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Associate Financial Service Manager Jobs in Chicago, IL

HUB

Associate Financial Manager

Chicago, IL · On-site

$60K - $65K/yr

The Associate Financial Manager is responsible for assisting the Financial Management Group in the day-to-day service of our clients. In this role, you will : * Assist with maintaining the HUB ...

HUB International

Associate Financial Manager

Chicago, IL · On-site

$60K - $65K/yr

The Associate Financial Manager is responsible for assisting the Financial Management Group in the day‑to‑day service of our clients. In this role, you will: * Assist with maintaining the HUB ...

Baird

Associate Financial Advisor

Chicago, IL · On-site

$68K - $92K/yr

The Associate Financial Advisor provides specialized services to an individual Financial Advisor to assist in their ability to offer sophisticated wealth management solutions to individuals and ...

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Associate Financial Service Manager information

See Chicago, IL salary details

$14

$32

$69

How much do associate financial service manager jobs pay per hour?

As of Sep 14, 2026, the average hourly pay for associate financial service manager in Chicago, IL is $32.93, according to ZipRecruiter salary data. Most workers in this role earn between $21.30 and $35.43 per hour, depending on experience, location, and employer.

What is the difference between Associate Financial Service Manager vs Financial Advisor?

AspectAssociate Financial Service ManagerFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like Series 6 or 7 are commonRequires a bachelor's degree; often holds certifications like Series 7, Series 66, or CFP
Work EnvironmentWorks within financial institutions, supporting client service and operationsWorks directly with clients to provide financial planning and investment advice
Employer & Industry UsageUsed in banks, investment firms, and financial service companiesUsed across financial planning firms, banks, and independent advisory practices

The Associate Financial Service Manager typically supports financial operations and client service within financial institutions, often focusing on administrative and operational tasks. In contrast, a Financial Advisor works directly with clients to develop personalized financial plans and investment strategies. While both roles require relevant certifications and industry experience, their primary functions and client interaction levels differ significantly.

Associate Financial Service Manager jobs near you

Office and Financial Service Manager

Hoffman Estates, IL • On-site

Convergint
Investigation and Physical Security Services • 10K+ employees
Learn more about Convergintexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 21 days ago

Convergint rating

7.7

Company rating: 7.7 out of 10

Based on 95 frontline employees who took The Breakroom Quiz

Job description

Convergint is looking for a full-time, enthusiastic, results driven and forward-thinking Office & Financial Services Manager to join our amazing culture. In this role, you will be responsible for the delivery of the contractual/administrative requirements of the overall business. Together with Operations Managers/Supervisors, Project Managers, Service Operations Managers and satellite office leaders, holds accountability for the profitability of all service and installed related business. As an Office & Financial Services Manager, you are a part of a dynamic team that allows you to grow as Convergint grows.
This position serves as a coach/leader, balancing individual contribution with team leadership responsibilities. The Office & Financial Services Manager is expected to personally perform key operational and financial functions while leading, developing, and supporting team members to achieve departmental objectives, drive operational excellence, and deliver exceptional customer service.
For information about how we use your personal information, please see our Colleague & Applicant Privacy Notice, available on convergint.com/careers.
Who You Are
You have a passion for providing world-class service to customers, colleagues and communities. You are a person of integrity with a commitment to growth, accountability and delivering results. You want to join an organization with a positive culture that embraces equal opportunity and allows everyone to be the best version of themselves at work and home. You want to grow with us and deliver results as an exceptional Office & Financial Services Manager.
Who We Are
With 20-years of proven growth and exceptional performance, our mission is to be our customer's best service provider. We realize the importance of diversity in achieving that goal. Our company was built upon a solid foundation of 10 Values and Beliefs which drive our unmatched culture, making us the #1 global, serviced-based systems integrator in the industry. We take great pride in protecting the lives and assets of our customers and their communities with the solutions we provide.
What you'll do with "Our Training and Your Experience"
  • Convergint's greatest strength is our people! Every colleague is encouraged to participate in our Recruit Awesome People program, helping us grow Convergint by promoting our colleague-first culture and referring top talent to the Talent Acquisition Team and hiring managers.

Project responsibility for the implementation of installed business:
  • Directly manage and execute booking packages and processes related to project kickoff while ensuring team adherence to established procedures and standards.
  • Participate in pre-bid reviews and sales-to-operations turnovers as appropriate, providing guidance and support to team members throughout the process.
  • Ensure contract compliance through personal oversight and by coaching team members on contractual requirements and risk mitigation.
  • Actively participate in monthly and weekly operations meetings while facilitating communication, collaboration, and accountability within the team.
  • Partner with project managers to improve quality of work, operational efficiency, and customer satisfaction, while mentoring and supporting continuous development of project administration staff.
  • Provide leadership, direction, and day-to-day support to the team, ensuring consistent execution of project-related processes and achievement of departmental goals.

Financial responsibility for business related operations:
  • Personally oversee and support the accurate and timely billing of contracts while ensuring team members consistently meet billing standards and deadlines.
  • Monitor and drive the profitability of installation work through direct involvement and guidance of financial operations personnel.
  • Lead monthly financial reporting and close activities while reviewing team deliverables for accuracy, completeness, and timeliness.
  • Ensure accurate and timely project costing through personal oversight and coaching of team members responsible for project financial administration.
  • Monitor receivables and collaborate with operations and sales personnel to ensure timely collections, while directing team efforts to resolve outstanding issues.
  • Drive achievement of EBITDA, DSO, and collection goals through active management, performance monitoring, and team accountability.
  • Lead monthly and annual planning and forecasting activities while developing team capabilities in financial planning and analysis.
  • Establish, monitor, and communicate key financial performance metrics, ensuring the team understands expectations and contributes to business objectives.

Legal and contract compliance responsibilities:
  • Ensure compliance with Convergint Technologies Contracting Policy through personal diligence and by educating, coaching, and holding team members accountable for compliance requirements.
  • Oversee the maintenance of customer supplier compliance sites while providing guidance and support to team members responsible for updates and administration.
  • Manage the subcontractor database and Master Subcontracts while ensuring team processes are standardized, documented, and consistently followed.
  • Lead, coach, and develop team members through regular feedback, training, mentoring, and performance management to ensure goals and objectives are achieved.
  • Maintain current knowledge of company policies and procedures and ensure timely communication and implementation of relevant updates across the team.
  • Foster a culture of professionalism, collaboration, customer service, and continuous improvement while serving as a role model for Convergint's values and behaviors.
  • Promote the services offered by Convergint Technologies through professional interactions with customers, vendors, and internal stakeholders.
  • Ensure the health and safety of department personnel through compliance with OH&S legislation and Convergint Safety Policy, reinforcing safe work practices and accountability within the team.
  • Manage team workload, priorities, and resource allocation to support operational effectiveness and service delivery objectives.
  • Perform other duties and responsibilities as requested or required.

What You'll Need
  • Strong demonstrated understanding of financial management of installation and service business sectors.
  • Excellent understanding of accounting concepts and experience with accounting information systems.
  • Advanced financial modeling skills.
    Must be flexible and have the ability to create procedure and policy to combine the needs of the customer, colleagues and the company.
  • Strong ability to organize, meet strict deadlines and work both independently and as part of a team.
  • Excellent proficiency in Microsoft suite of products (Excel, PowerPoint, Outlook).
  • Excellent verbal, written and presentation communication skills.
  • Excellent attention to detail and ability to manage financial responsibilities across service and installed business.
  • Strong analytical and problem-solving skills.
  • Previous Management experience.

Company Benefits
Convergint fosters a supportive, accessible, and inclusive environment in which all individuals are able to realize their maximum potential within the company. We offer a variety of programs and exceptional benefits:
  • 10 Company Holidays and Paid Time Off starting at 13 days annually
  • Fun & Laughter Day Off
  • Medical, Dental & Vision Plan
  • Life insurance & Disability Plan
  • Wellness Program
  • 401K Matching Plan
  • Colleague Assistance Program
  • Tuition reimbursement
  • Competitive salary and compensation plan
  • Vehicle reimbursement plan or company vehicle
  • Corporate Social Responsibility Day
  • Cell phone reimbursement (if applicable)
  • Paid parental leave

Requirements:
Education: College degree, trade school or equivalent experience
  • Bachelor's degree in accounting, finance, or business with extensive applicable industry experience

Minimum Experience: 5+ years of operations delivery and/or management experience
  • 5+ years of financial management experience
  • 3+ years of supervisory experience
  • A technical understanding, formal training or strong experience in the Security and Fire industry is necessary.

Preferred Experience: (but not required):
  • Project Management Certification
  • Business and market knowledge pertaining to Fire/Security related solutions desirable

Convergint is an Equal Opportunity Employer.
Visit our Convergint careers site to learn more about the company and the exciting opportunities available.
The anticipated compensation for this position is $78,383 - $115,000 annually.
Please note that this job posting includes salary information for the assigned target market range within the primary geographic region the requisition is posted. If the position is posted in multiple locations or is a remote position, the salary range may vary. Individual pay rates will, of course, vary depending on the job, department, and location, as well as the individual skills, experience, certifications, specific licenses, and education of the applicant.
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.

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