Retention Specialist | Chicago, IL The Retention Specialist is committed to strengthening client ... This individual must adeptly address client concerns and effectively communicate the value the firm ...
Retention Specialist | Chicago, IL The Retention Specialist is committed to strengthening client ... This individual must adeptly address client concerns and effectively communicate the value the firm ...
Many of our Client Retention Representatives have built long-term careers with us because they've developed trusted relationships with customers who continue working with them year after year. We ...
Many of our Client Retention Representatives have built long-term careers with us because they've developed trusted relationships with customers who continue working with them year after year. We ...
Many of our Client Retention Representatives have built long-term careers with us because they've developed trusted relationships with customers who continue working with them year after year. We ...
Many of our Client Retention Representatives have built long-term careers with us because they've developed trusted relationships with customers who continue working with them year after year. We ...
Many of our Client Retention Representatives have built long-term careers with us because they've developed trusted relationships with customers who continue working with them year after year. We ...
Many of our Client Retention Representatives have built long-term careers with us because they've developed trusted relationships with customers who continue working with them year after year. We ...
Many of our Client Retention Representatives have built long-term careers with us because they've developed trusted relationships with customers who continue working with them year after year. We ...
Quick apply
Many of our Client Retention Representatives have built long-term careers with us because they've developed trusted relationships with customers who continue working with them year after year. We ...
Client Retention Representative (B2B Sales) - Chicago, IL
Chicago, IL · On-site
$100K/yr
Many of our Client Retention Representatives have built long-term careers with us because they've developed trusted relationships with customers who continue working with them year after year. We ...
Quick apply
Client Retention Representative (B2B Sales) - Chicago, IL
Chicago, IL · On-site
$100K/yr
Many of our Client Retention Representatives have built long-term careers with us because they've developed trusted relationships with customers who continue working with them year after year. We ...
Many of our Client Retention Representatives have built long-term careers with us because they've developed trusted relationships with customers who continue working with them year after year. We ...
Many of our Client Retention Representatives have built long-term careers with us because they've developed trusted relationships with customers who continue working with them year after year. We ...
Many of our Client Retention Representatives have built long-term careers with us because they've developed trusted relationships with customers who continue working with them year after year. We ...
Many of our Client Retention Representatives have built long-term careers with us because they've developed trusted relationships with customers who continue working with them year after year. We ...
Many of our Client Retention Representatives have built long-term careers with us because they've developed trusted relationships with customers who continue working with them year after year. We ...
Quick apply
Many of our Client Retention Representatives have built long-term careers with us because they've developed trusted relationships with customers who continue working with them year after year. We ...
Client Retention Representative (B2B Sales) - Chicago, IL
Chicago, IL · On-site
$100K/yr
Many of our Client Retention Representatives have built long-term careers with us because they've developed trusted relationships with customers who continue working with them year after year. We ...
Client Retention Representative (B2B Sales) - Chicago, IL
Chicago, IL · On-site
$100K/yr
Many of our Client Retention Representatives have built long-term careers with us because they've developed trusted relationships with customers who continue working with them year after year. We ...
Many of our Client Retention Representatives have built long-term careers with us because they've developed trusted relationships with customers who continue working with them year after year. We ...
Many of our Client Retention Representatives have built long-term careers with us because they've developed trusted relationships with customers who continue working with them year after year. We ...
Many of our Client Retention Representatives have built long-term careers with us because they've developed trusted relationships with customers who continue working with them year after year. We ...
Many of our Client Retention Representatives have built long-term careers with us because they've developed trusted relationships with customers who continue working with them year after year. We ...
Client Retention Representative (B2B Sales) - Chicago, IL
Chicago, IL · On-site
$100K/yr
Many of our Client Retention Representatives have built long-term careers with us because they've developed trusted relationships with customers who continue working with them year after year. We ...
Client Retention Representative (B2B Sales) - Chicago, IL
Chicago, IL · On-site
$100K/yr
Many of our Client Retention Representatives have built long-term careers with us because they've developed trusted relationships with customers who continue working with them year after year. We ...
This role owns client engagement, retention, satisfaction, service execution, issue resolution, and portfolio performance across all three segments while building a strategy to automate and scale the ...
This role owns client engagement, retention, satisfaction, service execution, issue resolution, and portfolio performance across all three segments while building a strategy to automate and scale the ...
Director, Client Management - Growth Segments
Schaumburg, IL · On-site
$129.80 - $181.80/hr
Own client retention, satisfaction, relationship health, and portfolio performance for assigned high‑growth potential segments. * Build and execute a scalable client management strategy that uses ...
Director, Client Management - Growth Segments
Schaumburg, IL · On-site
$129.80 - $181.80/hr
Own client retention, satisfaction, relationship health, and portfolio performance for assigned high‑growth potential segments. * Build and execute a scalable client management strategy that uses ...
This role owns client engagement, retention, satisfaction, service execution, issue resolution, and portfolio performance across all three segments while building a strategy to automate and scale the ...
This role owns client engagement, retention, satisfaction, service execution, issue resolution, and portfolio performance across all three segments while building a strategy to automate and scale the ...
Client retention and contract renewals * Positive client satisfaction and NPS results * Consistent enhancement sales * Professional and timely issue resolution * Accurate estimates, proposals, and ...
Client retention and contract renewals * Positive client satisfaction and NPS results * Consistent enhancement sales * Professional and timely issue resolution * Accurate estimates, proposals, and ...
Client retention and contract renewals * Positive client satisfaction and NPS results * Consistent enhancement sales * Professional and timely issue resolution * Accurate estimates, proposals, and ...
Client retention and contract renewals * Positive client satisfaction and NPS results * Consistent enhancement sales * Professional and timely issue resolution * Accurate estimates, proposals, and ...
You'll use your industry knowledge to improve client retention and satisfaction while ensuring our services deliver real value. By leveraging technology, you'll enhance productivity and quality, and ...
You'll use your industry knowledge to improve client retention and satisfaction while ensuring our services deliver real value. By leveraging technology, you'll enhance productivity and quality, and ...
Ensuring good client relationships, with accountability for quality, and overall client retention rates * Effectively articulate the Value Proposition and Delivery Methodology in order to ...
Ensuring good client relationships, with accountability for quality, and overall client retention rates * Effectively articulate the Value Proposition and Delivery Methodology in order to ...
Client Retention information
See Chicago, IL salary details
$11.39 - $13.37
12% of jobs
$13.98 is the 25th percentile. Wages below this are outliers.
$13.37 - $15.35
44% of jobs
$15.35 - $17.33
17% of jobs
$17.88 is the 75th percentile. Wages above this are outliers.
$17.33 - $19.31
10% of jobs
$19.31 - $21.30
5% of jobs
$21.30 - $23.28
2% of jobs
$23.28 - $25.26
1% of jobs
$25.26 - $27.24
0% of jobs
$27.24 - $29.22
2% of jobs
$29.22 - $31.20
3% of jobs
$31.20 - $33.18
4% of jobs
$11
$18
$33
How much do client retention jobs pay per hour?
As of Aug 8, 2026, the average hourly pay for client retention in Chicago, IL is $18.57, according to ZipRecruiter salary data. Most workers in this role earn between $14.13 and $19.33 per hour, depending on experience, location, and employer.
What is the difference between Client Retention vs Customer Service Representative?
| Aspect | Client Retention | Customer Service Representative |
|---|---|---|
| Primary Focus | Building long-term relationships to retain clients | Handling customer inquiries and resolving issues |
| Skills Needed | Relationship management, sales, communication | Communication, problem-solving, product knowledge |
| Work Environment | Sales teams, account management, client-focused roles | Call centers, retail, support departments |
| Goals | Reduce churn, increase client loyalty | Customer satisfaction, issue resolution |
While both roles involve communication with clients or customers, Client Retention focuses on maintaining long-term relationships and reducing churn, often involving strategic engagement. Customer Service Representatives primarily address immediate customer needs and resolve issues to ensure satisfaction. Both roles are essential for business success but differ in scope and objectives.
What is a client retention job?
A client retention job involves developing strategies and maintaining relationships to keep existing clients engaged and satisfied with a company's products or services. Roles often include customer service, account management, and using tools like CRM software to track client interactions and identify opportunities for upselling or renewal. Strong communication and relationship-building skills are essential in this field.
Other
Re-posted 9 days ago
Job description
Retention Specialist | Chicago, IL
The Retention Specialist is committed to strengthening client relationships, with a focus on resolving issues and retaining clients. This individual must adeptly address client concerns and effectively communicate the value the firm brings to their portfolio. The role involves developing and implementing a structured process to provide special attention to clients, ensuring their long-term satisfaction and loyalty. The primary objective is to intervene in and enhance relationships at risk, utilizing the firm's full range of resources to restore client confidence and satisfaction.
Responsibilities:
Establish and nurture client relationships, understanding their unique financial needs and objectives
Proactively resolve client issues and concerns, ensuring high levels of client satisfaction and retention
Conduct regular, in-depth conversations with clients to assess and improve their financial plans and experiences
Develop and implement a process for managing and enhancing client relationships, particularly those at risk
Create and execute tailored retention strategies to address client concerns and enhance satisfaction
Monitor and analyze client feedback to identify areas for improvement and implement corrective actions
Leverage the firm's resources to provide solutions for clients who are unhappy or have specific needs
Offer comprehensive services such as financial planning, estate planning, tax strategy, various investment strategies, and custom portfolio solutions
Coordinate with internal teams and departments to deliver these solutions effectively and efficiently
Provide clients with knowledgeable and prudent financial advice to help them achieve their financial goals
Stay informed about investment products, market trends, and regulatory changes to offer effective advice
Develop and present comprehensive wealth management solutions to address client needs and objectives
Work closely with senior partners and other departments to gather information, coordinate meetings, and deliver comprehensive services
Collaborate with portfolio managers, tax advisors, estate counsel, and other professionals to implement client strategies effectively
Participate in ongoing learning and development to continuously enhance client support capabilities
Ensure compliance with all industry rules, regulations, and firm policies
Produce reports to support client retention efforts and maintain regulatory compliance
Requirements:
Bachelor's degree in business, finance or related field
4+ years of experience in financial services, client relationship management, or a related field
Proven ability to build and maintain strong client relationships
FINRA Series 63/65 licenses, required
Strong understanding of investment concepts, practices, and procedures in the securities and insurance industries
Excellent communication, presentation, time-management, and organizational skills
Ability to identify and resolve client issues effectively
Goal-oriented individual with a track record in client retention and sales
Experience working with high-net-worth and ultra-high net worth clients, highly desired
Proficient in Salesforce CRM, MS Excel, Word, Outlook, and PowerPoint; experience with related technology software and planning tools is a plus
The Retention Specialist is committed to strengthening client relationships, with a focus on resolving issues and retaining clients. This individual must adeptly address client concerns and effectively communicate the value the firm brings to their portfolio. The role involves developing and implementing a structured process to provide special attention to clients, ensuring their long-term satisfaction and loyalty. The primary objective is to intervene in and enhance relationships at risk, utilizing the firm's full range of resources to restore client confidence and satisfaction.
Responsibilities:
Establish and nurture client relationships, understanding their unique financial needs and objectives
Proactively resolve client issues and concerns, ensuring high levels of client satisfaction and retention
Conduct regular, in-depth conversations with clients to assess and improve their financial plans and experiences
Develop and implement a process for managing and enhancing client relationships, particularly those at risk
Create and execute tailored retention strategies to address client concerns and enhance satisfaction
Monitor and analyze client feedback to identify areas for improvement and implement corrective actions
Leverage the firm's resources to provide solutions for clients who are unhappy or have specific needs
Offer comprehensive services such as financial planning, estate planning, tax strategy, various investment strategies, and custom portfolio solutions
Coordinate with internal teams and departments to deliver these solutions effectively and efficiently
Provide clients with knowledgeable and prudent financial advice to help them achieve their financial goals
Stay informed about investment products, market trends, and regulatory changes to offer effective advice
Develop and present comprehensive wealth management solutions to address client needs and objectives
Work closely with senior partners and other departments to gather information, coordinate meetings, and deliver comprehensive services
Collaborate with portfolio managers, tax advisors, estate counsel, and other professionals to implement client strategies effectively
Participate in ongoing learning and development to continuously enhance client support capabilities
Ensure compliance with all industry rules, regulations, and firm policies
Produce reports to support client retention efforts and maintain regulatory compliance
Requirements:
Bachelor's degree in business, finance or related field
4+ years of experience in financial services, client relationship management, or a related field
Proven ability to build and maintain strong client relationships
FINRA Series 63/65 licenses, required
Strong understanding of investment concepts, practices, and procedures in the securities and insurance industries
Excellent communication, presentation, time-management, and organizational skills
Ability to identify and resolve client issues effectively
Goal-oriented individual with a track record in client retention and sales
Experience working with high-net-worth and ultra-high net worth clients, highly desired
Proficient in Salesforce CRM, MS Excel, Word, Outlook, and PowerPoint; experience with related technology software and planning tools is a plus
About BCI Brokerage Consultants
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
11 - 50 Employees
Headquarters location
Chicago, IL, US
Year founded
1992