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

Raymondjames

Client Service Associate

Novi, MI

$13.50 - $18.75/hr

... dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical ...

Raymond James Financial, Inc.

Client Service Associate

Novi, MI · On-site

$13.50 - $18.75/hr

... dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical ...

Hylant

Client Service Associate - Employee Benefits

Detroit, MI · On-site

$14.25 - $19.75/hr

The Client Service Associate will begin their client service insurance brokerage training and development journey in Hylant's Foundations Training & Development Program. This program offers a robust ...

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

Client Service Associate information

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How much do client service associate jobs pay per hour?

As of Jul 30, 2026, the average hourly pay for client service associate in Southfield, MI is $15.72, according to ZipRecruiter salary data. Most workers in this role earn between $12.79 and $17.64 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 cities near Southfield, MI are hiring for Client Service Associate jobs? Cities near Southfield, MI with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Southfield, MI as of July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 27% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $32,701 per year, or $15.7 per hour.

Client Service Associate

Qualified Professional and Technical

Fenton, MI

$50K - $100K/yr

Full-time

Posted 27 days ago

Job description

Financial Services | Client Service Associate
Location: Greater Fenton Area
Compensation: $50,000 to $100,000 | plus incentive compensation

About Opportunity
Our client is seeking a detail oriented, customer focused Financial Services Client Service Associate to join its growing wealth management team. This role is ideal for someone who enjoys building client relationships, thrives in a fast-paced environment, and takes pride in delivering exceptional service while supporting Financial Advisors and their clients.
The Financial Services Client Service Associate serves as a key member of the team by providing administrative, operational, and client service support while ensuring an outstanding client experience.

Responsibilities

  • Serve as the primary point of contact for prospective and existing clients through phone, email, virtual meetings, mail, and in person interactions.
  • Schedule client meetings and manage advisor calendars.
  • Support Financial Advisors with daily administrative and operational responsibilities.
  • Process client account paperwork, financial transactions, expense reports, and account maintenance requests accurately and efficiently.
  • Open new client accounts and research client and investment information using internal systems.
  • Review all documentation for accuracy and compliance prior to submission and follow through until completed.
  • Prepare client correspondence, reports, presentations, and other supporting documentation.
  • Maintain accurate client records within the CRM system.
  • Assist with seminars, client appreciation events, and marketing initiatives.
  • Enter trade orders at the direction of Financial Advisors, when appropriate.
  • Work collaboratively with internal team members to ensure a seamless client experience.
  • Participate in ongoing training to remain current on industry regulations, firm policies, and best practices.
Qualifications
  • High School Diploma or equivalent required.
  • 1 or more years of experience in financial services, wealth management, banking, brokerage, insurance, mortgage lending, or a related client service environment preferred.
  • Experience supporting Financial Advisors or investment professionals is highly desirable.
  • Strong customer service and relationship building skills.
  • Excellent verbal and written communication skills.
  • Strong organizational skills with exceptional attention to detail.
  • Ability to prioritize multiple tasks and meet deadlines in a fast-paced environment.
  • Proficiency with Microsoft Office, including Excel.
  • Experience in using CRM software or similar client management systems preferred.
Preferred Skills
  • Knowledge of financial markets, investment products, and securities industry practices.
  • Experience processing financial documentation and client account transactions.
  • Ability to research account information and resolve client issues professionally.
  • Self-motivated with the ability to work independently while contributing to a collaborative team environment.
  • High level of professionalism, discretion, and commitment to providing exceptional client service.
This is an outstanding opportunity for an organized and service driven professional looking to build a long-term career within a growing wealth management practice while making a meaningful impact on both clients and advisors.

INDQT