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Client Services Associate Jobs in Rochester Hills, MI

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 ...

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 ...

We are seeking a Client Service Associate (CSA) to support our life insurance and wealth management ... Willingness to learn about products, services and our associated processes * Ability to manage ...

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 Hills, MI salary details

$9

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$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 Hills, 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 are popular job titles related to Client Services Associate jobs in Rochester Hills, MI? For Client Services Associate jobs in Rochester Hills, MI, the most frequently searched job titles are:
What job categories do people searching Client Services Associate jobs in Rochester Hills, MI look for? The top searched job categories for Client Services Associate jobs in Rochester Hills, MI are:
What cities near Rochester Hills, MI are hiring for Client Services Associate jobs? Cities near Rochester Hills, MI with the most Client Services Associate job openings:
Client Service Associate

Client Service Associate

Raymond James Financial Services

Farmington, MI • On-site

$14.25 - $19.75/hr

Other

Posted 7 days ago


Job description

Job Summary

Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!

Essential Duties and Responsibilities

  • Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.

  • Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.

  • With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports.

  • Opens new client accounts and researches client and security information using internal databases and other technologies.

  • For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion.

  • Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients.

  • Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor.

  • Creates and maintains records and files utilizing Client Relationship Management (CRM) software.

  • Assists Financial Advisors with marketing efforts including seminars and other client-facing events.

  • May enter orders at the direction of the Financial Advisor.

  • Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.

  • Performs other duties and responsibilities as assigned.

Knowledge of

  • Company’s working structure, policies, mission, and strategies.

  • General office practices, procedures, and methods.

  • Investment concepts, practices and procedures used in the securities industry.

  • Financial markets, products and industry regulations.

Skill in

  • Client Relationship Management (CRM) software, or similar contact management software.

  • Excel, including developing spreadsheets as needed and for ongoing reporting.

  • Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)

Ability to

  • Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.

  • Analyze and research account information.

  • Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.

  • Identify time sensitive items and assess competing priorities.

  • Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.

  • Handle stressful situations and provide a high level of customer service in a calm and professional manner.

  • Analyze problems and establish solutions in a fast paced environment.

  • Use mathematics sufficient to process account and transaction information.

  • Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.

  • Work both independently and as part of a cohesive team.

  • Provide a high level of customer service.

Education/Previous Experience

  • High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.

Raymond James Financial Services logo

About Raymond James Financial Services

Sourced by ZipRecruiter

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk. We can provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.

Industry

Accounting services

Company size

11 - 50 Employees

Headquarters location

Rockville, MD, US