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

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 ...

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 ...

Travis Mathew

Seasonal Client Associate - Somerset

Troy, MI

$14 - $16.25/hr

The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability ...

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

Client Service Associate information

See Rochester, MI salary details

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How much do client service associate jobs pay per hour?

As of Jun 19, 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 information about products or services. They often work in financial or customer service environments, utilizing communication skills and familiarity with relevant software to ensure client satisfaction and efficient service delivery.

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 job makes $10,000 a month without a degree?

A Client Service Associate typically does not earn $10,000 a month without significant experience or advanced skills. High-paying roles that can reach this level often involve sales, real estate, or entrepreneurship, which may require strong communication skills, industry knowledge, and a proven track record rather than formal degrees.

Is client associate entry level?

A client service associate position is often considered entry-level, suitable for candidates with a high school diploma or bachelor's degree. The role typically involves developing customer service skills, familiarity with financial products, and using CRM tools, making it accessible to those starting their careers in client support or financial services.

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
Infographic showing various Client Service Associate job openings in Rochester, MI as of June 2026, with employment types broken down into 1% As Needed, 79% Full Time, 18% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $32,811 per year, or $15.8 per hour.
Client Service Specialist - Novi, MI

Client Service Specialist - Novi, MI

Chelsea Senior Living

Novi, MI

$55K - $75K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 22 days ago

Job description

Position: Client Service Specialist
Firm: Richard W. Paul & Associates
Location: Novi, MI
Overview:
Richard W. Paul & Associates, a leading financial services firm based in Novi, MI, is seeking a dedicated Client Service Specialist to join our team. The Client Service Specialist plays a key role in supporting the day-to-day operations of the firm while delivering a high level of service to both existing and prospective clients.
This individual will help ensure a smooth, organized, and professional client experience by handling a variety of operational and client service responsibilities. The ideal candidate is detail-oriented, proactive, and committed to fostering positive client relationships in a dynamic and team-oriented culture. If you thrive in a collaborative setting and have a passion for delivering exceptional client service, consider joining our team!
What you'll do:

  • Process and track new business, including application submission and account transfer follow-up (ACATs)
  • Manage ongoing client service requests such as beneficiary updates, withdrawals, and general account maintenance
  • Assist with annuity servicing, including index reallocations
  • Handle incoming client calls with professionalism and a strong focus on relationship building
  • Maintain accurate and up-to-date client records within the CRM (Redtail) /database
  • Prepare for client meetings by updating account summaries and organizing appropriate materials (reports, applications, and product information)
  • Support advisors with administrative and operational tasks to ensure efficient workflow
What We're Looking For:
  • Bachelor's degree
  • Series 65 preferred, or willingness to obtain within 90 days
  • MI Insurance license preferred (life & annuity), or willingness to obtain within 90 days
  • Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite
  • Excellent communication; written and verbal
  • Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
  • Collaborative team player willing to assist others
  • Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
  • Exhibits meticulous attention to detail and a commitment to accuracy
  • Self-starter who takes initiative and works well independently
  • Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
Bonus Points:
  • Financial industry experience preferred
What You'll Get:
Pay & Perks:
  • $55k - $75k/year based on experience
  • Dental insurance
  • Health insurance
  • Vision insurance
  • 401(k) with 5% match (eligible at 1 year of service)
  • Paid time off
  • Professional development assistance
Schedule:
  • In office: Monday - Friday, 9am-5pm

Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com
Pay Range: $55,000 - $75,000 per year

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