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Client Services Associate Jobs in Crown Point, IN

NFP

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 ...

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 ...

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 ...

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 ...

NFP

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 ...

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Client Services Associate information

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How much do client services associate jobs pay per hour?

As of Aug 8, 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 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 job categories do people searching Client Services Associate jobs in Crown Point, IN look for? The top searched job categories for Client Services Associate jobs in Crown Point, IN are:
What cities near Crown Point, IN are hiring for Client Services Associate jobs? Cities near Crown Point, IN with the most Client Services Associate job openings:
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, 77% Full Time, 18% Part Time, 1% Temporary, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $44,214 per year, or $21.3 per hour.

Executive Assistant/Client Services Associate - Wealth Management Firm - Chicago (Onsite)

BURKE+CO.

Chicago, IL • On-site

$100K/yr

Other

Re-posted 3 days ago

Job description

BURKE+CO.
www.burketalent.com
THE GIST:
Our client, a rapidly growing independent wealth management firm managing over $1 billion in assets for UHNWIs, is seeking an Executive Assistant/Client Services Associate to support their CEO/Managing Partner & team of advisors. This role will play an important role in supporting client communications, coordinating service requests, maintaining operational processes, and assisting with business development and marketing initiatives. This role offers direct exposure to executive leadership, involvement in strategic initiatives, and the chance to work alongside a talented and dedicated team committed to long-term success!
THE NITTY GRITTY:
  • Serve as a primary point of contact for client service requests, ensuring timely follow-up and resolution
  • Support Managing Partner & advisors with client meeting preparation, scheduling, and follow-up communications
  • Coordinate account paperwork, onboarding activities, and administrative requests while maintaining accuracy and attention to detail
  • Maintain client records, workflows, and documentation within firm systems
  • Assist with client communications, presentations, and marketing materials
  • Support business development efforts through event coordination, prospect communications, and relationship management activities
  • Track action items and follow-ups to ensure an exceptional client experience and consistent execution
  • Collaborate with team members, custodians, vendors, and external partners to support ongoing client needs and firm initiatives
  • Help coordinate client events, educational programs, and firm-sponsored activities
THE ESSENTIALS:
  • 3+ years of experience working as a Client Services Associate, Sales Assistant, or Executive Assistant
  • Previous experience working in wealth management required
  • Exceptional organizational and project management skills
  • Strong attention to detail
  • Proactive mindset with the ability to anticipate needs and take initiative
  • Excellent written and verbal communication skills
  • Strong emotional intelligence and professional judgment
  • High degree of discretion and ability to handle confidential information
  • Collaborative approach with a proven ability to work effectively across teams
THE CHERRY ON TOP:
  • Build a trusted & strategic partnership with an accomplished CEO
  • Play a meaningful role within a growing, entrepreneurial organization!

LOCATION: Chicago, IL (Onsite)
COMPENSATION: $100k to 110k base salary + bonus + benefits (exact compensation will vary based on skills, experience, and expertise)
What are you waiting for? BURKE UP! Email your resume today to hello@burketalent.com
You can view our other open jobs at: www.burketalent.com (Refer a friend + get a taste of our generous referral program!)
*Compensation is aligned with experience, level, and role scope. Most offers fall within the mid-range, with the top of the band generally reserved for candidates with extensive, directly relevant backgrounds. Leveling is determined during the interview process

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