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Client Services Associate Jobs in Traverse City, MI

H&R Block

Tax Associate

Traverse City, MI · On-site

$59K - $79K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Benzonia, MI · On-site

$56K - $74K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Traverse City, MI · On-site

$58K - $77K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Traverse City, MI · On-site

$54K - $72K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

greenpath, inc.

Client Success Specialist

Traverse City, MI · On-site

$16.50 - $17.50/hr

Client Services Training Start Date: August 31st, 2026 (Training is mandatory) About the Role At ... What You Bring * 2-3 years of customer service experience (call center preferred). * Associate ...

Banfield

Senior Veterinarian

Traverse City, MI · On-site

Oversee and train associates on professional, efficient and exceptional client service (lead by example), to include client education about Optimum Wellness Plans, preventive care, pet health needs ...

Banfield

Lead Veterinarian

Traverse City, MI · On-site

Oversee and train associates on professional, efficient and exceptional client service (lead by example), to include client education about Optimum Wellness Plans, preventive care, pet health needs ...

Banfield

Veterinarian - Chief of Staff

Interlochen, MI · On-site

Oversee and train associates on professional, efficient and exceptional client service (lead by example), to include client education about Optimum Wellness Plans, preventive care, pet health needs ...

Banfield

Chief of Staff Veterinarian

Traverse City, MI · On-site

Oversee and train associates on professional, efficient and exceptional client service (lead by example), to include client education about Optimum Wellness Plans, preventive care, pet health needs ...

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Client Services Associate information

See Traverse City, MI salary details

$10

$22

$41

How much do client services associate jobs pay per hour?

As of Sep 6, 2026, the average hourly pay for client services associate in Traverse City, MI is $22.51, according to ZipRecruiter salary data. Most workers in this role earn between $17.16 and $25.10 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.

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The top searched job categories for Client Services Associate jobs in Traverse City, MI are:

What cities near Traverse City, MI are hiring for Client Services Associate jobs?

Cities near Traverse City, MI with the most Client Services Associate job openings:

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Traverse City, MI as of August 2026, with employment types broken down into 100% Full Time. Highlights an 74% In-person, and 26% Remote job distribution, with an average salary of $46,818 per year, or $22.5 per hour.

Insurance & Financial Services Associate

American Senior Benefits

Traverse City, MI • On-site

$200K - $400K/yr

Full-time

Re-posted 25 days ago

Key responsibilities

  • Learn the inside sales process including scripts, presentations, products, and regulations.

  • Help clients select the best financial product for their situation.

  • Learn valuable leadership skills.

Job description

Modern District Financial is one of the largest Insurance & Financial Services Firms in Michigan with Offices in Traverse City, Grand Rapids, and Midland. Our Award Winning Team is looking for a motivated individual who wants to be mentored in the Financial Services and Insurance World. With over 75 years of Leadership Experience in the Industry, we provide excellent training, and a proven track record of success. Simply, Modern District Financial trains the best Insurance & Financial Services Associates in the Industry. “Why you could be looking for a change” - Overlooked by Management - MDF’s mentoring program develops future leaders- Underpaid for Talent level - MDF recognizes Top Perfomers, 80% Long Term Retention- No Residual Income - MDF provides Residual Income selling need-based products- Need a Career, not just a job - MDF only appoints those looking to be dedicated to a career- COVID Proof - Our Industry isn’t effected by a downturn in the economy- No Fun - Check our team out on Facebook! We have strong work ethics, and like to enjoy ourselves too! Requirements: - A history of commitment in Business, Service, and/or Education- Willing to learn from top professionals- Experience Working in Teams at a High Level - Positive Attitude & Competitive Spirit (If you are skeptical of sales you need not apply)- Some Higher Education Expected, Degree Preferred Responsibilities - Learn the Inside Sales Process including Scripts, Presentations, Products, and Regulations- Learn how to make sale on company provided leads (No Friends & Family, Door-to-Door Sales, or Going to Client’s Homes).- Help our clients select the best financial product for their situation- Learn valuable leadership skills- Learn how to develop a successful sales team Compensation - Training - You Get Paid While You Learn!- Weekly Compensation $500/Week To Start- Compensation (Our Company Averages Based upon Commission)- 1st year $55,000- 2nd year $85,000- 3rd year $110,000- Average Manager Compensation- Partners $200,000- Executive Officers $400,000- Additional Incentives & Benefits- Top Commissions & Vested Renewals- Large Baby Boomer Market in Michigan (1.7 Million Retirees)- National Sales Convention and Trips- Management Opportunities & Promotion- Monthly & Quarterly Team Contest- Company Paid State Required Licensing Class Reasons Why Modern District Financial is Successful : - Great Reputation in the Community - ModernDistrict.com, Traverse City Chamber of Commerce, BBB Accredited, Facebook, LinkedIn, and Indeed Reviews.- Nationally Ranked Firm (#3 out of 100 Offices)- Best in Class Companies & Products Including: Mutual of Omaha, Aetna, Cigna, Pacific Life, TransAmerica, Royal Neighbors & North American.- Professional Office- Formal Lead Program - Get in front of the Best Prospects- Work/Life Balance If you meet the requirements, and are looking to join a winning team please schedule your interview, send your resume toRyan.kashmerick@gmail.com or call Ryan at 231-649-0861.