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:
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 ...
$50K - $100K/yr
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 ...
Quick apply
$50K - $100K/yr
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 ...
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 ...
Novi, MI · On-site
$13.50 - $18.75/hr
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join ... Services a high volume of daily interactions, including basic inquiries and scheduling of meetings ...
Novi, MI · On-site
$13.50 - $18.75/hr
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join ... Services a high volume of daily interactions, including basic inquiries and scheduling of meetings ...
Novi, MI · On-site
$13.50 - $18.75/hr
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join ... Services a high volume of daily interactions, including basic inquiries and scheduling of meetings ...
Novi, MI · On-site
$13.50 - $18.75/hr
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join ... Services a high volume of daily interactions, including basic inquiries and scheduling of meetings ...
Brighton, MI · Hybrid
$18 - $21/hr
Member Experience Associate Location : Brighton, MI Pay: $18.00+ per hour (based on experience) Job ... The ideal candidate will have excellent customer service skills, strong computer proficiency, and ...
Quick apply
Brighton, MI · Hybrid
$18 - $21/hr
Member Experience Associate Location : Brighton, MI Pay: $18.00+ per hour (based on experience) Job ... The ideal candidate will have excellent customer service skills, strong computer proficiency, and ...
Employee wellbeing services * DE&I initiatives * Work-life balance Job summary The Member Experience Associate is passionate about delivering the best Member Experience to our members! This team ...
Employee wellbeing services * DE&I initiatives * Work-life balance Job summary The Member Experience Associate is passionate about delivering the best Member Experience to our members! This team ...
Employee wellbeing services * DE&I initiatives * Work-life balance Job summary The Member Experience Associate is passionate about delivering the best Member Experience to our members! This team ...
Employee wellbeing services * DE&I initiatives * Work-life balance Job summary The Member Experience Associate is passionate about delivering the best Member Experience to our members! This team ...
$55K - $75K/yr
Associates , a leading financial services firm based in Novi, MI , is seeking a dedicated Client Services Representative to join our team. The Client Services Representative plays a key role in ...
$55K - $75K/yr
Associates , a leading financial services firm based in Novi, MI , is seeking a dedicated Client Services Representative to join our team. The Client Services Representative plays a key role in ...
Plymouth, MI · On-site
$13.75 - $19/hr
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 ...
Plymouth, MI · On-site
$13.75 - $19/hr
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 ...
Grand Blanc, MI · On-site
$50K/yr
At Advanced Rehab Management Services (ARMS), we're a health technology company that helps physical ... Associate's or Bachelor's degree preferred. Why You'll Love Working Here * Innovative health ...
Grand Blanc, MI · On-site
$50K/yr
At Advanced Rehab Management Services (ARMS), we're a health technology company that helps physical ... Associate's or Bachelor's degree preferred. Why You'll Love Working Here * Innovative health ...
South Lyon, MI · Remote
$55K - $65K/yr
Consistently receive positive client and service satisfaction survey ratings * Key contributor in resolving client problems efficiently WHAT DO YOU NEED * Minimum of Associates Degree preferred
Quick apply
South Lyon, MI · Remote
$55K - $65K/yr
Consistently receive positive client and service satisfaction survey ratings * Key contributor in resolving client problems efficiently WHAT DO YOU NEED * Minimum of Associates Degree preferred
Farmington Hills, MI · On-site
$80K - $100K/yr
The Financial Associate plays a vital role in delivering our Financial Architecture process ... client service, maintaining accurate and current records in CRM and planning systems. * Pursue ...
Quick apply
Farmington Hills, MI · On-site
$80K - $100K/yr
The Financial Associate plays a vital role in delivering our Financial Architecture process ... client service, maintaining accurate and current records in CRM and planning systems. * Pursue ...
Farmington Hills, MI · On-site
$80K - $100K/yr
The Financial Associate plays a vital role in delivering our Financial Architecture process ... client service, maintaining accurate and current records in CRM and planning systems. * Pursue ...
Quick apply
Farmington Hills, MI · On-site
$80K - $100K/yr
The Financial Associate plays a vital role in delivering our Financial Architecture process ... client service, maintaining accurate and current records in CRM and planning systems. * Pursue ...
Farmington Hills, MI · On-site
A Associate Attorney Job Location: Farmington Hills, MI Job Type: Full Time * Prepare, review, and ... Exceptional client service and relationship management skills. * Demonstrated problem-solving ...
Quick apply
Farmington Hills, MI · On-site
A Associate Attorney Job Location: Farmington Hills, MI Job Type: Full Time * Prepare, review, and ... Exceptional client service and relationship management skills. * Demonstrated problem-solving ...
$9.45 - $12.07
3% of jobs
$12.07 - $14.68
12% of jobs
$15.81 is the 25th percentile. Wages below this are outliers.
$14.68 - $17.30
23% of jobs
The median wage is $18.55 / hr.
$17.30 - $19.92
24% of jobs
$22.07 is the 75th percentile. Wages above this are outliers.
$19.92 - $22.54
15% of jobs
$22.54 - $25.15
10% of jobs
$25.15 - $27.77
6% of jobs
$27.77 - $30.39
2% of jobs
$30.39 - $33.01
2% of jobs
$33.01 - $35.62
1% of jobs
$35.62 - $38.24
1% of jobs
$9
$20
$38
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 8 days ago
Sourced by ZipRecruiter
Finance and insurance
11 - 50 Employees
Bridgeville, PA, US
1995