Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ... Provide guidance and support to associates related to operational procedures, service standards ...
Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ... Provide guidance and support to associates related to operational procedures, service standards ...
Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ... Provide guidance and support to associates related to operational procedures, service standards ...
Quick apply
Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ... Provide guidance and support to associates related to operational procedures, service standards ...
Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ... Provide guidance and support to associates related to operational procedures, service standards ...
Quick apply
Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ... Provide guidance and support to associates related to operational procedures, service standards ...
Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ... Provide guidance and support to associates related to operational procedures, service standards ...
Quick apply
Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ... Provide guidance and support to associates related to operational procedures, service standards ...
Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ... Provide guidance and support to associates related to operational procedures, service standards ...
Quick apply
Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ... Provide guidance and support to associates related to operational procedures, service standards ...
Client Service Support: Supports internal and external clients, including beneficiaries and ... Associate Trust Administrator At Fifth Third, we understand the importance of recognizing our ...
Client Service Support: Supports internal and external clients, including beneficiaries and ... Associate Trust Administrator At Fifth Third, we understand the importance of recognizing our ...
Client Service Support: Supports internal and external clients, including beneficiaries and ... Associate Trust Administrator At Fifth Third, we understand the importance of recognizing our ...
Client Service Support: Supports internal and external clients, including beneficiaries and ... Associate Trust Administrator At Fifth Third, we understand the importance of recognizing our ...
Senior Tax Associate, Novi, MI
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Senior Tax Associate, Novi, MI
Novi, MI · On-site
$54K - $100K/yr
As a senior tax associate, you will work directly with the tax team and wealth management teams to ... Positive attitude toward client relations to provide exceptional, proactive client service
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Plymouth, MI · On-site
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Associate Advisor - Plymouth, MI
Plymouth, MI · On-site
$60K - $75K/yr
As an Associate Advisor at Savant, you'll gain hands-on experience supporting clients, developing ... Consistently follow Savant's client service processes and best practices. * Show continuous growth ...
Associate Advisor - Plymouth, MI
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Associate Advisor - Plymouth, MI
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Associate Adjuster Auto Hybrid - Worcester, MA - Howell, MI - Syracuse, NY - Itasca, IL - Richmond ... their needs with client services. ● Develops recognition of coverages, claim processing ...
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$17 - $20/hr
As the hosts of the spa, they are dedicated to creating 5-star experiences for every client. By connecting with clients, co-workers, and the community, our Spa Associates ensure that each service is ...
Spa Sales and Guest Service Associate
Plymouth, MI · On-site
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Customer Service Representative - Mason Area
Mason, MI · On-site
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... Client Services Representative, Customer Support Specialist, Customer Care Associate, Client Relations Specialist, Technical Support Representative, Help Desk Analyst, Customer Success Associate ...
Customer Service Representative - Mason Area
Mason, MI · On-site
$42K - $62K/yr
... Client Services Representative, Customer Support Specialist, Customer Care Associate, Client Relations Specialist, Technical Support Representative, Help Desk Analyst, Customer Success Associate ...
Spa Sales Associate
Novi, MI · On-site
$15 - $18/hr
As the hosts of the spa, they are dedicated to creating 5-star experiences for every client. By connecting with clients, co-workers, and the community, our Spa Associates ensure that each service is ...
Quick apply
Spa Sales Associate
Novi, MI · On-site
$15 - $18/hr
As the hosts of the spa, they are dedicated to creating 5-star experiences for every client. By connecting with clients, co-workers, and the community, our Spa Associates ensure that each service is ...
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Account Associate
South Lyon, MI · On-site
$40K - $60K/yr
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$13 - $17.75/hr
Provides excellent client service by anticipating the client's needs, exceeding expectations, and ... Proactively uses associate education tools to build product and styling knowledge with his/her ...
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We are a leading provider of Physician Services, Home Health, and Hospice that encourages ... Associate degree or Bachelor's degree preferred * Demonstrates active involvement in professional ...
Client Accounting Specialist
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$20 - $24/hr
Associate's or Bachelor's degree in Accounting, Finance, or a related field preferred * 1-3 years ... Our clients rely on us for expert financial guidance, responsive service, and a personal touch that ...
Quick apply
Client Accounting Specialist
Howell, MI · On-site
$20 - $24/hr
Associate's or Bachelor's degree in Accounting, Finance, or a related field preferred * 1-3 years ... Our clients rely on us for expert financial guidance, responsive service, and a personal touch that ...
Client Accounting Specialist
Howell, MI · On-site
$20 - $24/hr
Associate's or Bachelor's degree in Accounting, Finance, or a related field preferred * 1-3 years ... Our clients rely on us for expert financial guidance, responsive service, and a personal touch that ...
Quick apply
Client Accounting Specialist
Howell, MI · On-site
$20 - $24/hr
Associate's or Bachelor's degree in Accounting, Finance, or a related field preferred * 1-3 years ... Our clients rely on us for expert financial guidance, responsive service, and a personal touch that ...
Client Services Associate information
See Howell, MI salary details
$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
How much do client services associate jobs pay per hour?
What are the key skills and qualifications needed to thrive as a client services associate?
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?
| 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.
What are some common challenges faced by client services associates, and how can they be overcome?
What does a client services associate do?
- What is the career progression of a client services associate?
- What is the difference between a client services associate and a financial advisor?
- How to become a client services associate?
- How much is the salary of a client services associate in the US?
- What Is a Client Services Associate and How to Become One
- Client Services Associate Job Description Sample Template
Full-time
Medical, Dental, Vision, Retirement, PTO
Re-posted 19 days ago
First Merchants Bank rating
7.8
Based on 22 frontline employees who took The Breakroom Quiz
90th of 171 rated banks
Job description
As part of this role you will:
- Customer Experience and Relationship Management
- Deliver high-quality customer service by addressing a wide range of general banking needs in a fast-paced, relationship-focused banking center environment.
- Proactively engage clients in meaningful conversations to understand current and future financial needs and recommend appropriate products, services, and digital solutions.
- Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely resolution and a positive client experience.
- Utilize customer feedback and service insights to strengthen client relationships, build loyalty, and create client advocates.
- Maintain accurate client records and account information to support ongoing relationship management.
- Operational Excellence
- Accurately process everyday monetary transactions, including deposits, withdrawals, loan payments, check cashing, night deposits, cashier's checks, money orders, and change orders.
- Perform operational responsibilities as needed, including balancing cash, teller cash recyclers (TCR), vault, ATM, and branch transactions.
- Process non-monetary client requests, such as stop payments, debit card orders, address changes, and check orders, in accordance with policy.
- Support banking center operations by adhering to internal controls, completing daily security procedures, and ensuring compliance with policies and procedures.
- Monitor and resolve deposit and loan exceptions in a timely manner and escalate issues as appropriate.
- Sales and Business Development
- Actively lead and participate in sales and service activities to support individual, team, and banking center scorecard goals.
- Effectively use guided conversations and relationship management tools to identify opportunities to deepen client relationships.
- Open new consumer and business accounts and process loan applications for new and existing clients.
- Utilize digital tools to educate clients and enroll them in electronic banking products and services during account opening and onboarding.
- Engage in teleconsulting activities, including call blocks and call nights, to support achievement of sales goals.
- Utilize CRM and sales tools to document, track, and manage client interactions and incentive plan activity.
- Recognize and pursue new business opportunities, including making partner referrals for merchant services, treasury management, mortgages, and investments.
- Team Collaboration and Leadership
- Actively participate in the sales management process, including daily huddles, weekly meetings, coaching sessions, and touch bases.
- Provide guidance and support to associates related to operational procedures, service standards, and sales practices.
- Assist the Banking Center Manager with administrative and operational activities, including audits, branch balancing, and efficiency initiatives.
- Serve as a resource for associates regarding problem resolution and procedural questions.
- High-performing Client Relationship Representatives may serve as a Banking Center Mentor.
- Risk Management and Compliance
- Ensure compliance with all applicable regulations, policies, and reporting requirements, including but not limited to BSA, OFAC, CIP, EDD, and information security standards.
- Complete required training and stay current on regulatory, operational, and product knowledge expectations.
To be successful in this position, we require the following:
- High school diploma or equivalent (GED).
- A minimum of one (1) year of banking, sales, or related experience. At least six months of experience selling products or services.
- This position requires S.A.F.E Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). Employees hired or transferring into this position will need to meet the qualification requirements within three (3) months of hire.
- Ability to obtain Notary Public designation.
- Ability to multi-task in a fast-paced environment.
- In-depth knowledge of products/services offered by the bank (all lines of business).
The following would be a plus:
- Prior banking experience.
- Ability to sell and cross-sell bank products and services.
First Merchants offers the following:
- Base Pay PLUS Bonuses
- Medical, Dental and Vision Insurance
- 401k
- Health Savings and Flexible Spending Accounts
- Vacation/Sick Time
- Paid Holidays
- Paid Parental Leave
- Tuition Reimbursement
- Additional Benefits
A little about us:
First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.
Our Vision is:
To enhance the financial wellness of the diverse communities we serve.
Our Mission is:
To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.
Our Team:
"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."
Apply today to begin your career with us!
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.
What First Merchants Bank employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About First Merchants
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
Muncie, IN, US
Year founded
1893