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Client Associate Jobs in Genoa, IL (NOW HIRING)

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All JobsClient Associate JobsClient Associate Jobs in Genoa, IL

Client Associate information

See Genoa, IL salary details

$17.8K

$49.1K

$72.8K

How much do client associate jobs pay per year?

As of Sep 4, 2026, the average yearly pay for client associate in Genoa, IL is $49,147.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,600.00 and $59,800.00 per year, depending on experience, location, and employer.

What is a client associate?

Client Associates are professionals who support financial advisors or client relationship managers in delivering high-quality service to clients. They handle administrative tasks, prepare account paperwork, respond to client inquiries, and help manage client accounts. Their role ensures smooth communication between clients and the firm while allowing advisors to focus on providing financial guidance. Client Associates often work in banking, wealth management, or investment firms. The position requires strong organizational, communication, and customer service skills.

What are the key skills and qualifications needed to thrive as a client associate?

To thrive as a Client Associate, you need strong organizational abilities, attention to detail, and foundational knowledge of financial products or client services, often supported by a relevant degree. Familiarity with CRM systems, financial software, and proficiency in Microsoft Office are typically required, and some firms may seek Series 7 or 63 licenses. Excellent communication, problem-solving skills, and a client-focused attitude help build trust and foster lasting client relationships. These capabilities ensure efficient client support, accurate processing of transactions, and contribute to overall client satisfaction and business success.

How does a client associate typically collaborate with other teams within a financial services firm?

Client Associates frequently work alongside financial advisors, operations staff, and compliance departments to ensure seamless client service. They may coordinate account openings, process transactions, and assist with client inquiries, requiring strong communication and organizational skills. Collaboration is often facilitated through regular meetings, shared software platforms, and cross-departmental projects, making teamwork an essential aspect of the role. Adapting to different working styles and managing multiple priorities are common challenges that Client Associates navigate in this collaborative environment.

What is the difference between Client Associate vs Customer Service Representative?

AspectClient AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer finance or sales certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, telecommunications, hospitality
Common Search & Comparison IntentUnderstanding roles in finance and client managementCustomer support and service roles

The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.

What are the most commonly searched types of Client jobs in Genoa, IL?

The most popular types of Client jobs in Genoa, IL are:

What job categories do people searching Client Associate jobs in Genoa, IL look for?

The top searched job categories for Client Associate jobs in Genoa, IL are:

What cities near Genoa, IL are hiring for Client Associate jobs?

Cities near Genoa, IL with the most Client Associate job openings:

Client Associate jobs near you

Client Service Associate

WestPoint Financial Group

Crystal Lake, IL • On-site

$55K - $75K/yr

Full-time

Medical, Life, Retirement, PTO

Posted 29 days ago

Job description

WestPoint Financial Group is assisting with the sourcing process on behalf of The Todd Group.
About The Todd Group
The Todd Group is a client-centered financial practice built on curiosity, collaboration, and genuine care. As an employer, we offer a supportive, growth-minded environment where your expertise matters and your impact is felt every day. Joining our team means doing meaningful work that helps clients achieve what's most important in their lives.
Position Overview
The Todd Group is seeking a sharp, personable Client Service Associate to support investment-heavy client servicing, asset movement tracking, and high-volume communication needs. In this role, you'll be a key operational partner-managing caseloads, maintaining compliant records, and keeping service requests moving accurately and efficiently. It's a full-time opportunity to grow your financial services career within a respected, well-established practice offering strong compensation, benefits, and a collaborative office environment northwest of Chicago.
This role is Full-Time (40 hours per week), Monday through Friday, and works in The Todd Group's Crystal Lake, IL office.
What You'll Do
Responsibilities
  • Serve as primary point of contact for client service requests and proactively provide status updates throughout the process
  • Support investment- and insurance-focused client servicing, including monitoring asset movements and preparing investment proposals
  • Manage a high-volume caseload and advisor inbox with timely, accurate communication across phone, email, and mail
  • Maintain compliant, organized client records through consistent CRM updates, case notes, and data auditing
  • Document all client interactions and follow-up actions clearly and thoroughly
  • Create and refine SOPs, workflows, and internal documentation to improve operational efficiency
  • Collaborate in team meetings to enhance service processes and overall client experience
  • Provide general administrative support to ensure smooth daily operations

Qualifications
  • 2+ years administrative experience, required
  • 2+ years financial services experience, required
  • Life and Health License, and Series 6/7 Registered, preferred; willingness to pursue licensing may be considered for strong candidates
  • Proficient with investment trading systems and processes, preferred
  • Adept with Microsoft Office (Outlook, Word, Excel and PowerPoint) and various software, required
  • Familiarity with financial planning tools, Wealthscape, Envestnet, DocuSign and CRM, preferred

Who You Are
  • You communicate exceptionally well, both verbally and in writing
  • You are highly detail-oriented and manage your time with precision
  • You stay composed under pressure and consistently meet deadlines and objectives
  • You adapt easily to change and work effectively as part of a team
  • You collaborate well but also excel when working independently
  • You take initiative and proactively move work forward
  • You are proficient with computers, technology, and curious about modern productivity tools

What The Todd Group Offers
  • Competitive Salary: $55,000 - $75,000/annually, commensurate with experience and qualifications
  • Medical
  • STD/LTD
  • Life Insurance
  • Paid Time Off/Sick Days
  • Paid Holidays
  • Retirement Plan with Match
  • Bonus Eligible
  • Continuing Education Support

Equal Employment Opportunity
The Todd Group is an equal opportunity employer. All qualified applicants will receive consideration for employment 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 law.

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