Top 61 Client services associate Jobs in Sterling Heights Mi

Administrative Client Service Associate II – Finance Industry
Bridgewise Financial Partners LLC —Troy, MI
- $48,500 - $86,300 a year
- Full-time
- Computer literacy
- Mid-level
- Office
- Profit sharing
- Paid training
Quick Apply
Client Service Associate
Mariner Wealth Advisors —Bloomfield Hills, MI
- $60,000 - $75,000 a year
- Full-time
- Office
- High school diploma or GED
- Analysis skills
Client HR Business Partner III
ADP —Troy, MI
- Full-time
- Hybrid work
- 5 years
- Military
- Writing skills
- Paid time off
- Benefits from day one
3d
Client Service & Operations Associate
Sanctuary Wealth Group LLC —Bloomfield Hills, MI
- $65,000 - $75,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Seasonal Client Associate - Somerset
Travis Mathew —Troy, MI
- Part-time
- Cash register
- Communication skills
- Entry level
J.P. Morgan Wealth Management - Private Client Investment Associate - Bloomfield Hills, MI
JPMorganChase —Bloomfield Hills, MI
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
9d
Full Time Client Service Associate
Independent Bank —Beverly Hills, MI
- Full-time
- Office
- High school diploma or GED
- Mentoring
- Paid time off
- Opportunities for advancement
Quick Apply
Registered Client Service Associate
Raymond James Financial, Inc. —Birmingham, MI
- Full-time
- High school
- Writing skills
- Research
- Paid holidays
- Health insurance
Full Time Client Service Associate
Independent Bank Corporation —Beverly Hills, MI
- From $18 an hour
- Full-time
- High school diploma or GED
- Mentoring
- In-person
- Paid time off
- Opportunities for advancement
Quick Apply
Cash Management Associate – Client Experience & Operations
Raymond James Financial, Inc. —Southfield, MI
- Full-time
- Hybrid work
- Microsoft Outlook
- Research
- Mid-level
- Paid holidays
- Health insurance
Registered Wealth Management Client Associate
Bank of America —Bloomfield Hills, MI
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Client Service Representative
VCA Animal Hospitals —Saint Clair Shores, MI
- Part-time
- Maintenance
- Entry level
- Health insurance
- Dental insurance
Client Communication Specialist
Perry Johnson Mortgage —Troy, MI
- $45,155.82 - $60,359.70 a year
- 8 hour shift
- Office
- In-person
- 1 year
- Paid training
- Health savings account
Quick Apply
Client Administration Associate, Retirement Plan Consulting
LoVasco Consulting Group —Detroit, MI
- Full-time
- Hybrid work
- Microsoft Outlook
- Mid-level
- Organizational skills
- Paid parental leave
- Disability insurance
Quick Apply
Client Service Associate
Raymond James Financial, Inc. —Novi, MI
- Full-time
- Writing skills
- Research
- Office
- Paid holidays
- Health insurance
Client Service Associate
Raymond James Financial, Inc. —Grosse Pointe Farms, MI
- Full-time
- Writing skills
- Research
- Office
- Paid holidays
- Health insurance
Client Experience Associate (Part-Time)
Spectacle Society —Detroit, MI
- $18 an hour
- Part-time
- Entry level
- Under 1 year
- Paid training
Quick Apply
5d
Client Service Associate - Employee Benefits
Hylant —Detroit, MI
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Writing skills
11d
Senior Client Associate
Gallagher Benefit Services —Bloomfield Hills, MI
- Full-time
- Basic math
- Mid-level
- Office
21h
Client Onboarding Manager
SpotOn —Royal Oak, MI
- $77,900 - $100,000 a year
- Full-time
- Hybrid work
- Spanish
- English
- 3 years
- Commuter assistance
- Paid parental leave
Quick Apply

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Administrative Client Service Associate II – Finance Industry

Bridgewise Financial Partners LLC
Troy, MI

Quick Apply

Job Details

Full-time
$48,500 - $86,300 a year

Benefits

Profit sharing
Paid training
Paid time off
Flexible schedule

Qualifications

Teamwork
Operations management
Computer literacy
Bachelor's degree
Financial services
Delegation

Full Job Description

Our Opportunity:

BridgeWise Financial Partners is a growing college planning and wealth management firm seeking an experienced, client-focused Administrative Client Service Associate to join our team in Troy, Michigan. This is a full-time, in-office position for someone who enjoys building relationships, delivering exceptional client service, and being an integral part of a collaborative advisory team.

We're looking for someone who has meaningful experience as a Client Service Associate, or similar role, within a financial advisory firm. Experience working with Schwab Advisor Center, client account servicing, new account paperwork, transfers, money movement, and financial industry processes is highly valued. While every firm has its own way of serving clients, we're looking for someone who can bring their existing knowledge and quickly learn the BridgeWise systems, processes, and client-first philosophy.

As a Client Service Associate, you'll serve as one of the primary points of contact for clients while supporting advisors throughout the client journey. You'll help coordinate meetings, process account paperwork, manage client service requests, prepare for advisor appointments, maintain accurate client records, and ensure every interaction reflects the high level of care and professionalism our clients have come to expect. You'll also support our college planning workshops and client events while helping deliver a seamless experience from a family's first interaction with BridgeWise through every stage of their financial journey.

The ideal candidate is positive, fun, organized, proactive, and thrives in a fast-paced environment where attention to detail matters. You enjoy solving problems, communicating with clients, staying ahead of deadlines, and finding ways to improve systems and processes. You're comfortable managing multiple priorities while maintaining accuracy and professionalism.

At BridgeWise, we believe outstanding client service is one of our greatest competitive advantages. We invest heavily in our team, provide ongoing training and professional development, and have built detailed systems and processes that allow our employees to succeed. If you're looking for a long-term career with a growing independent advisory firm where your experience is valued and your contributions make a meaningful impact on the lives of families, we'd love to meet you.

How You’ll Make an Impact:

Coordinate services and communication with partners
Process financial transactions such as contributions, distributions, premiums, transfers, rollovers, and account maintenance requests
Create and manage newsletters and website updates
Deliver above-and-beyond service to clients, families, and partners
Participate in hands-on training and ongoing learning opportunities to grow within the role
Draft professional email and written correspondence on behalf of the company
Manage CRM follow-up, integrations, database updates, and appointment reminders
Assist with new family enrollment and onboarding processes
Schedule and coordinate family/client meetings, files, documents, and appointments
Organize and process client documentation with accuracy and attention to detail
Manage calendars, scheduling, and day-to-day administrative workflows
Oversee emails and delegate tasks as needed
Welcome clients and prepare for in-person meetings
Answer and direct phone calls professionally and efficiently
Process monthly memberships and payment plans
Handle incoming mail and delegate accordingly
Ensure office supplies and daily office operations run smoothly

Preferred Candidates Will Have:

Experience in financial services, investments, tax, or insurance industries (strongly preferred).
Knowledge of CRM systems and leveraging workflows (preferred).

Who Would Thrive in This Role:

Positive, upbeat, and professional attitude
Excited to learn, grow, and contribute within the BridgeWise culture
Strong written, phone, and verbal communication skills
Excellent customer service skills with a people-first mindset
Highly organized and able to thrive in a fast-paced environment
Strong attention to detail and ability to multitask effectively
Resourceful, proactive, and adaptable when handling unexpected tasks
Strong computer proficiency with web-based applications and email platforms
Ability to manage timelines, productivity standards, and multiple responsibilities
Team-oriented and receptive to feedback
High degree of integrity and professionalism when handling confidential information
Clean, polished, and professional appearance
Positive energy and a genuine passion for helping others
Comfortable taking initiative and jumping in where needed
Motivated, dependable, and eager to make an impact

Competencies to Advance Within Role:

Level 1- Associate Administrative Professional: Mastery of scheduling and client communication, Basic proficiency in CRM and office management software, Ability to manage document preparation and filing
Level 2- Administrative Professional: Advanced knowledge of CRM and client data management, Ability to assist with compliance-related tasks, Strong written and verbal communication skills
Level 3- Senior Administrative Professional: Expertise in workflow optimization and office efficiency, Proficiency in financial reporting support and client onboarding, Ability to train and mentor junior administrative staff

Schedule:

Monday to Friday
No weekends

Your Future Starts Here!

If you’re serious about joining a successful team that will grow with you, this is the opportunity for you. Apply today to take the first step toward a rewarding career in wealth management!

Job Type: Full-time

Pay: $48,500.00 - $86,300.00 per year

Benefits:

Flexible schedule
Paid time off
Paid training

Compensation Package:

Bonus opportunities
Profit sharing
Quarterly bonus

Work Location: In person

Quick Apply

Refine Your Search

client services associate jobs in sterling heights mi

Administrative Client Service Associate II – Finance Industry

Client Service Associate

Client HR Business Partner III

Client Service & Operations Associate

Seasonal Client Associate - Somerset

J.P. Morgan Wealth Management - Private Client Investment Associate - Bloomfield Hills, MI

Full Time Client Service Associate

Registered Client Service Associate

Full Time Client Service Associate

Cash Management Associate – Client Experience & Operations

Registered Wealth Management Client Associate

Client Service Representative

Client Communication Specialist

Client Administration Associate, Retirement Plan Consulting

Client Service Associate

Client Service Associate

Client Experience Associate (Part-Time)

Client Service Associate - Employee Benefits

Senior Client Associate

Client Onboarding Manager

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