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Client Service Project Manager Jobs in Chicago, IL

Client Implementation Project Manager Location-Type: Remote (CST hours) Start Date Is: 2 weeks from ... Experience in FinTech, financial services, banking, payments, lending, insurance, or another ...

Client Implementation Project Manager Location-Type: Remote (CST hours) Start Date Is: 2 weeks from ... Experience in FinTech, financial services, banking, payments, lending, insurance, or another ...

SS-Client Service Associate

Chicago, IL ยท On-site

$25 - $28/hr

Help manage client communications to ensure timely and proactive updates are provided * Proactively ... Participate in relevant projects across the department, particularly those which look to mitigate ...

Client Details My Client is is a full-service professional organization based in beautiful downtown ... Prepare, manage, and monitor project budgets, ensuring projects are delivered on schedule and ...

Help manage client communications to ensure timely and proactive updates are provided * Proactively ... Participate in relevant projects across the department, particularly those which look to mitigate ...

Communicating with Client Services Manager's (sales) to coordinate the availability of SC vendor network for execution of projects and potential projects. * Communicating with Structural Engineers ...

... client service. At Novak, our people are our greatest asset. We foster a collaborative, team ... Manage project budgets, schedules, contracts, and overall project performance. * Coordinate and ...

... client service. At Novak, our people are our greatest asset. We foster a collaborative, team ... Manage project budgets, schedules, contracts, and overall project performance. * Coordinate and ...

... client service. At Novak, our people are our greatest asset. We foster a collaborative, team ... Manage project budgets, schedules, contracts, and overall project performance. * Coordinate and ...

Communicating with Client Services Manager's (sales) to coordinate the availability of SC vendor network for execution of projects and potential projects. * Communicating with Structural Engineers ...

As our Client Services Representative, your creative problem-solving skills and impeccable ... wealth management. Be sure to share one of your favorite volunteer projects too! We offer a ...

Showing results 41-60

Client Service Project Manager information

See Chicago, IL salary details

$39.7K

$105.9K

$167K

How much do client service project manager jobs pay per year?

As of Sep 9, 2026, the average yearly pay for client service project manager in Chicago, IL is $105,861.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,900.00 and $126,800.00 per year, depending on experience, location, and employer.

What is the difference between Client Service Project Manager vs Account Manager?

AspectClient Service Project ManagerAccount Manager
Primary FocusManaging project delivery, timelines, and client satisfaction during specific projectsMaintaining client relationships, upselling, and account growth
Required SkillsProject management, communication, problem-solvingSales, relationship building, negotiation
Work EnvironmentCollaborates with project teams, clients, and internal departmentsEngages with clients regularly to ensure ongoing satisfaction
CertificationsPM certifications (e.g., PMP) often preferredSales or customer relationship certifications beneficial

While both roles involve client interaction, the Client Service Project Manager focuses on delivering projects successfully, whereas the Account Manager emphasizes maintaining and expanding client relationships. Understanding these differences helps in choosing the right career path or job search focus.

What is a client service project manager?

A client service project manager oversees projects that involve client interactions, ensuring deliverables meet client needs and expectations. They coordinate teams, manage timelines, and communicate progress, often using project management tools like MS Project or Jira. Strong communication, organization, and problem-solving skills are essential for success in this role.

What is the role of a client service project manager?

A client service project manager oversees the planning, execution, and delivery of projects to meet client needs and expectations. They coordinate teams, manage timelines and budgets, and communicate with clients to ensure satisfaction, often using project management tools and maintaining certifications like PMP. Their role requires strong organizational, communication, and problem-solving skills to ensure successful project outcomes.
Infographic showing various Client Service Project Manager job openings in Chicago, IL as of September 2026, with employment types broken down into 100% Full Time. Highlights an 87% In-person, and 13% Hybrid job distribution, with an average salary of $105,861 per year, or $50.9 per hour.

Client Service Representative

Lisle, IL โ€ข On-site

Mission Wealth Management LP
Finance and Insuranceย โ€ขย 51 - 200 employees

$85K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 5 days ago


Key responsibilities

  • Assist with onboarding new clients by preparing account paperwork and establishing registration accounts using custodial referral platforms.

  • Facilitate account transactions, maintain account registrations, and assist with account transfers and obtaining cost basis information.

  • Support the Operations department by providing client account information, assisting with system improvements, and performing administrative duties such as scanning documents and processing mail.


Job description

As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Client Service Representative to join our high-performing Operations department. This is an opportunity to elevate your career in wealth management, working with a team that will inspire your professional and personal best!  As our Client Services Representative, your creative problem-solving skills and impeccable attention to detail are key to providing support to the Operations department as well as assisting the onboarding of new clients. With a knack for optimization, you will continually look for and recommend ways to improve systems and streamline functions. You promote open communication channels and an amicable team environment that benefits fellow employees, clients, vendors, and consultants. Your commitment to making a positive impact in other people’s lives parallels your drive for personal and professional growth.

Mission Wealth has offered 360-degree wealth management services to affluent families since 2000.  Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve.  This gives them the complete picture and confidence in their financial future.  

Day-to-Day as Client Service Representative:

  • Provide professional and targeted support to the Central/East Coast Operations team
  • Prepare New Account paperwork, establishing various registration accounts utilizing our preferred custodial referral platforms (Fidelity & Schwab), and prepare Alternative Investments paperwork
  • Facilitate account transactions, maintain account registrations, submit and track account transfers, and assist in obtaining cost basis
  • Scan and upload registration documents to Salesforce CRM
  • Assist clients with accessing our client portal and uploading documents for clients to access
  • Perform administrative office duties including processing all incoming and outgoing mail
  • Provide client account information to other departments as required and assist with projects as needed
  • Speak your mind, have your voice heard, innovate, and streamline existing processes, and enjoy coming to work each day

 

What You Bring as a Client Service Representative:

  • Bachelor’s degree
  • 2+ years’ proven experience in a client service role within the financial industry
  • Curiosity and problem-solving ability
  • High emotional intelligence coupled with a passion for client service and experience
  • Demonstrated operational experience with Fidelity/Schwab custodial referral platforms and the specialized paperwork that goes with linking to existing accounts (LPOA)
  • An impeccable eye for detail plus excellent multi-tasking and time management skills
  • Strong knowledge of modern office methods and procedures
  • Proficient with the full MS Office Suite
  • Proven working knowledge of Salesforce
  • Exceptional ability to read, analyze, interpret, and present information
  • Adept with mathematical concepts, writing reports, and business correspondence 

 

Job Type: Full-time, salaried non-exempt

Location: This position is based out of our office in Lisle, IL. This is an in-office position.

Salary: $65,000, plus $20,000 annual bonus paid in quarterly increments

Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management.  Be sure to share one of your favorite volunteer projects too!  We offer a competitive salary, team-based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.