Client Associate Jobs in Michigan
Client Associate jobs in Michigan concentrate in wealth management, financial services, and brokerage operations, with demand at every level from entry-level support roles to senior relationship management positions. Detroit, Grand Rapids, and Ann Arbor account for the largest share of openings, where established employers like Edward Jones, Raymond James, and Comerica consistently hire client associates. The most in-demand specialties are investment services support, retail banking relationship roles, and advisory team coordination. Find a role that fits below and apply directly.
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Showing 5 of 39+ Client Associate jobs
LEGACY TRUST
Job Posting: CLIENT SERVICE ASSOCIATE
Date: August 11, 2026
Location: Grand Rapids, MI
Legacy Trust, a private investment and wealth management firm located in downtown Grand Rapids, has a great opportunity for a motivated individual to join our team as a Client Services Associate dedicated to providing exceptional account administration and service to our clients.
Essential responsibilities include but are not limited to the following:
1. Maintains expertise in account administration, client servicing, and related areas.
2. Assists the Wealth Advisors with the delivery of the “Client Experience” including initiation of and preparation for client meetings, maintaining client communication, and coordinating necessary follow-up. Including CRM upkeep.
3. Proactively assists the Wealth Advisors with the internal compliance process.
4. Coordinates the account opening process, including assembling and organizing account information/documents and establishing required banking documentation.
5. Reviews daily reports to ensure accuracy in transactions, cash processing and communicates any problems or overdrafts to assigned Wealth Advisor and works to resolve as necessary.
6. Prepares remittances, wire transfers, bill paying, and/or receipt transactions with proper transaction and tax codes.
7. Operates an efficient follow-up system including compliance reports, project management, and follow up actions as assigned.
Legacy Trust is looking for individuals who are self-motivated and possess a strong desire to serve clients along with the following education, experience, and skills:
· 1 - 3 years of experience providing administrative support to partners or administrators, preferably in the financial industry.
· Basic familiarization with trust accounting systems would be ideal as well as the willingness to learn fiduciary regulations, investment concepts and internal controls.
· Excellent verbal and written communication skills as well as interpersonal and analytical skills.
· Strong computer skills including MS Office and CRM software as well as the ability to use the internet for research and information management.
· Bachelor’s Degree specializing in Finance, Business or a related field or equivalent work experience preferred. Desire to obtain applicable certifications would be ideal.
Legacy Trust provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Job Type: Full-time
Pay: $55,000.00 - $65,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision insurance
Work Location: In person
LEGACY TRUST
Job Posting: CLIENT SERVICE ASSOCIATE
Date: August 11, 2026
Location: Grand Rapids, MI
Legacy Trust, a private investment and wealth management firm located in downtown Grand Rapids, has a great opportunity for a motivated individual to join our team as a Client Services Associate dedicated to providing exceptional account administration and service to our clients.
Essential responsibilities include but are not limited to the following:
1. Maintains expertise in account administration, client servicing, and related areas.
2. Assists the Wealth Advisors with the delivery of the “Client Experience” including initiation of and preparation for client meetings, maintaining client communication, and coordinating necessary follow-up. Including CRM upkeep.
3. Proactively assists the Wealth Advisors with the internal compliance process.
4. Coordinates the account opening process, including assembling and organizing account information/documents and establishing required banking documentation.
5. Reviews daily reports to ensure accuracy in transactions, cash processing and communicates any problems or overdrafts to assigned Wealth Advisor and works to resolve as necessary.
6. Prepares remittances, wire transfers, bill paying, and/or receipt transactions with proper transaction and tax codes.
7. Operates an efficient follow-up system including compliance reports, project management, and follow up actions as assigned.
Legacy Trust is looking for individuals who are self-motivated and possess a strong desire to serve clients along with the following education, experience, and skills:
· 1 - 3 years of experience providing administrative support to partners or administrators, preferably in the financial industry.
· Basic familiarization with trust accounting systems would be ideal as well as the willingness to learn fiduciary regulations, investment concepts and internal controls.
· Excellent verbal and written communication skills as well as interpersonal and analytical skills.
· Strong computer skills including MS Office and CRM software as well as the ability to use the internet for research and information management.
· Bachelor’s Degree specializing in Finance, Business or a related field or equivalent work experience preferred. Desire to obtain applicable certifications would be ideal.
Legacy Trust provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Job Type: Full-time
Pay: $55,000.00 - $65,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision insurance
Work Location: In person
See All 39 Client Associate Jobs in Michigan
Find roles in Michigan that match your experience and apply in just a few clicks.
Find Client Associate JobsClient Associate Jobs by City in Michigan
Where Michigan roles are concentrated, by current openings.
Client Associate Job Market in Michigan
A snapshot from current Michigan openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
- Investment & Asset Management
- Fintech
What Michigan Employers Look For
The qualifications that appear most often in client associate jobs across Michigan.
- FINRA Series 7 or Series 66 license preferred or required by many Michigan employers
- Bachelor's degree in finance, business, economics, or a related field
- One to three years of client-facing experience in financial services or banking
- Proficiency in CRM platforms and financial account management software
- Strong written and verbal communication skills for client correspondence and reporting
- Ability to pass background checks required by FINRA-registered Michigan employers
Client Associate Jobs in Michigan: Frequently Asked Questions
How do you become a client associate in Michigan?
Most Michigan employers require at least a bachelor's degree in finance, business, or a related field, along with FINRA registration through your sponsoring employer. Many client associate roles require or lead to obtaining a Series 7 or Series 66 license, which you register for through FINRA after your employer sponsors you. Some retail banking positions at Michigan institutions hire candidates with an associate degree and strong customer service backgrounds, then support licensing from within.
Which companies hire client associates in Michigan?
Companies currently hiring client associates in Michigan include Independent Bank, JPMorganChase, and Bank of America, per current listings on Migrate Mate as of August 2026. Michigan's concentration of regional wealth management firms, national brokerages, and large commercial banks in the Detroit metro means openings are relatively consistent throughout the year.
Which Michigan cities have the most client associate jobs?
Newaygo, Grand Rapids, and Bloomfield Hills have the most client associate openings in Michigan. Detroit anchors the market through its density of financial institutions, corporate headquarters, and regional brokerage offices, while Grand Rapids and Ann Arbor generate steady demand from growing professional services sectors and the presence of large university and healthcare-affiliated investment programs in those metro areas.
Are there remote client associate jobs in Michigan?
Yes, though they are less common than in purely analytical roles because many client associate positions involve in-person client interaction and on-site team coordination. About 13% of client associate openings tied to Michigan are remote or hybrid as of August 2026, which is above average for client-facing financial roles. Back-office support and administrative coordination functions within the role are most likely to be offered on a hybrid schedule.
How can I get hired as a client associate in Michigan with little or no experience?
The most realistic entry path is applying to retail banking associate or financial services representative roles at Michigan-based institutions like Comerica, Flagstar Bank, or large credit unions such as Lake Trust Credit Union, which regularly hire candidates without direct brokerage experience. Completing a FINRA Series 7 study course before applying signals commitment and gives you a clear edge. Lateral moves from customer service, operations coordinator, or office administrator roles at financial firms are also common routes into the client associate title.
Where can I find and apply to client associate jobs in Michigan?
You can find and apply to client associate jobs in Michigan on Migrate Mate, which lists current openings from employers hiring in the state right now. Search the listings, find roles that match your background and location, and apply directly to the ones that fit.
See All 39 Client Associate Jobs in Michigan
Find roles in Michigan that match your experience and apply in just a few clicks.
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