ZipRecruiter

Log In

1

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

Stifel

Registered Client Service Associate

Chicago, IL · On-site

$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/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

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

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 ...

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 ...

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 ...

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 ...

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 ...

next page

Showing results 1-20

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

Client Service Associate information

See Berwyn, IL salary details

$9

$17

$27

How much do client service associate jobs pay per hour?

As of Jul 15, 2026, the average hourly pay for client service associate in Berwyn, IL is $17.38, according to ZipRecruiter salary data. Most workers in this role earn between $14.13 and $19.52 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 cities near Berwyn, IL are hiring for Client Service Associate jobs? Cities near Berwyn, IL with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Berwyn, IL as of July 2026, with employment types broken down into 1% As Needed, 66% Full Time, 30% Part Time, 1% Temporary, 1% Contract, and 1% Nights. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $36,146 per year, or $17.4 per hour.

Client Service Associate-Plano, Texas

RK Partners

Chicago, IL • On-site

$52K/yr

Full-time

Medical, Dental, Retirement

Re-posted 13 days ago

Job description

Client Service Associate -PLANO Texas-On Site

Position Summary

We are seeking a Client Service Associate who consistently provides exceptional service to all clients and demonstrates strong organizational, interpersonal, and communication skills. This role requires excellent attention to detail, the ability to manage multiple tasks successfully, and a high level of technical proficiency. The ideal candidate can quickly learn and adapt to new systems and tools.

Candidate Characteristics / Disposition

The ideal candidate is detail‑oriented, service‑driven, and able to prioritize and manage multiple projects in a fast‑paced environment. This individual should be eager to learn, expand responsibilities, and follow written instructions with accuracy. Strong interpersonal, organizational, and communication skills are essential.

Essential Functions

  • Client Servicing: Assist with client service needs, including processing requests, resolving issues, and delivering timely, accurate, and exceptional service.
  • Client Onboarding: Support onboarding and ongoing data maintenance by collecting, reviewing, and organizing client information and required documentation.
  • Money Movement: Process all forms of money movement—including checks, wires, journals, ACH, DAFs, and other transactions—with accuracy, confidentiality, and attention to detail.
  • CRM Management: Maintain accurate and up‑to‑date client records, ensuring data integrity across all systems.
  • Communications & Correspondence: Serve as a trusted point of contact for service‑related interactions with clients and custodians, exercising discretion and professionalism.
  • Team Support: Provide backup support to the Client Service Team.

Core Competencies

  • Organizational Excellence: Ability to prioritize, structure information, and maintain efficient, scalable systems.
  • Communication: Strong written and verbal communication skills.
  • Time Management: Effective at managing multiple priorities, meeting deadlines, and maintaining accuracy under pressure.
  • Interpersonal Savvy: Builds strong relationships through empathy, professionalism, and sound judgment.
  • Discretion & Confidentiality: Handles sensitive information with integrity and discretion.
  • Adaptability: Thrives in dynamic, fast‑paced environments and adjusts to shifting priorities.
  • Custodian Knowledge: Familiarity with major custodians including Schwab, Fidelity, Pershing, and American Funds.

Skills & Abilities

  • Education: High school diploma required; bachelor’s degree preferred.
  • Experience: 0–3 years of client service experience in financial services or a similar industry preferred. General knowledge of personal financial services is a plus.
  • Technical Proficiency: Proficient in Microsoft Office Suite (Word, Outlook, some PowerPoint) and experienced with CRM platforms and workflows.

Job Status

  • Employment Type: Full‑time
  • FLSA Status: Exempt
  • Telework Eligibility: Yes, after meeting eligibility requirements
  • Department: Client Service (reports to Client Service Manager)
  • Location: Plano, TX

Work Schedule:

Standard business hours (8:00 a.m. – 5:00 p.m.) are expected; however, additional time and schedule flexibility may be required based on workload, deadlines, or business needs.

Compensation & Benefits:

Client Service Associate - $50,000 base + 5% bonus, adjustable based on industry experience Strong benefits package including employer‑paid health and dental insurance for employee coverage, plus 401(k) with match.