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Financial Client Services Jobs in Michigan (NOW HIRING)

Colliers

Client Services Coordinator

Royal Oak, MI · On-site

$17.25 - $23.25/hr

Client Services Coordinator Make your next move an expert one. At Colliers it's not our success ... Prepare lease and sales comparable surveys and coordinate data collection with finance, marketing ...

Colliers

Client Services Coordinator

Royal Oak, MI · On-site

$17 - $23/hr

About you As a Client Services Coordinator , you are an experienced professional looking to take ... Prepare lease and sales comparable surveys and coordinate data collection with finance, marketing ...

Colliers

Client Services Coordinator

Royal Oak, MI · On-site

$17 - $23/hr

About you As a Client Services Coordinator , you are an experienced professional looking to take ... Prepare lease and sales comparable surveys and coordinate data collection with finance, marketing ...

Integrityfex

Client Services Representative

Troy, MI · Remote

$15.25 - $20.50/hr

Integrity FEX is growing and seeking Client Services Representatives to help individuals and families explore life insurance options that meet their financial goals. We provide comprehensive training ...

Integrityfex

Client Services Representative

Marquette, MI · Remote

$15.50 - $21/hr

Integrity FEX is growing and seeking Client Services Representatives to help individuals and families explore life insurance options that meet their financial goals. We provide comprehensive training ...

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All JobsFinancial Client Services JobsFinancial Client Services Jobs in Michigan

Financial Client Services information

What is financial client services?

Financial Client Services refers to the support and assistance provided to clients of financial institutions or firms, such as banks, investment companies, or advisory firms. Professionals in this role help clients manage their accounts, resolve financial queries, and offer information about financial products and services. They play a key role in building client relationships, ensuring satisfaction, and sometimes assisting with transactions or investment guidance. The position typically requires strong communication skills and a good understanding of financial products and regulations.

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

To thrive in Financial Client Services, you need strong knowledge of financial products, client relationship management, and attention to detail, often supported by a bachelor’s degree in finance or related fields. Familiarity with CRM software, financial analysis tools, and sometimes FINRA or similar certifications is typically required. Exceptional communication, problem-solving abilities, and a client-focused mindset are standout soft skills for this role. These skills ensure accurate service delivery, build client trust, and contribute to the overall success of financial institutions.

What are some common challenges faced in a financial client services role and how can they be managed?

In Financial Client Services, professionals often encounter challenges such as managing multiple client accounts, addressing complex financial inquiries, and meeting tight deadlines. Effective time management, clear communication skills, and a strong understanding of financial products are key to overcoming these hurdles. Collaborating closely with internal teams such as advisors and operations can also help resolve client issues efficiently and maintain high service standards. Continuous learning and staying updated on industry regulations further support success in this dynamic environment.

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

AspectFinancial Client ServicesFinancial Advisor
CredentialsCertifications like CFP, Series 7, Series 63CFP, CFA, Series 7, Series 66
Work EnvironmentClient support, account management, service-orientedFinancial planning, investment advice, portfolio management
Employer & Industry UsageBanking, brokerage firms, financial institutionsIndependent firms, banks, wealth management

Financial Client Services primarily focuses on supporting clients through account management and service tasks, while Financial Advisors provide personalized financial planning and investment advice. Both roles often require similar certifications and work within the financial industry, but their core functions differ in scope and responsibilities.

Infographic showing various Financial Client Services job openings in Michigan as of September 2026, with employment types broken down into 50% Full Time, and 50% Part Time. Highlights an 100% In-person job distribution.

Client Services Specialist Financial Services Michigan

Lansing, MI • On-site

All Financial Freedom
See more jobs at All Financial Freedomexternal

$32K - $60K/yr

Full-time

Re-posted 14 hours ago

Job description

This position is designed for professionals seeking long-term career growth, increased responsibility, and leadership development within a structured organization.

This opportunity is ideal for professionals who are motivated to take ownership of their development while operating within an established framework. The role rewards initiative, consistency, and long-term contribution.

Position Overview

This role supports a growing financial services organization by delivering structured financial education and guiding individuals through a standardized engagement process. The position emphasizes professionalism, consistency, and long-term relationship building.

No prior financial services experience is required. Comprehensive training and licensing support are provided.

Key Responsibilities

  • Deliver structured financial education through virtual meetings
  • Explain financial concepts related to protection, accumulation, and long-term planning
  • Support individuals through a standardized, needs-based process
  • Maintain accurate documentation and adhere to compliance standards
  • Participate in ongoing training and professional development

Required Qualifications

  • Bachelor's degree preferred or equivalent professional experience
  • Strong communication skills and professional presence
  • Ability to work independently in a remote environment
  • Willingness to obtain required state licensing (training provided)
  • Successful completion of a background check

Compensation & Benefits

  • Performance-based compensation structure
  • Remote work with flexible scheduling
  • Licensing assistance and structured onboarding
  • Clear advancement opportunities

Career Path

Advancement into senior specialist, leadership, or training roles based on performance.