ZipRecruiter

Log In

1

Client Services Associate Jobs in Bolingbrook, IL

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 ...

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 Assoc requires: * Customer service * Client service rep * CRM Client Service Assoc duties: * Assist in ...

Kestra Financial

Client Service Associate

Schaumburg, IL · On-site

$14.25 - $19.75/hr

Client Service Associate Summary The Client Service Associate reports to the Senior Client Service ... The ideal candidate will have 2+ years of experience in the financial services industry allowing ...

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 ... The ideal candidate will have 2+ years of experience in the financial services industry allowing ...

J.P. Morgan

Client Service Associate

Chicago, IL · On-site

$15 - $20.50/hr

Step into the role of a Client Service Associate and become an integral part of our clients ... Minimum of 3 years of client-facing work experience in a financial services environment.

inlandgroup

Investor Services Associate

Oak Brook, IL · On-site

Investor Services Associate As an Investor Services Associate, you will support the full investor ... Strong verbal and written communication skills with a client-service mindset. * Ability to manage ...

previous page

Showing results 41-60

All JobsClient Services Associate JobsClient Services Associate Jobs in Bolingbrook, IL

Client Services Associate information

See Bolingbrook, IL salary details

$9

$22

$40

How much do client services associate jobs pay per hour?

As of Aug 12, 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 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 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 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.

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 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.
More about Client Services Associate jobs
What are the most commonly searched types of Client Services jobs in Bolingbrook, IL? The most popular types of Client Services jobs in Bolingbrook, IL are:
What are popular job titles related to Client Services Associate jobs in Bolingbrook, IL? For Client Services Associate jobs in Bolingbrook, IL, the most frequently searched job titles are:
What job categories do people searching Client Services Associate jobs in Bolingbrook, IL look for? The top searched job categories for Client Services Associate jobs in Bolingbrook, IL are:
What cities near Bolingbrook, IL are hiring for Client Services Associate jobs? Cities near Bolingbrook, IL with the most Client Services Associate job openings:
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, 76% Full Time, 15% Part Time, 2% Temporary, 5% Contract, and 1% Nights. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $46,078 per year, or $22.2 per hour.

Client Service Associate II

NFP Corp

Chicago, IL • On-site

$15 - $20.50/hr

Full-time

Retirement

Re-posted 14 days ago

Job description

Posting Description
Who We Are:
Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper.
Summary:
The Client Service Associate II is responsible for high-quality customer service and communication to private clients, Investment Consultants, custodians, and money managers. The Client Service Associate II acts as a dedicated liaison between custodians and clients, building trusted relationships and delivering exceptional service. This role assumes responsibility for supporting the firm's Investment Consultants in account administration, operational tasks, client servicing, internal projects, and client-related projects. The Client Service Associate II works on the clients' behalf towards achieving their investment goals, supporting our mission of helping clients prosper.
Responsibilities:
  • Own and lead the end-to-end onboarding process for new clients, ensuring accuracy, efficiency, and seamless client experience from initial documentation to account activation
  • Open new brokerage accounts with precision and completeness, confidently handling a wide range of client types, including individual, joint, retirement, trust, incorporated, and non-incorporated accounts-without requiring supervision.
  • Execute and facilitate complex money movements (wires, ACHs, journals, DTC, ACAT, and non-ACAT transfers) with a high degree of accuracy and reliability, consistently operating with limited oversight.
  • Maintain organization of client records and documents in the firm's CRM and document management system
  • Follow internal policies and procedures accurately as it relates to money movement verification, CRM documentation, client tasks, and compliance requests
  • Demonstrate advanced problem-solving and critical thinking skills, proactively navigating operational tasks and client service projects with confidence and minimal guidance.
  • Communicate proactively and consistently with clients and colleagues, providing timely updates and maintaining transparency throughout all stages of service delivery.
  • Independently complete subscription documents for Private Equity and Hedge Fund investments, proactively managing ongoing maintenance for capital calls and related requests
  • Engage directly with external asset managers to facilitate initial account setup and ensure smooth ongoing account maintenance, operating autonomously and effectively.
  • Collaborate cross-functionally with initiative, understanding departmental roles and proactively aligning efforts to support firm-wide and client-related objectives.
  • Support senior leadership and client-facing teams (Director of Client Services, Investment Consultants, and Private Clients) with ad-hoc projects, contributing value with minimal direction.
  • Assist in training new Client Service Associates, sharing expertise and best practices to accelerate team readiness and performance.

Education, Professional & Technical Experience:
  • Bachelor's Degree required with a preferred concentration in Business or related
  • One (1) to three (3) Years of Financial Industry Experience
  • Proficiency in Microsoft Suite and Adobe
  • Previous CRM experience
  • Previous custodial portal experience, particularly Charles Schwab and/or Fidelity, is a plus
  • Understands full operational requirements and compliance considerations involved of various money movements transactions
  • Understands the structure and purpose of various brokerage account types and client types
  • Demonstrates working knowledge of core brokerage processes such as RMDs, 401(k) rollovers, etc
  • Working knowledge of different types of securities such as stocks, mutual funds and bonds
  • Working knowledge of asset managers
  • Working knowledge of alternative investment vehicles [Private Equity and Hedge Funds]

Essential Traits:
  • Demonstrates a strong team-oriented mindset and collaborative approach
  • Highly proficient in follow-up and task completion
  • Skilled in professional email communication and etiquette
  • Exceptionally detail-oriented with a focus on accuracy and organization
  • Thoughtful and effective in building rapport and fostering relationships
  • Delivers outstanding customer service with a client-focused attitude
  • Adapts seamlessly to shifting priorities and works independently with confidence
  • Exercises sound judgment and effective problem-solving capabilities
  • Resourceful with a solid understanding of cross-functional business units
  • Innovative, intellectually curious, and enthusiastic about continuous improvement
  • Committed to cultivating inclusive and collaborative work environments that promote belonging
  • Passionate about contributing to organizations that prioritize diversity, equity, and inclusion

Work Environment & Travel Requirements:
  • This role may travel up to 5% of the time for training and or business/events.
  • This role offers a hybrid work model with three days in one of our professional office environments and two days remotely.

What We Offer:
A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to inclusion and belonging. We strive to be active participants of change in and outside our industry.
The base salary range for this position is $60,000-$81,000. 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.
#LI-JS3

Apply