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Client Service Associate Jobs in Kalamazoo, MI (NOW HIRING)

RIA Recruiting

Client Service Associate

Portage, MI

$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 ...

Blarney Castle Oil Co.

Customer Service Associate

Decatur, MI · On-site

$13 - $18/hr

Description As a Customer Service Associate, you'll be one of the friendly faces our customers count on. Whether you're helping someone fuel up for work, grabbing coffee for a traveler, or assisting ...

Blarney Castle Oil Co.

Customer Service Associate

Hartford, MI · On-site

$13.50 - $18.50/hr

Description As a Customer Service Associate, you'll be one of the friendly faces our customers count on. Whether you're helping someone fuel up for work, grabbing coffee for a traveler, or assisting ...

Blarney Castle Oil Co.

Customer Service Associate

Fennville, MI · On-site

$11.50 - $15.75/hr

Description As a Customer Service Associate, you'll be one of the friendly faces our customers count on. Whether you're helping someone fuel up for work, grabbing coffee for a traveler, or assisting ...

Barney Castle Oil

Customer Service Associate

Hartford, MI · On-site

$13.50 - $18.50/hr

Description As a Customer Service Associate, you'll be one of the friendly faces our customers count on. Whether you're helping someone fuel up for work, grabbing coffee for a traveler, or assisting ...

Barney Castle Oil

Customer Service Associate

Gobles, MI · On-site

$13 - $17.75/hr

Description As a Customer Service Associate, you'll be one of the friendly faces our customers count on. Whether you're helping someone fuel up for work, grabbing coffee for a traveler, or assisting ...

Barney Castle Oil

Customer Service Associate

Decatur, MI · On-site

$13 - $18/hr

Description As a Customer Service Associate, you'll be one of the friendly faces our customers count on. Whether you're helping someone fuel up for work, grabbing coffee for a traveler, or assisting ...

Barney Castle Oil

Customer Service Associate

Fennville, MI · On-site

$11.50 - $15.75/hr

Description As a Customer Service Associate, you'll be one of the friendly faces our customers count on. Whether you're helping someone fuel up for work, grabbing coffee for a traveler, or assisting ...

Family Dollar

Customer Service Associate I

Grand Junction, MI · On-site

$13.75 - $18.75/hr

Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the ...

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All JobsClient Service Associate JobsClient Service Associate Jobs in Kalamazoo, MI

Client Service Associate information

See Kalamazoo, MI salary details

$8

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How much do client service associate jobs pay per hour?

As of Aug 28, 2026, the average hourly pay for client service associate in Kalamazoo, MI is $16.17, according to ZipRecruiter salary data. Most workers in this role earn between $13.17 and $18.12 per hour, depending on experience, location, and employer.

What is a client service associate?

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.

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 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.

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.

How much do client service associates make?

The average salary for a client service associate typically ranges from $40,000 to $55,000 annually, depending on experience, location, and the industry. Entry-level roles may start lower, while experienced associates or those with specialized skills can earn higher wages, often supplemented with bonuses or benefits.

What cities near Kalamazoo, MI are hiring for Client Service Associate jobs?

Cities near Kalamazoo, MI with the most Client Service Associate job openings:

Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Kalamazoo, MI as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $33,629 per year, or $16.2 per hour.

Client Service Associate

Portage, MI • On-site

Leading Financial Advisory Firm
See more jobs at Leading Financial Advisory Firmexternal

$65K - $80K/yr

Other

Medical, Retirement, PTO

Posted 6 days ago

Job description

626 Financial is a growing wealth management firm located in Portage, MI. 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 created a culture of success, this may be a good fit for you! Find out more about us at 626financial.com.
Compensation:

  • Salary range of $65K-80K, commensurate with relevant experience
  • Great Work/Life Balance with a Monday-Friday Schedule
  • Medical insurance
  • 401(k) with employer match
  • Profit Sharing Plan after first year of employment
  • Pension Plan after first year of employment
  • Generous PTO Policy & Paid Holidays
  • Professional, Fun, Motivating Atmosphere
Responsibilities include:
  • Respond to client requests with timeliness and accuracy in mind
  • Assist Advisors with client meeting prep and follow-up tasks
  • Process account opening applications, transfer paperwork, money movements and/or other various industry specific administrative tasks
  • Become primary point person for our custodian - LPL
  • Maintain and update client data in Redtail
  • We are a team that is always striving to improve our processes and we ask our entire team to help identify areas where we can improve. We want your input to help improve this position to make better and better over time!
Requirements:
  • 3 years of financial services experience
  • Ability to prioritize tasks, problem-solve, and meet deadlines
  • Series 65 or the ability to obtain
  • Organization skills & attention to detail
  • Ability to anticipate client and advisor needs
  • Ability to work independently while prioritizing projects and managing your time - we do not micromanage
  • Ability to learn and implement new technology and software
  • Ability to communicate well and work in a collaborative environment
  • Ability to follow office processes and policies related to office operations & client privacy
  • Series 65 is not required but would be a plus

The Process:
Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will meet with the leadership team. Qualified candidates will be asked to take assessments.
We are an Equal Opportunity Employer.

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