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

JPStudinger Wealth Advisors

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Client Services Associate

Bloomfield Hills, MI · On-site

$50K - $60K/yr

Our wealth management firm is seeking a motivated and detail-oriented Client Services Associate ... Serve as the primary liaison with vendors, service providers, and building management ...

Urgent

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Client Service Specialist

Southfield, MI

$65 - $75/hr

Client Service Specialist/Sales Assistant Position Overview If you are an experienced Sales Assistant/Client Service Specialists who wants to work in a friendly, fast-paced financial services firm ...

New

NFP

Client Service Representative

Sterling Heights, MI

$45K - $57K/yr

Provide timely feedback to the client and/or the client's employees regarding service issues or customer concerns/questions * Partner with Account Managers to meet and exceed customer's service ...

NFP

Client Service Representative

Sterling Heights, MI · On-site

$15 - $20.50/hr

Provide timely feedback to the client and/or the client's employees regarding service issues or customer concerns/questions * Partner with Account Managers to meet and exceed customer's service ...

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Client Service Associate information

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How much do client service associate jobs pay per hour?

As of May 30, 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 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 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
Client Services Associate / Office Manager - JPStudinger Wealth Advisors

Client Services Associate / Office Manager - JPStudinger Wealth Advisors

Kestra Financial

Bloomfield Township, MI

$50K/yr

Other

Medical, Retirement

Posted 29 days ago

Job description

Client Services Associate / Office Manager - JPStudinger Wealth Advisors

Compensation: $50,000+ (commensurate with experience)

Employment Type: In PersonFull-Time

Experience Level: Open to candidates at all experience levels

About the RoleOur wealth management firm is seeking a motivated and detail-oriented Client Services Associate / Office Manager to join our team. This dual-role position is the backbone of our daily operations, serving as the first point of contact for our valued clients while ensuring the office runs smoothly and efficiently behind the scenes.The ideal candidate is a proactive problem-solver who enjoys building meaningful relationships with clients, providing thoughtful personalized service, and has a talent for creating organized systems that help a team perform at its best.

Key Responsibilities

Client Service

• Serve as the first point of contact for clients by phone, email, and in-person, providing warm, professional, and responsive service

• Schedule client meetings, manage advisor calendars, and coordinate follow-up communications

• Prepare, complete, and process client paperwork accurately, including account applications, transfer forms, and service requests

• Assist with new account openings and ensure all documentation is complete and accurate

• Build and maintain strong client relationships through consistent, attentive follow-up

Office Management & Operations

• Organize, maintain, and update digital client files

• Evaluate existing processes and develop new systems to streamline workflows and improve efficiency

• Manage office inventory

• Serve as the primary liaison with vendors, service providers, and building management

• Utilize AI to streamline business processes

Requirements

What We're Looking For

• Strong interpersonal and communication skills — comfortable interacting with clients by phone and in person

• Highly organized with excellent attention to detail

• A proactive, self-directed mindset — someone who spots inefficiencies and takes initiative to improve them

• Discretion and professionalism when handling confidential client information

• A positive, team-oriented attitude and a genuine interest in supporting clients and colleagues

• No prior financial services experience or licensing required — we're happy to train the right candidate

Benefits

What We Offer

• Competitive compensation based on experience

• A collaborative, close-knit team environment where your contributions are seen and valued

• Opportunities for growth, learning, and professional development within the financial services industry

• The chance to play a central, meaningful role in the success of our firm and the experience we deliver to our clients

• Health Insurance and 401k

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