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

Client Service Associate

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 ...

Client Service Associate

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 ...

Client Service Associate

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 ...

Client Service Associate

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 ...

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

See Rochester, MI salary details

$9

$20

$37

How much do client services associate jobs pay per hour?

As of Jun 22, 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.
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:
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.

Wealth Associate - Vice President | MOOSHI Wealth Planning & Management

Kestra Financial Independent Advisor

Novi, MI • On-site

Full-time

Posted 13 days ago


Job description

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
  • Manage client needs regarding service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards.
  • Deepen client relationships and establish credibility and rapport both in-person and via phone, identifying potential benefits and services to enhance client’s financial relationships.
  • Has regular contact with clients regarding accounts, and servicing; can clearly articulate potentially complex processes and/or concepts to clients
  • Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance.
  • Maintain Redtail CRM database; Manage Client and Prospective Client Work Flow and coordinate follow-up with Advisors
  • Maintain a compliant filing and scanning system with Laser Fiche
  • Answer incoming calls and direct/take messages appropriately and according to firm guidelines.
  • Maintain client information in CRM database (Redtail)
  • Data input for Financial Planning software system (Goals-Based Analysis and E-Money)
  • Other responsibilities as assigned by the Wealth Advisor and Director of Operations.
Knowledge, Skills, and/or Abilities:
  • Advanced computer skills (Outlook, Word, Excel and Power Point) are essential
  • Excellent communication skills, both verbally and in writing.
  • Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once.
  • Ability to build relationships with clients and internal partners.
Education and/or Experience:
  • The ideal candidate will have 2+ years of experience in administrative support in a professional environment.
  • High School Diploma or Associate’s degree required; Bachelor’s Degree preferred.
  • Previous experience in financial services a plus.
Compensation:
  • Compensation is determined by qualifications and experience.
  • Salary is generally reviewed annually or if responsibilities and/or job requirements change. Salary increases are not guaranteed.
Certificates, Licenses, Registration:
  • Series 7 and 65/66 preferred (or willingness to obtain in the future).