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Client Success Associate Jobs in Michigan (NOW HIRING)

Innovia Wealth

Client Service Associate

Grand Rapids, MI

$13.50 - $18.50/hr

The Innovia Development Journey Becoming an outstanding Client Service Associate at Innovia Wealth takes attention to detail, a client-first mindset and a passion for team success. From day one, you ...

Stifel

Client Service Associate - NR

Rochester, MI · On-site

$13.25 - $18.50/hr

Let's talk about how you can find your place here at Stifel, where success meets success . What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s ...

Stifel

Client Service Associate - NR

Rochester, MI

$13.25 - $18.50/hr

Let's talk about how you can find your place here at Stifel, where success meets success . The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and ...

Stifel

Client Service Associate - NR

Rochester, MI

$13.25 - $18.50/hr

Let's talk about how you can find your place here at Stifel, where success meets success . What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s ...

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Client Success Associate information

See Michigan salary details

$16.1K

$46.2K

$81.1K

How much do client success associate jobs pay per year?

As of May 31, 2026, the average yearly pay for client success associate in Michigan is $46,187.00, according to ZipRecruiter salary data. Most workers in this role earn between $33,100.00 and $57,100.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Client Success Associate, and why are they important?

To thrive as a Client Success Associate, you need strong relationship-building abilities, problem-solving skills, and a background in business or communications, often supported by a bachelor's degree. Familiarity with customer relationship management (CRM) tools like Salesforce or HubSpot and proficiency with data tracking systems are typically required. Exceptional communication, active listening, and adaptability help professionals stand out in this client-facing role. These skills and qualities are vital for fostering client satisfaction, resolving issues efficiently, and supporting long-term business growth.

How does a Client Success Associate typically collaborate with other departments to address client needs?

As a Client Success Associate, you'll frequently collaborate with teams such as Sales, Product, and Support to ensure client satisfaction and resolve issues efficiently. This often involves participating in cross-functional meetings, relaying client feedback to relevant departments, and coordinating solutions for complex client requests. Effective communication and teamwork are essential, as you'll act as a bridge between clients and internal teams to ensure expectations are met and ongoing improvements are made.

What does a Client Success Associate do?

A Client Success Associate is responsible for ensuring that clients have a positive experience with a company’s products or services. They act as a primary point of contact for clients, helping with onboarding, addressing concerns, and providing ongoing support. Their goal is to build strong relationships, increase customer satisfaction, and help clients achieve their desired outcomes. They may also collaborate with sales, product, and support teams to resolve issues and identify opportunities for improving the client experience.

What is a client success associate?

A client success associate is a professional responsible for managing client relationships, ensuring customer satisfaction, and helping clients achieve their goals with a company's products or services. They often communicate via phone, email, or chat, and may use customer relationship management (CRM) tools to track interactions and outcomes.

What is the difference between Client Success Associate vs Customer Support Specialist?

AspectClient Success AssociateCustomer Support Specialist
Required CredentialsTypically a bachelor's degree; experience in customer relationsOften a high school diploma or associate degree; training provided
Work EnvironmentProactive engagement, building long-term client relationshipsReactive support, resolving immediate customer issues
Employer & Industry UsageCommon in SaaS, tech, and service industriesWidespread across retail, telecom, and tech sectors

The main difference is that a Client Success Associate focuses on proactive relationship management and ensuring client satisfaction over time, while a Customer Support Specialist primarily handles reactive problem-solving and technical issues. Both roles require strong communication skills but serve different stages of the customer journey.

What are the most commonly searched types of Client Success jobs in Michigan? The most popular types of Client Success jobs in Michigan are:
What are popular job titles related to Client Success Associate jobs in Michigan? For Client Success Associate jobs in Michigan, the most frequently searched job titles are:
What job categories do people searching Client Success Associate jobs in Michigan look for? The top searched job categories for Client Success Associate jobs in Michigan are:
What cities in Michigan are hiring for Client Success Associate jobs? Cities in Michigan with the most Client Success Associate job openings:
Client Success Associate jobs near you
Full Time Client Service Associate

Full Time Client Service Associate

Independent Bank

Traverse City, MI • On-site

Full-time

PTO

Posted 18 days ago

Job description

Be Proud, Be You, Be Independent!
Are you ready to grow your career in an environment that encourages confidence, clarity, and success? At Independent Bank, our team lives our mission every day:
Inspiring financial independence today, with tomorrow in mind. We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our Vision is a future where clients approach their finances with confidence and clarity-and we believe that starts with the team who supports them.
Our Retail Career Path was built to do just that-support you. Whether you're launching a new career in banking or looking to advance your current one, we offer a structured, self-guided journey designed to help you grow professionally and personally. From your first day as a Client Service Associate (CSA), you'll receive the training, mentorship, and tools you need to advance-with the flexibility to progress at your own pace and increase your earning potential as you go.
Client Service Associate 1
As a Client Service Associate (CSA), you are the face of the bank, providing incomparable service to our clients every day, every time. In this position, you will focus on learning and/or reviewing basic banking transactions, and the fundamental banking terms, products, and services offered by Independent Bank. This position is similar to a traditional "bank teller" role with self-guided growth opportunities.
    • Assist clients with transaction services and provide solutions in a friendly and efficient manner.
    • Deliver financial solutions to clients utilizing the Independent Bank products and services.
    • Gain an understanding of the basic framework of Independent Bank accounts.
    • Become skilled with regards to conducting different types of transactions for clients.
    • Utilize all available technology to perform daily tasks.

Client Service Associate 2
As a Client Service Associate 2 (CSA2), you are the face of the bank, providing incomparable service to our clients every day, every time. In this position, you will continue to grow the knowledge, skills and abilities necessary to better service Independent Bank clients and offer appropriate products, services and solutions. This position is similar to a traditional "bank teller" role with self-guided growth opportunities.
    • Assist clients with transaction services and provide solutions in a friendly and efficient manner and with credibility.
    • Strengthen your understanding of the basic framework of Independent Bank business accounts.
    • Become proficient with regards to conducting different types of transactions for clients.
    • Demonstrate Independent Bank digital products and services fluently and possess the ability to assist clients with navigation.
    • Begin to recognize opportunities to deliver financial solutions, and meet client needs, with Independent Bank products and services.
    • Identify client referral opportunities to appropriate team members.
    • 1+ years of community banking experience.
    • Develop and maintain skills necessary to accurately and proficiently open new accounts and increase client relationships.
    • Ability to have meaningful financial conversations with clients during all interactions.
    • Maintain ongoing communication with clients following internal processes and procedures.
    • Capable of self-directed development of product knowledge with a continual focus on learning all aspects of product offerings.

Client Service Specialist
As a Client Service Specialist (CSS), you are responsible for keeping everything running smoothly behind the scenes, as well as making our clients feel welcomed, engaged, and significant. In this position, you will apply the knowledge, skills and abilities acquired from previous banking and customer service roles to better serve Independent Bank clients and offer appropriate products, services and solutions. This position is similar to the traditional "lead teller" or "personal banker" role with self-guided growth opportunities.
    • Assist clients with transaction services and provide solutions in a friendly and efficient manner.
    • Exemplify professional knowledge on the framework of Independent Bank business accounts.
    • Recognize opportunities to meet client needs with Independent Bank products and services, as well as offering appropriate solutions.
    • Identify client referral opportunities to appropriate team members.
    • Take consumer loan applications in response to client inquiries.
    • Responsible for advanced branch operations tasks such as, but not limited to, client service requests, vault, ATM duties, cash items, debit/credit card disputes, instant issue debit cards and wire transfers.
    • Demonstrate Independent Bank digital products and services fluently and possess the ability to assist clients with navigation.
    • Advanced proficiency with Independent Bank products and services.
    • Accountable for participating in IB Edge Sales Management routines such as roadmaps and check-ins.
    • 2+ years of community banking experience or high level customer service and cash handling experience.
    • Capability to develop and maintain skills necessary to accurately and proficiently open new accounts and increase client relationships.
    • Ability to have in-depth, proactive financial conversations with clients during all interactions, and follow through on the results of those conversations.
    • Maintain ongoing communication with clients following internal processes and procedures.
    • Capable of self-directed development of product knowledge with a continual focus on learning all aspects of product offerings.

Client Service Expert
As a Client Service Expert (CSE) you are responsible for keeping everything running smoothly behind the scenes, as well as making our clients feel welcomed, engaged, and significant. In this position, you will apply the knowledge, skills and abilities acquired in previous positions and will serve as a mentor and instructor for other team members in advancing their skills. This position is a step above a traditional, more experienced "lead teller" or "personal banker" role with self-guided growth opportunities.
    • Assist clients with transaction services and provide solutions in a friendly and efficient manner.
    • Exemplify professional knowledge on the framework of Independent Bank business accounts.
    • Demonstrated ability to make personal connections, engage and educate clients, ask open-ended questions, and listen in order to establish trust and build lasting relationships.
    • Take consumer loan applications in response to client inquiries, as well as originate and close consumer loans.
    • Responsible for advanced branch operations tasks such as, but not limited to, client service requests, vault, ATM duties, cash items, debit/credit card disputes, instant issue debit cards and wire transfers.
    • Demonstrate Independent Bank digital products and services fluently and possess the ability to assist clients with navigation.
    • Advanced proficiency with Independent Bank products and services.
    • Accountable for preparation of, and participation in, IB Edge Sales Management routines.
    • Possess the drive, initiative and knowledge to provide financial options for clients using a consultative approach.
    • Partner with specialists (Financial Advisors, Mortgage Originators, Commercial Lenders, etc.) to connect clients with experts who can assist with specialized needs.
    • 3+ years of community banking experience
    • NMLS registration under the SAFE Act of 2008.
    • Capability to develop and maintain skills necessary to accurately and proficiently open new accounts and increase client relationships.
    • Ability to have in-depth, proactive financial conversations with clients during all interactions, and follow through on the results of those conversations.
    • Maintain ongoing communication with clients following internal processes and procedures.
    • Capable of self-directed development of product knowledge with a continual focus on learning all aspects of product offerings.
    • Seek out leadership opportunities and develop skills necessary to be a successful leader such as coaching, having difficult conversations, community involvement and change management.

Why You Should Apply:
  • Competitive hourly pay and great benefits.
  • Accommodating and flexible paid time off.
  • A knowledgeable, goal-driven, and exciting team of colleagues.
  • Numerous advancement opportunities with structured, personalized career paths and mentoring.
  • Exposure to different areas of banking and the ability to work with leaders within the industry.
  • Extensive training on all areas and aspects of the banking field to help you reach your highest potential.
  • Community-focused events and volunteer opportunities.

What We're Looking For:
  • High school diploma or equivalent education is required.
  • Outstanding client service skills.
  • Cash handling experience is preferred, but it is not required as we provide ample training.
  • The ability to adapt and adjust to new ideas, processes, workflows, and systems.
  • Ability to thrive in a fast-paced and rapidly changing environment while maintaining a commitment to accuracy, timeliness, and client focus.
  • Excellent interpersonal, presentation, and communication skills. This includes verbal and non-verbal forms of communication, email and phone etiquette, and the ability to work cohesively as part of a team.
  • A strong desire to be a part of the Independent Bank family while contributing to our growth and success.

This is an exciting step in a journey to creating a fulfilling and rewarding career at Independent Bank. We are excited to have you join our team!
Be Proud. Be YOU. Be Independent!
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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