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

Investortools

Client Services Associate

Naperville, IL · On-site

$70K - $90K/yr

We're committed to creative problem-solving, excellent service, and a collaborative culture rooted ... What You'll Do As a Client Services Associate, you'll immerse yourself in the world of fixed-income ...

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How much do client service associate jobs pay per hour?

As of Jul 15, 2026, the average hourly pay for client service associate in Naperville, IL is $16.99, according to ZipRecruiter salary data. Most workers in this role earn between $13.85 and $19.09 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 Naperville, IL are hiring for Client Service Associate jobs? Cities near Naperville, IL with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Naperville, IL as of July 2026, with employment types broken down into 1% As Needed, 66% Full Time, 29% Part Time, 1% Temporary, 1% Contract, and 2% Nights. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $35,341 per year, or $17 per hour.
Client Service Associate, Private Funds

Client Service Associate, Private Funds

Waverly Advisors, LLC

Chicago, IL • On-site

$15 - $20.50/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, ‘Serve.’ It is the reason we go to work every day.

In this role, you’ll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you’ll grow as a person and leader in your field and transform those around you as well.

We are looking to add a Client Service Associate for Private Funds to our team in our Atlanta, GA office. The Client Service Associate for Private Funds is an essential part of the Waverly Advisors team, regularly serving as the liaison between clients and advisors/financial planners, as part of our overall client experience.

Responsibilities
  • Serves as a primary point of contact for client service matters related to private funds (subscriptions, capital calls, distributions, statements, etc.).
  • Coordinates all aspects of private fund onboarding, including paperwork, compliance requirements, and custodian integration.
  • Maintains and updates internal systems and client records related to alternative investments.
  • Liaises with fund administrators and general partners to gather documentation and resolve client inquiries.
  • Supports the quarterly and annual reporting process, ensuring accuracy and timeliness.
  • Collaborates with advisors, portfolio managers, and operations to deliver a high-touch client experience.
  • Assists in the creation and review of client presentations, investment summaries, and fund performance updates.
  • Responds to all internal and external requests in a timely manner.
  • Coordinates with Private Funds team on any alternative investment subscriptions and redemptions.
  • Tracks and updates client-related information in SharePoint and Salesforce.
  • Tracks information sent to custodians for verification of receipt and completed work.
  • Follows Waverly compliance policies and procedures related to client requests and other matters.
Travel
  • No travel is required.
Qualifications And Experience
  • At least 2 years of client service experience in financial services.
  • Bachelor’s Degree or higher, or, in lieu of a college degree, 5 years of experience in financial services.
  • Experience with private investments (PE, real estate, etc.) and alternative fund structures.
  • Expertise in Outlook and proficient skills in the Microsoft Office suite.
  • Familiarity with portfolio accounting systems is preferred.
  • Experience with Schwab, Pershing, and Fidelity, preferred.
  • Proficiency with Microsoft Excel and CRM systems.
Competencies And Skills
  • Proactive team player who values building positive relationships with clients and colleagues.
  • Detail-oriented self-starter.
  • Highly organized.
  • Strong verbal and written communication skills.
  • Can-do attitude where no task is too big or small.
  • Ability to juggle demands of multiple people and deadlines.
  • Positive attitude with a willingness to learn.
Physical Requirements
  • Prolonged periods of sitting at a desk and working on a computer.
  • Must be able to lift 15 pounds at times.
  • Must be able to access and navigate each department at the organization’s facilities.
Benefits
  • Health, Dental, and Vision benefit options.
  • 401K.
  • Twelve paid holidays.
  • Extra vacation day on your birthday week.
  • Three weeks of PTO, increasing to four weeks after three years of service (PTO is accrued quarterly).
  • Four weeks paid sabbatical program after seven consecutive years of service, maximum of two sabbaticals while employed with us.
  • Compensation commensurate with experience.
Legal

Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law.

Interested in applying?

If you believe you would be a good fit for our team and would like to be considered for this position, please send a resume and cover letter with salary requirements to Human Resources at hr@waverly-advisors.com.

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