Description Client Service & Operations Associate Location: Bloomfield Hills, MI Type: Full-Time, ... Maintain precise client records in our CRM (Wealthbox experience preferred but not required)
Description Client Service & Operations Associate Location: Bloomfield Hills, MI Type: Full-Time, ... Maintain precise client records in our CRM (Wealthbox experience preferred but not required)
Customer Service/ Operations
Customer Service/ Operations
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Servicing - Customer Advocate
Auburn Hills, MI · On-site
$16 - $22.85/hr
Associate's or Bachelor's degree in Business, Finance, or a related field. * Experience with Loss ... Delinquency * Mortgage Operations * Customer Service * Loan Servicing * Loss Mitigation
New
Quick apply
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Servicing - Customer Advocate
Auburn Hills, MI · On-site
$16 - $22.85/hr
Associate's or Bachelor's degree in Business, Finance, or a related field. * Experience with Loss ... Delinquency * Mortgage Operations * Customer Service * Loan Servicing * Loss Mitigation
New
Be Seen First
Servicing - Customer Advocate
Auburn Hills, MI · On-site
$16 - $22.85/hr
Associate's or Bachelor's degree in Business, Finance, or a related field. * Experience with Loss ... Delinquency * Mortgage Operations * Customer Service * Loan Servicing * Loss Mitigation
New
Quick apply
Be Seen First
Servicing - Customer Advocate
Auburn Hills, MI · On-site
$16 - $22.85/hr
Associate's or Bachelor's degree in Business, Finance, or a related field. * Experience with Loss ... Delinquency * Mortgage Operations * Customer Service * Loan Servicing * Loss Mitigation
New
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Servicing - Customer Care Specialist
Sterling Heights, MI · On-site
$16/hr
High school diploma or equivalent. * 1+ year of experience in customer service, call center operations, mortgage servicing, banking, financial services, or a related field. * Experience handling a ...
New
Quick apply
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Servicing - Customer Care Specialist
Sterling Heights, MI · On-site
$16/hr
High school diploma or equivalent. * 1+ year of experience in customer service, call center operations, mortgage servicing, banking, financial services, or a related field. * Experience handling a ...
New
Be Seen First
Servicing - Customer Care Specialist
Sterling Heights, MI · On-site
$16/hr
High school diploma or equivalent. * 1+ year of experience in customer service, call center operations, mortgage servicing, banking, financial services, or a related field. * Experience handling a ...
New
Quick apply
Be Seen First
Servicing - Customer Care Specialist
Sterling Heights, MI · On-site
$16/hr
High school diploma or equivalent. * 1+ year of experience in customer service, call center operations, mortgage servicing, banking, financial services, or a related field. * Experience handling a ...
New
Operations Associate
Roseville, MI · On-site
The Operations Associate's role is to create an outstanding customer experience by performing ... Customer Service - You're maneuvering around the store at a fast pace, working with all the latest ...
Operations Associate
Roseville, MI · On-site
The Operations Associate's role is to create an outstanding customer experience by performing ... Customer Service - You're maneuvering around the store at a fast pace, working with all the latest ...
Operations Associate
Burton, MI · On-site
The main function of an Operations Associate is to perform various administrative, technical, and/or customer service tasks across assigned business units. A typical operations associate is ...
Operations Associate
Burton, MI · On-site
The main function of an Operations Associate is to perform various administrative, technical, and/or customer service tasks across assigned business units. A typical operations associate is ...
Seasonal Operations Associate
Roseville, MI · On-site
A Seasonal Operations Associate's role is to create an outstanding customer experience by ... Customer Service - You're maneuvering around the store at a fast pace, working with all the latest ...
Seasonal Operations Associate
Roseville, MI · On-site
A Seasonal Operations Associate's role is to create an outstanding customer experience by ... Customer Service - You're maneuvering around the store at a fast pace, working with all the latest ...
The Operations Associate's role is to create an outstanding customer experience by performing ... Customer Service - You're maneuvering around the store at a fast pace, working with all the latest ...
The Operations Associate's role is to create an outstanding customer experience by performing ... Customer Service - You're maneuvering around the store at a fast pace, working with all the latest ...
The Operations Associate's role is to create an outstanding customer experience by performing ... Customer Service - You're maneuvering around the store at a fast pace, working with all the latest ...
The Operations Associate's role is to create an outstanding customer experience by performing ... Customer Service - You're maneuvering around the store at a fast pace, working with all the latest ...
Operations Associate - Oakland Mall
Troy, MI · On-site
The Operations Associate's role is to create an outstanding customer experience by performing ... Customer Service - You're maneuvering around the store at a fast pace, working with all the latest ...
Operations Associate - Oakland Mall
Troy, MI · On-site
The Operations Associate's role is to create an outstanding customer experience by performing ... Customer Service - You're maneuvering around the store at a fast pace, working with all the latest ...
The Operations Associate's role is to create an outstanding customer experience by performing ... Customer Service - You're maneuvering around the store at a fast pace, working with all the latest ...
The Operations Associate's role is to create an outstanding customer experience by performing ... Customer Service - You're maneuvering around the store at a fast pace, working with all the latest ...
The Operations Associate will work closely with the Operations & Visual Management team in ... Passion for customer service and delivering exceptional experiences * Self-motivated with a desire ...
The Operations Associate will work closely with the Operations & Visual Management team in ... Passion for customer service and delivering exceptional experiences * Self-motivated with a desire ...
The Operations Associate will work closely with the Operations & Visual Management team in ... Passion for customer service and delivering exceptional experiences * Self-motivated with a desire ...
The Operations Associate will work closely with the Operations & Visual Management team in ... Passion for customer service and delivering exceptional experiences * Self-motivated with a desire ...
The Operations Associate's role is to create an outstanding customer experience by performing ... Customer Service - You're maneuvering around the store at a fast pace, working with all the latest ...
The Operations Associate's role is to create an outstanding customer experience by performing ... Customer Service - You're maneuvering around the store at a fast pace, working with all the latest ...
The Operations Associate's role is to create an outstanding customer experience by performing ... Customer Service - You're maneuvering around the store at a fast pace, working with all the latest ...
The Operations Associate's role is to create an outstanding customer experience by performing ... Customer Service - You're maneuvering around the store at a fast pace, working with all the latest ...
The Operations Associate's role is to create an outstanding customer experience by performing ... Customer Service - You're maneuvering around the store at a fast pace, working with all the latest ...
The Operations Associate's role is to create an outstanding customer experience by performing ... Customer Service - You're maneuvering around the store at a fast pace, working with all the latest ...
The Operations Associate's role is to create an outstanding customer experience by performing ... Customer Service - You're maneuvering around the store at a fast pace, working with all the latest ...
The Operations Associate's role is to create an outstanding customer experience by performing ... Customer Service - You're maneuvering around the store at a fast pace, working with all the latest ...
A Seasonal Operations Associate's role is to create an outstanding customer experience by ... Customer Service - You're maneuvering around the store at a fast pace, working with all the latest ...
A Seasonal Operations Associate's role is to create an outstanding customer experience by ... Customer Service - You're maneuvering around the store at a fast pace, working with all the latest ...
Customer Service Operations Associate information
See Rochester Hills, MI salary details
$8.85 - $12.27
14% of jobs
$15.10 is the 25th percentile. Wages below this are outliers.
$12.27 - $15.69
14% of jobs
The median wage is $19.03 / hr.
$15.69 - $19.11
23% of jobs
$19.11 - $22.53
7% of jobs
$24.94 is the 75th percentile. Wages above this are outliers.
$22.53 - $25.95
24% of jobs
$25.95 - $29.37
4% of jobs
$29.37 - $32.79
4% of jobs
$32.79 - $36.21
3% of jobs
$36.21 - $39.63
3% of jobs
$39.63 - $43.05
2% of jobs
$43.05 - $46.47
1% of jobs
$8
$23
$46
How much do customer service operations associate jobs pay per hour?
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What are the key skills and qualifications needed to thrive as a customer service operations associate?
What are some common challenges faced by customer service operations associates, and how can they be effectively addressed?
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The top searched job categories for Customer Service Operations Associate jobs in Rochester Hills, MI are:
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Cities near Rochester Hills, MI with the most Customer Service Operations Associate job openings:

$65K - $75K/yr
Full-time
Medical, Dental, Vision, Retirement, PTO
Re-posted 3 hours ago
Job description
Description
Client Service & Operations AssociateLocation: Bloomfield Hills, MIÂ
Type: Full-Time, In-Office (Monday-Friday)
Join Our Team at Famiglia Wealth - Managing meaningful wealth brings both complex challenges and exciting opportunities. At Famiglia Wealth , our approach is rooted in integrity, respect, and collaboration. We're building a team of detail-oriented, execution-driven professionals who take pride in operational excellence and exceptional client service.
This role is ideal for someone who thrives behind the scenes, enjoys structure and process, and wants to grow long-term within an operations-focused career path.
Position Overview - Famiglia Wealth is seeking a Client Service & Operations Specialist to play a vital role in supporting the operational backbone of our firm. You will work closely with the Director of Operations and the broader team to ensure smooth, accurate, and efficient execution of client service and back-office deliverables. This is a detail-driven, execution-oriented role ideal for someone who thrives on organization, precision, and high-touch service.
Your Role & Responsibilities
You will support end-to-end operations that impact client service and firm efficiency, including but not limited to:
- Manage account openings, transfers, and ongoing maintenance workflows.
- Accurately process time-sensitive money movements (wires, transfers, etc.).
- Coordinate with custodians and internal teams to track status and resolve issues.
- Maintain precise client records in our CRM (Wealthbox experience preferred but not required).
- Support client communications via phone, email, and in person with professionalism and care.
- Prepare and process account paperwork and documentation.
- Assist in client meetings as needed.
- Identify opportunities to streamline workflows and improve client outcomes.
- Serve as a trusted operational partner to advisors and internal teams.
Requirements
What We're Looking For
- 3+ years of experience in wealth management, financial services, RIA operations, or client service.
- Experience in similar roles such as Client Associate, Operations Coordinator, or Specialist.
- Familiarity with custodial platforms (Pershing, Schwab, etc.) and CRM systems (Wealthbox a plus).
- Strong Microsoft Office skills (Word, Excel, Outlook, PowerPoint).
- Highly organized, detail-oriented, proactive, and able to work independently and with a team.
- Candidate seeking a long-term opportunity with potential for growth (not into advisory).
- Nice-to-Have: Securities licenses (Series 7/63/66), but not required.
Why Famiglia?
- Competitive base salary ($65k-$75k) with potential bonus opportunities
- Health, dental, vision insurance
- 401(k)
- PTO
- On-the-job training and professional development
- A culture that values focus during the workday and balance after hours