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

PNC Bank

Client Experience Associate

Sterling Heights, MI · On-site

$13.50 - $18.50/hr

As a Client Experience Associate within PNC's Retail Banking organization, you will be based in ... process including, service to sales, teller interactions, and effective lobby engagement ...

PNC

Client Experience Associate

Sterling Heights, MI · On-site

$13.50 - $18.50/hr

As a Client Experience Associate within PNC's Retail Banking organization, you will be based in ... process including, service to sales, teller interactions, and effective lobby engagement ...

Go Rentals

Guest Experience Associate

Waterford, MI · On-site

$19/hr

Why You'll Love this Guest Experience Associate Job!     Deliver First-Class Service in a ... Open and close rental contracts; ensuring all required client paperwork is complete and accurate

Go Rentals

Guest Experience Associate

Detroit, MI

$19/hr

Why You'll Love this Guest Experience Associate Job!     Deliver First-Class Service in a ... Open and close rental contracts; ensuring all required client paperwork is complete and accurate

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Client Services Associate information

See Troy, MI salary details

$9

$21

$38

How much do client services associate jobs pay per hour?

As of Aug 20, 2026, the average hourly pay for client services associate in Troy, MI is $21.23, according to ZipRecruiter salary data. Most workers in this role earn between $16.15 and $23.70 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.

More about Client Services Associate jobs

What are the most commonly searched types of Client Services jobs in Troy, MI?

The most popular types of Client Services jobs in Troy, MI are:

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For Client Services Associate jobs in Troy, MI, the most frequently searched job titles are:

What job categories do people searching Client Services Associate jobs in Troy, MI look for?

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

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

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Troy, MI as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $44,165 per year, or $21.2 per hour.

Registered Client Service Specialist

Insight Global

Southfield, MI • On-site

$60K - $75K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 7 days ago

Job description

Client Service Specialist


Southfield, MI
$60,000 - $75,000 annually
Onsite


Our client, a growing wealth management and financial services organization, is seeking a Client Service Specialist to join their team in Southfield, MI. This role is ideal for a licensed financial services professional who enjoys building client relationships, providing exceptional service, and supporting advisors in a collaborative environment.


Responsibilities:

  • Serve as a primary point of contact for client inquiries via phone and email
  • Assist with account servicing, policy updates, beneficiary changes, payment inquiries, and account maintenance
  • Support insurance, annuity, and investment accounts
  • Coordinate advisor meetings, annual reviews, and client follow-up activities
  • Prepare account review materials and client meeting documentation
  • Maintain accurate client records within Advisor360 and internal systems
  • Support client retention efforts, account transitions, and service requests
  • Collaborate with advisors, operations, insurance, and investment teams to ensure a seamless client experience
  • Maintain compliance standards and accurate documentation


Required Qualifications:

  • Active Life & Health License
  • Series 7 license preferred
  • Series 63 or Series 66 preferred
  • 3+ years of experience in financial services, wealth management, or client servicing
  • Strong client-facing communication skills
  • Ability to work independently and support clients with minimal training
  • Detail-oriented with excellent organizational skills


Preferred Qualifications:

  • Experience with Advisor360
  • Registered Client Service Associate (RCSA) background
  • Wealth Management support experience
  • Investment Operations experience
  • Former Financial Advisors seeking a service-focused role


If you're looking to leverage your financial services experience in a relationship-driven position with strong growth potential, we'd love to hear from you. Apply today!