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Client Service Associate Jobs in Illinois (NOW HIRING)

NFP Corp

Client Service Associate II

Chicago, IL · On-site

$15 - $20.50/hr

The Client Service Associate II is responsible for high-quality customer service and communication to private clients, Investment Consultants, custodians, and money managers. The Client Service ...

NFP Corp

Client Service Associate II

Chicago, IL

$15 - $20.50/hr

The Client Service Associate II is responsible for high-quality customer service and communication to private clients, Investment Consultants, custodians, and money managers. The Client Service ...

Stifel

Registered Client Service Associate

Chicago, IL

$46K - $70K/yr

What You'll Be Doing The Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide ...

Stifel

Registered Client Service Associate

Chicago, IL · On-site

$46K/yr

What You'll Be Doing The Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide ...

Stifel

Client Service Associate - NR

Lake Forest, IL · On-site

$41K - $62K/yr

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...

Stifel

Client Service Associate - NR

Lake Forest, IL · On-site

$41K/yr

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...

Gallagher

Client Service Associate

Warrenville, IL

$15 - $20.75/hr

Overview At Gallagher, we're looking for a Client Service Associate to join our Commercial team. In this role, you'll help clients solve challenges and deliver tailored insurance solutions. You'll ...

Stifel

Registered Client Service Associate

Chicago, IL · On-site

$46K - $70K/yr

The Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative ...

Gallagher

Client Service Associate

Elk Grove Village, IL · On-site

$14.25 - $19.75/hr

Overview At Gallagher, we're looking for a Client Service Associate to join our Commercial team. In this role, you'll help clients solve challenges and deliver tailored insurance solutions. You'll ...

CIBC

Client Service Associate

Chicago, IL · On-site

$60K - $70K/yr

To learn more about CIBC, please visit CIBC.com What you'll be doing As a Client Service Associate , you'll play a key role in supporting our Senior Relationship Management team by providing day-to ...

New

CIBC US

Client Service Associate

Chicago, IL

$60K - $70K/yr

To learn more about CIBC, please visit CIBC.com What you'll be doing As a Client Service Associate , you'll play a key role in supporting our Senior Relationship Management team by providing day-to ...

New

TIAA

SS-Client Service Associate

Chicago, IL · On-site

$28.85 - $40.08/hr

The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company ...

Stifel

Client Service Associate - NR

Lake Forest, IL · On-site

$41K - $62K/yr

The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support ...

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All JobsClient Service Associate JobsClient Service Associate Jobs in Illinois

Client Service Associate information

See Illinois salary details

$8

$16

$26

How much do client service associate jobs pay per hour?

As of Jul 14, 2026, the average hourly pay for client service associate in Illinois is $16.61, according to ZipRecruiter salary data. Most workers in this role earn between $13.51 and $18.65 per hour, depending on experience, location, and employer.

What does a client service associate do?

A client service associate provides support to clients by addressing inquiries, resolving issues, and managing account information. They often communicate via phone, email, or in person, and use customer relationship management (CRM) tools to ensure client satisfaction and accurate record-keeping.

What are the key skills and qualifications needed to thrive as a Client Service Associate, and why are they important?

To thrive as a Client Service Associate, you need strong communication, organizational, and problem-solving skills, often backed by a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes financial or industry-specific platforms is typically required. Outstanding interpersonal skills, attention to detail, and a proactive attitude help build client trust and foster positive relationships. These competencies are essential for ensuring client satisfaction, efficient service delivery, and long-term business success.

What is the difference between Client Service Associate vs Customer Support Specialist?

AspectClient Service AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer relevant certificationsHigh school diploma or equivalent; technical certifications optional
Work EnvironmentFinancial institutions, banks, investment firmsRetail, tech companies, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, e-commerce, tech support
Common Search & Comparison IntentUnderstanding roles in finance and client interactionCustomer service roles in various industries

The Client Service Associate typically works in financial institutions, focusing on client interactions, account management, and financial products. In contrast, a Customer Support Specialist often handles technical issues, product inquiries, and general customer assistance across diverse industries. While both roles require strong communication skills, the Client Service Associate's work is more finance-oriented, whereas the Customer Support Specialist's role is broader and more technical.

What is the role of a client associate?

A client service associate is responsible for supporting client relationships by handling inquiries, processing transactions, and providing account information. They often work in financial or customer service environments, utilizing communication skills and familiarity with client management tools to ensure client satisfaction.

How does a Client Service Associate typically collaborate with financial advisors and other team members?

Client Service Associates work closely with financial advisors to ensure that clients receive timely and accurate support. They often coordinate client meetings, prepare account documentation, and act as a liaison between clients and the advisory team. Effective communication and strong organizational skills are essential, as the role requires managing multiple requests while maintaining attention to detail. Collaboration with operations teams and compliance departments is also common to resolve client issues and ensure regulatory requirements are met.

What jobs pay 4000 a week without a degree?

A Client Service Associate typically earns less than $4,000 weekly, but high-paying roles that can reach this level without a degree include sales positions such as real estate brokers, certain insurance agents, and commission-based financial advisors. These jobs often require strong communication skills, sales experience, and industry-specific licenses or certifications rather than formal degrees.

Is a CSA job stressful?

A Client Service Associate (CSA) role can be stressful due to handling client inquiries, managing multiple tasks, and meeting deadlines. Strong communication skills and the ability to stay organized help manage workload and reduce stress levels in this position.

What are Client Service Associates?

Client Service Associates are professionals who support financial advisors or account managers by assisting clients with their needs, addressing inquiries, and processing account transactions. They often serve as the first point of contact for clients, ensuring a smooth and positive experience. Their responsibilities may include handling documentation, managing account information, resolving issues, and maintaining strong client relationships. In many organizations, they play a crucial role in ensuring client satisfaction and operational efficiency.
What are the most commonly searched types of Client Service jobs in Illinois? The most popular types of Client Service jobs in Illinois are:
What cities in Illinois are hiring for Client Service Associate jobs? Cities in Illinois with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Illinois as of July 2026, with employment types broken down into 1% As Needed, 73% Full Time, 24% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $34,543 per year, or $16.6 per hour.

Client Service Associate II

NFP Corp

Chicago, IL • On-site

$15 - $20.50/hr

Full-time

Retirement

Posted 15 days ago

Job description

Posting Description
Who We Are:
Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper.
Summary:
The Client Service Associate II is responsible for high-quality customer service and communication to private clients, Investment Consultants, custodians, and money managers. The Client Service Associate II acts as a dedicated liaison between custodians and clients, building trusted relationships and delivering exceptional service. This role assumes responsibility for supporting the firm's Investment Consultants in account administration, operational tasks, client servicing, internal projects, and client-related projects. The Client Service Associate II works on the clients' behalf towards achieving their investment goals, supporting our mission of helping clients prosper.
Responsibilities:
  • Own and lead the end-to-end onboarding process for new clients, ensuring accuracy, efficiency, and seamless client experience from initial documentation to account activation
  • Open new brokerage accounts with precision and completeness, confidently handling a wide range of client types, including individual, joint, retirement, trust, incorporated, and non-incorporated accounts-without requiring supervision.
  • Execute and facilitate complex money movements (wires, ACHs, journals, DTC, ACAT, and non-ACAT transfers) with a high degree of accuracy and reliability, consistently operating with limited oversight.
  • Maintain organization of client records and documents in the firm's CRM and document management system
  • Follow internal policies and procedures accurately as it relates to money movement verification, CRM documentation, client tasks, and compliance requests
  • Demonstrate advanced problem-solving and critical thinking skills, proactively navigating operational tasks and client service projects with confidence and minimal guidance.
  • Communicate proactively and consistently with clients and colleagues, providing timely updates and maintaining transparency throughout all stages of service delivery.
  • Independently complete subscription documents for Private Equity and Hedge Fund investments, proactively managing ongoing maintenance for capital calls and related requests
  • Engage directly with external asset managers to facilitate initial account setup and ensure smooth ongoing account maintenance, operating autonomously and effectively.
  • Collaborate cross-functionally with initiative, understanding departmental roles and proactively aligning efforts to support firm-wide and client-related objectives.
  • Support senior leadership and client-facing teams (Director of Client Services, Investment Consultants, and Private Clients) with ad-hoc projects, contributing value with minimal direction.
  • Assist in training new Client Service Associates, sharing expertise and best practices to accelerate team readiness and performance.

Education, Professional & Technical Experience:
  • Bachelor's Degree required with a preferred concentration in Business or related
  • One (1) to three (3) Years of Financial Industry Experience
  • Proficiency in Microsoft Suite and Adobe
  • Previous CRM experience
  • Previous custodial portal experience, particularly Charles Schwab and/or Fidelity, is a plus
  • Understands full operational requirements and compliance considerations involved of various money movements transactions
  • Understands the structure and purpose of various brokerage account types and client types
  • Demonstrates working knowledge of core brokerage processes such as RMDs, 401(k) rollovers, etc
  • Working knowledge of different types of securities such as stocks, mutual funds and bonds
  • Working knowledge of asset managers
  • Working knowledge of alternative investment vehicles [Private Equity and Hedge Funds]

Essential Traits:
  • Demonstrates a strong team-oriented mindset and collaborative approach
  • Highly proficient in follow-up and task completion
  • Skilled in professional email communication and etiquette
  • Exceptionally detail-oriented with a focus on accuracy and organization
  • Thoughtful and effective in building rapport and fostering relationships
  • Delivers outstanding customer service with a client-focused attitude
  • Adapts seamlessly to shifting priorities and works independently with confidence
  • Exercises sound judgment and effective problem-solving capabilities
  • Resourceful with a solid understanding of cross-functional business units
  • Innovative, intellectually curious, and enthusiastic about continuous improvement
  • Committed to cultivating inclusive and collaborative work environments that promote belonging
  • Passionate about contributing to organizations that prioritize diversity, equity, and inclusion

Work Environment & Travel Requirements:
  • This role may travel up to 5% of the time for training and or business/events.
  • This role offers a hybrid work model with three days in one of our professional office environments and two days remotely.

What We Offer:
A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to inclusion and belonging. We strive to be active participants of change in and outside our industry.
The base salary range for this position is $60,000-$81,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
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