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Client Services Associate Jobs in Howell, MI (NOW HIRING)

Go Rentals

Guest Experience Associate

Waterford, MI · On-site

$19/hr

Why You'll Love this Guest Experience Associate Job!     Deliver First-Class Service in a ... Open and close rental contracts; ensuring all required client paperwork is complete and accurate

greenpath, inc.

Client Success Specialist

Farmington, MI · On-site

$16.50 - $18.38/hr

Client Services Training Start Date: August 31st, 2026 (Training is mandatory) About the Role At ... What You Bring * 2-3 years of customer service experience (call center preferred). * Associate ...

greenpath, inc.

Client Success Specialist

Novi, MI · On-site

$16.50 - $18.38/hr

Client Services Training Start Date: August 31st, 2026 (Training is mandatory) About the Role At ... What You Bring * 2-3 years of customer service experience (call center preferred). * Associate ...

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All JobsClient Services Associate JobsClient Services Associate Jobs in Howell, MI

Client Services Associate information

See Howell, MI salary details

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How much do client services associate jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for client services associate in Howell, MI is $20.96, according to ZipRecruiter salary data. Most workers in this role earn between $15.96 and $23.41 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a client services associate?

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 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 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 client services associate do?

A Client Services Associate acts as a key point of contact between a company and its clients, ensuring that clients receive high-quality service and support. They handle client inquiries, resolve issues, assist with account management, and coordinate with other departments to fulfill client needs. Their goal is to maintain positive client relationships and help ensure client satisfaction, often working in industries like finance, marketing, or consulting.
More about Client Services Associate jobs
What are the most commonly searched types of Client Services jobs in Howell, MI? The most popular types of Client Services jobs in Howell, MI are:
What job categories do people searching Client Services Associate jobs in Howell, MI look for? The top searched job categories for Client Services Associate jobs in Howell, MI are:
What cities near Howell, MI are hiring for Client Services Associate jobs? Cities near Howell, MI with the most Client Services Associate job openings:
Client Services Associate jobs near you

Client Service Representative - Novi, MI

Advisor Talent Solutions

Novi, MI • On-site

$55K - $75K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 15 days ago

Job description

Position: Client Services Representative
Firm: Richard W. Paul amp; Associates
Location: Novi, MI
Overview:
Richard W. Paul amp; 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 supporting the day-to-day operations of the firm while delivering a high level of service to both existing and prospective clients.
This individual will help ensure a smooth, organized, and professional client experience by handling a variety of operational and client service responsibilities. The ideal candidate is detail-oriented, proactive, and committed to fostering positive client relationships in a dynamic and team-oriented culture. If you thrive in a collaborative setting and have a passion for delivering exceptional client service, consider joining our team!
What you’ll do:
  • Process and track new business, including application submission and account transfer follow-up (ACATs)
  • Manage ongoing client service requests such as beneficiary updates, withdrawals, and general account maintenance
  • Assist with annuity servicing, including index reallocations
  • Handle incoming client calls with professionalism and a strong focus on relationship building
  • Maintain accurate and up-to-date client records within the CRM (Redtail) /database
  • Prepare for client meetings by updating account summaries and organizing appropriate materials (reports, applications, and product information)
  • Support advisors with administrative and operational tasks to ensure efficient workflow
What We’re Looking For:
  • Bachelor’s degree
  • Series 65 preferred, or willingness to obtain within 90 days
  • MI Insurance license preferred (life amp; annuity), or willingness to obtain within 90 days
  • Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite
  • Excellent communication; written and verbal
  • Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
  • Collaborative team player willing to assist others
  • Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
  • Exhibits meticulous attention to detail and a commitment to accuracy
  • Self-starter who takes initiative and works well independently
  • Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
Bonus Points:
  • Financial industry experience preferred
What You’ll Get:
Pay amp; Perks:
  • $55k - $75k/year based on experience
  • Dental insurance
  • Health insurance
  • Vision insurance
  • 401(k) with 5% match (eligible at 1 year of service)
  • Paid time off
  • Professional development assistance
Schedule:
  • In office: Monday – Friday, 9am-5pm
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com

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