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Client Services Associate information

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$8

$19

$35

How much do client services associate jobs pay per hour?

As of Jun 16, 2026, the average hourly pay for client services associate in Michigan is $19.53, according to ZipRecruiter salary data. Most workers in this role earn between $14.86 and $21.78 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Client Services Associate, and why are they important?

To thrive as a Client Services Associate, you need strong interpersonal skills, customer service experience, and often a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is typically required. Exceptional communication, organizational abilities, and a proactive attitude help you stand out in this client-facing role. These skills and qualities are essential for building client trust, efficiently resolving issues, and supporting overall business growth.

What is the role of a client associate?

A client services associate is responsible for supporting client relationships by addressing inquiries, providing information about products or services, and ensuring customer satisfaction. They often handle administrative tasks, use customer relationship management (CRM) tools, and maintain communication to foster client loyalty.

What Is a Client Services Associate?

A client services associate is responsible for supporting financial advisors by providing a number of sales and support functions. In this career, you are typically employed by financial or wealth management organizations. Your job duties include giving quotes to customers, keeping records of investment transactions, building customer portfolios, and handling general customer service requests. Qualifications include experience with stocks, bonds and other investments, and strong customer service and oral communication skills.

What is the difference between Client Services Associate vs Customer Support Specialist?

AspectClient Services AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreesHigh school diploma or equivalent; technical certifications optional
Work EnvironmentOffice setting, client-facing interactions, account managementCall centers, help desks, online support platforms
Employer & Industry UsageFinancial services, consulting, professional servicesRetail, tech companies, service industries
Common Search & Comparison IntentUnderstanding roles in client relationship managementAssisting customers with issues or inquiries

The main difference is that Client Services Associates focus on managing client accounts and building relationships in professional settings, while Customer Support Specialists primarily handle customer inquiries and technical issues. Both roles require strong communication skills but differ in their scope and work environment.

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

A Client Services Associate typically does not earn $10,000 a month without significant experience or specialized skills. High-paying roles that can reach this level without a degree are rare and often involve sales, entrepreneurship, or technical skills such as coding or digital marketing, which may require certifications or self-education. Most roles with such income levels usually demand extensive experience, a strong network, or entrepreneurial effort rather than formal education alone.

What are some common challenges faced by Client Services Associates, and how can they be overcome?

Client Services Associates often manage multiple client accounts simultaneously, which can lead to competing priorities and tight deadlines. Effective time management and clear communication are essential for balancing these demands. Building strong relationships with clients and proactively addressing their concerns helps prevent misunderstandings and ensures satisfaction. Collaboration with internal teams, such as sales and operations, is also key to efficiently resolving client issues and delivering high-quality service.

What does a customer service associate do?

A customer service associate, often called a client services associate, assists customers by answering questions, resolving issues, and providing information about products or services. They communicate via phone, email, or chat, use customer management software, and aim to ensure customer satisfaction and loyalty.

What does a client services associate do?

A client services associate is responsible for managing client relationships, addressing inquiries, resolving issues, and ensuring customer satisfaction. They often use communication skills, CRM software, and problem-solving abilities to support clients and maintain positive interactions.
More about Client Services Associate jobs
What are the most commonly searched types of Client Services jobs in Michigan? The most popular types of Client Services jobs in Michigan are:
What are popular job titles related to Client Services Associate jobs in Michigan? For Client Services Associate jobs in Michigan, the most frequently searched job titles are:
What job categories do people searching Client Services Associate jobs in Michigan look for? The top searched job categories for Client Services Associate jobs in Michigan are:
What cities in Michigan are hiring for Client Services Associate jobs? Cities in Michigan with the most Client Services Associate job openings:
Client Services Associate jobs near you
Full Time Client Service Associate

Full Time Client Service Associate

Independent Bank

Hudsonville, MI • On-site

Full-time

PTO

Posted 15 days ago

Job description

Be Proud, Be You, Be Independent!
Are you ready to grow your career in an environment that encourages confidence, clarity, and success? At Independent Bank, our team lives our mission every day:
Inspiring financial independence today, with tomorrow in mind. We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our Vision is a future where clients approach their finances with confidence and clarity-and we believe that starts with the team who supports them.
Our Retail Career Path was built to do just that-support you. Whether you're launching a new career in banking or looking to advance your current one, we offer a structured, self-guided journey designed to help you grow professionally and personally. From your first day as a Client Service Associate (CSA), you'll receive the training, mentorship, and tools you need to advance-with the flexibility to progress at your own pace and increase your earning potential as you go.
Client Service Associate 1
As a Client Service Associate (CSA), you are the face of the bank, providing incomparable service to our clients every day, every time. In this position, you will focus on learning and/or reviewing basic banking transactions, and the fundamental banking terms, products, and services offered by Independent Bank. This position is similar to a traditional "bank teller" role with self-guided growth opportunities.
    • Assist clients with transaction services and provide solutions in a friendly and efficient manner.
    • Deliver financial solutions to clients utilizing the Independent Bank products and services.
    • Gain an understanding of the basic framework of Independent Bank accounts.
    • Become skilled with regards to conducting different types of transactions for clients.
    • Utilize all available technology to perform daily tasks.

Client Service Associate 2
As a Client Service Associate 2 (CSA2), you are the face of the bank, providing incomparable service to our clients every day, every time. In this position, you will continue to grow the knowledge, skills and abilities necessary to better service Independent Bank clients and offer appropriate products, services and solutions. This position is similar to a traditional "bank teller" role with self-guided growth opportunities.
    • Assist clients with transaction services and provide solutions in a friendly and efficient manner and with credibility.
    • Strengthen your understanding of the basic framework of Independent Bank business accounts.
    • Become proficient with regards to conducting different types of transactions for clients.
    • Demonstrate Independent Bank digital products and services fluently and possess the ability to assist clients with navigation.
    • Begin to recognize opportunities to deliver financial solutions, and meet client needs, with Independent Bank products and services.
    • Identify client referral opportunities to appropriate team members.
    • 1+ years of community banking experience.
    • Develop and maintain skills necessary to accurately and proficiently open new accounts and increase client relationships.
    • Ability to have meaningful financial conversations with clients during all interactions.
    • Maintain ongoing communication with clients following internal processes and procedures.
    • Capable of self-directed development of product knowledge with a continual focus on learning all aspects of product offerings.

Client Service Specialist
As a Client Service Specialist (CSS), you are responsible for keeping everything running smoothly behind the scenes, as well as making our clients feel welcomed, engaged, and significant. In this position, you will apply the knowledge, skills and abilities acquired from previous banking and customer service roles to better serve Independent Bank clients and offer appropriate products, services and solutions. This position is similar to the traditional "lead teller" or "personal banker" role with self-guided growth opportunities.
    • Assist clients with transaction services and provide solutions in a friendly and efficient manner.
    • Exemplify professional knowledge on the framework of Independent Bank business accounts.
    • Recognize opportunities to meet client needs with Independent Bank products and services, as well as offering appropriate solutions.
    • Identify client referral opportunities to appropriate team members.
    • Take consumer loan applications in response to client inquiries.
    • Responsible for advanced branch operations tasks such as, but not limited to, client service requests, vault, ATM duties, cash items, debit/credit card disputes, instant issue debit cards and wire transfers.
    • Demonstrate Independent Bank digital products and services fluently and possess the ability to assist clients with navigation.
    • Advanced proficiency with Independent Bank products and services.
    • Accountable for participating in IB Edge Sales Management routines such as roadmaps and check-ins.
    • 2+ years of community banking experience or high level customer service and cash handling experience.
    • Capability to develop and maintain skills necessary to accurately and proficiently open new accounts and increase client relationships.
    • Ability to have in-depth, proactive financial conversations with clients during all interactions, and follow through on the results of those conversations.
    • Maintain ongoing communication with clients following internal processes and procedures.
    • Capable of self-directed development of product knowledge with a continual focus on learning all aspects of product offerings.

Client Service Expert
As a Client Service Expert (CSE) you are responsible for keeping everything running smoothly behind the scenes, as well as making our clients feel welcomed, engaged, and significant. In this position, you will apply the knowledge, skills and abilities acquired in previous positions and will serve as a mentor and instructor for other team members in advancing their skills. This position is a step above a traditional, more experienced "lead teller" or "personal banker" role with self-guided growth opportunities.
    • Assist clients with transaction services and provide solutions in a friendly and efficient manner.
    • Exemplify professional knowledge on the framework of Independent Bank business accounts.
    • Demonstrated ability to make personal connections, engage and educate clients, ask open-ended questions, and listen in order to establish trust and build lasting relationships.
    • Take consumer loan applications in response to client inquiries, as well as originate and close consumer loans.
    • Responsible for advanced branch operations tasks such as, but not limited to, client service requests, vault, ATM duties, cash items, debit/credit card disputes, instant issue debit cards and wire transfers.
    • Demonstrate Independent Bank digital products and services fluently and possess the ability to assist clients with navigation.
    • Advanced proficiency with Independent Bank products and services.
    • Accountable for preparation of, and participation in, IB Edge Sales Management routines.
    • Possess the drive, initiative and knowledge to provide financial options for clients using a consultative approach.
    • Partner with specialists (Financial Advisors, Mortgage Originators, Commercial Lenders, etc.) to connect clients with experts who can assist with specialized needs.
    • 3+ years of community banking experience
    • NMLS registration under the SAFE Act of 2008.
    • Capability to develop and maintain skills necessary to accurately and proficiently open new accounts and increase client relationships.
    • Ability to have in-depth, proactive financial conversations with clients during all interactions, and follow through on the results of those conversations.
    • Maintain ongoing communication with clients following internal processes and procedures.
    • Capable of self-directed development of product knowledge with a continual focus on learning all aspects of product offerings.
    • Seek out leadership opportunities and develop skills necessary to be a successful leader such as coaching, having difficult conversations, community involvement and change management.

Why You Should Apply:
  • Competitive hourly pay and great benefits.
  • Accommodating and flexible paid time off.
  • A knowledgeable, goal-driven, and exciting team of colleagues.
  • Numerous advancement opportunities with structured, personalized career paths and mentoring.
  • Exposure to different areas of banking and the ability to work with leaders within the industry.
  • Extensive training on all areas and aspects of the banking field to help you reach your highest potential.
  • Community-focused events and volunteer opportunities.

What We're Looking For:
  • High school diploma or equivalent education is required.
  • Outstanding client service skills.
  • Cash handling experience is preferred, but it is not required as we provide ample training.
  • The ability to adapt and adjust to new ideas, processes, workflows, and systems.
  • Ability to thrive in a fast-paced and rapidly changing environment while maintaining a commitment to accuracy, timeliness, and client focus.
  • Excellent interpersonal, presentation, and communication skills. This includes verbal and non-verbal forms of communication, email and phone etiquette, and the ability to work cohesively as part of a team.
  • A strong desire to be a part of the Independent Bank family while contributing to our growth and success.

This is an exciting step in a journey to creating a fulfilling and rewarding career at Independent Bank. We are excited to have you join our team!
Be Proud. Be YOU. Be Independent!
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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