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 ...
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 ...
Retirement Plan Services Team Member We are seeking a dedicated and detail-oriented professional to ... Accurately diagnoses issues and provides client driven solutions that also meet IRS regulatory ...
Retirement Plan Services Team Member We are seeking a dedicated and detail-oriented professional to ... Accurately diagnoses issues and provides client driven solutions that also meet IRS regulatory ...
Novi, MI · On-site
$13.75 - $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
$13.75 - $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 ...
Bloomfield Hills, MI · On-site
$13.75 - $19/hr
Introduction At Gallagher Benefit Services, you're a trusted partner to organizations navigating ... As a Branch Client Service Associate I, you'll play a vital role in delivering high-quality service ...
Bloomfield Hills, MI · On-site
$13.75 - $19/hr
Introduction At Gallagher Benefit Services, you're a trusted partner to organizations navigating ... As a Branch Client Service Associate I, you'll play a vital role in delivering high-quality service ...
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 ...
Farmington Hills, MI · On-site
$14.25 - $19.75/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 ...
Farmington Hills, MI · On-site
$14.25 - $19.75/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 ...
In this role you will: * Assist Financial Advisor(s) with sales, service, and operational related ... Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek ...
In this role you will: * Assist Financial Advisor(s) with sales, service, and operational related ... Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek ...
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 ...
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 ...
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 ...
Client Services Administration * Serve as a liaison between internal staff, custodian, and others ... Coordinate workload with other client service associates * Review agreements and be familiar with ...
Client Services Administration * Serve as a liaison between internal staff, custodian, and others ... Coordinate workload with other client service associates * Review agreements and be familiar with ...
Client Services Administration * Serve as a liaison between internal staff, custodian, and others ... Coordinate workload with other client service associates * Review agreements and be familiar with ...
Client Services Administration * Serve as a liaison between internal staff, custodian, and others ... Coordinate workload with other client service associates * Review agreements and be familiar with ...
Client Services Administration * Serve as a liaison between internal staff, custodian, and others ... Coordinate workload with other client service associates * Review agreements and be familiar with ...
Client Services Administration * Serve as a liaison between internal staff, custodian, and others ... Coordinate workload with other client service associates * Review agreements and be familiar with ...
$14 - $16.25/hr
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 ...
$14 - $16.25/hr
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 ...
Requirements What We're Looking For * 3+ years of experience in wealth management, financial services, RIA operations, or client service. * Experience in similar roles such as Client Associate ...
Requirements What We're Looking For * 3+ years of experience in wealth management, financial services, RIA operations, or client service. * Experience in similar roles such as Client Associate ...
What we're looking for: * 3+ years of experience in wealth management, financial services, RIA operations, or client service. * Experience in similar roles such as Client Associate, Operations ...
What we're looking for: * 3+ years of experience in wealth management, financial services, RIA operations, or client service. * Experience in similar roles such as Client Associate, Operations ...
Client Services Administration * Deliver superior client service * Serve as a liaison between internal staff, custodian, and others as needed * Preparation of new account paperwork * Preparation of ...
Client Services Administration * Deliver superior client service * Serve as a liaison between internal staff, custodian, and others as needed * Preparation of new account paperwork * Preparation of ...
$9.29 - $11.87
3% of jobs
$11.87 - $14.44
12% of jobs
$15.55 is the 25th percentile. Wages below this are outliers.
$14.44 - $17.02
23% of jobs
The median wage is $18.25 / hr.
$17.02 - $19.59
24% of jobs
$21.71 is the 75th percentile. Wages above this are outliers.
$19.59 - $22.17
15% of jobs
$22.17 - $24.74
10% of jobs
$24.74 - $27.32
6% of jobs
$27.32 - $29.89
2% of jobs
$29.89 - $32.47
2% of jobs
$32.47 - $35.04
1% of jobs
$35.04 - $37.61
1% of jobs
$9
$20
$37
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.

Novi, MI • On-site
Full-time
Posted 13 days ago
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-solving skills to confidently provide information to clients in a timely, efficient, and professional manner.
Essential Duties and Responsibilities