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 Service Representative - Novi, MI
$55K - $75K/yr
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 ...
Client Service Representative - Novi, MI
$55K - $75K/yr
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 ...
Client Service Representative - Novi, MI
Novi, MI · On-site
$55K - $75K/yr
Client Services Representative Firm: Richard W. Paul & Associates Location: Novi, MI Overview: Richard W. Paul & Associates , a leading financial services firm based in Novi, MI , is seeking a ...
Client Service Representative - Novi, MI
Novi, MI · On-site
$55K - $75K/yr
Client Services Representative Firm: Richard W. Paul & Associates Location: Novi, MI Overview: Richard W. Paul & Associates , a leading financial services firm based in Novi, MI , is seeking a ...
Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and ... Financial services experience What's in it for you? We thrive on the challenge to be our best ...
New
Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and ... Financial services experience What's in it for you? We thrive on the challenge to be our best ...
New
Seasonal Client Associate - Somerset
Troy, MI · On-site
$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 ...
Seasonal Client Associate - Somerset
Troy, MI · On-site
$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 ...
Client Service & Operations Associate
Bloomfield Hills, MI · On-site
$65K - $75K/yr
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 ...
Client Service & Operations Associate
Bloomfield Hills, MI · On-site
$65K - $75K/yr
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 ...
Client Service & Operations Associate
Bloomfield Hills, MI · On-site
$65K - $75K/yr
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 Service & Operations Associate
Bloomfield Hills, MI · On-site
$65K - $75K/yr
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 ...
As a Client Associate/Registered Client Associate, become a trusted resource to our clients ... Financial services experience What's in it for you? We thrive on the challenge to be our best ...
As a Client Associate/Registered Client Associate, become a trusted resource to our clients ... Financial services experience What's in it for you? We thrive on the challenge to be our best ...
As a Client Associate/Registered Client Associate, become a trusted resource to our clients ... Financial services experience What's in it for you? We thrive on the challenge to be our best ...
New
As a Client Associate/Registered Client Associate, become a trusted resource to our clients ... Financial services experience What's in it for you? We thrive on the challenge to be our best ...
New
As a Client Associate/Registered Client Associate, become a trusted resource to our clients ... Financial services experience What's in it for you? We thrive on the challenge to be our best ...
As a Client Associate/Registered Client Associate, become a trusted resource to our clients ... Financial services experience What's in it for you? We thrive on the challenge to be our best ...
... client service. We play a critical role in driving meaningful operational change as the GPS ... Work you'll do As a Services Associate, Contracts and Procurement Services, Contracts and ...
... client service. We play a critical role in driving meaningful operational change as the GPS ... Work you'll do As a Services Associate, Contracts and Procurement Services, Contracts and ...
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 ...
Private Client Service Associate
$14.25 - $19.75/hr
... client experience. This person must have an extreme attention to detail, possess a phenomenal work ethic and have a proven track record of success working with top performing advisory service teams.
Quick apply
Private Client Service Associate
$14.25 - $19.75/hr
... client experience. This person must have an extreme attention to detail, possess a phenomenal work ethic and have a proven track record of success working with top performing advisory service teams.
Private Client Service Associate
$14.25 - $19.75/hr
... client experience. This person must have an extreme attention to detail, possess a phenomenal work ethic and have a proven track record of success working with top performing advisory service teams.
Quick apply
Private Client Service Associate
$14.25 - $19.75/hr
... client experience. This person must have an extreme attention to detail, possess a phenomenal work ethic and have a proven track record of success working with top performing advisory service teams.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Client Services Associate information
See Rochester, MI salary details
$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
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

Other
Medical, Retirement
Re-posted 12 days ago
Lake Trust Credit Union rating
9.1
Based on 11 frontline employees who took The Breakroom Quiz
Job description
More Than A Job!
Why do you work each day? To us, our jobs are not just something we do to make a living, it's a way to live. We work to support our members; whether celebrating moments of joy, finding a solution to an obstacle, or offering encouragement through a time of struggle. The worth of our work isn't measured in dollars and cents, it's seen in our communities and felt by the people who believe in us.
Benefits Include
- Financial wellbeing services
- 401(K) matching with up to 5% match
- Reduced health insurance
- 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 member will uncover needs, inspire possibilities, and deliver solutions to advance our members' financial success. This person must be adaptable with a strong sense of teamwork. They will cross-sells products and services, open all deposit accounts, including specialty and business accounts to help our members meet their financial goals. This position will build and deepen member relationships by providing the Best Member Experience. Member Experience Associates will be expected to support onstage operations and help to reach and exceed Lake Trust goals.
What you'll do
- Proactively greet and interact with members as they enter the Credit Union. Through active listening and asking open ended, highly impactful questions you will uncover member needs to best assist them in meeting those needs.
- Be a financial coach to our members! Look for opportunities to maximize member loyalty, building and deepening the member's relationship by assessing member's total financial picture and offering solutions to advance their financial success.
- Coach and mentor peers by working collaboratively and promoting teamwork in order to achieve Lake Trust goals.
- Demonstrate positive behaviors that promote high morale, cooperation and enthusiasm.
- Educate members on consumer loans and credit card products. Originate, process, and close on consumer loans. Advise on opportunities to advance members' financial well-being by looking for cross-sale opportunities and acting as a financial coach to members.
What you'll bring
- High School Diploma/GED is required
- Minimum of 1-2 years job-related experience demonstrating success in building member/customer relationships by successfully cross selling products within a financial institution or retail environment.
What you'll get
We know that pay and benefits are important. And, we've really got that covered. But, we also know that those are not the only things that you need to decide if this is the place for you. Join our team of Lake Trusters and you'll enjoy:
- Working with an energetic team focused on making our members wildly successful
- An opportunity to work with others that have your back every step of the way
- Opportunities to make a difference both inside and outside of our walls
- Being treated like you are more than the work you do
- Must be a tech savvy individual who has a high degree of adaptability to adjust quickly to change and priorities.
What Lake Trust Credit Union employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Lake Trust Credit Union
Sourced by ZipRecruiter
Industry
Commercial banking
Company size
51 - 200 Employees
Headquarters location
Lansing, MI, US
Year founded
1944