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

Sano

Client Services Associate

Farmington Hills, MI · On-site

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 ...

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Travis Mathew

Part Time Client Associate

Troy, MI · On-site

The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability ...

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Client Services Associate information

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How much do client services associate jobs pay per hour?

As of Aug 31, 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 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 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.

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 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 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.

More about Client Services Associate jobs

What are the most commonly searched types of Client Services jobs in Rochester, MI?

The most popular types of Client Services jobs in Rochester, MI are:

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 August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 16% Part Time, 2% Contract, and 1% Nights. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $42,891 per year, or $20.6 per hour.

Client Services Associate

Bloomfield Hills, MI • On-site

Financial Independence, LLC
Insurance Services • 51 - 200 employees
Learn more about Financial Independence, LLCexternal

Other

Medical, Dental, Vision, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Company Overview:

Are you a dedicated, detail-oriented professional looking to join a thriving financial practice? Financial Independence is growing, and we're searching for a Client Services Associate to provide proactive support to our top financial advisors while delivering top-notch customer service. If you have a background or interest in the financial services industry and a passion for excellence, we invite you to become part of our team. At Financial Independence, we take pride in our commitment to exceptional client service and fostering a friendly work environment.


Position Overview:

As a Client Services Associate, you will play a crucial role in ensuring the seamless operation of our financial practice. You will have the opportunity to interact with clients, manage records, support marketing efforts, and contribute to various administrative tasks. If you are highly organized, detail-oriented, and motivated to excel, this role offers an exciting opportunity to grow your career in the financial services industry.


Key Responsibilities:

  • Client Engagement: Be the welcoming voice and face of Financial Independence, interacting with clients daily and assisting with their needs.
  • Record Keeping: Create and maintain accurate client records and files, ensuring data integrity.
  • Data Management: Input client information into financial planning software to support advisors.
  • Marketing Support: Collaborate on marketing efforts, including seminars and classes, to expand our client base.
  • Team Collaboration: Work with colleagues on special projects and tasks to promote efficiency and growth.
  • Administrative Duties: Assist with miscellaneous administrative tasks as needed.


Qualifications:

  • Preferred industry experience, ideally with a college degree.
  • Exceptional organizational skills, attention to detail, and multitasking abilities.
  • Highly motivated with strong communication and customer service skills.
  • Willingness to learn and master computer programs for customer data management.
  • Professional demeanor and a commitment to excellence.


Salary & Benefits:

We offer a competitive salary and an excellent benefits package, including:

  • 401(k) matching
  • Health Insurance
  • Dental and Vision Coverage
  • Health Savings Account (HSA)
  • Paid Time Off


Join Financial Independence and embark on a rewarding career path in the financial services industry. If you're ready to contribute your skills and passion to a supportive team and help us deliver outstanding client service, apply today! Your journey to financial excellence begins here.

Apply