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Client Service Associate Jobs in Niles, IL (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

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 ...

NFP Corp

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 ...

JPMorgan Chase & Co.

Client Service Associate

Chicago, IL · On-site

$64K - $87K/yr

As a Client Service Associate within the Trade & Working Capital Client Service organization, you will support both implementations (onboarding, documentation, and execution support) and ongoing ...

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

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 ...

JP Morgan Chase

Client Service Associate

Chicago, IL · On-site

$15 - $20.50/hr

As a Client Service Associate within the Trade & Working Capital Client Service organization, you will support both implementations (onboarding, documentation, and execution support) and ongoing ...

JPMorgan Chase & Co

Client Service Associate

Chicago, IL

$15 - $20.50/hr

As a Client Service Associate within the Trade & Working Capital Client Service organization, you will support both implementations (onboarding, documentation, and execution support) and ongoing ...

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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Client Service Associate information

See Niles, IL salary details

$8

$17

$27

How much do client service associate jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for client service associate in Niles, IL is $17.06, according to ZipRecruiter salary data. Most workers in this role earn between $13.89 and $19.13 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 Niles, IL are hiring for Client Service Associate jobs? Cities near Niles, IL with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Niles, IL as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 22% Part Time, and 2% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $35,480 per year, or $17.1 per hour.

Client Service Associate II

NFP Corp

Chicago, IL • On-site

$15 - $20.50/hr

Full-time

Retirement

Re-posted 11 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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