ZipRecruiter

Log In

1

Client Service Associate Jobs in Crown Point, IN

CPS

Financial Client Service Associate

Chicago, IL

$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 ...

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 ...

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 ...

Business Talent Group

Associate, Client Service

Chicago, IL · On-site +1

$15 - $20.50/hr

For more information on our company, visit businesstalentgroup.com Client Service Associate About Us: Business Talent Group (BTG) is the leading talent marketplace that connects independent ...

Business Talent Group

Associate, Client Service

Chicago, IL · On-site +1

$15 - $20.50/hr

For more information on our company, visit businesstalentgroup.com Client Service Associate About Us: Business Talent Group (BTG) is the leading talent marketplace that connects independent ...

Kantar Group

Associate, Client Service

Chicago, IL · On-site

... client impact Kantar Benefits We provide a comprehensive, highly competitive benefits package, including * Medical plans with comprehensive, affordable coverage for a range of health services

Kantar

Associate, Client Service

Chicago, IL

Participates in client design and questionnaire discussions with some supervision * Supports data ... Medical plans with comprehensive, affordable coverage for a range of health services * Health ...

next page

Showing results 1-20

All JobsClient Service Associate JobsClient Service Associate Jobs in Crown Point, IN

Client Service Associate information

See Crown Point, IN salary details

$8

$16

$26

How much do client service associate jobs pay per hour?

As of Jun 16, 2026, the average hourly pay for client service associate in Crown Point, IN is $16.26, according to ZipRecruiter salary data. Most workers in this role earn between $13.22 and $18.27 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 information about products or services. They often work in financial or customer service environments, utilizing communication skills and familiarity with relevant software to ensure client satisfaction and efficient service delivery.

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 job makes $10,000 a month without a degree?

A Client Service Associate typically does not earn $10,000 a month without significant experience or advanced skills. High-paying roles that can reach this level often involve sales, real estate, or entrepreneurship, which may require strong communication skills, industry knowledge, and a proven track record rather than formal degrees.

Is client associate entry level?

A client service associate position is often considered entry-level, suitable for candidates with a high school diploma or bachelor's degree. The role typically involves developing customer service skills, familiarity with financial products, and using CRM tools, making it accessible to those starting their careers in client support or financial services.

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 Crown Point, IN? The most popular types of Client Service jobs in Crown Point, IN are:
What cities near Crown Point, IN are hiring for Client Service Associate jobs? Cities near Crown Point, IN with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Crown Point, IN as of June 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $33,823 per year, or $16.3 per hour.
Client Service Associate

Client Service Associate

Ritholtz Wealth Management

Chicago, IL • On-site

$60K - $90K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago

Job description

Ritholtz Wealth Management is a fast-growing wealth management firm headquartered in New York City with clients and employees across the country. We are a growing cutting-edge Registered Investment Advisory (RIA) firm seeking highly motivated and career-oriented individuals who can thrive in an energetic and collaborative environment and enjoy the challenges of providing exceptional service to our clients.

Many RWM clients started as followers of the firm's substantial media and content footprint, which includes weekly podcasts that can be viewed on The Compound - YouTube.

Our employees enjoy being part of a dynamic team, meaning you will work with an innovative firm shaping the investing future. We provide better client outcomes through leading content & communication, technology solutions, and time-tested investment strategies. RWM has found its niche in reaching clients through entertaining and informative content and providing better solutions by taking on new opportunities. All while leaving its own personal footprint within the industry with conferences like the Future Proof Festival.

This position is Hybrid with regular travel to our office for in-person collaboration. Applicants must be in the greater Chicago area to be considered.

The salary base may range from $60,000 - $90,000. The salary offered will be determined by, but not limited to, experience, education, skill, location, and credentials.


    A day in the life of a Client Service Associate can look like this:

    • Cultivating and enhancing new and existing client relationships through active communication, processing client requests, resolving inquiries, and providing guidance
    • Coordinating the client onboarding process, including opening brokerage accounts, establishing cashiering needs, setting up online reporting access, updating cost basis, tracking required minimum distributions, reconciling account information, and sending and receiving documents between clients and their advisors and investment custodians
    • Completing miscellaneous administrative tasks that support the client relationship as assigned by the Advisor and logging all activities in the firm's CRM promptly and accurately
    • Participate in special projects or assignments as needed to solve complex issues that may arise

    This opportunity might be a good fit for you if:

    • You have client service experience working for an RIA
    • You pay attention to details
    • You are organized, and nothing falls through the cracks on your watch
    • You enjoy solving problems, taking on new challenges, and finding creative solutions
    • You enjoy helping clients achieve their financial goals
    • You write well, speak eloquently, and can explain just about anything to anyone
    • You think on your feet and love learning new things
    • You are motivated, driven, and always volunteering for new challenges
    • You are comfortable collaborating with diversified teams and roles


    What you will do to succeed:

    • Have a minimum of 1 + year's experience at an RIA/Wealth Management firm
    • Have experience working with major custodians in a professional capacity, such as Fidelity and Charles Schwab
    • Strong computer skills, including Salesforce, Microsoft Office Suite, G-Suite
    • Bachelor or associate degree preferred
    • Bonus Skills: Experience using NetDocs & Docusign

    What is great about us? We offer fantastic perks and benefits such as:

    • Great company culture
    • We embrace diversity and inclusion
    • Remote/Work from home
    • Comprehensive Benefits package
    • 401k with match
    • Generous time off
    • Paid Parental Leave
    • Support for Community Volunteering

    Check out some of our footprints:

    The Compound - The Compound brings you the latest in business, investing, economics, finance, and more! Michael Batnick, Josh Brown, Barry Ritholtz, Ben Carlson and the rest of the gang upload new videos weekly!

    Animal Spirits - A podcast about markets, life & investing with Michael Batnick & Ben Carlson

    Future Proof- A first-of-its-kind outdoor wealth management conference located on the boardwalk in Huntington Beach, CA, on the beach in Miami, and at a resort in Colorado Springs.

    Compensation:

    Based on qualifications and relevant experience.

    How do we stay compliant?

    We participate in E-Verify. We will provide the U.S. Social Security Administration (SSA) and, if necessary, the U.S. Department of Homeland Security (DHS) with information from each new employer's Form I-9 to confirm work authorization.

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental Insurance
    • Disability insurance
    • Employee assistance program
    • Employee discount
    • Flexible spending account
    • Health insurance
    • Health savings account
    • Life insurance
    • Paid time off
    • Parental leave
    • Vision insurance

    Ability to commute/relocate:

    • Chicago, IL: Reliably commute or planning to relocate before starting work (Required)

    Experience:

    • Customer service: 1 year (Preferred)
    • RIA or Broker Dealer: 1 year (Preferred)
    Employment Type: FULL_TIME

    Apply