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Client Service Associates Jobs in Illinois (NOW HIRING)

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 ...

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 ...

Hackajob

Client Service Associate

Chicago, IL · On-site

$15 - $20.50/hr

Client Service Associate Join JPMorganChase's Trade & Working Capital Client Service organization and help deliver an exceptional client onboarding and service experience. You will work in a ...

New

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 ...

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

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 ...

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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 Associate

Kestra Financial Independent Advisor

Schaumburg, IL • On-site

$14.25 - $19.75/hr

Full-time

Posted 25 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)