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Client Services Coordinator Jobs in Rochester, MI

Sano

Client Services Associate

Farmington Hills, MI · On-site

Client Services Associate Salary: Competitive Pay Based on Experience and Credentials Department ... This role is responsible for generating and processing client paperwork, coordinating account ...

Posted today

AmeriCenters, Inc.

Be Seen First

Front Desk Coordinator / Receptionist

Troy, MI · On-site

$17/hr

AmeriCenters is seeking a friendly, dependable, and service-oriented Client Services Specialist to ... Coordinator serves as the face of our business center, providing outstanding service to clients ...

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How much do client services coordinator jobs pay per hour?

As of Aug 31, 2026, the average hourly pay for client services coordinator in Rochester, MI is $20.84, according to ZipRecruiter salary data. Most workers in this role earn between $17.50 and $22.12 per hour, depending on experience, location, and employer.

What does a client services coordinator do?

A Client Services Coordinator acts as the main point of contact between clients and a company, ensuring that client needs are addressed promptly and effectively. Their responsibilities typically include managing client accounts, scheduling meetings, resolving issues, and facilitating communication between clients and internal teams. They play a key role in maintaining strong client relationships and ensuring overall customer satisfaction. The job also often involves administrative tasks such as preparing reports, handling documentation, and tracking client feedback.

What skills and qualifications are needed to thrive as a client services coordinator?

To thrive as a Client Services Coordinator, you need strong organizational abilities, customer service expertise, and proficiency in business communication, often supported by a bachelor's degree or relevant experience. Familiarity with client relationship management (CRM) software, scheduling platforms, and office productivity tools is typically required. Excellent interpersonal skills, problem-solving abilities, and attention to detail help you build trust and efficiently manage client needs. These skills ensure smooth client interactions, high satisfaction rates, and effective coordination within teams.

How does a client services coordinator typically collaborate with other departments to ensure client satisfaction?

A Client Services Coordinator frequently works cross-functionally, acting as a liaison between clients and various internal teams such as sales, marketing, and operations. They communicate client needs, track deliverables, and help resolve any issues that arise, ensuring that all stakeholders are aligned. This collaboration requires proactive communication, strong organizational skills, and the ability to prioritize tasks, all of which contribute to providing seamless service and building long-term client relationships.

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

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

What job categories do people searching Client Services Coordinator jobs in Rochester, MI look for?

The top searched job categories for Client Services Coordinator jobs in Rochester, MI are:

What cities near Rochester, MI are hiring for Client Services Coordinator jobs?

Cities near Rochester, MI with the most Client Services Coordinator job openings:

Client Services Coordinator jobs near you

Client Services Associate

Sano

Farmington Hills, MI • On-site

Other

Medical, Dental, Vision, Retirement, PTO

Posted 21 hours ago

Posted today

Job description

Sano

Position Information

Job Title: Client Services Associate

Salary: Competitive Pay Based on Experience and Credentials

Department: Client Service  

Location: Farmington Hills, MI – Home Office

Employment Status: Full-Time


Position Summary

We are seeking a detail-oriented experienced and licensed Client Service Team Member to support financial advisors and internal teams by managing service requests through the firm's ticketing system. This role is responsible for generating and processing client paperwork, coordinating account maintenance requests, maintaining accurate records, and ensuring timely completion of tasks in accordance with firm policies and compliance standards. The ideal candidate is organized, client-focused, and able to manage multiple priorities while delivering exceptional service and support.


About Sano

Sano is an independent financial services firm dedicated to helping individuals, families, and businesses Build, Protect, and Enjoy their financial future.


Our team is guided by five core values:

  • Integrity
  • Care
  • Excellence
  • Proactive
  • Collaboration


We strive to help families live intentionally with Peace of mind and financial confidence.


Essential Duties & Responsibilities

  • Manage and prioritize advisor and client requests through a ticketing system, ensuring timely and accurate completion of service tasks
  • Process a high volume of service tickets related to account maintenance, client onboarding, transfers, distributions, and account updates
  • Generate, review, and process financial paperwork and forms while ensuring accuracy, completeness, and regulatory compliance
  • Coordinate with financial advisors, operations teams, custodians, and clients to obtain required documentation and resolve outstanding items
  • Maintain accurate client records and update account information in CRM and our broker dealer’s system
  • Research and resolve account-related issues, escalating complex matters when appropriate
  • Support process improvement initiatives to enhance service efficiency and client satisfaction
  •  Additional duties and special projects as assigned by management


Qualifications

  • 3-5+ years of experience in financial services, wealth management, banking, mortgage servicing, customer service, or operations support
  • Experience working with ticketing systems, workflow management platforms, or service request queues
  • Strong administrative and document-processing skills with a high level of accuracy and attention to detail
  • Knowledge of financial account types, investment products, and account maintenance procedures preferred
  • Experience using Salesforce and financial services platforms is a plus
  • Series 6,7,63,65, or 66 preferred or open to being sponsored to obtain license


Knowledge, Skills & Abilities

The ideal candidate will demonstrate:

  • Strong organizational skills
  • Excellent verbal and written communication
  • Ability to prioritize multiple responsibilities
  • Outgoing personality to perform outreaches as necessary
  • Strong attention to detail
  • Ability to work independently and collaboratively
  • Proficiency with business technology and software platforms
  • Commitment to client service and professionalism


Benefits

  • Health, Vision, Dental Insurance covered 100%
  • 401(k) match of 4%
  • PTO and paid holidays
  • Monthly gym credit
  • Support of continued education


Work Environment

This position operates in a professional office environment and may occasionally require internal training attendance, industry continuing education and participating in company events.


Why Join Sano

At Sano, we believe our people are our greatest asset. Team members have the opportunity to work alongside experienced professionals, contribute to meaningful initiatives, and grow their careers in an organization built on trust, education, and relationships.

Apply