Client Services Associate
Plymouth, MI · On-site
Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance to the Client Services (CS) department. In this role you will:
Plymouth, MI · On-site
Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance to the Client Services (CS) department. In this role you will:
Plymouth, MI · On-site
Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance to the Client Services (CS) department. In this role you will:
Plymouth, MI · On-site
Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance to the Client Services (CS) department. In this role you will:
Quick apply
Plymouth, MI · On-site
Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance to the Client Services (CS) department. In this role you will:
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Warren, MI · On-site +1
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference: Join a team dedicated to protecting families and children ...
Warren, MI · On-site +1
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference: Join a team dedicated to protecting families and children ...
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference: Join a team dedicated to protecting families and children ...
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference: Join a team dedicated to protecting families and children ...
... Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role ...
... Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role ...
... Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role ...
... Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role ...
The firm is seeking a Client Service Associate to join our Private Client Division in Wyandotte, MI ... Promote Firm services by enhancing relationships with advisors through timely and accurate ...
The firm is seeking a Client Service Associate to join our Private Client Division in Wyandotte, MI ... Promote Firm services by enhancing relationships with advisors through timely and accurate ...
The firm is seeking a Client Service Associate to join our Private Client Division in Wyandotte, MI ... Promote Firm services by enhancing relationships with advisors through timely and accurate ...
The firm is seeking a Client Service Associate to join our Private Client Division in Wyandotte, MI ... Promote Firm services by enhancing relationships with advisors through timely and accurate ...
The firm is seeking a Client Service Associate to join our Private Client Division in Wyandotte, MI ... Promote Firm services by enhancing relationships with advisors through timely and accurate ...
Quick apply
The firm is seeking a Client Service Associate to join our Private Client Division in Wyandotte, MI ... Promote Firm services by enhancing relationships with advisors through timely and accurate ...
The firm is seeking a Client Service Associate to join our Private Client Division in Plymouth, MI ... Promote Firm services by enhancing relationships with advisors through timely and accurate ...
The firm is seeking a Client Service Associate to join our Private Client Division in Plymouth, MI ... Promote Firm services by enhancing relationships with advisors through timely and accurate ...
The firm is seeking a Client Service Associate to join our Private Client Division in Plymouth, MI ... Promote Firm services by enhancing relationships with advisors through timely and accurate ...
Quick apply
The firm is seeking a Client Service Associate to join our Private Client Division in Plymouth, MI ... Promote Firm services by enhancing relationships with advisors through timely and accurate ...
Southfield, MI · On-site
$20 - $23/hr
Client Services/ Member Services/ Financial Services/ Customer Service Location: 1000 Town Ctr, Southfield, MI Duration: 6+ months Working Model: Hybrid role in office 3 days per week Pay Rate Range ...
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Southfield, MI · On-site
$20 - $23/hr
Client Services/ Member Services/ Financial Services/ Customer Service Location: 1000 Town Ctr, Southfield, MI Duration: 6+ months Working Model: Hybrid role in office 3 days per week Pay Rate Range ...
Dearborn, MI · On-site +1
$17/hr
The Travel Services Associate is responsible for processing and maintaining travel-related accounts while ensuring the accuracy, completeness, and quality of all travel bookings. This role gathers ...
Dearborn, MI · On-site +1
$17/hr
The Travel Services Associate is responsible for processing and maintaining travel-related accounts while ensuring the accuracy, completeness, and quality of all travel bookings. This role gathers ...
Farmington Hills, MI · On-site
$18 - $20/hr
We are committed to delivering exceptional client service while maintaining the highest standards of professionalism, compliance, and operational excellence. We are seeking a detail-oriented and ...
Farmington Hills, MI · On-site
$18 - $20/hr
We are committed to delivering exceptional client service while maintaining the highest standards of professionalism, compliance, and operational excellence. We are seeking a detail-oriented and ...
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 ...
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 ...
Quick apply
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 ...
$9.99 - $12.76
3% of jobs
$12.76 - $15.53
12% of jobs
$16.73 is the 25th percentile. Wages below this are outliers.
$15.53 - $18.30
23% of jobs
The median wage is $19.63 / hr.
$18.30 - $21.07
24% of jobs
$23.35 is the 75th percentile. Wages above this are outliers.
$21.07 - $23.84
15% of jobs
$23.84 - $26.61
10% of jobs
$26.61 - $29.38
6% of jobs
$29.38 - $32.15
2% of jobs
$32.15 - $34.92
2% of jobs
$34.92 - $37.69
1% of jobs
$37.69 - $40.46
1% of jobs
$9
$22
$40
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.
| Aspect | Client Services Associate | Customer Support Specialist |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles may prefer associate degrees | High school diploma or equivalent; technical certifications optional |
| Work Environment | Office setting, client-facing interactions, account management | Call centers, help desks, online support platforms |
| Employer & Industry Usage | Financial services, consulting, professional services | Retail, tech companies, service industries |
| Common Search & Comparison Intent | Understanding roles in client relationship management | Assisting 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.

Full-time
Re-posted 24 days ago
Sourced by ZipRecruiter
Finance and insurance
11 - 50 Employees
Bridgeville, PA, US
1995