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Client Services Associate Jobs in Bolingbrook, IL

TravisMathew

Client Associate Oakbrook

Oak Brook, IL · On-site

The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability ...

NFP Corp

Client Service Associate II

Chicago, IL · On-site

$15 - $20.50/hr

Fiducient Advisors provides tailored and personalized investment consulting services to clients ... The Client Service Associate II acts as a dedicated liaison between custodians and clients ...

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Client Services Associate information

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How much do client services associate jobs pay per hour?

As of Sep 4, 2026, the average hourly pay for client services associate in Bolingbrook, IL is $22.15, according to ZipRecruiter salary data. Most workers in this role earn between $16.88 and $24.71 per hour, depending on experience, location, and employer.

What is a client services associate?

A client services associate is responsible for supporting financial advisors by providing a number of sales and support functions. In this career, you are typically employed by financial or wealth management organizations. Your job duties include giving quotes to customers, keeping records of investment transactions, building customer portfolios, and handling general customer service requests. Qualifications include experience with stocks, bonds and other investments, and strong customer service and oral communication skills.

What does a client services associate do?

A Client Services Associate acts as a key point of contact between a company and its clients, ensuring that clients receive high-quality service and support. They handle client inquiries, resolve issues, assist with account management, and coordinate with other departments to fulfill client needs. Their goal is to maintain positive client relationships and help ensure client satisfaction, often working in industries like finance, marketing, or consulting.

What are the key skills and qualifications needed to thrive as a client services associate?

To thrive as a Client Services Associate, you need strong interpersonal skills, customer service experience, and often a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is typically required. Exceptional communication, organizational abilities, and a proactive attitude help you stand out in this client-facing role. These skills and qualities are essential for building client trust, efficiently resolving issues, and supporting overall business growth.

What are some common challenges faced by client services associates, and how can they be overcome?

Client Services Associates often manage multiple client accounts simultaneously, which can lead to competing priorities and tight deadlines. Effective time management and clear communication are essential for balancing these demands. Building strong relationships with clients and proactively addressing their concerns helps prevent misunderstandings and ensures satisfaction. Collaboration with internal teams, such as sales and operations, is also key to efficiently resolving client issues and delivering high-quality service.

What is the difference between Client Services Associate vs Customer Support Specialist?

AspectClient Services AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreesHigh school diploma or equivalent; technical certifications optional
Work EnvironmentOffice setting, client-facing interactions, account managementCall centers, help desks, online support platforms
Employer & Industry UsageFinancial services, consulting, professional servicesRetail, tech companies, service industries
Common Search & Comparison IntentUnderstanding roles in client relationship managementAssisting customers with issues or inquiries

The main difference is that Client Services Associates focus on managing client accounts and building relationships in professional settings, while Customer Support Specialists primarily handle customer inquiries and technical issues. Both roles require strong communication skills but differ in their scope and work environment.

More about Client Services Associate jobs

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The most popular types of Client Services jobs in Bolingbrook, IL are:

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Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Bolingbrook, IL as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 90% Physical, 2% Hybrid, and 8% Remote job distribution, with an average salary of $46,078 per year, or $22.2 per hour.

Experienced Associate 2026, Portfolio Services Team

Investor Group Services (IGS)

Chicago, IL • On-site

$100K - $108K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 14 days ago

Job description

Experienced Associate 2026, Portfolio Services Team
Department: Portfolio Value Creation
Employment Type: Full Time
Location: Chicago
Compensation: $100,000 - $108,000 / year
Description
Private Equity Consulting
Advance your career at the intersection of private equity, strategy, and data-driven problem solving. At IGS, Associates work directly on high-stakes investment and growth strategy engagements across industries, taking on early responsibility, senior client exposure, and rapid professional development in a collaborative, high-performance environment.
Associate, Portfolio Services & Commercial Excellence Team:
  • Eligibility: Currently employed professionals with 1-2 years of relevant consulting experience (commercial excellence, portfolio services, pricing strategy, GTM (go-to-market), and/or growth strategy)
  • Start Date: Rolling, based on candidate availability
  • Practice Areas: Portfolio Services & Commercial Excellence
  • Work Location: Chicago, IL (Hybrid with light travel, 1-2 times per month)

We're hiring experienced Associates for this position:Professionals currently working, with relevant experience in consulting or advisory work. This is an experienced-hire position, separate from our campus recruiting program. Our full-time campus roles for the Class of 2027 open in August, so if you're still in school, please apply to that separate posting.
WHY IGS?
  • High-impact client work and responsibility from day one
  • Direct exposure to private equity backed companies and growth strategy
  • Exposure to a wide range of industries and business models
  • Entrepreneurial, high-performance, and collaborative culture
  • Direct mentorship and coaching from experienced consultants
  • Direct opportunities to work with and present to client C-suite teams, helping drive meaningful business change

Role Overview
As an Associate on our Portfolio Services & Commercial Excellence team, you'll play a critical role on case teams: designing and building key analytical workstreams, running AI-enabled and quantitative models, validating outputs, and producing the data-driven foundation that client deliverables are built on. Associates work closely with Consultants to translate analysis into client-ready content.
You'll contribute to GTM, pricing, and growth strategies across industries and portfolio company situations, bridging quantitative market research with strategic recommendations that improve clients' commercial performance. Associates own discrete workstreams end to end: research design, data analysis, synthesis of findings, and communicating insights to clients.
JOB RESPONSIBILITIESCandidates should have exceptional research and analytical experience. Candidates should be interested in:
  • Conducting market assessments, customer segmentation, and competitive analysis to inform client strategies
  • Designing and implementing sales and marketing alignment plans, channel strategies, and customer engagement models
  • Owning and designing analytical workstreams and translating findings into clear, client-ready slide content in collaboration with Consultants and Engagement Managers
  • Collecting, procuring and organizing data inputs for AI-based models and quantitative analysis
  • Run key analytics and AI models; validate outputs for accuracy and quality
  • Maintaining structured data documentation and version control for all analytical assets
  • Building charts, visualizations, and data exhibits to clearly communicate analytical findings
  • Conducting quality validation on all analytical work before submission up the project chain
  • Building foundational knowledge in CE domains through project exposure and self-directed learning
  • Partnering directly with client C-suite teams, with opportunities to present findings and help drive meaningful business change
  • Assuming a high level of responsibility on client teams as well as within the firm
  • Working in a dynamic and hybrid environment
  • Working and living in Chicago or New York City (the IGS Portfolio Services & Commercial Excellence team is a consulting "travel-lite" organization; we travel for client work as requested or necessary, typically one to two times per month)

Qualifications
WHAT WE LOOK FORInterests & Mindset
We seek candidates who are intellectually curious, driven, and excited about working in a collaborative environment, with interests in:
  • Private equity, growth strategy, and commercialization topics
  • Assessing investment and growth opportunities for private equity firms and corporate clients
  • Gaining an in-depth understanding of a wide variety of industries
  • Intellectual curiosity and a desire to build expertise in commercial strategy and analytics
  • Detail-oriented with high standards for data accuracy and analytical rigor
  • Conducting primary and secondary research to better understand markets
  • Creating complex analyses to answer clients' key questions

QUALIFICATIONS:
  • Bachelor's degree required; a focus in economics, business, finance, or a quantitative field is a plus
  • 1-4 years of experience in revenue operations, growth strategy, sales strategy, or customer success preferred
  • Prior consulting experience or portfolio operations experience is a plus
  • Ability to work in a fast-paced, project-based environment with multiple concurrent deadlines
  • Strong academic record (GPA 3.5+ preferred)
  • Strong proficiency in Excel; familiarity with Python, SQL, or BI tools a plus
  • Proficiency in Microsoft Office, Word, and PowerPoint
  • Exceptional research and analytical experience
  • Quick learner, self-starter, and hands-on contributor
  • Demonstrated ability to synthesize quantitative and qualitative data into actionable insights
  • Very strong data analytics skills and capabilities (familiarity with statistical modeling, programming, etc.)
  • Strong ability to navigate financial statements, including the ability to build pro-forma P&Ls
  • Comfort with ambiguity and tight timelines
  • Exceptional written and verbal communication skills; ability to synthesize insights into clear, actionable recommendations

What Defines a Successful Candidate
  • Intellectual curiosity and hypothesis-driven thinking to identify the best research and data to answer clients' questions
  • Proven ability to manage multiple workstreams and deliver high-quality output in a fast-paced, collaborative setting
  • Ability to work directly with senior management and private equity clients
  • Specific experience in consulting, private equity, or market assessment is preferred

Benefits & Additional Information
  • Competitive base salary and performance-based bonus
  • Comprehensive health, dental, and vision insurance
  • 401(k) retirement plan with employer contribution
  • Unlimited time off and company holidays
  • Professional development opportunities and mentorship
  • Collaborative, collegial work environment

Compensation
  • Pay range expected for the position: $100,000 - $108,000 USD annually (the position level and compensation for this role may vary and will be determined based on the candidate's experience, skills, and qualifications)
  • Pay is issued on a semi-monthly basis
  • IGS also offers an annual discretionary bonus tied to individual and company performance, along with a comprehensive benefits package and a potential starting bonus

Additional Information
IGS sponsors employees for H-1B visas, including H-1B transfers for candidates currently on sponsorship elsewhere.
IGS has four U.S. offices located in Boston, MA; New York, NY; Chicago, IL; and San Francisco, CA. This role will be based in the Chicago office, with opportunities to explore other locations as you gain experience at the firm.
IGS is an EEO employer.

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