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

Morgan Stanley

Service Associate

Troy, MI · On-site

$15 - $20/hr

POSITION SUMMARY Service Associates perform operational support and oversight on behalf of the ... and client service skills Detail oriented with superior organizational skills and ability to ...

Morgan Stanley

Service Associate

Troy, MI · On-site

$14.75 - $19.75/hr

POSITION SUMMARY Service Associates perform operational support and oversight on behalf of the ... client service skills • Detail oriented with superior organizational skills and ability to ...

Morgan Stanley

Service Associate

Troy, MI · On-site

$15 - $20/hr

POSITION SUMMARY Service Associates perform operational support and oversight on behalf of the ... client service skills • Detail oriented with superior organizational skills and ability to ...

Rockefeller Financial

Client Associate

Birmingham, MI · On-site

The Client Associate will work with our Private Advisor team members and will interact directly ... Provide top quality service to clients and complete administration of client accounts * Handle ...

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

Client Service Associate information

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How much do client service associate jobs pay per hour?

As of Jul 12, 2026, the average hourly pay for client service associate in Rochester, MI is $15.77, according to ZipRecruiter salary data. Most workers in this role earn between $12.84 and $17.69 per hour, depending on experience, location, and employer.

What does a client service associate do?

A client service associate provides support to clients by addressing inquiries, resolving issues, and managing account information. They often communicate via phone, email, or in person, and use customer relationship management (CRM) tools to ensure client satisfaction and accurate record-keeping.

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.

What is the role of a client associate?

A client service associate is responsible for supporting client relationships by handling inquiries, processing transactions, and providing account information. They often work in financial or customer service environments, utilizing communication skills and familiarity with client management tools to ensure client satisfaction.

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 jobs pay 4000 a week without a degree?

A Client Service Associate typically earns less than $4,000 weekly, but high-paying roles that can reach this level without a degree include sales positions such as real estate brokers, certain insurance agents, and commission-based financial advisors. These jobs often require strong communication skills, sales experience, and industry-specific licenses or certifications rather than formal degrees.

Is a CSA job stressful?

A Client Service Associate (CSA) role can be stressful due to handling client inquiries, managing multiple tasks, and meeting deadlines. Strong communication skills and the ability to stay organized help manage workload and reduce stress levels in this position.

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 are the most commonly searched types of Client Service jobs in Rochester, MI? The most popular types of Client Service jobs in Rochester, MI are:
What cities near Rochester, MI are hiring for Client Service Associate jobs? Cities near Rochester, MI with the most Client Service Associate job openings:
Client Service Associate jobs near you
Private Client Service Associate

Private Client Service Associate

Alexander Legacy Private Wealth Management

Detroit, MI

$14.25 - $19.75/hr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 4 days ago

Job description

We are looking for a Rockstar that loves going above and beyond to provide a stellar 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. Alexander Legacy Private Wealth strives for excellence in all that we do! Our goal is to create and maintain a culture that is inclusive, impactful, and fun! Are you ready to break out of the “status quo” and join our movement to help clients preserve wealth, invigorate their philanthropic ambitions, and amplify their family’s legacy?

Qualifications:

  • Bachelor’s degree preferred
  • Minimum of 5 years of portfolio administration experience with an investment management firm or custodian required
  • Active Series 7 license is required
  • Active Series 66 (63/65) license is required
  • Active Life and Health Insurance license is required
  • Proficient in Word, Excel and PowerPoint
  • Delivers clear and concise communication (oral & written)
  • Excels in a team environment and also works effectively independently
  • Reliable transportation is required and the flexibility to work at various locations (MI employees: Southfield and Detroit, IL employees: Chicago)

www.alprivatewealth.com

Alexander Legacy Private Wealth Management provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Company Description

Alexander Legacy Private Wealth Management helps clients preserve wealth, invigorate their philanthropic ambitions, and amplify their family’s legacy.