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Client Service Associates Jobs in Illinois (NOW HIRING)

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 ...

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 ...

NFP Corp

Client Service Associate II

Chicago, IL · On-site

$15 - $20.50/hr

... Client Service Associates, sharing expertise and best practices to accelerate team readiness and performance. Education, Professional & Technical Experience: * Bachelor's Degree required with a ...

Ameriprise Financial

Client Service Associate

Chicago, IL · On-site

$29K - $41K/yr

The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible for using the client relationship model and turnkey tools. Activities may include but are not limited ...

Maze Marketing

Client Service Associate

Chicago, IL · On-site

$15 - $20.50/hr

Maze Marketing is looking for a Client Service Associate. We seek a career-oriented individual that can thrive in a collaborative environment and enjoys the challenges of providing exceptional ...

Maze Marketing

Client Service Associate

Chicago, IL · On-site

$15 - $20.50/hr

Maze Marketing is looking for a Client Service Associate. We seek a career-oriented individual that can thrive in a collaborative environment and enjoys the challenges of providing exceptional ...

NFP Corp

Client Service Associate

Chicago, IL · Hybrid

$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 ...

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 ...

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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 CRM tools 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, providing account information, and ensuring a positive experience. They often handle administrative tasks, use customer relationship management (CRM) tools, and maintain knowledge of company products or services to assist clients effectively.
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, 76% Full Time, 21% Part Time, and 2% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution.

Client Service Associate

Kestra Financial Independent Advisor

Schaumburg, IL • On-site

$14.25 - $19.75/hr

Full-time

Re-posted 14 days ago

Job description

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 excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.

Essential Duties and Responsibilities

  • Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
  • Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards
  • Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance
  • Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available
  • Ensure adherence to appropriate client service models
  • Manage multiple and competing priorities on a daily basis in pursuit of business objectives
  • Other responsibilities as assigned by the Senior Client Service Associate

Supervisory Responsibilities: None

Knowledge, Skills, and/or Abilities

  • Advanced computer skills (Outlook, Word, Excel and Power Point) are essential
  • Excellent communication skills, both verbally and in writing
  • Strong time management, organizational skills; able to work independently and effectively manage multiple tasks at once
  • Ability to build relationships with clients and internal partners and influence others without direct control

Education and/or Experience

  • Bachelor’s degree in a business-related field preferred
  • The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts • Previous experience in the independent financial services culture preferred

Certificates, Licenses, Registration

• Series 7 and 65/66 preferred (or ability to obtain)