Client Services Manager Jobs in Michigan
Client Services Manager jobs in Michigan are in steady demand, concentrated in financial services, healthcare administration, insurance, and automotive supplier networks, with openings at every level from coordinator to senior manager. Detroit, Grand Rapids, and Ann Arbor are the primary hiring hubs, where employers like Blue Cross Blue Shield of Michigan, Comerica, and Consumers Energy maintain consistent client-facing teams. The most sought-after specialties in Michigan are account management for commercial clients, healthcare payer services, and B2B relationship management within manufacturing and logistics networks. Find a role that fits below and apply directly.
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Showing 5 of 22+ Client Services Manager jobs
Senior Client Relationship Associate
Join an award-winning, fast-growing wealth management firm where your experience can make an immediate impact.
Great Lakes Wealth is a nationally recognized independent wealth advisory firm providing comprehensive financial planning, investment management, and insurance solutions to high-net-worth individuals and families. Headquartered in Northville, Michigan, we proudly combine Wall Street solutions with Main Street values—placing our clients at the center of everything we do. Through goals-based financial planning, best-in-class asset management solutions, and concierge-style client service, we help clients navigate life's financial complexities with confidence. Our mission is simple: turn the complicated into the simple and bring common-sense investing to a not-so common-sense world. Just as importantly, we are committed to fostering a collaborative, growth-oriented culture where team members are empowered to learn, contribute, and build rewarding careers.
We are seeking an experienced Senior Client Relationship Associate with hands-on experience supporting wealth management clients through Raymond James and Charles Schwab custodial platforms. This individual will play a critical role in client service, account administration, operations, and annuity business support while partnering closely with advisors to ensure an exceptional client experience.
The ideal candidate is highly organized, detail-oriented, technologically proficient, and thrives in a fast-paced environment. They are proactive, take ownership of their responsibilities, and are passionate about building long-term relationships with clients and colleagues. While experience and technical expertise are essential, we are equally looking for someone who is excited to learn and embrace the Great Lakes Wealth way—our commitment to exceptional service, teamwork, accountability, and continuous improvement.
Compensation
The salary range for this position is $75,000–$90,000, depending on experience, qualifications, industry knowledge, and expertise with Raymond James and Schwab platforms.
In addition to competitive base compensation, Great Lakes Wealth offers:
- Performance-based bonus opportunities
- Comprehensive health, dental, and vision benefits
- 401(k) with company match
- Paid time off and holidays
- Professional development and career advancement opportunities
What You'll Do
Client Relationship Management
- Serve as a primary point of contact for clients, delivering exceptional service and timely follow-up
- Build and maintain strong relationships with high-net-worth clients and their families
- Support advisors before, during, and after client meetings
- Prepare meeting materials, client reports, and account reviews
- Proactively address client requests, account inquiries, and service needs
- Deliver a high-touch, white-glove client experience consistent with firm standards
Account Administration & Operations
- Manage new account openings, transfers, and account maintenance activities
- Process client paperwork, distributions, beneficiary changes, money movement requests, and other account updates
- Coordinate directly with custodians, insurance carriers, and strategic partners to ensure accurate and timely processing
- Monitor workflows and follow through on outstanding client service items
- Assist with billing, cash management, and operational initiatives
- Maintain accurate records within CRM, custodial, and internal systems
- Support compliance requirements and firm procedures
Insurance & Annuity Business Support
- Process and service annuity applications, transfers, exchanges, beneficiary updates, withdrawals, and maintenance requests
- Coordinate directly with insurance carriers to ensure efficient processing and follow-up
- Support advisors with annuity paperwork, illustrations, and client deliverables
- Track annuity business through completion and provide status updates to advisors and clients
- Maintain working knowledge of insurance and annuity products to support client needs
Team Collaboration
- Partner closely with advisors and operations team members to support client needs
- Share best practices and contribute to process improvements
- Participate in firm initiatives, technology enhancements, and special projects
- Continue professional development and embrace the Great Lakes Wealth culture and service philosophy
What We're Looking For
Required Qualifications
- 3+ years of experience in wealth management, RIA, or financial advisory firm environment
- Direct, hands-on experience working with Raymond James and Charles Schwab custodial platforms
- Direct business experience supporting advisory, investment, and annuity business
- Strong understanding of account opening, transfers, account maintenance, money movement, and annuity servicing workflows
- Exceptional attention to detail and organizational skills
- Excellent verbal and written communication abilities
- Ability to manage multiple priorities while maintaining accuracy and professionalism
- Proficiency with Microsoft Office Suite and CRM systems
- Strong problem-solving skills and ability to work independently
- A growth mindset and willingness to learn, embrace feedback, and adopt the Great Lakes Wealth way of delivering exceptional client service and operational excellence
Preferred Qualifications
- Active Series 63, Series 65, or Series 66 license
- Experience supporting high-net-worth clients and families
- Experience working directly with insurance carriers and annuity servicing platforms
- Familiarity with financial planning and portfolio management software
- Knowledge of advisory, retirement, insurance, and investment products
Why Join Great Lakes Wealth?
- Award-winning and rapidly growing wealth advisory firm
- Collaborative, team-oriented culture
- Meaningful client relationships and advisor exposure
- Opportunity to leverage and expand your Raymond James, Schwab, and annuity expertise
- Ongoing professional development and career growth opportunities
- Competitive compensation, bonus potential, and comprehensive benefits package
If you are an experienced wealth management professional who excels in client service, understands the operational side of the business, and is eager to contribute to a thriving firm while embracing the Great Lakes Wealth way, we'd love to hear from you.
Job Type: Full-time
Pay: $75,000.00 - $90,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Paid time off
- Professional development assistance
- Retirement plan
- Tuition reimbursement
- Vision insurance
Application Question(s):
- This position requires the ability to successfully pass a background check.
Work Location: In person
Senior Client Relationship Associate
Join an award-winning, fast-growing wealth management firm where your experience can make an immediate impact.
Great Lakes Wealth is a nationally recognized independent wealth advisory firm providing comprehensive financial planning, investment management, and insurance solutions to high-net-worth individuals and families. Headquartered in Northville, Michigan, we proudly combine Wall Street solutions with Main Street values—placing our clients at the center of everything we do. Through goals-based financial planning, best-in-class asset management solutions, and concierge-style client service, we help clients navigate life's financial complexities with confidence. Our mission is simple: turn the complicated into the simple and bring common-sense investing to a not-so common-sense world. Just as importantly, we are committed to fostering a collaborative, growth-oriented culture where team members are empowered to learn, contribute, and build rewarding careers.
We are seeking an experienced Senior Client Relationship Associate with hands-on experience supporting wealth management clients through Raymond James and Charles Schwab custodial platforms. This individual will play a critical role in client service, account administration, operations, and annuity business support while partnering closely with advisors to ensure an exceptional client experience.
The ideal candidate is highly organized, detail-oriented, technologically proficient, and thrives in a fast-paced environment. They are proactive, take ownership of their responsibilities, and are passionate about building long-term relationships with clients and colleagues. While experience and technical expertise are essential, we are equally looking for someone who is excited to learn and embrace the Great Lakes Wealth way—our commitment to exceptional service, teamwork, accountability, and continuous improvement.
Compensation
The salary range for this position is $75,000–$90,000, depending on experience, qualifications, industry knowledge, and expertise with Raymond James and Schwab platforms.
In addition to competitive base compensation, Great Lakes Wealth offers:
- Performance-based bonus opportunities
- Comprehensive health, dental, and vision benefits
- 401(k) with company match
- Paid time off and holidays
- Professional development and career advancement opportunities
What You'll Do
Client Relationship Management
- Serve as a primary point of contact for clients, delivering exceptional service and timely follow-up
- Build and maintain strong relationships with high-net-worth clients and their families
- Support advisors before, during, and after client meetings
- Prepare meeting materials, client reports, and account reviews
- Proactively address client requests, account inquiries, and service needs
- Deliver a high-touch, white-glove client experience consistent with firm standards
Account Administration & Operations
- Manage new account openings, transfers, and account maintenance activities
- Process client paperwork, distributions, beneficiary changes, money movement requests, and other account updates
- Coordinate directly with custodians, insurance carriers, and strategic partners to ensure accurate and timely processing
- Monitor workflows and follow through on outstanding client service items
- Assist with billing, cash management, and operational initiatives
- Maintain accurate records within CRM, custodial, and internal systems
- Support compliance requirements and firm procedures
Insurance & Annuity Business Support
- Process and service annuity applications, transfers, exchanges, beneficiary updates, withdrawals, and maintenance requests
- Coordinate directly with insurance carriers to ensure efficient processing and follow-up
- Support advisors with annuity paperwork, illustrations, and client deliverables
- Track annuity business through completion and provide status updates to advisors and clients
- Maintain working knowledge of insurance and annuity products to support client needs
Team Collaboration
- Partner closely with advisors and operations team members to support client needs
- Share best practices and contribute to process improvements
- Participate in firm initiatives, technology enhancements, and special projects
- Continue professional development and embrace the Great Lakes Wealth culture and service philosophy
What We're Looking For
Required Qualifications
- 3+ years of experience in wealth management, RIA, or financial advisory firm environment
- Direct, hands-on experience working with Raymond James and Charles Schwab custodial platforms
- Direct business experience supporting advisory, investment, and annuity business
- Strong understanding of account opening, transfers, account maintenance, money movement, and annuity servicing workflows
- Exceptional attention to detail and organizational skills
- Excellent verbal and written communication abilities
- Ability to manage multiple priorities while maintaining accuracy and professionalism
- Proficiency with Microsoft Office Suite and CRM systems
- Strong problem-solving skills and ability to work independently
- A growth mindset and willingness to learn, embrace feedback, and adopt the Great Lakes Wealth way of delivering exceptional client service and operational excellence
Preferred Qualifications
- Active Series 63, Series 65, or Series 66 license
- Experience supporting high-net-worth clients and families
- Experience working directly with insurance carriers and annuity servicing platforms
- Familiarity with financial planning and portfolio management software
- Knowledge of advisory, retirement, insurance, and investment products
Why Join Great Lakes Wealth?
- Award-winning and rapidly growing wealth advisory firm
- Collaborative, team-oriented culture
- Meaningful client relationships and advisor exposure
- Opportunity to leverage and expand your Raymond James, Schwab, and annuity expertise
- Ongoing professional development and career growth opportunities
- Competitive compensation, bonus potential, and comprehensive benefits package
If you are an experienced wealth management professional who excels in client service, understands the operational side of the business, and is eager to contribute to a thriving firm while embracing the Great Lakes Wealth way, we'd love to hear from you.
Job Type: Full-time
Pay: $75,000.00 - $90,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Paid time off
- Professional development assistance
- Retirement plan
- Tuition reimbursement
- Vision insurance
Application Question(s):
- This position requires the ability to successfully pass a background check.
Work Location: In person
See All 22 Client Services Manager Jobs in Michigan
Find roles in Michigan that match your experience and apply in just a few clicks.
Find Client Services Manager JobsClient Services Manager Jobs by City in Michigan
Where Michigan roles are concentrated, by current openings.
Client Services Manager Job Market in Michigan
A snapshot from current Michigan openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Accounting & Auditing
- Technology & Software
- Marketing & Advertising
- Government & Public Sector
What Michigan Employers Look For
The qualifications that appear most often in client services manager jobs across Michigan.
- Bachelor's degree in business, communications, or a related field required
- Three or more years of client-facing account management or customer success experience
- Demonstrated ability to manage multiple client portfolios simultaneously under deadlines
- Proficiency with CRM platforms such as Salesforce or Microsoft Dynamics
- Strong written and verbal communication skills for executive-level client interaction
- Experience collaborating with internal sales, operations, and product teams on client needs
Client Services Manager Jobs in Michigan: Frequently Asked Questions
How do you become a client services manager in Michigan?
Most client services manager roles in Michigan require a bachelor's degree in business administration, communications, marketing, or a closely related field, followed by experience in account management, customer success, or operations. Michigan does not issue a state license for this role, so employers evaluate candidates on demonstrated client outcomes, internal promotions from coordinator or associate roles, and relevant industry certifications such as those offered through the Customer Success Association or Project Management Institute.
Which companies hire client services managers in Michigan?
Employers hiring client services managers in Michigan right now include Community Mental Health Authority, BDO, and EHTC, based on current listings on Migrate Mate as of July 2026. Michigan's concentration of insurance carriers, regional banks, healthcare payers, and automotive tier-one suppliers means ongoing demand across multiple industries rather than a single dominant sector.
Which Michigan cities have the most client services manager jobs?
Lansing, Grand Rapids, and Ada have the most client services manager openings in Michigan. Detroit leads because of its density of financial institutions, healthcare systems, and corporate headquarters, while Grand Rapids draws openings from its growing healthcare and professional services sectors, and Ann Arbor attracts roles tied to its technology firms and university-affiliated organizations.
Are there remote client services manager jobs in Michigan?
Yes, and more than many fields, since client services management is primarily a desk-based, communication-driven role. About 0% of client services manager openings tied to Michigan are remote or hybrid as of July 2026, reflecting how widely this work can be performed without a fixed office. Fully remote positions tend to concentrate in software, insurance, and financial services, where client interaction happens over phone and digital platforms.
How can I get hired as a client services manager in Michigan with little or no experience?
The most realistic entry path is securing a client services coordinator or account associate role at a Michigan insurance carrier, regional bank, or healthcare administration firm, then building toward manager through internal promotion. Blue Cross Blue Shield of Michigan, Priority Health, and Flagstar Bank regularly bring in associates without extensive experience. A completed bachelor's degree, strong CRM familiarity, and any customer-facing retail or operations background meaningfully strengthen early applications.
Where can I find and apply to client services manager jobs in Michigan?
You can find and apply to client services manager jobs in Michigan on Migrate Mate, which lists current Michigan openings across industries including financial services, healthcare, insurance, and professional services. Search the listings, find roles that fit your background and location, and apply directly to the employers posting them.
See All 22 Client Services Manager Jobs in Michigan
Find roles in Michigan that match your experience and apply in just a few clicks.
Find Client Services Manager Jobs