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Client Services Assistant Jobs in Illinois (NOW HIRING)

Client Services Associate RH at its core is about taste, and we believe the idea of scaling taste ... Greet and welcome RH Clients and assist with any questions or concerns * Assist in connecting ...

New

Client Services Associates play an integral role in providing luxury service and assessing the ... Greet and welcome RH Clients and assist with any questions or concerns * Assist in connecting ...

New

Client Services Associates play an integral role in providing luxury service and assessing the ... Greet and welcome RH Clients and assist with any questions or concerns * Assist in connecting ...

New

Client Services Associate

Mount Carroll, IL · On-site

$16.54 - $22.67/hr

Client Services Associate Join TBK Bank! At TBK Bank, a subsidiary of Triumph, we're a team of ... Open new accounts, ensuring accuracy and timely documentation. * Assist with Stop Payments, Debit ...

New

IL · On-site

$16.54 - $22.67/hr

As a Client Services Associate, you'll be at the forefront of our commitment to exceptional ... Open new accounts, ensuring accuracy and timely documentation. * Assist with Stop Payments, Debit ...

IL · On-site

$16.54 - $22.67/hr

As a Client Services Associate, you'll be at the forefront of our commitment to exceptional ... Open new accounts, ensuring accuracy and timely documentation. * Assist with Stop Payments, Debit ...

Financial Services The Client Service Associate partners with associates across Global Client Group ... Key Responsibilities and Duties * Assist in the coordination of client transitions activity (i.e ...

Client Services Coordinator

Hoffman Estates, IL · On-site

$18.75 - $25.25/hr

Position Summary We are seeking a highly organized and customer-focused Client Services Coordinator ... execution. * Assist with administrative and operational tasks that support team success.

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Showing results 1-20

Client Services Assistant information

See Illinois salary details

$11

$19

$27

How much do client services assistant jobs pay per hour?

As of Sep 6, 2026, the average hourly pay for client services assistant in Illinois is $19.40, according to ZipRecruiter salary data. Most workers in this role earn between $16.06 and $22.12 per hour, depending on experience, location, and employer.

What is a client services assistant?

Client Services Assistants are professionals who support a company’s clients by addressing their needs, answering questions, and ensuring a positive experience. They typically handle administrative tasks, schedule appointments, manage correspondence, and may assist with problem resolution. Their role is crucial in maintaining strong client relationships and ensuring that clients are satisfied with the services provided by the organization.

What are some typical challenges a client services assistant might face and how can they overcome them?

Client Services Assistants often juggle multiple client requests and administrative tasks simultaneously, which can make time management a common challenge. Prioritizing urgent client needs while maintaining attention to detail in documentation is essential. Developing strong organizational skills and proactively communicating with clients and team members can help manage workload and prevent misunderstandings. Regular check-ins with supervisors or senior team members can also provide guidance and support for handling complex client issues.

What is the difference between Client Services Assistant vs Customer Service Representative?

AspectClient Services AssistantCustomer Service Representative
CredentialsHigh school diploma or equivalent; some roles may prefer associate degreeHigh school diploma or equivalent; some roles may prefer post-secondary education
Work EnvironmentOffice settings, client-facing roles, administrative supportCall centers, retail, office settings, customer support centers
Employer & IndustryFinancial services, consulting, professional servicesRetail, telecommunications, hospitality, various industries
Search & Comparison IntentUnderstanding support roles assisting clients directlyHandling customer inquiries and resolving issues

The main difference between a Client Services Assistant and a Customer Service Representative lies in their focus and work environment. Client Services Assistants typically work in professional settings supporting specific clients, often with a focus on account management. Customer Service Representatives usually handle general customer inquiries across various industries, often via phone or online. Both roles require strong communication skills but differ in their scope and industry application.

What are the most commonly searched types of Client Services jobs in Illinois?

The most popular types of Client Services jobs in Illinois are:

What are popular job titles related to Client Services Assistant jobs in Illinois?

For Client Services Assistant jobs in Illinois, the most frequently searched job titles are:

What job categories do people searching Client Services Assistant jobs in Illinois look for?

The top searched job categories for Client Services Assistant jobs in Illinois are:

What cities in Illinois are hiring for Client Services Assistant jobs?

Cities in Illinois with the most Client Services Assistant job openings:

Infographic showing various Client Services Assistant job openings in Illinois as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $40,361 per year, or $19.4 per hour.

Client Services Associate

Clark Wealth Partners

O Fallon, IL • On-site

Other

Medical, Retirement, PTO

Posted 2 days ago

New


Job description

Clark Wealth Partners is a growing wealth management firm focused on delivering thoughtful financial guidance and a high level of service to individuals and families.


We are hiring a Client Service Associate to support both the operational side of the firm and the day-to-day service experience for clients. This role starts with a strong foundation in internal operations, systems, and organization, while also handling core client service responsibilities. Over time, there is an opportunity to take on more responsibility as trust and proficiency grow.


This role is a good fit for someone who takes pride in doing things the right way, stays organized without being asked, and follows through consistently. The environment is collaborative, but expectations are high and attention to detail matters.


What Success Looks Like


Within 3-6 months, a successful hire will:

  1. Handle day-to-day responsibilities with consistency and minimal oversight
  2. Keep systems, data, and workflows accurate and up to date
  3. Respond to client needs in a timely, professional, and thoughtful manner
  4. Reduce administrative burden on advisors and help the team operate more efficiently
  5. Take ownership of responsibilities and step in to solve problems when needed


Key Responsibilities


Client Service & Engagement

  • Serve as a point of contact for client service requests and general inquiries, ensuring timely and professional follow-up
  • Coordinate client communications, including scheduling meetings and managing follow-ups
  • Prepare client meeting materials, financial reports, and summaries
  • Support onboarding and transitions for new and existing clients


Account Management & Processing

  • Process account openings, transfers, deposits, and withdrawals accurately and efficiently
  • Maintain and update client records across Schwab, Wealthbox, and internal systems
  • Assist with compliance documentation and recordkeeping requirements
  • Monitor and complete client-related workflows to ensure timely execution


Operations & Systems

  • Maintain CRM (Wealthbox) accuracy so information is complete, current, and usable
  • Manage internal tracking systems for reporting, client transitions, and workflows
  • Track key client and COI data points, including birthdays, anniversaries, and planning milestones
  • Look for ways to improve organization and efficiency across processes over time


Qualifications


What We’re Looking For

  • Strong attention to detail and a high standard for accuracy
  • Organized and able to manage multiple responsibilities without things slipping
  • Reliable and consistent in follow-through
  • Comfortable communicating clearly and professionally, both internally and with clients
  • Able to prioritize tasks and manage time effectively
  • Willing to take ownership and step in where needed


Preferred (Not Required)

  • Bachelor’s degree or equivalent experience
  • Experience in a professional office environment
  • Exposure to financial services, operations, or client service roles
  • Familiarity with tools such as Wealthbox, Schwab, or similar platforms


Compensation & Benefits

  • Competitive salary based on experience
  • Discretionary bonus
  • 401(k) with employer match
  • Paid time off
  • Health insurance (if needed)
  • field, or equivalent relevant experience.