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Financial Client Services Associate Jobs in Howell, MI

Reliance One

Member Experience Associate

Brighton, MI · Hybrid

$18 - $21/hr

Member Experience Associate Location : Brighton, MI Pay: $18.00+ per hour (based on experience) Job ... Educate members on available financial products and services that support their financial goals.

Raymondjames

Client Service Associate

Novi, MI · On-site

$13.50 - $18.75/hr

... in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This ...

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All JobsFinancial Client Services Associate JobsFinancial Client Services Associate Jobs in Howell, MI

Financial Client Services Associate information

See Howell, MI salary details

$13

$29

$63

How much do financial client services associate jobs pay per hour?

As of Aug 29, 2026, the average hourly pay for financial client services associate in Howell, MI is $29.91, according to ZipRecruiter salary data. Most workers in this role earn between $19.33 and $32.16 per hour, depending on experience, location, and employer.

What is a financial client services associate?

Financial Client Services Associates are professionals who provide support and assistance to clients of financial institutions or firms. They act as a primary point of contact for clients, helping with account inquiries, transactions, and resolving issues. Their role often involves processing paperwork, providing information about financial products, and ensuring a high level of customer satisfaction. They may also collaborate with financial advisors and other team members to deliver seamless client service. Strong communication and organizational skills are essential for success in this role.

What are the key skills and qualifications needed to thrive as a financial client services associate?

To thrive as a Financial Client Services Associate, you need a solid understanding of finance, client account management, and a bachelor’s degree in business or a related field. Familiarity with CRM platforms, financial planning software, and regulatory compliance systems is typically required. Excellent interpersonal communication, attention to detail, and problem-solving skills help build strong client relationships and resolve issues effectively. These competencies are crucial to ensuring client satisfaction, regulatory adherence, and the smooth delivery of financial services.

How does a financial client services associate typically collaborate with financial advisors and other team members?

As a Financial Client Services Associate, you’ll work closely with financial advisors, portfolio managers, and administrative staff to support client needs. Your responsibilities often include preparing account documentation, responding to client inquiries, and ensuring the smooth execution of transactions. Regular communication and coordination are key, as you’ll often relay client information, help resolve issues, and assist in the onboarding of new clients. This collaborative environment not only helps build your industry knowledge but can also open up future advancement opportunities within the firm.

What is the difference between Financial Client Services Associate vs Financial Advisor?

AspectFinancial Client Services AssociateFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like FINRA Series 6 or 7 may be preferredRequires FINRA Series 7, 63, or 65 licenses; often a bachelor's degree or higher
Work EnvironmentBanking or financial services firms; client support and administrative rolesIndependent or firm-based; client consultation and investment planning
Employer & Industry UsageCommon in banks, brokerages, and financial institutionsUsed across financial planning firms, banks, and independent practices

The main difference is that a Financial Client Services Associate primarily handles client support, administrative tasks, and account management, while a Financial Advisor provides personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and client-facing responsibilities.

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

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

What cities near Howell, MI are hiring for Financial Client Services Associate jobs?

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

Financial Client Services Associate jobs near you
Infographic showing various Financial Client Services Associate job openings in Howell, MI as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 17% Part Time, 1% Temporary, and 4% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $62,212 per year, or $29.9 per hour.

Registered Client Service Associate

Novi, MI • On-site

Bill Good Marketing
See more jobs at Bill Good Marketingexternal

$77K - $95K/yr

Full-time

Medical, Retirement, PTO

Posted 22 days ago

Job description

If you've spent years in financial services and the part you actually love is the client work, not the scoreboard, this might be worth a close look. We're adding a Licensed Client Service Associate to our team at The Financial Center and we're looking for someone who wants to go deep on serving clients well.

Who We Are

The Financial Center is a boutique financial services firm in Novi, MI. We take the work seriously and each other a little less so. The office is team-oriented, professional, and genuinely enjoyable to be part of. We've built a reputation on doing right by our clients, and we want someone who's ready to be a real part of that.

What You'll Do

This is not a back-office role. You’ll work directly with our advisory team to support and strengthen client relationships while also meeting with clients in a consultative, service-focused capacity. You'll leverage your own industry experience to help deliver exceptional client support and guidance. This role is ideal for someone who enjoys working with clients and building relationships, but prefers a service-oriented environment rather than one driven by product sales or production quotas.

Day to day, you'll:

  • Serve as a primary point of contact for clients, handling requests and following through until they're fully resolved
  • Support meeting prep: pulling account information, preparing notes, and getting materials ready so advisors walk in ready to go
  • Assist with new client onboarding and the paperwork that comes with it
  • Meet with clients directly in a service and planning capacity, with responsibilities that expand as you build familiarity with the book
  • Keep client documentation accurate and current
  • Make sure compliance tasks are completed correctly and on schedule
  • Collaborate with our Financial Advisors, CSA, and Sales Assistant to keep things running smoothly

Requirements

What We're Looking For

  • Active Series 7 required; we are not in a position to re-register lapsed licenses
  • 5 or more years of experience in financial services
  • Familiarity with AssetMark and Advicent is a strong plus
  • Comfortable with CRM systems and Microsoft Office
  • Someone who wants to serve clients long-term, not someone using this as a pit stop back to production

Who You Are

You know financial services well. You probably came up on the advisor or registered rep side and realized that what you actually love is the client relationship, not the prospecting grind. You're detail-oriented, calm when things get busy, and people genuinely enjoy working with you. You communicate clearly, follow through consistently, and you don't rattle easily. You're ready to plug into a team that already runs well and help make it better.

Benefits

Compensation and Benefits

  • Base salary: $77,000-$95,000 DOE
  • 401(k) with 3% employer match
  • 14 days PTO
  • Healthcare allowance
  • Growth potential as the service advising component of the role expands

How to Apply

Submit your resume to apply. We'll reach out to candidates who look like a strong fit.