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Financial Client Services Associate Jobs in Howell, MI

Schulte

Part Time - Player Services

Plymouth, MI · On-site

Schulte Boutique + Lifestyle is seeking a dynamic, service-oriented Player Services Associate to join our team at Saint Johns Resort! SBL is an organization whose success is rooted in its service ...

greenpath, inc.

Client Success Specialist

Farmington, MI · On-site

$16.50 - $18.38/hr

If you're eager to grow your financial knowledge - like learning how to calculate percentages ... What You Bring * 2-3 years of customer service experience (call center preferred). * Associate ...

greenpath, inc.

Client Success Specialist

Novi, MI · On-site

$16.50 - $18.38/hr

If you're eager to grow your financial knowledge - like learning how to calculate percentages ... What You Bring * 2-3 years of customer service experience (call center preferred). * Associate ...

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 ... Financial protection and support , including life insurance, disability coverage, and legal ...

greenpath, inc.

Client Advocate

Farmington, MI · On-site

$15 - $17.57/hr

Client Services Training Start Date: September 14th, 2026 (Training is mandatory) About the Role: As a Client Advocate , you'll be the first point of contact for individuals seeking financial support ...

greenpath, inc.

Client Advocate

Novi, MI · On-site

$15 - $17.57/hr

Client Services Training Start Date: September 14th, 2026 (Training is mandatory) About the Role: As a Client Advocate , you'll be the first point of contact for individuals seeking financial support ...

Main Financial Group LLC

Be Seen First

Office Manager - Financial Advisory Firm

Brighton, MI · On-site

$65K - $85K/yr

... financial plans that reflect the values and goals of our clients ... We are committed to providing exceptional client service while maintaining a collaborative ...

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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 8, 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.

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.

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 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.

Client Service Representative - Novi, MI

Advisor Talent Solutions

Novi, MI • On-site

$55K - $75K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 15 days ago

Job description

Position: Client Services Representative
Firm: Richard W. Paul amp; Associates
Location: Novi, MI
Overview:
Richard W. Paul amp; Associates, a leading financial services firm based in Novi, MI, is seeking a dedicated Client Services Representative to join our team. The Client Services Representative plays a key role in supporting the day-to-day operations of the firm while delivering a high level of service to both existing and prospective clients.
This individual will help ensure a smooth, organized, and professional client experience by handling a variety of operational and client service responsibilities. The ideal candidate is detail-oriented, proactive, and committed to fostering positive client relationships in a dynamic and team-oriented culture. If you thrive in a collaborative setting and have a passion for delivering exceptional client service, consider joining our team!
What you’ll do:
  • Process and track new business, including application submission and account transfer follow-up (ACATs)
  • Manage ongoing client service requests such as beneficiary updates, withdrawals, and general account maintenance
  • Assist with annuity servicing, including index reallocations
  • Handle incoming client calls with professionalism and a strong focus on relationship building
  • Maintain accurate and up-to-date client records within the CRM (Redtail) /database
  • Prepare for client meetings by updating account summaries and organizing appropriate materials (reports, applications, and product information)
  • Support advisors with administrative and operational tasks to ensure efficient workflow
What We’re Looking For:
  • Bachelor’s degree
  • Series 65 preferred, or willingness to obtain within 90 days
  • MI Insurance license preferred (life amp; annuity), or willingness to obtain within 90 days
  • Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite
  • Excellent communication; written and verbal
  • Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
  • Collaborative team player willing to assist others
  • Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
  • Exhibits meticulous attention to detail and a commitment to accuracy
  • Self-starter who takes initiative and works well independently
  • Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
Bonus Points:
  • Financial industry experience preferred
What You’ll Get:
Pay amp; Perks:
  • $55k - $75k/year based on experience
  • Dental insurance
  • Health insurance
  • Vision insurance
  • 401(k) with 5% match (eligible at 1 year of service)
  • Paid time off
  • Professional development assistance
Schedule:
  • In office: Monday – Friday, 9am-5pm
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com

Apply