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Financial Client Services Associate Jobs in Howell, MI

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 ...

Carzby

Financial Services Manager - Automotive

Fenton, MI · On-site

$80K - $105K/yr

This role is ideal for an experienced Financial Services Manager who is comfortable with used ... Offer protection products based on client's needs * Apply for loans with auto finance companies on ...

Golden Reserve

Retirement Planner/Financial Advisor

Novi, MI · On-site

$150K - $200K/yr

... client service. In a short period of time, we have grown to more than 40 offices across nine states ... If you want to help us change the world of finance and are looking for a highly challenging and ...

Raising Cane's

Customer Service Associate

Novi, MI · On-site

$15/hr

Customer Service Associate Starting hiring pay at: $15.00 As an important part of our team ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

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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.

Office Manager - Financial Advisory Firm

Main Financial Group LLC

Brighton, MI • On-site

$65K - $85K/yr

Full-time

Medical, Dental, Vision, PTO

Re-posted 14 days ago

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Job description

Job Title: Office Manager
Location: Brighton Headquarters – 1127 S Old US Hwy 23, Brighton, MI 48114
Job Type: Full-Time | On-site | 8am-4pm

About Us
Main Financial Group is a premier wealth management firm dedicated to helping individuals and families preserve and protect their financial legacy. As an independent wealth management firm, we blend strategy, service, and personalized guidance to create tailored financial plans that reflect the values and goals of our clients. We are committed to providing exceptional client service while maintaining a collaborative, professional, and team-oriented environment for our employees and advisors. We are seeking an experienced Office Manager to help oversee and support the daily operations of our growing firm.

Role Summary
The Office Manager is responsible for overseeing the daily administrative and operational functions of the office to ensure efficiency, organization, and a high level of support for leadership, advisors, staff, and clients. This role serves as a central point of coordination for office operations, internal communication, scheduling, vendor management, team support, and overall office workflow. The Office Manager will help maintain a professional and welcoming office environment while assisting with operational initiatives, client service support, and new business activities as needed based on daily business demands. The ideal candidate will have prior experience working within a financial advisory, wealth management, or financial services office environment and be comfortable supporting a fast-paced, client-focused team.

Key Responsibilities

Office Operations & Administration

  • Oversee daily office operations and administrative workflow
  • Maintain organization and functionality of office spaces
  • Manage office supplies, inventory, and vendor relationships
  • Coordinate maintenance, repairs, cleaning services, and facility needs
  • Ensure conference rooms, common areas, and client-facing spaces remain professional and organized
  • Assist with implementation and maintenance of office procedures and operational processes

Leadership & Team Support

  • Provide administrative and operational support to leadership and advisors
  • Coordinate internal meetings, schedules, and office communication
  • Help track employee schedules, PTO requests, and office coverage
  • Serve as a point of contact for employee operational needs
  • Assist leadership with operational projects and office initiatives

Client Service & New Business Support

  • Provide support for client service responsibilities as needed based on daily business demands
  • Assist with new business processing, follow-up, and operational support
  • Help ensure timely completion of client service requests, paperwork, and internal workflows
  • Step in to assist advisors, operations, and administrative staff during high-volume periods or team absences
  • Support overall business operations by adapting to changing priorities and daily office needs
  • Assist with maintaining a high level of client experience and service standards

Event & Office Coordination

  • Assist with seminar, workshop, and event logistic
  • Coordinate office hospitality and meeting preparation
  • Help coordinate office supplies, materials, and event preparation
  • Support internal office initiatives and special projects
  • Ensure smooth execution of internal and external office events

Systems & Process Management

  • Help oversee office systems and operational workflows
  • Coordinate with outside vendors and technology providers as needed
  • Identify opportunities for improved efficiency and organization
  • Assist with maintaining consistency across office procedures and processes
  • Maintain confidentiality regarding client, employee, and company information

Qualifications

Must-Haves

  • Previous office management or operations experience within a financial advisory, wealth management, or financial services firm
  • Strong understanding of financial advisory office operations and client service processes
  • Excellent organizational and multitasking skills
  • Strong verbal and written communication abilities
  • Professional demeanor with strong attention to detail
  • Ability to manage multiple priorities independently in a fast-paced environment
  • Strong problem-solving and follow-through skills
  • Proficiency in Microsoft Office, Outlook, and general office technology

Preferred

  • Experience supporting advisors, client service, and new business operations
  • Familiarity with CRM systems and financial industry workflows
  • Experience coordinating office vendors, scheduling, and operational processes
  • Prior experience within an independent wealth management or retirement planning firm

Why Join Us?

  • Competitive compensation based on experience
  • Health, dental, and vision benefits available
  • Paid time off
  • Opportunity for long-term growth within the organization
  • Collaborative and team-oriented office environment
  • Work alongside a high-integrity team focused on client service and long-term relationships