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Client Services Associate Jobs in Michigan (NOW HIRING)

Stifel

Client Service Associate - NR

Rochester, MI · On-site

$13.25 - $18.50/hr

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...

Stifel

Client Service Associate - NR

Rochester, MI

$13.25 - $18.50/hr

The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support ...

Stifel

Client Service Associate - NR

Rochester, MI

$13.25 - $18.50/hr

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...

Innovia Wealth

Client Service Associate

Birmingham, MI · On-site

$13.75 - $19/hr

Client Service Associates ensure our clients feel cared for, respected and confident at every ... financial services industry * Demonstrated ability to think critically and solve problems ...

Innovia Wealth

Client Service Associate

Birmingham, MI

$13.75 - $19/hr

Client Service Associates ensure our clients feel cared for, respected and confident at every ... financial services industry * Demonstrated ability to think critically and solve problems ...

Innovia Wealth

Client Service Associate

Birmingham, MI · On-site

$13.75 - $19/hr

Client Service Associates ensure our clients feel cared for, respected and confident at every ... financial services industry * Demonstrated ability to think critically and solve problems ...

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Client Services Associate information

See Michigan salary details

$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
Client Service Associate - Part-time

Client Service Associate - Part-time

Stifel

Grand Rapids, MI • On-site

Part-time

Posted 8 days ago

Stifel rating

8.2

Company rating: 8.2 out of 10

Based on 21 frontline employees who took The Breakroom Quiz

Job description

Company Description

Company Overview: Stifel is the largest subsidiary of Stifel Financial Corp. and is listed on the New York Stock Exchange (NYSE: SF).

Stifel Financial Corp offers securities-related financial services in the United States and Europe through its wholly owned operating subsidiaries, Stifel Financial (Stifel Nicolaus), Century Securities Associates, Inc. (CSA), Stifel Nicolaus Limited (SN Ltd), and Stifel Bank and Trust. These subsidiaries provide brokerage, trading, investment banking, investment advisory, and related financial services. The company's customers include individuals, corporations, municipalities, and institutions.

Stifel has been a pillar of strength serving its customers for over 125 years. We are a full service
regional New York Stock Exchange member firm with Corporate Headquarters located in St. Louis and more than 300 offices in 38 states.



Job Description

Part-Time Client Service Associate:

In Stifel Financial's Grand Rapids, MI branch, assist Financial Advisor(s) with the maintenance of client accounts and records, performing a wide variety of administrative support duties, answering incoming calls, greeting clients, and providing overall customer service support to clients.

Please apply by visiting
www.stifel.com/careers.

Job Duties:

  • Works with the FA(s) and the clients in obtaining the required documents based upon the type of account(s) established.

  • Organizes and assists in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office.

  • Performs operational or administrative functions for client related requests (i.e., check requests, address change, dividend information, check deposits, check printing, etc.).

  • Upon request, provides quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients.

  • Provides reports and other information to FA(s), as needed.

  • Organizes and assists with branch meetings, client events, and seminars.

  • Front reception: answering phones and greeting clients.

  • Performs various administrative duties (i.e., typing, filing, mailing documents/letters, etc.) and other duties as assigned by the Branch Manager.

Stifel is an Equal Opportunity Employer




Qualifications

Extremely organized, attention to detail, dependable, and a quick learner.

What Stifel employees say

Pay

Benefits

Hours and flexibility

Workplace

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