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Client Service Associate Jobs in Aurora, IL (NOW HIRING)

Windward Recruiting

Client Service Associate

Chicago, IL · On-site

$15 - $20.50/hr

We are seeking a detail-oriented and client-focused Client Service Associate to deliver comprehensive wealth management services to UHNW families. DUTIES & RESPONSIBILITIES * Organize and prepare ...

SPS North America

Client Service Associate

Chicago, IL · On-site

$18 - $20/hr

Client Services Associate Location: Chicago, Illinois, United States Employment Type: Full-time | Onsite We're hiring! If you're a people-focused, detail-oriented professional who enjoys keeping an ...

J.P. Morgan

Client Service Associate

Chicago, IL

$15 - $20.50/hr

Step into the role of a Client Service Associate and become an integral part of our clients' success stories. As the primary point of contact, you'll build strong relationships with high-level ...

NFP

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

Client Service Associate

Chicago, IL · On-site

$15 - $20.50/hr

The Client Services Associate must provide superior client service by identifying the client's wants and needs, acting on, and/or delegating items and following through to completion while keeping ...

Aon

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 ...

Aon

Client Service Associate

Chicago, IL · On-site

$15 - $20.50/hr

The Client Services Associate must provide superior client service by identifying the client's wants and needs, acting on, and/or delegating items and following through to completion while keeping ...

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 ...

CPS

Financial Client Service Associate

Chicago, IL · On-site

$70K - $85K/yr

Financial Client Service Associate Location: Chicago Salary: $70,000 - $85,000 Employment Type: Full-Time Position Overview: The Financial Client Service Associate role involves working closely with ...

Real Soft

CW-SS-Client Service Associate

Chicago, IL · On-site

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 ...

Capgroup

Private Client Service Associate

Chicago, IL · On-site

$15 - $20.50/hr

Access on-demand professional development resources that allow you to hone existing skills and learn new ones "I can succeed as a Private Client Service Associate at Capital Group." As the Private ...

Axelon

Client Service Associate

Chicago, IL · On-site

$15 - $20.50/hr

Participate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional company service. * Assist in the ...

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All JobsClient Service Associate JobsClient Service Associate Jobs in Aurora, IL

Client Service Associate information

See Aurora, IL salary details

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How much do client service associate jobs pay per hour?

As of Aug 9, 2026, the average hourly pay for client service associate in Aurora, IL is $16.52, according to ZipRecruiter salary data. Most workers in this role earn between $13.46 and $18.56 per hour, depending on experience, location, and employer.

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.

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 do you do as a client service associate?

A client service associate is responsible for assisting clients by answering questions, resolving issues, and providing information about products or services. They often handle account management, communicate via phone or email, and use customer relationship management (CRM) tools to ensure client satisfaction and retention.

What is a client service associate?

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 cities near Aurora, IL are hiring for Client Service Associate jobs? Cities near Aurora, IL with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Aurora, IL as of July 2026, with employment types broken down into 1% As Needed, 77% Full Time, 20% Part Time, and 2% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $35,561 per year, or $17.1 per hour.

Client Service Associate

Windward Recruiting

Chicago, IL • On-site

$15 - $20.50/hr

Other

Re-posted 10 days ago

Job description

We are seeking a detail-oriented and client-focused Client Service Associate to deliver comprehensive wealth management services to UHNW families.
DUTIES & RESPONSIBILITIES

  • Organize and prepare materials for regular client meetings
  • Attend and participate in client meetings, prepare follow-up letters and action lists
  • Monitor and implement client-agreed action items, working directly with clients to ensure proper execution of all investment documents
  • Review quarterly client reporting and participate in calls to review the materials
  • Assist in developing and implementing customized asset allocation and wealth transfer strategies
  • Collaborate with clients' outsourced tax, legal, and other experts to facilitate planning goals
  • Assist in preparing new business development presentations as needed
  • Participate in other internal firm initiatives
QUALIFICATIONS
  • Bachelor's degree in financial services or relevant field
  • Minimum 3 years of experience in financial services, tax, family office, or investment with high net-worth families
  • CFP, CPA or MBA a plus
  • Strong commitment to providing exceptional client service in a team-oriented environment
  • Consistently high attention to detail, accuracy, and thoroughness
  • Strong analytical skills
  • Outstanding written and oral communication skills
  • Proficiency in Microsoft Office, particularly Excel

The total compensation package includes a competitive base salary and bonus opportunity, structured to reflect the candidate's prior experience, demonstrated impact, and future growth potential.

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