ZipRecruiter

Log In

1

Financial Client Services Associate Jobs in Washington, MI

Travis Mathew

Part Time Client Associate

Troy, MI · On-site

The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability ...

New

Kobie Marketing

Director, Client Services

Detroit, MI · Remote

As Director, Client Services, you will lead strategic client relationships and oversee the delivery ... Financial Accountability * Manage account-level budgets and profitability; forecast revenue and ...

next page

Showing results 1-20

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

Financial Client Services Associate information

See Washington, MI salary details

$12

$29

$62

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

As of Aug 21, 2026, the average hourly pay for financial client services associate in Washington, MI is $29.64, according to ZipRecruiter salary data. Most workers in this role earn between $19.18 and $31.88 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 Washington, MI look for?

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

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

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

Financial Client Services Associate jobs near you

Client Services Associate for Financial Advisors

100 Raymond James & Associates, Inc.

Birmingham, MI • On-site

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

100 Raymond James & Associates, Inc. is seeking a Registered Client Service Associate to support Financial Advisors and clients with high-quality administrative service. You will onboard clients, open accounts, track tasks, and ensure compliance while coordinating communications across multiple platforms. The role requires attention to detail, strong communication, and the ability to manage changing priorities in a fast-paced environment. Strong knowledge of Excel and CRM systems is preferred. #J-18808-Ljbffr

Apply