Client Service Associate If you are a collaborative team member, solutions orientated and delivers ... and services Required qualifications, capabilities, and skills * FINRA Securities Industry ...
Client Service Associate If you are a collaborative team member, solutions orientated and delivers ... and services Required qualifications, capabilities, and skills * FINRA Securities Industry ...
U.S. Private Bank - Client Service Associate
Chicago, IL · On-site
$65K - $83K/yr
As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible ... and services Required qualifications, capabilities, and skills * FINRA Securities Industry ...
New
U.S. Private Bank - Client Service Associate
Chicago, IL · On-site
$65K - $83K/yr
As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible ... and services Required qualifications, capabilities, and skills * FINRA Securities Industry ...
New
Executive Assistant/Client Services Associate - Wealth Management Firm - Chicago (Onsite)
$95K - $125K/yr
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 ...
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Executive Assistant/Client Services Associate - Wealth Management Firm - Chicago (Onsite)
$95K - $125K/yr
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 ...
Executive Assistant/Client Services Associate - Wealth Management Firm - Chicago (Onsite)
Chicago, IL · On-site
$100K/yr
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 ...
Executive Assistant/Client Services Associate - Wealth Management Firm - Chicago (Onsite)
Chicago, IL · On-site
$100K/yr
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 ...
Associate Director - Sales & Client Service
$100K - $150K/yr
The Associate Director - Sales & Client Service is a key member of the Distribution team ... shareholder services teams to support client servicing, business development efforts, and ...
Associate Director - Sales & Client Service
$100K - $150K/yr
The Associate Director - Sales & Client Service is a key member of the Distribution team ... shareholder services teams to support client servicing, business development efforts, and ...
As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible ... and services Required qualifications, capabilities, and skills * FINRA Securities Industry ...
As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible ... and services Required qualifications, capabilities, and skills * FINRA Securities Industry ...
As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible ... and services Required qualifications, capabilities, and skills * FINRA Securities Industry ...
As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible ... and services Required qualifications, capabilities, and skills * FINRA Securities Industry ...
Associate Director - Sales & Client Service
Chicago, IL · On-site
$100K - $150K/yr
The Associate Director - Sales & Client Service is a key member of the Distribution team ... shareholder services teams to support client servicing, business development efforts, and ...
Associate Director - Sales & Client Service
Chicago, IL · On-site
$100K - $150K/yr
The Associate Director - Sales & Client Service is a key member of the Distribution team ... shareholder services teams to support client servicing, business development efforts, and ...
Lead Client Servicing Associate
Chicago, IL · On-site
$62K - $85K/yr
Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related ...
Lead Client Servicing Associate
Chicago, IL · On-site
$62K - $85K/yr
Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related ...
Client Service Associate
Chicago, IL · Hybrid
$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 ...
Client Service Associate
Chicago, IL · Hybrid
$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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Private Client Services Associate Attorney - Midlevel
Chicago, IL · On-site
$365K - $420K/yr
We are seeking an experienced associate with 4-6 years of relevant transactional experience in trust and estate planning and administration to join our national Private Client Services Group. The ...
Private Client Services Associate Attorney - Midlevel
Chicago, IL · On-site
$365K - $420K/yr
We are seeking an experienced associate with 4-6 years of relevant transactional experience in trust and estate planning and administration to join our national Private Client Services Group. The ...
Private Client Services Associate Attorney - Midlevel
Chicago, IL · Hybrid
$365K - $420K/yr
We are seeking an experienced associate with 4-6 years of relevant transactional experience in trust and estate planning and administration to join our national Private Client Services Group. The ...
Private Client Services Associate Attorney - Midlevel
Chicago, IL · Hybrid
$365K - $420K/yr
We are seeking an experienced associate with 4-6 years of relevant transactional experience in trust and estate planning and administration to join our national Private Client Services Group. The ...
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 ...
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 ...
ASSOCIATE DIRECTOR, PRIVATE WEALTH CLIENT SERVICES
Chicago, IL · On-site
$100K - $125K/yr
Cresset is seeking an Associate Director, Private Wealth Client Services with 5+ years of experience managing the administrative and private banking needs for high net worth and ultra-high net worth ...
ASSOCIATE DIRECTOR, PRIVATE WEALTH CLIENT SERVICES
Chicago, IL · On-site
$100K - $125K/yr
Cresset is seeking an Associate Director, Private Wealth Client Services with 5+ years of experience managing the administrative and private banking needs for high net worth and ultra-high net worth ...
ASSOCIATE DIRECTOR, PRIVATE WEALTH CLIENT SERVICES
Chicago, IL · On-site
$100K - $125K/yr
Cresset is seeking an Associate Director, Private Wealth Client Services with 5+ years of experience managing the administrative and private banking needs for high net worth and ultra-high net worth ...
ASSOCIATE DIRECTOR, PRIVATE WEALTH CLIENT SERVICES
Chicago, IL · On-site
$100K - $125K/yr
Cresset is seeking an Associate Director, Private Wealth Client Services with 5+ years of experience managing the administrative and private banking needs for high net worth and ultra-high net worth ...
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 ...
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 ...
Senior Associate Client Services Coordinator
Chicago, IL · On-site
$52K - $81K/yr
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 ...
Senior Associate Client Services Coordinator
Chicago, IL · On-site
$52K - $81K/yr
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 ...
Client Services Associate information
See Deerfield, IL salary details
$10.27 - $13.11
3% of jobs
$13.11 - $15.96
12% of jobs
$17.18 is the 25th percentile. Wages below this are outliers.
$15.96 - $18.80
23% of jobs
The median wage is $20.16 / hr.
$18.80 - $21.65
24% of jobs
$23.98 is the 75th percentile. Wages above this are outliers.
$21.65 - $24.49
15% of jobs
$24.49 - $27.33
10% of jobs
$27.33 - $30.18
6% of jobs
$30.18 - $33.02
2% of jobs
$33.02 - $35.87
2% of jobs
$35.87 - $38.71
1% of jobs
$38.71 - $41.56
1% of jobs
$10
$22
$41
How much do client services associate jobs pay per hour?
What are the key skills and qualifications needed to thrive as a client services associate?
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?
| Aspect | Client Services Associate | Customer Support Specialist |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles may prefer associate degrees | High school diploma or equivalent; technical certifications optional |
| Work Environment | Office setting, client-facing interactions, account management | Call centers, help desks, online support platforms |
| Employer & Industry Usage | Financial services, consulting, professional services | Retail, tech companies, service industries |
| Common Search & Comparison Intent | Understanding roles in client relationship management | Assisting 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?
What does a client services associate do?
- What is the career progression of a client services associate?
- What is the difference between a client services associate and a financial advisor?
- How to become a client services associate?
- How much is the salary of a client services associate in the US?
- What Is a Client Services Associate and How to Become One
- Client Services Associate Job Description Sample Template
What are the most commonly searched types of Client Services jobs in Deerfield, IL?
The most popular types of Client Services jobs in Deerfield, IL are:
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For Client Services Associate jobs in Deerfield, IL, the most frequently searched job titles are:
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The top searched job categories for Client Services Associate jobs in Deerfield, IL are:
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Cities near Deerfield, IL with the most Client Services Associate job openings:

Other
Medical, Retirement
Re-posted 11 days ago
Chase Bank rating
8.1
Based on 156 frontline employees who took The Breakroom Quiz
65th of 171 rated banks
Job description
If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the place for you!
As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering, improving, and growing client relationships. You will serve as the primary contact for all service-related needs of a Private Banking client. Your role will necessitate working in a dynamic, team-focused environment alongside advisors, product partners, and operations teams to guarantee a comprehensive and seamless approach across all Private Banking products.
Job responsibilities
- Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests
- Adhere to and maintain the firm's controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activities
- Collaborate with respective client facing teams and internal business groups to deliver and execute client transactions
- Review and identify potential business opportunities for clients to engage in additional products and services
Required qualifications, capabilities, and skills
- FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
- Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines
- Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook
Preferred qualifications, capabilities, and skills
- College degree or equivalent client service experience preferred
- Experience with a wide array of financial products preferred
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the TeamJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
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