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Client Service Operations Associate Jobs in Illinois

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 ... Creates client correspondence as needed according to the Lenox Style Guide Business Operations

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 ... Creates client correspondence as needed according to the Lenox Style Guide Business Operations

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 ... Prioritize and organize the workflow and collaborate with all facets of the operation and ...

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 ...

Aon

Client Service Associate

Chicago, IL · On-site

$15 - $20.50/hr

Knowledge of office equipment operations (copier, scanner, printers) and electronic calendaring ... The Client Services Associate must provide superior client service by identifying the client ...

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 ... Prioritize and organize the workflow and collaborate with all facets of the operation and ...

Windward Recruiting

Client Service Associate

Chicago, IL · On-site

$15 - $20.50/hr

We are seeking a detail-oriented and client-focused Client Service Associate to deliver comprehensive wealth management services to UHNW families. DUTIES & RESPONSIBILITIES * Organize and prepare ...

Ronald Blue & Co

Client Service Associate

Deerfield, IL · On-site

$14.75 - $20.25/hr

Manages an annual client service plan for each of the advisor teams clients, which includes ... and operational day of support. 6. Supports and completes special company-wide projects in ...

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

Ronald Blue Trust

Client Service Associate

Deerfield, IL · On-site

$27.40 - $33.65/hr

Manages an annual client service plan for each of the advisor teams clients, which includes ... and operational day of support. 6. Supports and completes special company-wide projects in ...

Blue Trust

Client Service Associate

Deerfield, IL · On-site

$14.75 - $20.25/hr

Manages an annual client service plan for each of the advisor teams clients, which includes ... operational day of support. Supports and completes special company-wide projects in accordance with ...

Atrium

Retail Operations Associate - 407081

Chicago, IL · On-site

$25 - $35/hr

Client Overview A leading luxury retail company is seeking a Retail Operations Associate to support daily store operations, inventory management, and back-of-house processes within an elevated retail ...

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All JobsClient Service Operations Associate JobsClient Service Operations Associate Jobs in Illinois

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

Client Service Associate

Chicago, IL • On-site

NFP Corp
Personal Services • 5 - 10K employees
Learn more about NFP Corpexternal

$15 - $20.50/hr

Full-time

Medical, Retirement, PTO

Re-posted 21 days ago

Key responsibilities

  • Supports the Relationship Manager by scheduling and coordinating activities related to new policy and client service processes.

  • Provides client service by identifying client needs, acting on or delegating items, and following through to completion while keeping all parties informed.

  • Processes insurance policy service requests, manages policy changes, and coordinates with carriers and vendors to ensure accurate and timely execution.

Job description

Posting Description
Who We Are
Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique. NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.
Position Summary & Overall Purpose
Supports the Relationship Manager by scheduling and coordinating activities and initiatives that facilitate the new policy and client service processes. 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 all parties informed throughout the process.
This is a full-time role working four days a week from our Chicago office and one from home.
What You'll Be Doing
Pre-Sale and New Business
  • Assembles meeting preparation documents pertaining to the client/prospect prior to sales meetings, including but not limited to, illustrations, policy and product summaries, reports, presentations, and marketing packets
  • Performs all insurance underwriting duties, including preparation and completion of multi-life and individual disability, life, and long-term care applications
  • Schedules medical insurance exams and orders all Attending Physician Statements based on insurance underwriting guidelines
  • Follows up with the client and Relationship Manager during the underwriting process, keeps notes on the process and conversations in MOSAIC
  • Partners with the New Business Team to manage all new business reasons. Uses MOSAIC as the system of record for status, notes, and tasks. Communicates with RM and client as necessary.
  • Participates in Relationship Manager/New Business case management calls
  • Reviews insurance policies and prepares them for delivery; follows up on delivery requirements when needed
  • Ensures Relationship Manager has appropriate Licensing and Appointments and works with internal contracting and licensing contact to obtain and renew licenses
  • Partners with Advanced Sales to obtain and/or generate the appropriate illustrations/one-pagers
  • Processes all policy changes including reinstatement of lapsed cases, smoker rating changes, addition or removal of policy riders, and face amount reductions
  • Partners with Private Wealth Management Team to process individual asset management applications, service requests, and performance summaries
  • Coordinates tasks and responsibilities for all joint work
Client Service
  • Processes all insurance policy service requests, including address, beneficiary/ownership changes, premium mode changes, and dividend option changes
  • Provides superior client service by identifying client's wants and needs, acting on, and/or delegating items and following through to completion, keeping all parties informed throughout the process
  • Coordinates all collateral assignments, death or disability claims, and fund allocation changes with the assistance of the Relationship Manager
  • Interacts daily with insurance carriers and vendors to ensure accurate and timely execution of client service requests
  • Takes a proactive lead on conserving the Relationship Manager's existing block of business by notifying clients of overdue insurance premiums and coverage in danger of lapsing, tracking all attempts and progress, and keeping the Relationship Manager informed of problematic cases
  • Ability to follow through on a variety of requests and ability to create resolution on client and/or service related matters.
  • Creates client correspondence as needed according to the Lenox Style Guide
Business Operations
  • Responsible for greeting clients, fielding phone calls, reviewing incoming mail, managing office supplies, ordering client gifts, and maintaining client files
  • Manages the Relationship Manager's calendar, scheduling and confirming client meetings, registering visitors with security, and booking conference rooms
  • Ensures data accuracy by regularly and routinely updating information in MOSAIC and maintaining client files. This includes, but is not limited to, fact find information and notes, case management (individual and MultiLife), task management, and client and policy information
  • Participates in occasional training and development sessions as directed by department(s) and Regional Manager
  • Creates feeder lists as requested
  • Partners with the Relationship Manager when participating in Lenox marketing campaigns, including MOSAIC list updates as well as updating client email addresses
What We're Looking For
Required Knowledge
  • Knowledge of office equipment operations (copier, scanner, printers) and electronic calendaring programs (Microsoft Outlook)
  • Familiarity with business principles and practices
  • Familiarity working with Client Database Management systems
  • Knowledge of Customer Service fields
Required Skills/Abilities
  • Excellent communication skills, both verbal and written (email, written memos, telephone, voicemail, etc.)
  • Ability to interact with clients diplomatically and professionally
  • Strong attention to detail with the ability to prioritize multiple tasks in a fast-paced sales environment
  • Ability to work independently and also to collaborate with teams
  • Proficient in Microsoft Outlook, Excel, Word and PowerPoint
  • Organizational, planning and critical thinking skills
  • Ability to multitask
Required Behaviors/Attitudes
  • Initiative
  • Team oriented; demonstrates a service attitude
  • Cares about delivering quality
  • Planning & Organizing
  • Confident / Assertive
  • Dependable
  • Take personal ownership for delivery of superior results; conscientious
  • Demonstrate strong commitment to meeting the needs of internal and external clients
Education & Experience
  • High School Diploma Required
  • College Degree Preferred
  • 1-3 Years of Customer Service Experience
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, ultimately, we exist to be there for others. The base salary range for this position is $42,945 - $68,670. 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.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.

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