ZipRecruiter

Log In

1

Client Services Associate Jobs in Chicago, IL (NOW HIRING)

Travis Mathew

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 ...

Alliant

Senior Associate Client Services Coordinator

Chicago, IL · On-site

$52K - $81K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Job Title Retirement And Investment Services Program Assistant Assist clients with questions by answering administrative questions or routing the client to a financial advisor. Responsible to ...

New

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 ...

Travis Mathew

Client Associate Old Orchard

Skokie, IL · On-site

Client Associate 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 ...

CPS

Financial Client Service Associate

Chicago, IL · On-site

$70K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Job Title: Financial Client Service Associate Location: Chicago Salary: $70,000 - $85,000 ... Familiarity with financial products and services such as investments. Excellent communication ...

NFP

Client Service Associate II

Chicago, IL · On-site

$15 - $20.50/hr

  • Retirement

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 ...

previous page

Showing results 41-60

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

Client Services Associate information

See Chicago, IL salary details

$10

$23

$42

How much do client services associate jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for client services associate in Chicago, IL is $23.10, according to ZipRecruiter salary data. Most workers in this role earn between $17.60 and $25.77 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 Chicago, IL? The most popular types of Client Services jobs in Chicago, IL are:
What are popular job titles related to Client Services Associate jobs in Chicago, IL? For Client Services Associate jobs in Chicago, IL, the most frequently searched job titles are:
What job categories do people searching Client Services Associate jobs in Chicago, IL look for? The top searched job categories for Client Services Associate jobs in Chicago, IL are:
What cities near Chicago, IL are hiring for Client Services Associate jobs? Cities near Chicago, IL with the most Client Services Associate job openings:
Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Chicago, IL as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 16% Part Time, 1% Temporary, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $48,040 per year, or $23.1 per hour.

Associate Director - Sales & Client Service

Artisan Partners

Chicago, IL • On-site

$100K - $150K/yr

Full-time

Re-posted 8 days ago

Job description

The Associate Director - Sales & Client Service is a key member of the Distribution team, supporting client relationships, consultant engagement, business development initiatives, product management activities, and operational processes across a global client base. Working closely with clients, consultants, relationship managers, and internal stakeholders, this role helps drive asset growth, deliver exceptional client service, and support new business opportunities across a broad range of investment strategies and vehicles. The successful candidate will combine strong investment knowledge, business judgment, and organizational skills to ensure a high standard of service throughout the client lifecycle.
Location: Chicago, IL | San Francisco, CA
Salary Range: $100,000-$150,000
Specific placement within the provided range will be determined by an individual's geographic location as well as relevant experience and skills for the role. Base salary is only one component of our total compensation package. Associates may be eligible for a discretionary bonus, which is determined upon Firm and individual performance.
Responsibilities
The candidate is expected to:
  • Stay abreast of industry news, market trends, consultant activity, and search opportunities, identifying potential impacts on client relationships, sales opportunities, and business development initiatives
  • Serve as the team's central repository of relationship intelligence, including searches, opportunities, cash flow activity, relationship history, and key business developments
  • Manage operational aspects of existing products and support new product launches, product development initiatives, and ongoing regulatory requirements
  • Partner with relationship managers to support client and consultant relationships, develop a deep understanding of client needs and service expectations, and ensure timely issue resolution, operational compliance, and client satisfaction
  • Support and help manage a global client, consultant, and prospect base, navigating diverse time zones, regional business practices, and cultural nuances to facilitate effective communication, relationship development, and business growth
  • Coordinate, review, and support the completion of Requests for Proposal (RFPs), Requests for Information (RFIs), due diligence questionnaires (DDQs), and finalist presentations, partnering with internal stakeholders to ensure accuracy, consistency, and timely submission
  • Serve as a subject matter expert on investment vehicles, shareholder servicing, operational processes, and regulatory requirements for relationship managers and internal stakeholders
  • Coordinate across sales, marketing, operations, legal, compliance, trading, accounting, and shareholder services teams to support client servicing, business development efforts, and information sharing
  • Manage and monitor client fundings, onboarding activities, and cross-channel cash flow trends across pooled investment vehicles, coordinating with clients, consultants, custodians, and internal stakeholders
  • Provide shareholder support across pooled investment vehicles by facilitating trade and account maintenance requests, monitoring transactions, and serving as a liaison between clients and internal operations teams
  • Analyze, prepare, and distribute reporting and data for executive management, Distribution, Legal, Compliance, and other business stakeholders
  • Partner with intermediary and regional sales teams to coordinate sales initiatives, support business development efforts, and maintain consistency in client engagement activities
  • Maintain CRM systems to ensure client contacts, sales opportunities, campaign activity, pipeline reporting, and relationship notes are accurate and current
  • Collect, organize, and communicate portfolio, market, and product information to support client meetings, consultant presentations, and sales initiatives
  • Support strategic initiatives, special projects, and other ad hoc assignments as required, including providing administrative and operational support such as meeting, travel, and business activity coordination
Qualifications
The successful candidate will possess high attention to detail and commitment to producing accurate, high-quality work. Additionally, the ideal candidate will possess:
  • Undergraduate degree required
  • Prior experience in client service, sales support, relationship management, investor relations, investment operations, or a related function within asset management or financial services
  • Knowledge of investment products, including separate accounts, public and private commingled funds, and related investment structures
  • Experience with investment performance measurement concepts, including attribution analysis, performance reporting, and portfolio analytics, with the ability to interpret and communicate key findings to internal and external stakeholders
  • Experience supporting client onboarding, fundings, shareholder servicing, and operational workflows
  • Strong understanding of client servicing, consultant relations, and business development processes
  • Exceptional organizational, analytical, problem-solving, and critical-thinking skills, with the ability to manage multiple priorities and deadlines in a fast-paced environment
  • Excellent verbal and written communication skills, strong interpersonal abilities, and a demonstrated capacity to build collaborative relationships with clients, consultants, and colleagues across functional teams
  • Proficiency with Microsoft Office applications, including Outlook, Excel, Word, and PowerPoint; Salesforce or other CRM platform experience preferred
  • Self-motivated with a strong work ethic, proactive mindset, and ability to work independently while contributing to a team environment
  • FINRA Series 7 and 63 licenses required or willingness to obtain upon hire; successful completion of required examinations within 30 days of hire is expected

Privacy Notice for California Applicants
Artisan Partners Limited Partnership is an equal opportunity employer. Artisan Partners does not discriminate on the basis of race, religion, color, national origin, gender, age, disability, marital status, sexual orientation or any other characteristic protected under applicable law. All employment decisions are made on the basis of qualifications, merit and business need.
#LI-Hybrid/span>

Apply