and have a proven track record of success working with top performing advisory service teams.
Quick apply
Private Client Service Associate
$14.25 - $19.75/hr
... client experience. This person must have an extreme attention to detail, possess a phenomenal work ethic and have a proven track record of success working with top performing advisory service teams.
Coordinate workload with other client service associates * Review agreements and be familiar with terms to ensure paperwork is in compliance The qualifications. * High School diploma or GED ...
Coordinate workload with other client service associates * Review agreements and be familiar with terms to ensure paperwork is in compliance The qualifications. * High School diploma or GED ...
Coordinate workload with other client service associates * Review agreements and be familiar with terms to ensure paperwork is in compliance The qualifications. * High School diploma or GED ...
Coordinate workload with other client service associates * Review agreements and be familiar with terms to ensure paperwork is in compliance The qualifications. * High School diploma or GED ...
Coordinate workload with other client service associates * Review agreements and be familiar with terms to ensure paperwork is in compliance The qualifications. * High School diploma or GED ...
Coordinate workload with other client service associates * Review agreements and be familiar with terms to ensure paperwork is in compliance The qualifications. * High School diploma or GED ...
Coordinate workload with other client service associates * Review agreements and be familiar with terms to ensure paperwork is in compliance The qualifications. * High School diploma or GED ...
Coordinate workload with other client service associates * Review agreements and be familiar with terms to ensure paperwork is in compliance The qualifications. * High School diploma or GED ...
Coordinate workload with other client service associates * Review agreements and be familiar with terms to ensure paperwork is in compliance The qualifications. * High School diploma or GED ...
Coordinate workload with other client service associates * Review agreements and be familiar with terms to ensure paperwork is in compliance The qualifications. * High School diploma or GED ...
Coordinate workload with other client service associates * Review agreements and be familiar with terms to ensure paperwork is in compliance The qualifications. * High School diploma or GED ...
Coordinate workload with other client service associates * Review agreements and be familiar with terms to ensure paperwork is in compliance The qualifications. * High School diploma or GED ...
Client Service & Operations Associate
Bloomfield Hills, MI ยท On-site
$65K - $75K/yr
Description Client Service & Operations Associate Location: Bloomfield Hills, MI Type: Full-Time, In-Office (Monday-Friday) Join Our Team at Famiglia Wealth - Managing meaningful wealth brings both ...
Client Service & Operations Associate
Bloomfield Hills, MI ยท On-site
$65K - $75K/yr
Description Client Service & Operations Associate Location: Bloomfield Hills, MI Type: Full-Time, In-Office (Monday-Friday) Join Our Team at Famiglia Wealth - Managing meaningful wealth brings both ...
Client Service & Operations Associate
Bloomfield Hills, MI ยท On-site
$65K - $75K/yr
Client Service & Operations Associate Managing meaningful wealth brings both complex challenges and exciting opportunities. At Famiglia Wealth, our approach is rooted in integrity, respect, and ...
Client Service & Operations Associate
Bloomfield Hills, MI ยท On-site
$65K - $75K/yr
Client Service & Operations Associate Managing meaningful wealth brings both complex challenges and exciting opportunities. At Famiglia Wealth, our approach is rooted in integrity, respect, and ...
Client Service Representative
Livonia, MI ยท On-site
$15 - $20.25/hr
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. CLIENT SERVICE COORDINATOR ...
New
Client Service Representative
Livonia, MI ยท On-site
$15 - $20.25/hr
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. CLIENT SERVICE COORDINATOR ...
New
Client Service Representative
Livonia, MI ยท On-site
$15 - $20.25/hr
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. CLIENT SERVICE COORDINATOR ...
Client Service Representative
Livonia, MI ยท On-site
$15 - $20.25/hr
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. CLIENT SERVICE COORDINATOR ...
Client Service Representative
Saint Clair Shores, MI ยท On-site
$14.50 - $19.75/hr
Client Service Representative We are seeking an experienced Client Service Representative to join ... If you are a current associate, you need to apply through our internal career site. Please log into ...
Client Service Representative
Saint Clair Shores, MI ยท On-site
$14.50 - $19.75/hr
Client Service Representative We are seeking an experienced Client Service Representative to join ... If you are a current associate, you need to apply through our internal career site. Please log into ...
Client Service Coordinator
Utica, MI ยท On-site
$16.16 - $20.66/hr
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. Client Service Coordinator ...
New
Client Service Coordinator
Utica, MI ยท On-site
$16.16 - $20.66/hr
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. Client Service Coordinator ...
New
Client Service Representative
Swartz Creek, MI ยท On-site
$14 - $19/hr
Client Service Representative We are seeking an experienced Client Service Representative to join ... If you are a current associate, you need to apply through our internal career site. Please log into ...
Client Service Representative
Swartz Creek, MI ยท On-site
$14 - $19/hr
Client Service Representative We are seeking an experienced Client Service Representative to join ... If you are a current associate, you need to apply through our internal career site. Please log into ...
Client Service Associate information
See Michigan salary details
$7.75 - $9.22
3% of jobs
$9.22 - $10.69
8% of jobs
$10.69 - $12.15
12% of jobs
$12.25 is the 25th percentile. Wages below this are outliers.
$12.15 - $13.62
28% of jobs
$13.62 - $15.09
15% of jobs
$16.30 is the 75th percentile. Wages above this are outliers.
$15.09 - $16.55
11% of jobs
$16.55 - $18.02
8% of jobs
$18.02 - $19.48
5% of jobs
$19.48 - $20.95
4% of jobs
$20.95 - $22.42
3% of jobs
$22.42 - $23.88
2% of jobs
$7
$14
$23
How much do client service associate jobs pay per hour?
What are the key skills and qualifications needed to thrive as a client service associate, and why are they important?
What is the difference between Client Service Associate vs Customer Support Specialist?
| Aspect | Client Service Associate | Customer Support Specialist |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles may prefer relevant certifications | High school diploma or equivalent; technical certifications optional |
| Work Environment | Financial institutions, banks, investment firms | Retail, tech companies, service centers |
| Employer & Industry Usage | Financial services, banking, wealth management | Retail, e-commerce, tech support |
| Common Search & Comparison Intent | Understanding roles in finance and client interaction | Customer 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.
How does a client service associate typically collaborate with financial advisors and other team members?
What do you do as a client service associate?
What is a client service associate?

Full-time
This job post hasย expired 2 days ago.ย Applications are no longer accepted.
Job description
Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
Job Description
The firm is seeking a Client Service Associate to join our Private Client Division in Plymouth, MI. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. The ideal candidate will have a proactive mindset in order to anticipate business needs, and will assume ad hoc responsibility for project-oriented tasks. This role will handle details of a highly confidential and critical nature and collect and prepare information for use in discussions/meetings of executive staff.
Responsibilities
- Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors
- Quickly develop knowledge of a variety of forms and account procedures in order to assist clients
- Learn to utilize research and technical support tools
- Produce quality analytical reports using various software programs
- Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions
- Act with integrity and respect in all situations
- Cultivate and grow existing client relationships
- Assist with marketing efforts and plan client events
- Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments
- Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts
- Local office interaction with other support members, Financial Advisors and Management
Skills/Requirements
- Willing to obtain FINRA Registrations: SIE, Series 7 and 63/65 (or 66)
- Bachelor's preferred
- 1-2 years financial services/fixed Income experience would be highly beneficial
- Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs
- Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role
- Must be able to maintain the highest level of confidentiality
- Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills
- Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner
- Able to meet designated deadlines and work effectively in a pressurized environment under time constraints
- Demonstrate the ability to handle multiple tasks to completion with little or no supervision