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Client Associate Jobs in Round Lake, IL (NOW HIRING)

TRC Talent Solutions

Service Associate

Deerfield, IL

$60K - $70K/yr

TRC Talent Solutions is hiring a client-focused Service Associate for Allworth Financial, a financial advisory firm in Riverwoods, IL. This full-time opportunity is ideal for someone who enjoys ...

H&R Block

Tax Associate

Mundelein, IL · On-site

$59K - $79K/yr

Company Description H&R Block is a client-focused tax services company whose purpose is to provide ... Role Description The Tax Associate role is an on-site position based in the San Francisco Bay Area.

New

NVA

Client Services Representative

Mundelein, IL · On-site

$16 - $19/hr

Client Service Representative (CSR) - Grow Your Career with a Supportive and Passionate Team ... National Veterinary Associates is a leading global pet care organization united in the love of ...

NVA

Client Services Representative

Mundelein, IL · On-site

$16 - $20/hr

Client Service Representative (CSR) - Grow Your Career with a Supportive and Passionate Team ... National Veterinary Associates is a leading global pet care organization united in the love of ...

Naylor LLC

Associate Director

Schaumburg, IL · On-site

We are seeking an Associate Director to help implement the strategic goals of assigned client organizations while providing day-to-day operational leadership and exceptional client service. This role ...

RTC

Client Services Representative

Rolling Meadows, IL · On-site

$42K - $62K/yr

Client Services Representative We are looking for a dynamic Client Services Representative to join ... Discounts to eligible fitness centers for associates enrolled with Blue Cross. * Preventative Care ...

Allworth Financial

Service Associate

Riverwoods, IL

$60K - $70K/yr

The Service Associate - Client Support is responsible for providing exceptional administrative support to the financial advisory team and ensuring a seamless client experience. This role will focus ...

H&R Block

Tax Associate

Schaumburg, IL · On-site

$15.90 - $19.70/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Palatine, IL · On-site

$15.90 - $19.70/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Great Lakes, IL · On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Crystal Lake, IL · On-site

$15.90 - $19.70/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Libertyville, IL · On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Antioch, IL · On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Lindenhurst, IL · On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Mundelein, IL · On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

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Showing results 41-60

All JobsClient Associate JobsClient Associate Jobs in Round Lake, IL

Client Associate information

See Round Lake, IL salary details

$17.7K

$48.9K

$72.4K

How much do client associate jobs pay per year?

As of Sep 1, 2026, the average yearly pay for client associate in Round Lake, IL is $48,879.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,400.00 and $59,500.00 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 Round Lake, IL?

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

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

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

Client Associate jobs near you
Infographic showing various Client Associate job openings in Round Lake, IL as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 14% Part Time, and 6% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $48,879 per year, or $23.5 per hour.

Service Associate

TRC Talent Solutions

Deerfield, IL

$60K - $70K/yr

Full-time

Retirement

Posted 26 days ago

Job description

TRC Talent Solutions is hiring a client-focused Service Associate for Allworth Financial, a financial advisory firm in Riverwoods, IL. This full-time opportunity is ideal for someone who enjoys helping people, keeping details organized, and making a meaningful impact behind the scenes.

Our client helps individuals and families plan confidently for today and tomorrow through retirement planning, investment advising, and 401(k) management. Youll join a team that values accuracy, responsiveness, and strong client relationships.

SUMMARY:

As a Service Associate, you will be the heartbeat of this mission. By delivering administrative excellence and seamless operational support, you will directly empower the financial advisory team and give clients the peace of mind they deserve. The Service Associate will focus on assisting with day-to-day client service requests, processing transactions, handling client inquiries, and managing account-related documentation. The Service Associate will collaborate closely with senior team members to deliver high-quality service and contribute to the smooth operation of client services.

JOB DETAILS:

  • Role Type: Full-time, non-exempt role.

  • Location: Riverwoods, IL. Requires 5 days of in-office work.

  • Salary: Expected base salary $60k-$70k. Potential for an annual bonus based on the employees' performance and the companies.

What You'll Be Doing

  • Serve as an initial point of contact for clients, addressing inquiries and providing timely responses to their needs via phone and email.

  • Assist with scheduling and coordinating client appointments, ensuring all logistics are handled efficiently and accurately.

  • Process client requests, including transactions and paperwork, in line with firm policies and procedures.

  • Assist in the onboarding process for new clients, ensuring a smooth and positive experience.

  • Collaborate with custodians and internal teams to resolve client account issues, transfers, and general service requests.

  • Support advisors with client-related documentation, ensuring all forms are complete, accurate, and submitted on time.

  • Provide notary services for client transactions as required.

  • Maintain up-to-date client records and help ensure accuracy and consistency across internal systems.

What We Are Looking For

  • 2-5 years of experience in a client-facing administrative role within the financial services or related industry.

  • BS/BA degree preferred; high school diploma or GED required.

  • Strong communication skills with the ability to establish rapport with clients and colleagues.

  • Experience with CRM systems and basic financial software (experience with custodial platforms is a plus).

  • Knowledge of financial services industry practices, with familiarity in processing account transactions or client service inquiries.

  • Strong attention to detail and accuracy in handling client records and transaction-related documents.

  • Ability to multitask and manage competing priorities in a fast-paced environment.

  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook).

TRC Talent Solutions is proud to be an Equal Opportunity Employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. At TRC, we take pride in fulfilling our opportunity to add value to our client's business as their staffing partner, while working tirelessly to connect thousands of individuals each year with work opportunities where they can meet the needs of their families and have the potential to build their careers.