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

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Client Service Associate information

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How much do client service associate jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for client service associate in Washington, MI is $15.89, according to ZipRecruiter salary data. Most workers in this role earn between $12.93 and $17.84 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.

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.

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 do you do as a client service associate?

A client service associate is responsible for assisting clients by answering questions, resolving issues, and providing information about products or services. They often handle account management, communicate via phone or email, and use customer relationship management (CRM) tools to ensure client satisfaction and retention.

What is a client service associate?

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 Washington, MI? The most popular types of Client Service jobs in Washington, MI are:
What cities near Washington, MI are hiring for Client Service Associate jobs? Cities near Washington, MI with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Washington, MI as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, and 3% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $33,057 per year, or $15.9 per hour.

Client Service Specialist

MassMutual Great Lakes

Southfield, MI • On-site

$60K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 12 days ago

Job description

Job Description
Why Join MassMutual Great Lakes
At MassMutual Great Lakes, you're not just stepping into a role - you're joining a firm committed to helping advisors thrive so they can make a meaningful impact in the lives of their clients and our communities.
The Client Service Specialist plays a vital role in supporting clients whose original advisor is no longer active by delivering a high-touch, relationship-driven service experience. This position serves as a primary liaison between clients, advisors, and internal teams, ensuring seamless continuity of service, proactive communication, and operational excellence.
The ideal candidate is an experienced financial services professional with strong interpersonal and communication skills, exceptional attention to detail, and the ability to manage sensitive client interactions with professionalism and empathy. This individual will support client retention efforts, assist with advisor meeting coordination, manage service requests, and help maintain accurate records and workflow efficiency across insurance, annuity, and investment accounts.
Key Responsibilities
Client Relationship Management
  • Serve as a primary point of contact for client service inquiries via phone and email
  • Deliver a high-touch client experience through proactive, professional, and timely communication
  • Build trust and rapport with clients while providing white-glove service and support
  • Assist clients with account inquiries, policy updates, beneficiary changes, payment questions, and servicing requests
  • Offer and coordinate detailed policy or account reviews with financial advisors when appropriate

Client Servicing
  • Support servicing needs for client accounts across insurance, annuity, and investment products
  • Confirm account ownership and assignment status using internal systems and compliance protocols
  • Research client information utilizing firm resources and databases
  • Complete required follow-up paperwork and ensure all servicing activities are documented accurately in Advisor360
  • Monitor Home Office alerts, conservation opportunities, term conversion notifications, and other client retention initiatives
  • Assist with account disbursement requests and other account management needs, when appropriately licensed

Advisor & Operational Support
  • Coordinate advisor meetings, annual reviews, and client follow-ups
  • Prepare documentation and meeting materials for client appointments
  • Support Internal Lead Generation Program (ILP) initiatives by assisting with client outreach, scheduling, and required documentation collection
  • Collaborate with Insurance, Investment, and Operations teams to ensure service continuity and workflow alignment
  • Track client activity, meeting notes, and servicing updates within CRM systems
  • Assist with reassignment workflows and service coordination for transitioned client relationships

Administrative & Compliance Responsibilities
  • Maintain accurate and compliant client records and documentation
  • Ensure adherence to compliance, authentication, and confidentiality standards
  • Monitor and respond to Home Office notifications and service requests in a timely manner
  • Support operational efficiency through organization, prioritization, and proactive follow-through
Qualifications
  • 3 - 5 years of experience in the financial services required
  • Experience supporting insurance, annuity, and/or investment clients strongly preferred
  • Michigan Life & Health License preferred
  • SIE, Series 7, and Series 63 or 66 required
  • Experience with Advisor360 or similar CRM/client management systems preferred
  • Ability to work in a fast-paced, client-focused environment with professionalism and discretion
  • Exceptional communication and interpersonal skills
  • Strong client service mindset with a relationship-first approach
  • High attention to detail and strong organizational abilities
  • Ability to multitask and prioritize effectively under deadlines
  • Professional phone presence and emotional intelligence
  • Strong follow-through and problem-solving capabilities
  • Collaborative team player with the ability to work independently
  • Tech-savvy with proficiency in CRM systems, Microsoft Office, scheduling tools, and client servicing platforms
What Success Looks Like
  • Clients experience a seamless, professional, and relationship-driven service model
  • Clients receive timely support and consistent communication
  • Advisor meetings, reviews, and follow-up tasks are executed efficiently and accurately
  • Client retention opportunities are proactively identified and managed
  • Internal workflows and documentation remain organized, compliant, and up to date
Compensation and Benefits
Our competitive compensation and comprehensive benefits are designed to support your lifestyle, health, and future.
  • Annual income range starting at $60,000 based on experience
  • Comprehensive benefits package, including Medical, Dental, and Vision Insurance.
  • Paid Time Off: 15 days per year.
  • Life and Disability Plans (optional).
  • 401(k) with up to a 4% match

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