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Client Services Associate Jobs in Crown Point, IN

William Blair

Client Services Associate

Chicago, IL · On-site

$65K - $85K/yr

As a Client Relationship Associate, you will play a key role in supporting and strengthening ... The ideal candidate is service-oriented, detail-focused, and committed to building strong client ...

eTeam

SS-Client Service Associate

Chicago, IL · On-site

Financial Services The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing ...

Chase

Client Service Senior Associate

Chicago, IL · On-site

Client Service Associate Step into the role of a Client Service Associate within our Commercial ... Engage in strategic planning to align client services with organizational goals and client needs.

Hackajob

Client Service Senior Associate

Chicago, IL · On-site

Client Service Associate Step into the role of a Client Service Associate within our Commercial ... and services. You will leverage your broad knowledge of our professional discipline to provide ...

hackajob

Client Service Senior Associate

Chicago, IL · On-site

Client Service Associate Step into the role of a Client Service Associate within our Commercial ... and services. You will leverage your broad knowledge of our professional discipline to provide ...

Real Soft

CW-SS-Client Service Associate

Chicago, IL · On-site

The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company ...

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Client Services Associate information

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$9

$21

$38

How much do client services associate jobs pay per hour?

As of Sep 14, 2026, the average hourly pay for client services associate in Crown Point, IN is $21.26, according to ZipRecruiter salary data. Most workers in this role earn between $16.20 and $23.70 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.

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Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Crown Point, IN as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 19% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $44,214 per year, or $21.3 per hour.

Client Services Associate

Chicago, IL • On-site

William Blair
1 - 5K employees
Learn more about William Blairexternal

$65K - $85K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 12 days ago

Job description

Solutions for Today's Challenges. Vision for Tomorrow's Opportunities.
Join William Blair, the Premier Global Partnership.
As a Client Relationship Associate, you will play a key role in supporting and strengthening William Blair's relationships with small and mid-sized clients. You will serve as a trusted point of contact, delivering exceptional client service while helping to coordinate relationship management activities, resolve moderately complex inquiries, and support client needs. This position offers the opportunity to work closely with clients, produce meaningful reports and communications, and contribute to a high-quality client experience through proactive follow-up, responsiveness, and professional relationship management. The ideal candidate is service-oriented, detail-focused, and committed to building strong client partnerships.
Responsibilities include but may not be limited to:

  • Perform client service duties associated with the maintenance of client portfolios, with special focus on moderately complex transactions and issues.
  • Support client relationship goals by handling projects with initiative, accuracy and a sense of urgency.
  • Work with administrative group, Client Services, Portfolio Specialists and other internal groups on general accounting tasks such as verifying cash flows and reporting responsibilities. Provide timely and accurate documentation and reporting.
  • Interact on a daily basis with client organizations. Address inquiries from custodians and clients, such as answering questions, running client reports, including client meeting books and performing specific research and/or investigations into operational issues.
  • Prepare materials for client review meetings.
  • Additional responsibilities as requested.
Qualifications:
  • Bachelor's Degree in Finance, Accounting or Business required
  • 3-5 years of portfolio administration experience with an investment management firm, custodian or investment management consultant required
  • SIE Exam, Series 7 and Series 66 (or Series 63 and Series 65) licenses required or must be obtained within 90 days of start
  • Commits to satisfying internal and external customers
  • Detail oriented and able to prioritize tasks
  • Delivers clear, effective communication and takes responsibility for understanding others
  • Proficient in Microsoft Word, Excel, and PowerPoint
  • Accustomed to working in a fast-paced, team oriented environment
  • Works cooperatively with others to accomplish objectives
  • Utilizes independent thought and judgment
#LI-HK1
A reasonable estimate of the current base salary range at time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position.
This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives.
Our featured benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits.
Salary Range
$65,000-$85,000 USD
About Our Firm
William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, and Asia. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds. We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. We invite you to learn more about us by visiting williamblair.com.
William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v
Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.
Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission.
Download William Blair's privacy policies for job applicants:
  • California Consumer Privacy Act Privacy Notice (CCPA)
  • General Data Protection Regulation Privacy Notice (GDPR)

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