The Wealth Associate position is a client service position who reports to the Wealth Advisor and is critical to leveraging Advisors' time. This position provides excellent client service and problem ...
The Wealth Associate position is a client service position who reports to the Wealth Advisor and is critical to leveraging Advisors' time. This position provides excellent client service and problem ...
The Wealth Associate position is a client service position who reports to the Wealth Advisor and is critical to leveraging Advisors' time. This position provides excellent client service and problem ...
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The Wealth Associate position is a client service position who reports to the Wealth Advisor and is critical to leveraging Advisors' time. This position provides excellent client service and problem ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Employee Benefits Client Service Representative
Troy, MI · On-site
$15.25 - $20.75/hr
Client Service Excellence: Provide professional, responsive, and solution-oriented support to both internal teams and external clients. * Open Enrollment Communications: Assist with the creation and ...
Quick apply
Employee Benefits Client Service Representative
Troy, MI · On-site
$15.25 - $20.75/hr
Client Service Excellence: Provide professional, responsive, and solution-oriented support to both internal teams and external clients. * Open Enrollment Communications: Assist with the creation and ...
Employee Benefits Client Service Representative
$15.25 - $20.75/hr
Client Service Excellence: Provide professional, responsive, and solution-oriented support to both internal teams and external clients. * Open Enrollment Communications: Assist with the creation and ...
Employee Benefits Client Service Representative
$15.25 - $20.75/hr
Client Service Excellence: Provide professional, responsive, and solution-oriented support to both internal teams and external clients. * Open Enrollment Communications: Assist with the creation and ...
Employee Benefits Client Service Representative
Troy, MI · On-site
$15.25 - $20.75/hr
Client Service Excellence: Provide professional, responsive, and solution-oriented support to both internal teams and external clients. * Open Enrollment Communications: Assist with the creation and ...
Employee Benefits Client Service Representative
Troy, MI · On-site
$15.25 - $20.75/hr
Client Service Excellence: Provide professional, responsive, and solution-oriented support to both internal teams and external clients. * Open Enrollment Communications: Assist with the creation and ...
Employee Benefits Client Service Representative
Troy, MI · On-site
$15.25 - $20.75/hr
Client Service Excellence: Provide professional, responsive, and solution-oriented support to both internal teams and external clients. * Open Enrollment Communications: Assist with the creation and ...
Employee Benefits Client Service Representative
Troy, MI · On-site
$15.25 - $20.75/hr
Client Service Excellence: Provide professional, responsive, and solution-oriented support to both internal teams and external clients. * Open Enrollment Communications: Assist with the creation and ...
Customer Service Associate
Novi, MI · On-site
$15/hr
We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced environment. We are hiring immediately for all shifts: opening shifts, closing shifts and everything in ...
Customer Service Associate
Novi, MI · On-site
$15/hr
We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced environment. We are hiring immediately for all shifts: opening shifts, closing shifts and everything in ...
Customer Service Associate
Novi, MI · On-site
$15/hr
We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced environment.We are hiring immediately for all shifts: opening shifts, closing shifts and everything in ...
Customer Service Associate
Novi, MI · On-site
$15/hr
We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced environment.We are hiring immediately for all shifts: opening shifts, closing shifts and everything in ...
Customer Service Associate
Utica, MI · On-site
$13.25 - $18.25/hr
The Customer Service Associate is critical in ensuring we meet that goal. This person serves customers by answering questions, forwarding messages, confirming orders, scheduling deliveries and ...
Customer Service Associate
Utica, MI · On-site
$13.25 - $18.25/hr
The Customer Service Associate is critical in ensuring we meet that goal. This person serves customers by answering questions, forwarding messages, confirming orders, scheduling deliveries and ...
Customer Service Associate
Westland, MI · On-site
$13.50 - $18.50/hr
The Customer Service Associate is critical in ensuring we meet that goal. This person serves customers by answering questions, forwarding messages, confirming orders, scheduling deliveries and ...
Customer Service Associate
Westland, MI · On-site
$13.50 - $18.50/hr
The Customer Service Associate is critical in ensuring we meet that goal. This person serves customers by answering questions, forwarding messages, confirming orders, scheduling deliveries and ...
Food Service Associate
Detroit, MI · On-site
$13.75 - $18/hr
SSA Group @ Detroit Zoo Food Service Associate Who are we: For more than 50 years, SSA has ... Actively and efficiently responds to guest and client feedback, with report to the supervisor to ...
Food Service Associate
Detroit, MI · On-site
$13.75 - $18/hr
SSA Group @ Detroit Zoo Food Service Associate Who are we: For more than 50 years, SSA has ... Actively and efficiently responds to guest and client feedback, with report to the supervisor to ...
Food Service Associate
Royal Oak, MI · On-site
$11.50 - $15/hr
SSA Group @ Detroit Zoo Food Service Associate Who are we: For more than 50 years, SSA has ... Actively and efficiently responds to guest and client feedback, with report to the supervisor to ...
Food Service Associate
Royal Oak, MI · On-site
$11.50 - $15/hr
SSA Group @ Detroit Zoo Food Service Associate Who are we: For more than 50 years, SSA has ... Actively and efficiently responds to guest and client feedback, with report to the supervisor to ...
Food Service Associate
Detroit, MI · On-site
$13.75 - $18/hr
SSA Group @ Detroit Zoo Food Service Associate Who are we: For more than 50 years, SSA has ... Actively and efficiently responds to guest and client feedback, with report to the supervisor to ...
Food Service Associate
Detroit, MI · On-site
$13.75 - $18/hr
SSA Group @ Detroit Zoo Food Service Associate Who are we: For more than 50 years, SSA has ... Actively and efficiently responds to guest and client feedback, with report to the supervisor to ...
Customer Service Associate
Westland, MI · On-site
$13.50 - $18.50/hr
The Customer Service Associate is critical in ensuring we meet that goal. This person serves customers by answering questions, forwarding messages, confirming orders, scheduling deliveries, and ...
Customer Service Associate
Westland, MI · On-site
$13.50 - $18.50/hr
The Customer Service Associate is critical in ensuring we meet that goal. This person serves customers by answering questions, forwarding messages, confirming orders, scheduling deliveries, and ...
Customer Service Associate
Utica, MI · On-site
$13.25 - $18.25/hr
The Customer Service Associate is critical in ensuring we meet that goal. This person serves customers by answering questions, forwarding messages, confirming orders, scheduling deliveries, and ...
Customer Service Associate
Utica, MI · On-site
$13.25 - $18.25/hr
The Customer Service Associate is critical in ensuring we meet that goal. This person serves customers by answering questions, forwarding messages, confirming orders, scheduling deliveries, and ...
The ideal candidate is detail-oriented, has strong organizational skills, and a passion for delivering exceptional client service. Associate Attorney Job Responsibilities: * Draft and prepare legal ...
The ideal candidate is detail-oriented, has strong organizational skills, and a passion for delivering exceptional client service. Associate Attorney Job Responsibilities: * Draft and prepare legal ...
Client Service Associate information
See Rochester Hills, MI salary details
$8.19 - $9.74
3% of jobs
$9.74 - $11.28
8% of jobs
$11.28 - $12.83
12% of jobs
$12.93 is the 25th percentile. Wages below this are outliers.
$12.83 - $14.38
28% of jobs
$14.38 - $15.93
15% of jobs
$17.21 is the 75th percentile. Wages above this are outliers.
$15.93 - $17.48
11% of jobs
$17.48 - $19.03
8% of jobs
$19.03 - $20.58
5% of jobs
$20.58 - $22.13
4% of jobs
$22.13 - $23.67
3% of jobs
$23.67 - $25.22
2% of jobs
$8
$15
$25
How much do client service associate jobs pay per hour?
What does a client service associate do?
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.
What is the role of a client associate?
How does a Client Service Associate typically collaborate with financial advisors and other team members?
What jobs pay 4000 a week without a degree?
Is a CSA job stressful?
What are Client Service Associates?

Wealth Associate - Vice President | MOOSHI Wealth Planning & Management
Novi, MI • On-site
Full-time
Re-posted 4 days ago
Job description
The Wealth Associate position is a client service position who reports to the Wealth Advisor and is critical to leveraging Advisors' time. This position provides excellent client service and problem-solving skills to confidently provide information to clients in a timely, efficient, and professional manner.
Essential Duties and Responsibilities- Manage client needs regarding service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards.
- Deepen client relationships and establish credibility and rapport both in-person and via phone, identifying potential benefits and services to enhance client's financial relationships.
- Has regular contact with clients regarding accounts, and servicing; can clearly articulate potentially complex processes and/or concepts to clients
- Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance.
- Maintain Redtail CRM database; Manage Client and Prospective Client Work Flow and coordinate follow-up with Advisors
- Maintain a compliant filing and scanning system with Laser Fiche
- Answer incoming calls and direct/take messages appropriately and according to firm guidelines.
- Maintain client information in CRM database (Redtail)
- Data input for Financial Planning software system (Goals-Based Analysis and E-Money)
- Other responsibilities as assigned by the Wealth Advisor and Director of Operations.
- Advanced computer skills (Outlook, Word, Excel and Power Point) are essential
- Excellent communication skills, both verbally and in writing.
- Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once.
- Ability to build relationships with clients and internal partners.
- The ideal candidate will have 2+ years of experience in administrative support in a professional environment.
- High School Diploma or Associate's degree required; Bachelor's Degree preferred.
- Previous experience in financial services a plus.
- Compensation is determined by qualifications and experience.
- Salary is generally reviewed annually or if responsibilities and/or job requirements change. Salary increases are not guaranteed.
- Series 7 and 65/66 preferred (or willingness to obtain in the future).