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

NFP Corp

Client Service Associate

Chicago, IL · On-site

$15 - $20.50/hr

The Client Services Associate must provide superior client service by identifying the client's wants and needs, acting on, and/or delegating items and following through to completion while keeping ...

Aon

Client Service Associate

Chicago, IL · On-site

$15 - $20.50/hr

The Client Services Associate must provide superior client service by identifying the client's wants and needs, acting on, and/or delegating items and following through to completion while keeping ...

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 ...

Cars Commerce

Director, Client Services

Chicago, IL · On-site

The Director, Client Services, Regions reports to the Vice President of Dealer Success and leads a ... lead Associate Performance Managers, Performance Managers, and Senior Performance Managers. The ...

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 ...

Cars

Director, Client Services

Chicago, IL · On-site

The Director, Client Services, Regions reports to the Vice President of Dealer Success and leads a ... lead Associate Performance Managers, Performance Managers, and Senior Performance Managers. The ...

CPS

Financial Client Service Associate

Chicago, IL · On-site

$70K - $85K/yr

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

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 ...

Aon

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

See Chicago, IL salary details

$10

$23

$42

How much do client services associate jobs pay per hour?

As of Aug 8, 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, 77% Full Time, 17% 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.

Client Service Associate

NFP Corp

Chicago, IL • On-site

$15 - $20.50/hr

Full-time

Medical, Retirement, PTO

Posted 17 days ago

Job description

Posting Description
Who We Are
Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique. NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.
Position Summary & Overall Purpose
Supports the Relationship Manager by scheduling and coordinating activities and initiatives that facilitate the new policy and client service processes. The Client Services Associate must provide superior client service by identifying the client's wants and needs, acting on, and/or delegating items and following through to completion while keeping all parties informed throughout the process.
This is a full-time role working four days a week from our Chicago office and one from home.
What You'll Be Doing
Pre-Sale and New Business
  • Assembles meeting preparation documents pertaining to the client/prospect prior to sales meetings, including but not limited to, illustrations, policy and product summaries, reports, presentations, and marketing packets
  • Performs all insurance underwriting duties, including preparation and completion of multi-life and individual disability, life, and long-term care applications
  • Schedules medical insurance exams and orders all Attending Physician Statements based on insurance underwriting guidelines
  • Follows up with the client and Relationship Manager during the underwriting process, keeps notes on the process and conversations in MOSAIC
  • Partners with the New Business Team to manage all new business reasons. Uses MOSAIC as the system of record for status, notes, and tasks. Communicates with RM and client as necessary.
  • Participates in Relationship Manager/New Business case management calls
  • Reviews insurance policies and prepares them for delivery; follows up on delivery requirements when needed
  • Ensures Relationship Manager has appropriate Licensing and Appointments and works with internal contracting and licensing contact to obtain and renew licenses
  • Partners with Advanced Sales to obtain and/or generate the appropriate illustrations/one-pagers
  • Processes all policy changes including reinstatement of lapsed cases, smoker rating changes, addition or removal of policy riders, and face amount reductions
  • Partners with Private Wealth Management Team to process individual asset management applications, service requests, and performance summaries
  • Coordinates tasks and responsibilities for all joint work

Client Service
  • Processes all insurance policy service requests, including address, beneficiary/ownership changes, premium mode changes, and dividend option changes
  • Provides superior client service by identifying client's wants and needs, acting on, and/or delegating items and following through to completion, keeping all parties informed throughout the process
  • Coordinates all collateral assignments, death or disability claims, and fund allocation changes with the assistance of the Relationship Manager
  • Interacts daily with insurance carriers and vendors to ensure accurate and timely execution of client service requests
  • Takes a proactive lead on conserving the Relationship Manager's existing block of business by notifying clients of overdue insurance premiums and coverage in danger of lapsing, tracking all attempts and progress, and keeping the Relationship Manager informed of problematic cases
  • Ability to follow through on a variety of requests and ability to create resolution on client and/or service related matters.
  • Creates client correspondence as needed according to the Lenox Style Guide

Business Operations
  • Responsible for greeting clients, fielding phone calls, reviewing incoming mail, managing office supplies, ordering client gifts, and maintaining client files
  • Manages the Relationship Manager's calendar, scheduling and confirming client meetings, registering visitors with security, and booking conference rooms
  • Ensures data accuracy by regularly and routinely updating information in MOSAIC and maintaining client files. This includes, but is not limited to, fact find information and notes, case management (individual and MultiLife), task management, and client and policy information
  • Participates in occasional training and development sessions as directed by department(s) and Regional Manager
  • Creates feeder lists as requested
  • Partners with the Relationship Manager when participating in Lenox marketing campaigns, including MOSAIC list updates as well as updating client email addresses

What We're Looking For
Required Knowledge
  • Knowledge of office equipment operations (copier, scanner, printers) and electronic calendaring programs (Microsoft Outlook)
  • Familiarity with business principles and practices
  • Familiarity working with Client Database Management systems
  • Knowledge of Customer Service fields

Required Skills/Abilities
  • Excellent communication skills, both verbal and written (email, written memos, telephone, voicemail, etc.)
  • Ability to interact with clients diplomatically and professionally
  • Strong attention to detail with the ability to prioritize multiple tasks in a fast-paced sales environment
  • Ability to work independently and also to collaborate with teams
  • Proficient in Microsoft Outlook, Excel, Word and PowerPoint
  • Organizational, planning and critical thinking skills
  • Ability to multitask

Required Behaviors/Attitudes
  • Initiative
  • Team oriented; demonstrates a service attitude
  • Cares about delivering quality
  • Planning & Organizing
  • Confident / Assertive
  • Dependable
  • Take personal ownership for delivery of superior results; conscientious
  • Demonstrate strong commitment to meeting the needs of internal and external clients

Education & Experience
  • High School Diploma Required
  • College Degree Preferred
  • 1-3 Years of Customer Service Experience

What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, ultimately, we exist to be there for others. The base salary range for this position is $42,945 - $68,670. 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.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
2583986

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