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Client Service Associates Jobs in Illinois (NOW HIRING)

Global Channel Management

Client Service Assoc

Chicago, IL · On-site

$15 - $20.50/hr

About the job Client Service Assoc Client Service Assoc needs 4+ years experience Client Service Assoc requires: * Customer service * Client service rep * CRM Client Service Assoc duties: * Assist in ...

Kestra Financial

Client Service Associate

Chicago, IL · On-site

$15 - $20.50/hr

Client Service Associate Summary The Client Service Associate reports to the Senior Client Service Associate and is critical to appropriately leveraging Advisors' time. This position utilizes ...

Kestra Financial

Client Service Associate

Schaumburg, IL · On-site

$14.25 - $19.75/hr

Client Service Associate Summary The Client Service Associate reports to the Senior Client Service Associate and is critical to appropriately leveraging Advisors' time. This position utilizes ...

Aegis Worldwide

Client Service Associate

Niles, IL · On-site

$14.50 - $20/hr

Client Services Associate The Client Services Associate is the primary customer-facing liaison and serves as a bridge between Sales and Project Management. This role focuses on understanding customer ...

CPS

Client Service Associate

Chicago, IL · On-site

$15 - $20.50/hr

Client Service Associate We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. This position is ideal for a professional with a strong background in client ...

Corps Team

Client Service Associate

Chicago, IL · On-site

$26.27 - $28.27/hr

Client Service Associate - Fixed Income Our client, a large financial services company, is seeking a Client Service Associate - Fixed Income for a 12+ month contract assignment in Chicago, IL. Hybrid ...

SPS North America

Client Service Associate

Chicago, IL · On-site

$15 - $20.50/hr

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

Pyramid Consulting

SS-Client Service Associate

Chicago, IL · On-site

$25 - $28/hr

SS-Client Service Associate Immediate need for a talented SS-Client Service Associate. This is a 06 Months Contract opportunity with long-term potential and is located in Chicago, IL (Onsite). Please ...

ECG Resources

Client Service Associate

Chicago, IL · Hybrid

$15 - $20.50/hr

Established Multi-Family Office seeks a Client Service Associate to service their UHNW clients by providing full suite of family office services. * Act as the daily point of contact for receiving ...

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Client Service Associates information

What is the difference between Client Service Associates vs Customer Service Representatives?

AspectClient Service AssociatesCustomer Service Representatives
Required CredentialsHigh school diploma; some roles may prefer associate or bachelor's degreeHigh school diploma or equivalent
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, various industries
Employer & Industry UsageFinancial services, wealth managementRetail, telecommunications, hospitality
Common Search & ComparisonClient Service Associates vs Customer Service Representatives

Client Service Associates typically work in financial settings, handling client accounts and providing specialized support, often requiring financial knowledge. Customer Service Representatives work across various industries, focusing on general customer inquiries and support. While both roles involve client interaction, Client Service Associates usually require more industry-specific credentials and work in more specialized environments.

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 work in financial, banking, or customer service environments, utilizing communication skills and tools like CRM software to ensure client satisfaction and retention.

What is the role of a client service associate?

A client service associate is responsible for supporting clients by addressing inquiries, processing transactions, and providing account information. They often work in financial or customer service environments, utilizing communication skills and familiarity with relevant software to ensure client satisfaction and smooth operations.

Is a client service associate entry level?

Yes, client service associate positions are typically entry-level roles that require basic customer service skills, communication abilities, and sometimes familiarity with financial or client management software. Many employers offer on-the-job training and do not require extensive prior experience or advanced certifications.
Client Service Associates jobs near you
Infographic showing various Client Service Associates job openings in Illinois as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 18% Part Time, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution.

Client Service Assoc

Global Channel Management

Chicago, IL • On-site

$15 - $20.50/hr

Other

Re-posted 11 days ago

Job description

About the job Client Service Assoc
Client Service Assoc needs 4+ years experience
Client Service Assoc requires:

  • Customer service
  • Client service rep
  • CRM
Client Service Assoc duties:
  • Assist in the coordination of client transitions activity (i.e. onboarding, off boarding) in close partnership with relevant business partners
  • Support the coordination of account maintenance activities (e.g., amendments to account name, fee schedules, benchmarks, client agreements, etc.)
  • Assist team members to ensure ongoing client contractual obligations are being met
  • Support the fulfillment of ad-hoc client inquiries and requests
  • Facilitate and oversee client cash flow requests to ensure proper handling
  • Help manage client communications to ensure timely and proactive updates are provided
  • Proactively anticipate client needs and assist in the development of strategies for meeting and exceeding those needs
  • Update and maintain client and authorized third party contact information via CRM application
  • Support client meeting preparation by facilitating creation of materials
  • Help identify, escalate and resolve problems for any issues affecting the client experience
  • Participate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional client service
  • Assist to ensures preparation of weekly, monthly and quarterly client reports and presentations to be delivered to clients
  • Supports the completion of due diligence and client questionnaires
Global Channel Management logo

About Global Channel Management

Sourced by ZipRecruiter

Global Channel Management is a technology company that specializes in various types of recruiting and staff augmentation. Global Channel Management understands the challenges companies face when it comes to the skills and experience needed to fill the void of the day to day function. Organizations need to reduce training and labor costs but at the same time requiring the best talent for the job. GCM's Ownership and Management teams have extensive Staffing, Recruiting, HR and Executive Leadership knowledge, Experience and Expertise. Our Understanding and Commitment to our Client's Satisfaction are key reasons GCM has been successful in establishing long term relationships.

Industry

Recruiting and staffing services

Company size

11 - 50 Employees

Headquarters location

Austell, GA, US

Year founded

2009

Social media

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