Chicago, IL · On-site
$15 - $20.50/hr
Client Service Associate Summary The Client Service Associate reports to the Senior Client Service ... Essential Duties and Responsibilities * Assist in client meeting preparation and follow-up ...
Chicago, IL · On-site
$15 - $20.50/hr
Client Service Associate Summary The Client Service Associate reports to the Senior Client Service ... Essential Duties and Responsibilities * Assist in client meeting preparation and follow-up ...
Chicago, IL · On-site
$15 - $20.50/hr
Client Service Associate Summary The Client Service Associate reports to the Senior Client Service ... Essential Duties and Responsibilities * Assist in client meeting preparation and follow-up ...
Chicago, IL · On-site
$15 - $20.50/hr
Client Service Associate Summary The Client Service Associate reports to the Senior Client Service ... Essential Duties and Responsibilities * Assist in client meeting preparation and follow-up ...
Chicago, IL · On-site
$15 - $20.50/hr
Client Service Associate Summary The Client Service Associate reports to the Senior Client Service ... Essential Duties and Responsibilities * Assist in client meeting preparation and follow-up ...
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Chicago, IL · On-site
$15 - $20.50/hr
Client Service Associate Summary The Client Service Associate reports to the Senior Client Service ... Essential Duties and Responsibilities * Assist in client meeting preparation and follow-up ...
$14.25 - $19.75/hr
Client Service Associate Summary The Client Service Associate reports to the Senior Client Service ... Essential Duties and Responsibilities * Assist in client meeting preparation and follow-up ...
$14.25 - $19.75/hr
Client Service Associate Summary The Client Service Associate reports to the Senior Client Service ... Essential Duties and Responsibilities * Assist in client meeting preparation and follow-up ...
Chicago, IL · On-site
$15 - $20.50/hr
Client Service Associate Summary The Client Service Associate reports to the Senior Client Service ... Essential Duties and Responsibilities * Assist in client meeting preparation and follow-up ...
Chicago, IL · On-site
$15 - $20.50/hr
Client Service Associate Summary The Client Service Associate reports to the Senior Client Service ... Essential Duties and Responsibilities * Assist in client meeting preparation and follow-up ...
Schaumburg, IL · On-site
$14.25 - $19.75/hr
Client Service Associate Summary The Client Service Associate reports to the Senior Client Service ... Essential Duties and Responsibilities * Assist in client meeting preparation and follow-up ...
Schaumburg, IL · On-site
$14.25 - $19.75/hr
Client Service Associate Summary The Client Service Associate reports to the Senior Client Service ... Essential Duties and Responsibilities * Assist in client meeting preparation and follow-up ...
Lisle, IL · On-site
$65K/yr
As our Client Services Representative, your creative problem-solving skills and impeccable ... Scan and upload registration documents to Salesforce CRM * Assist clients with accessing our client ...
Lisle, IL · On-site
$65K/yr
As our Client Services Representative, your creative problem-solving skills and impeccable ... Scan and upload registration documents to Salesforce CRM * Assist clients with accessing our client ...
Lisle, IL · On-site
$85K/yr
As our Client Services Representative, your creative problem-solving skills and impeccable ... Scan and upload registration documents to Salesforce CRM * Assist clients with accessing our client ...
Quick apply
Lisle, IL · On-site
$85K/yr
As our Client Services Representative, your creative problem-solving skills and impeccable ... Scan and upload registration documents to Salesforce CRM * Assist clients with accessing our client ...
Chicago, IL · On-site
$15 - $20.50/hr
Support the team as a day-to-day contact for client onboarding, transactions, and ongoing service requests, ensuring timely follow-up and a strong client experience * Assist with implementation ...
New
Chicago, IL · On-site
$15 - $20.50/hr
Support the team as a day-to-day contact for client onboarding, transactions, and ongoing service requests, ensuring timely follow-up and a strong client experience * Assist with implementation ...
New
Chicago, IL · On-site
$15 - $20.50/hr
Serve as the primary point of contact for client inquiries, providing exceptional customer service and timely responses. Assist clients with account-related questions, transactions, and investment ...
Chicago, IL · On-site
$15 - $20.50/hr
Serve as the primary point of contact for client inquiries, providing exceptional customer service and timely responses. Assist clients with account-related questions, transactions, and investment ...
Chicago, IL · On-site
$15 - $20.50/hr
Review quarterly client reporting and participate in calls to review the materials * Assist in ... Bachelor's degree in financial services or relevant field * Minimum 3 years of experience in ...
Chicago, IL · On-site
$15 - $20.50/hr
Review quarterly client reporting and participate in calls to review the materials * Assist in ... Bachelor's degree in financial services or relevant field * Minimum 3 years of experience in ...
Client Service Manager Oak Brook Terrace, IL Hybrid After Training Full-Time At Ardent Wealth ... Support recruiting, onboarding, and training of new team members * Assist with performance ...
Client Service Manager Oak Brook Terrace, IL Hybrid After Training Full-Time At Ardent Wealth ... Support recruiting, onboarding, and training of new team members * Assist with performance ...
Naperville, IL · On-site
$60K - $80K/yr
Client Service & Relationship Management * Deliver an exceptional client experience through ... Help establish and maintain workflows, service standards, and operational best practices. * Assist ...
Naperville, IL · On-site
$60K - $80K/yr
Client Service & Relationship Management * Deliver an exceptional client experience through ... Help establish and maintain workflows, service standards, and operational best practices. * Assist ...
Naperville, IL · On-site
$60K - $80K/yr
Client Service & Relationship Management * Deliver an exceptional client experience through ... Help establish and maintain workflows, service standards, and operational best practices. * Assist ...
Naperville, IL · On-site
$60K - $80K/yr
Client Service & Relationship Management * Deliver an exceptional client experience through ... Help establish and maintain workflows, service standards, and operational best practices. * Assist ...
Villa Park, IL · On-site
Client Service Manager Oak Brook Terrace, IL | Hybrid After Training | Full-Time At Ardent Wealth ... Support recruiting, onboarding, and training of new team members * Assist with performance ...
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Villa Park, IL · On-site
Client Service Manager Oak Brook Terrace, IL | Hybrid After Training | Full-Time At Ardent Wealth ... Support recruiting, onboarding, and training of new team members * Assist with performance ...
Chicago, IL · On-site
$15 - $20.50/hr
Job Responsibilities Support the team as a day-to-day contact for client onboarding, transactions, and ongoing service requests, ensuring timely follow-up and a strong client experience Assist with ...
Chicago, IL · On-site
$15 - $20.50/hr
Job Responsibilities Support the team as a day-to-day contact for client onboarding, transactions, and ongoing service requests, ensuring timely follow-up and a strong client experience Assist with ...
Chicago, IL · On-site
$15 - $20.50/hr
Support the team as a day-to-day contact for client onboarding, transactions, and ongoing service requests, ensuring timely follow-up and a strong client experience * Assist with implementation ...
Chicago, IL · On-site
$15 - $20.50/hr
Support the team as a day-to-day contact for client onboarding, transactions, and ongoing service requests, ensuring timely follow-up and a strong client experience * Assist with implementation ...
Chicago, IL · On-site
$15 - $20.50/hr
Support the team as a day-to-day contact for client onboarding, transactions, and ongoing service requests, ensuring timely follow-up and a strong client experience * Assist with implementation ...
Chicago, IL · On-site
$15 - $20.50/hr
Support the team as a day-to-day contact for client onboarding, transactions, and ongoing service requests, ensuring timely follow-up and a strong client experience * Assist with implementation ...
Chicago, IL · On-site
$64K - $87K/yr
Support the team as a day-to-day contact for client onboarding, transactions, and ongoing service requests, ensuring timely follow-up and a strong client experience * Assist with implementation ...
Chicago, IL · On-site
$64K - $87K/yr
Support the team as a day-to-day contact for client onboarding, transactions, and ongoing service requests, ensuring timely follow-up and a strong client experience * Assist with implementation ...
Chicago, IL · On-site
$15 - $20.50/hr
Support the team as a day-to-day contact for client onboarding, transactions, and ongoing service requests, ensuring timely follow-up and a strong client experience * Assist with implementation ...
Chicago, IL · On-site
$15 - $20.50/hr
Support the team as a day-to-day contact for client onboarding, transactions, and ongoing service requests, ensuring timely follow-up and a strong client experience * Assist with implementation ...
$7.45 - $8.98
2% of jobs
$8.98 - $10.50
5% of jobs
$10.50 - $12.03
5% of jobs
$12.03 - $13.55
9% of jobs
$13.91 is the 25th percentile. Wages below this are outliers.
$13.55 - $15.08
16% of jobs
The median wage is $15.95 / hr.
$15.08 - $16.60
22% of jobs
$16.60 - $18.13
15% of jobs
$18.21 is the 75th percentile. Wages above this are outliers.
$18.13 - $19.65
10% of jobs
$19.65 - $21.18
7% of jobs
$21.18 - $22.70
5% of jobs
$22.70 - $24.23
3% of jobs
$7
$16
$24
The most popular types of Client Service jobs in Illinois are:
Cities in Illinois with the most Client Service Assistant job openings:
Client Service Associate Summary
The Client Service Associate reports to the Senior Client Service Associate and is critical to appropriately leveraging Advisors' time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.
Essential Duties and Responsibilities
Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards
Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance
Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available
Ensure adherence to appropriate client service models
Manage multiple and competing priorities on a daily basis in pursuit of business objectives
Other responsibilities as assigned by the Senior Client Service Associate
Supervisory Responsibilities: None
Knowledge, Skills, and/or Abilities
Advanced computer skills (Outlook, Word, Excel and Power Point) are essential
Excellent communication skills, both verbally and in writing
Strong time management, organizational skills; able to work independently and effectively manage multiple tasks at once
Ability to build relationships with clients and internal partners and influence others without direct control
Education and/or Experience
Bachelor’s degree in a business-related field preferred
The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts • Previous experience in the independent financial services culture preferred
Certificates, Licenses, Registration
• Series 7 and 65/66 preferred (or ability to obtain)
Sourced by ZipRecruiter
Finance and insurance
201 - 500 Employees
West Lake Hills, TX, US
1997
