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Client Service Operations Associate Jobs in Illinois

LVMH

Operations Associate - Part Time

Schaumburg, IL · On-site

$19.80 - $22.90/hr

VOTRE PROFIL Operations Associate - Part Time Publiée le 04.08.2026 Sephora Retail Référence ... Deliver exceptional service Support the team in creating outstanding client experiences and ...

LVMH

Operations Associate - Full Time

Bloomingdale, IL · On-site

$19.80 - $22.90/hr

VOTRE PROFIL Operations Associate - Full Time * NOUVEAU Publiée le 02.09.2026 Sephora Retail ... Deliver exceptional service Support the team in creating outstanding client experiences and ...

LVMH

Operations Associate - Part Time

Skokie, IL · On-site

$19.80 - $22.90/hr

VOTRE PROFIL Operations Associate - Part Time Publiée le 19.08.2026 Sephora Retail Référence ... Deliver exceptional service Support the team in creating outstanding client experiences and ...

LVMH

Operations Associate - Flex

Schaumburg, IL · On-site

$19.80 - $22.90/hr

* LE POSTE * VOTRE PROFIL Operations Associate - Flex Publiée le 17.08.2026 Sephora Retail ... Deliver exceptional service Support the team in creating outstanding client experiences and ...

LVMH

Operations Associate - Flex

Deer Park, IL · On-site

$19.80 - $22.90/hr

VOTRE PROFIL Operations Associate - Flex * NOUVEAU Publiée le 03.09.2026 Sephora Retail ... Deliver exceptional service Support the team in creating outstanding client experiences and ...

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 ... improve operational efficiency, and deliver exceptional client service * Assist to ensures ...

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 ... dealer operations and financial services products, including but not limited to: equities, bonds ...

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Client Service Operations Associate information

What is the difference between Client Service Operations Associate vs Client Service Representative?

AspectClient Service Operations AssociateClient Service Representative
CredentialsTypically requires a bachelor's degree in business, finance, or related fieldOften requires a high school diploma or associate degree, with some roles preferring customer service certifications
Work EnvironmentUsually in back-office or operational teams, focusing on process management and supportFront-line customer interaction, handling inquiries and resolving issues
Employer & Industry UsageFinancial services, banking, investment firmsBanking, insurance, retail banking
Common Search & Comparison IntentUnderstanding operational roles and responsibilities in client supportCustomer interaction and service delivery

The main difference is that Client Service Operations Associates focus on supporting internal processes and operations behind the scenes, while Client Service Representatives handle direct customer interactions. Both roles are essential in client support but differ in responsibilities and work environment.

Is a client service operations associate a good job?

A client service operations associate is a role focused on managing client accounts, resolving issues, and supporting operational processes, often requiring strong communication and organizational skills. The job can offer stable employment, opportunities for skill development, and advancement within customer service or operations departments. Its suitability depends on individual career goals and interest in client interaction and problem-solving.

What does a client service operations associate do?

A client service operations associate manages and supports client accounts by handling inquiries, processing transactions, and ensuring smooth service delivery. They often use customer relationship management (CRM) tools and require strong communication and organizational skills to coordinate between clients and internal teams.

What is a client service operations associate?

A client service operations associate is responsible for supporting client accounts by managing communication, resolving issues, and ensuring smooth service delivery. They often use customer relationship management (CRM) tools and require strong organizational and communication skills to coordinate between clients and internal teams.

What is the role of a client service operations associate?

A client service operations associate is responsible for supporting client accounts, ensuring smooth communication between clients and the company, and managing operational tasks such as data entry, process coordination, and issue resolution. They often use customer relationship management (CRM) tools and require strong organizational and communication skills to maintain client satisfaction and operational efficiency.

What cities in Illinois are hiring for Client Service Operations Associate jobs?

Cities in Illinois with the most Client Service Operations Associate job openings:

Client Service Operations Associate jobs near you

Operations Associate

Vernon Hills, IL

Northwestern Mutual - Greater Chicago
See more jobs at Northwestern Mutual - Greater Chicagoexternal

Full-time

Re-posted 13 days ago

Job description

Job Title: Operations Associate – Wealth Management

Company: Integrative Wealth Advisors, Northwestern Mutual

Location: Vernon Hills, IL

Employment Type: Full Time

Position Overview: The Operations Associate plays a critical role in supporting the day-to-day administrative and operational functions of a fast-paced wealth management team. This individual ensures a seamless client experience by managing account paperwork, processing transactions, and maintaining accurate records. The ideal candidate is detail-oriented, organized, and thrives in a structured, process-driven environment.

Key Responsibilities:

  • Prepare, review, and submit new account paperwork, ensuring accuracy and completeness
  • Facilitate account openings across investment and insurance platforms  
  • Process client transactions including transfers, rollovers, distributions, and beneficiary updates  
  • Monitor and track the status of account applications and transfers, following up as needed  
  • Maintain organized and compliant client records and documentation  
  • Coordinate with custodians, internal departments, and external partners to resolve operational issues  
  • Ensure all activities comply with firm policies, regulatory requirements, and industry standards  
  • Assist advisors and team members with administrative and operational tasks  
  • Identify opportunities to improve processes and enhance efficiency

Qualifications:  

  • Bachelor’s degree preferred (Finance, Business, or related field a plus) 
  • 1–3 years of experience in financial services, operations, or administrative support preferred 
  • Strong attention to detail and accuracy  
  • Excellent organizational and time-management skills  
  • Ability to handle multiple tasks and prioritize effectively in a deadline-driven environment  
  • Strong communication and problem-solving skills  
  • Proficiency in Microsoft O????ice (Excel, Word, Outlook); CRM experience is a plus

Preferred Skills:  

  • Familiarity with account opening procedures and transfer processes (ACATs, rollovers, etc.)  
  • Understanding of basic investment and insurance products  
  • Experience working with custodial platforms What We Offer:  
  • Competitive compensation and benefits package  
  • Opportunities for professional development and growth  
  • Collaborative and supportive team environment  
  • Exposure to wealth management operations and client service

Benefits: $55,000-$65,000 depending on experience and licensing plus benefits