ZipRecruiter

Log In

1

Client Services Associate Jobs in Rochester, MI (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 · On-site

$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 ...

Mariner

Client Service Associate

Bloomfield Hills, MI

$13.75 - $19/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Understand the client's overall business needs and help identify value-added services that Mariner ...

next page

Showing results 1-20

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

Client Services Associate information

See Rochester, MI salary details

$9

$20

$37

How much do client services associate jobs pay per hour?

As of Jun 16, 2026, the average hourly pay for client services associate in Rochester, MI is $20.62, according to ZipRecruiter salary data. Most workers in this role earn between $15.72 and $23.03 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 job categories do people searching Client Services Associate jobs in Rochester, MI look for? The top searched job categories for Client Services Associate jobs in Rochester, MI are:
What cities near Rochester, MI are hiring for Client Services Associate jobs? Cities near Rochester, MI with the most Client Services Associate job openings:
Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Rochester, MI as of June 2026, with employment types broken down into 83% Full Time, 16% Part Time, and 1% Temporary. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $42,891 per year, or $20.6 per hour.
Client Services Associate

Client Services Associate

Retirement & Wealth Strategies

Farmington Hills, MI • On-site, Remote

Other

Medical, Dental, Vision, Retirement, PTO

This job post has expired 2 days ago. Applications are no longer accepted.

Job description

Position Information

Job Title: Client Services Associate

Salary: Competitive Pay Based on Experience and Credentials

Department: Client Service  

Location: Farmington Hills, MI – Home Office

Employment Status: Full-Time


Position Summary

We are seeking a detail-oriented Client Service Team Member to support financial advisors and internal teams by managing service requests through the firm's ticketing system. This role is responsible for generating and processing client paperwork, coordinating account maintenance requests, maintaining accurate records, and ensuring timely completion of tasks in accordance with firm policies and compliance standards. The ideal candidate is organized, client-focused, and able to manage multiple priorities while delivering exceptional service and support.


About Retirement & Wealth Strategies

Retirement & Wealth Strategies (RWS) is an independent financial services firm dedicated to helping individuals, families, and businesses Build, Protect, and Enjoy their financial future.


Our team is guided by five core values:

  • Integrity
  • Care
  • Excellence
  • Proactive
  • Collaboration


We strive to help families live intentionally with Peace of mind and financial confidence.


Essential Duties & Responsibilities

  • Manage and prioritize advisor and client requests through a ticketing system, ensuring timely and accurate completion of service tasks
  • Process a high volume of service tickets related to account maintenance, client onboarding, transfers, distributions, and account updates
  • Generate, review, and process financial paperwork and forms while ensuring accuracy, completeness, and regulatory compliance
  • Coordinate with financial advisors, operations teams, custodians, and clients to obtain required documentation and resolve outstanding items
  • Maintain accurate client records and update account information in CRM and our broker dealer’s system
  • Research and resolve account-related issues, escalating complex matters when appropriate
  • Support process improvement initiatives to enhance service efficiency and client satisfaction
  •  Additional duties and special projects as assigned by management


Qualifications

  • 3-5+ years of experience in financial services, wealth management, banking, mortgage servicing, customer service, or operations support
  • Experience working with ticketing systems, workflow management platforms, or service request queues
  • Strong administrative and document-processing skills with a high level of accuracy and attention to detail
  • Knowledge of financial account types, investment products, and account maintenance procedures preferred
  • Experience using Salesforce and financial services platforms is a plus
  • Series 6,7,63,65, or 66 preferred or open to being sponsored to obtain license


Knowledge, Skills & Abilities

The ideal candidate will demonstrate:

  • Strong organizational skills
  • Excellent verbal and written communication
  • Ability to prioritize multiple responsibilities
  • Outgoing personality to perform outreaches as necessary
  • Strong attention to detail
  • Ability to work independently and collaboratively
  • Proficiency with business technology and software platforms
  • Commitment to client service and professionalism


Benefits

  • Health, Vision, Dental Insurance covered 100%
  • 401(k) match of 4%
  • PTO and paid holidays
  • Monthly gym credit
  • Support of continued education


Work Environment

This position operates in a professional office environment and may occasionally require internal training attendance, industry continuing education and participating in company events.


Why Join Retirement & Wealth Strategies

At Retirement & Wealth Strategies, we believe our people are our greatest asset. Team members have the opportunity to work alongside experienced professionals, contribute to meaningful initiatives, and grow their careers in an organization built on trust, education, and relationships.

Apply