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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Are you ready to grow your career in an environment that encourages confidence, clarity, and success? At Independent Bank, our team lives our mission every day:
Inspiring financial independence today, with tomorrow in mind. We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our Vision is a future where clients approach their finances with confidence and clarity—and we believe that starts with the team who supports them.
Our Retail Career Path was built to do just that—support you. Whether you're launching a new career in banking or looking to advance your current one, we offer a structured, self-guided journey designed to help you grow professionally and personally. From your first day as a Client Service Associate (CSA), you'll receive the training, mentorship, and tools you need to advance—with the flexibility to progress at your own pace and increase your earning potential as you go.
- For Float CSA position only
- Locations…
As a Client Service Associate (CSA), you are the face of the bank, providing incomparable service to our clients every day, every time. In this position, you will focus on learning and/or reviewing basic banking transactions, and the fundamental banking terms, products, and services offered by Independent Bank. This position is similar to a traditional “bank teller” role with self-guided growth opportunities.
- Assist clients with transaction services and provide solutions in a friendly and efficient manner.
- Deliver financial solutions to clients utilizing the Independent Bank products and services.
- Gain an understanding of the basic framework of Independent Bank accounts.
- Become skilled with regards to conducting different types of transactions for clients.
- Utilize all available technology to perform daily tasks.
As a Client Service Associate 2 (CSA2), you are the face of the bank, providing incomparable service to our clients every day, every time. In this position, you will continue to grow the knowledge, skills and abilities necessary to better service Independent Bank clients and offer appropriate products, services and solutions. This position is similar to a traditional “bank teller” role with self-guided growth opportunities.
- Assist clients with transaction services and provide solutions in a friendly and efficient manner and with credibility.
- Strengthen your understanding of the basic framework of Independent Bank business accounts.
- Become proficient with regards to conducting different types of transactions for clients.
- Demonstrate Independent Bank digital products and services fluently and possess the ability to assist clients with navigation.
- Begin to recognize opportunities to deliver financial solutions, and meet client needs, with Independent Bank products and services.
- Identify client referral opportunities to appropriate team members.
- 1+ years of community banking experience.
- Develop and maintain skills necessary to accurately and proficiently open new accounts and increase client relationships.
- Ability to have meaningful financial conversations with clients during all interactions.
- Maintain ongoing communication with clients following internal processes and procedures.
- Capable of self-directed development of product knowledge with a continual focus on learning all aspects of product offerings.
As a Client Service Specialist (CSS), you are responsible for keeping everything running smoothly behind the scenes, as well as making our clients feel welcomed, engaged, and significant. In this position, you will apply the knowledge, skills and abilities acquired from previous banking and customer service roles to better serve Independent Bank clients and offer appropriate products, services and solutions. This position is similar to the traditional “lead teller” or “personal banker” role with self-guided growth opportunities.
- Assist clients with transaction services and provide solutions in a friendly and efficient manner.
- Exemplify professional knowledge on the framework of Independent Bank business accounts.
- Recognize opportunities to meet client needs with Independent Bank products and services, as well as offering appropriate solutions.
- Identify client referral opportunities to appropriate team members.
- Take consumer loan applications in response to client inquiries.
- Responsible for advanced branch operations tasks such as, but not limited to, client service requests, vault, ATM duties, cash items, debit/credit card disputes, instant issue debit cards and wire transfers.
- Demonstrate Independent Bank digital products and services fluently and possess the ability to assist clients with navigation.
- Advanced proficiency with Independent Bank products and services.
- Accountable for participating in IB Edge Sales Management routines such as roadmaps and check-ins.
- 2+ years of community banking experience or high level customer service and cash handling experience.
- Capability to develop and maintain skills necessary to accurately and proficiently open new accounts and increase client relationships.
- Ability to have in-depth, proactive financial conversations with clients during all interactions, and follow through on the results of those conversations.
- Maintain ongoing communication with clients following internal processes and procedures.
- Capable of self-directed development of product knowledge with a continual focus on learning all aspects of product offerings.
As a Client Service Expert (CSE) you are responsible for keeping everything running smoothly behind the scenes, as well as making our clients feel welcomed, engaged, and significant. In this position, you will apply the knowledge, skills and abilities acquired in previous positions and will serve as a mentor and instructor for other team members in advancing their skills. This position is a step above a traditional, more experienced “lead teller” or “personal banker” role with self-guided growth opportunities.
- Assist clients with transaction services and provide solutions in a friendly and efficient manner.
- Exemplify professional knowledge on the framework of Independent Bank business accounts.
- Demonstrated ability to make personal connections, engage and educate clients, ask open-ended questions, and listen in order to establish trust and build lasting relationships.
- Take consumer loan applications in response to client inquiries, as well as originate and close consumer loans.
- Responsible for advanced branch operations tasks such as, but not limited to, client service requests, vault, ATM duties, cash items, debit/credit card disputes, instant issue debit cards and wire transfers.
- Demonstrate Independent Bank digital products and services fluently and possess the ability to assist clients with navigation.
- Advanced proficiency with Independent Bank products and services.
- Accountable for preparation of, and participation in, IB Edge Sales Management routines.
- Possess the drive, initiative and knowledge to provide financial options for clients using a consultative approach.
- Partner with specialists (Financial Advisors, Mortgage Originators, Commercial Lenders, etc.) to connect clients with experts who can assist with specialized needs.
- 3+ years of community banking experience
- NMLS registration under the SAFE Act of 2008.
- Capability to develop and maintain skills necessary to accurately and proficiently open new accounts and increase client relationships.
- Ability to have in-depth, proactive financial conversations with clients during all interactions, and follow through on the results of those conversations.
- Maintain ongoing communication with clients following internal processes and procedures.
- Capable of self-directed development of product knowledge with a continual focus on learning all aspects of product offerings.
- Seek out leadership opportunities and develop skills necessary to be a successful leader such as coaching, having difficult conversations, community involvement and change management.
- Competitive hourly pay and great benefits.
- Accommodating and flexible paid time off.
- A knowledgeable, goal-driven, and exciting team of colleagues.
- Numerous advancement opportunities with structured, personalized career paths and mentoring.
- Exposure to different areas of banking and the ability to work with leaders within the industry.
- Extensive training on all areas and aspects of the banking field to help you reach your highest potential.
- Community-focused events and volunteer opportunities.
- High school diploma or equivalent education is required.
- Outstanding client service skills.
- Cash handling experience is preferred, but it is not required as we provide ample training.
- The ability to adapt and adjust to new ideas, processes, workflows, and systems.
- Ability to thrive in a fast-paced and rapidly changing environment while maintaining a commitment to accuracy, timeliness, and client focus.
- Excellent interpersonal, presentation, and communication skills. This includes verbal and non-verbal forms of communication, email and phone etiquette, and the ability to work cohesively as part of a team.
- A strong desire to be a part of the Independent Bank family while contributing to our growth and success.
Be Proud. Be YOU. Be Independent!
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Be Proud, Be YOU, Be Independent!
Are you ready to grow your career in an environment that encourages confidence, clarity, and success? At Independent Bank, our team lives our mission every day:
Inspiring financial independence today, with tomorrow in mind. We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our Vision is a future where clients approach their finances with confidence and clarity—and we believe that starts with the team who supports them.
Our Retail Career Path was built to do just that—support you. Whether you're launching a new career in banking or looking to advance your current one, we offer a structured, self-guided journey designed to help you grow professionally and personally. From your first day as a Client Service Associate (CSA), you'll receive the training, mentorship, and tools you need to advance—with the flexibility to progress at your own pace and increase your earning potential as you go.
Client Service Associate 1
As a Client Service Associate (CSA), you are the face of the bank, providing incomparable service to our clients every day, every time. In this position, you will focus on learning and/or reviewing basic banking transactions, and the fundamental banking terms, products, and services offered by Independent Bank. This position is similar to a traditional “bank teller” role with self-guided growth opportunities.
- Assist clients with transaction services and provide solutions in a friendly and efficient manner.
- Deliver financial solutions to clients utilizing the Independent Bank products and services.
- Gain an understanding of the basic framework of Independent Bank accounts.
- Become skilled with regards to conducting different types of transactions for clients.
- Utilize all available technology to perform daily tasks.
As a Client Service Associate 2 (CSA2), you are the face of the bank, providing incomparable service to our clients every day, every time. In this position, you will continue to grow the knowledge, skills and abilities necessary to better service Independent Bank clients and offer appropriate products, services and solutions. This position is similar to a traditional “bank teller” role with self-guided growth opportunities.
- Assist clients with transaction services and provide solutions in a friendly and efficient manner and with credibility.
- Strengthen your understanding of the basic framework of Independent Bank business accounts.
- Become proficient with regards to conducting different types of transactions for clients.
- Demonstrate Independent Bank digital products and services fluently and possess the ability to assist clients with navigation.
- Begin to recognize opportunities to deliver financial solutions, and meet client needs, with Independent Bank products and services.
- Identify client referral opportunities to appropriate team members.
- 1+ years of community banking experience.
- Develop and maintain skills necessary to accurately and proficiently open new accounts and increase client relationships.
- Ability to have meaningful financial conversations with clients during all interactions.
- Maintain ongoing communication with clients following internal processes and procedures.
- Capable of self-directed development of product knowledge with a continual focus on learning all aspects of product offerings.
As a Client Service Specialist (CSS), you are responsible for keeping everything running smoothly behind the scenes, as well as making our clients feel welcomed, engaged, and significant. In this position, you will apply the knowledge, skills and abilities acquired from previous banking and customer service roles to better serve Independent Bank clients and offer appropriate products, services and solutions. This position is similar to the traditional “lead teller” or “personal banker” role with self-guided growth opportunities.
- Assist clients with transaction services and provide solutions in a friendly and efficient manner.
- Exemplify professional knowledge on the framework of Independent Bank business accounts.
- Recognize opportunities to meet client needs with Independent Bank products and services, as well as offering appropriate solutions.
- Identify client referral opportunities to appropriate team members.
- Take consumer loan applications in response to client inquiries.
- Responsible for advanced branch operations tasks such as, but not limited to, client service requests, vault, ATM duties, cash items, debit/credit card disputes, instant issue debit cards and wire transfers.
- Demonstrate Independent Bank digital products and services fluently and possess the ability to assist clients with navigation.
- Advanced proficiency with Independent Bank products and services.
- Accountable for participating in IB Edge Sales Management routines such as roadmaps and check-ins.
- 2+ years of community banking experience or high level customer service and cash handling experience.
- Capability to develop and maintain skills necessary to accurately and proficiently open new accounts and increase client relationships.
- Ability to have in-depth, proactive financial conversations with clients during all interactions, and follow through on the results of those conversations.
- Maintain ongoing communication with clients following internal processes and procedures.
- Capable of self-directed development of product knowledge with a continual focus on learning all aspects of product offerings.
As a Client Service Expert (CSE) you are responsible for keeping everything running smoothly behind the scenes, as well as making our clients feel welcomed, engaged, and significant. In this position, you will apply the knowledge, skills and abilities acquired in previous positions and will serve as a mentor and instructor for other team members in advancing their skills. This position is a step above a traditional, more experienced “lead teller” or “personal banker” role with self-guided growth opportunities.
- Assist clients with transaction services and provide solutions in a friendly and efficient manner.
- Exemplify professional knowledge on the framework of Independent Bank business accounts.
- Demonstrated ability to make personal connections, engage and educate clients, ask open-ended questions, and listen in order to establish trust and build lasting relationships.
- Take consumer loan applications in response to client inquiries, as well as originate and close consumer loans.
- Responsible for advanced branch operations tasks such as, but not limited to, client service requests, vault, ATM duties, cash items, debit/credit card disputes, instant issue debit cards and wire transfers.
- Demonstrate Independent Bank digital products and services fluently and possess the ability to assist clients with navigation.
- Advanced proficiency with Independent Bank products and services.
- Accountable for preparation of, and participation in, IB Edge Sales Management routines.
- Possess the drive, initiative and knowledge to provide financial options for clients using a consultative approach.
- Partner with specialists (Financial Advisors, Mortgage Originators, Commercial Lenders, etc.) to connect clients with experts who can assist with specialized needs.
- 3+ years of community banking experience
- NMLS registration under the SAFE Act of 2008.
- Capability to develop and maintain skills necessary to accurately and proficiently open new accounts and increase client relationships.
- Ability to have in-depth, proactive financial conversations with clients during all interactions, and follow through on the results of those conversations.
- Maintain ongoing communication with clients following internal processes and procedures.
- Capable of self-directed development of product knowledge with a continual focus on learning all aspects of product offerings.
- Seek out leadership opportunities and develop skills necessary to be a successful leader such as coaching, having difficult conversations, community involvement and change management.
- Competitive hourly pay and great benefits.
- Accommodating and flexible paid time off.
- A knowledgeable, goal-driven, and exciting team of colleagues.
- Numerous advancement opportunities with structured, personalized career paths and mentoring.
- Exposure to different areas of banking and the ability to work with leaders within the industry.
- Extensive training on all areas and aspects of the banking field to help you reach your highest potential.
- Community-focused events and volunteer opportunities.
- High school diploma or equivalent education is required.
- Outstanding client service skills.
- Cash handling experience is preferred, but it is not required as we provide ample training.
- The ability to adapt and adjust to new ideas, processes, workflows, and systems.
- Ability to thrive in a fast-paced and rapidly changing environment while maintaining a commitment to accuracy, timeliness, and client focus.
- Excellent interpersonal, presentation, and communication skills. This includes verbal and non-verbal forms of communication, email and phone etiquette, and the ability to work cohesively as part of a team.
- A strong desire to be a part of the Independent Bank family while contributing to our growth and success.
Be Proud. Be YOU. Be Independent!
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
See All 53 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
- Independent Bank11

- PNC Financial Services9

- JPMorganChase7

- Bank of America3

- Doeren Mayhew CPAs and Advisors3D
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, PNC Financial Services, and JPMorganChase, per current listings on Migrate Mate as of September 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?
Troy, Newaygo, and Detroit 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 19% of client associate openings tied to Michigan are remote or hybrid as of September 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 53 Client Associate Jobs in Michigan
Find roles in Michigan that match your experience and apply in just a few clicks.
Find Client Associate Jobs