Epiq is hiring an Associate Project Manager to support the delivery of settlement and claims administration matters. This role focuses on daytoday execution, coordination, and client service in a ...
Epiq is hiring an Associate Project Manager to support the delivery of settlement and claims administration matters. This role focuses on daytoday execution, coordination, and client service in a ...
Assoc II, Client Services
Vernon Hills, IL · On-site
$64K - $96K/yr
Summary This client-facing role provides general operational support for the department. The Associate will interact with clients, advisors, and service providers to facilitate the smooth ...
Assoc II, Client Services
Vernon Hills, IL · On-site
$64K - $96K/yr
Summary This client-facing role provides general operational support for the department. The Associate will interact with clients, advisors, and service providers to facilitate the smooth ...
Assoc II, Client Services
Vernon Hills, IL · On-site
$60K - $90K/yr
Summary This client-facing role provides general operational support for the department. The Associate will interact with clients, advisors, and service providers to facilitate the smooth ...
Assoc II, Client Services
Vernon Hills, IL · On-site
$60K - $90K/yr
Summary This client-facing role provides general operational support for the department. The Associate will interact with clients, advisors, and service providers to facilitate the smooth ...
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 ...
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference: Join a team dedicated to protecting families and children ...
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference: Join a team dedicated to protecting families and children ...
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference: Join a team dedicated to protecting families and children ...
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference: Join a team dedicated to protecting families and children ...
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference: Join a team dedicated to protecting families and children ...
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference: Join a team dedicated to protecting families and children ...
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 ...
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 ...
Quick apply
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 ...
Client Services Supervisor, Client Services Manager, or equivalent leadership Schedule: Monday ... As a Client Services Associate , you'll support daily office operations through mail handling ...
Client Services Supervisor, Client Services Manager, or equivalent leadership Schedule: Monday ... As a Client Services Associate , you'll support daily office operations through mail handling ...
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 ...
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 ...
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 ...
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 ...
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 ...
Client Service Associate (Mail & Shipping/Receiving)
Lisle, IL · On-site
$19.50 - $21.50/hr
Client Service Associate (Mail & Shipping/Receiving) Lisle, Illinois, United States Reports To ... Client Services Supervisor, Client Services Manager, or equivalent leadership Schedule: Monday ...
Client Service Associate (Mail & Shipping/Receiving)
Lisle, IL · On-site
$19.50 - $21.50/hr
Client Service Associate (Mail & Shipping/Receiving) Lisle, Illinois, United States Reports To ... Client Services Supervisor, Client Services Manager, or equivalent leadership Schedule: Monday ...
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 ...
Experienced Associate 2026, Portfolio Services Team
Chicago, IL · On-site
$100K - $108K/yr
Associate, Portfolio Services & Commercial Excellence Team: * Eligibility: Currently employed ... High-impact client work and responsibility from day one * Direct exposure to private equity backed ...
Experienced Associate 2026, Portfolio Services Team
Chicago, IL · On-site
$100K - $108K/yr
Associate, Portfolio Services & Commercial Excellence Team: * Eligibility: Currently employed ... High-impact client work and responsibility from day one * Direct exposure to private equity backed ...
Experience in financial services, wealth management, or client service is a plus * Strong organizational skills and attention to detail * Excellent written and verbal communication skills
Experience in financial services, wealth management, or client service is a plus * Strong organizational skills and attention to detail * Excellent written and verbal communication skills
Client Services Associate information
See Elgin, IL salary details
$9.98 - $12.75
3% of jobs
$12.75 - $15.51
12% of jobs
$16.70 is the 25th percentile. Wages below this are outliers.
$15.51 - $18.28
23% of jobs
The median wage is $19.60 / hr.
$18.28 - $21.04
24% of jobs
$23.31 is the 75th percentile. Wages above this are outliers.
$21.04 - $23.81
15% of jobs
$23.81 - $26.57
10% of jobs
$26.57 - $29.34
6% of jobs
$29.34 - $32.10
2% of jobs
$32.10 - $34.87
2% of jobs
$34.87 - $37.63
1% of jobs
$37.63 - $40.40
1% of jobs
$9
$22
$40
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

Epiq Systems rating
7.2
Based on 37 frontline employees who took The Breakroom Quiz
136th of 223 rated it services
Job description
At Epiq, your work contributes to complex, global legal outcomes. You'll join a valuesdriven community where integrity guides decisions, relentless service sets the bar, and we thrive on big challenges together. We invest in your growth with enterprisewide learning and mobility. We celebrate who you are, and we respect life beyond work with flexibility that's recognized externally. Enabled by modern platforms and AI, you'll do the most meaningful work of your career and see your impact at scale.
Job Description:
Epiq is hiring an Associate Project Manager to support the delivery of settlement and claims administration matters. This role focuses on daytoday execution, coordination, and client service in a deadlinedriven, regulated environment.
You'll work closely with Project Managers, internal teams, and client stakeholders to keep matters organized, accurate, and moving forward. This role is designed for someone who wants to build strong execution fundamentals and grow into a full Project Manager role over time.
What You'll Do
Support Senior Project Managers on active settlement and claims administration matters
Coordinate daily project tasks and track progress against courtdriven deadlines
Translate client and court requirements into clear operational work requests
Assist with client communications, status updates, and routine inquiries
Review, prepare, and manage client data for intake, reporting, and deliverables
Perform quality checks to ensure accuracy and completeness
Maintain project documentation, trackers, and status reports
Proactively escalate risks or issues and support resolution
Contribute to process improvements and crossteam collaboration
What We're Looking For
Bachelor's degree or equivalent experience
2-4 years of experience in project coordination, client services, operations, or professional services
Strong organizational skills and attention to detail
Ability to manage multiple tasks in a structured, deadlinedriven environment
Clear, professional written and verbal communication skills
Preferred
Experience in legal services, financial services, claims administration, or other regulated environments
Comfort working with data, spreadsheets, and reports (Excel experience a plus)
Growth Path Associate Project Managers are expected to grow into increased ownership over time. As you develop, you'll take on larger workstreams, deeper client interaction, and greater responsibility for planning and execution-with a clear path to promotion into a Project Manager role based on performance, readiness, and business need.
Why This Role This is a handson opportunity to learn complex, clientfacing project delivery while building the skills needed for longterm growth in project management and client services.
The Compensation range for this role is 65,000 - 80,000 USD annually and may be eligible for an annual bonus.
In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.
Must be authorized to work in the United States for any employer.
#LI-MM2 #LI-Remote
Your specific salary will be determined based on several factors:
Location-based market ratefor the role
Your abilitiesin relation to the job specification
Performanceduring screening and interview
Pay paritywith the wider team in the considered location
Further details about the package will be provided during the initial screening call with the Talent Acquisition Team.
Click here to learn about Epiq's Benefits.
Epiq Leadership Compass
Fosters Relationships & Collaboration
Builds trust and alignment through open communication, shared goals, and strong partnerships to drive collective success.
Build trust-based partnerships
Nurture long-term relationships
Remove collaboration barriers
Celebrate cross-team success
Engages & Influences
Inspires action and alignment through clear communication, purposeful influence, and a compelling vision.
Use storytelling to build buy-in
Align communication with organizational goals
Guild alignment through strong engagement
Maximizes Performance
Sets and reinforces performance standards that drive results, ensure accountability, and align with Epiq's goals.
Use data to identify improvement opportunities
Make informed decisions
Align team goals with boarder strategy
Empower teams to manage their own goals
Translate vision into clear priorities
Prepare for disruptions with strong change management
Achieves Operational Success
Drives continuous improvement and operational excellence through smart processes, data insights, and quality execution.
Improve workflows for team efficiency
Use clear documentation and expectations
Resolve issues quickly using data and feedback
It is Epiq's policy to comply with all applicable equal employment opportunity laws by making all employment decisions without unlawful regard or consideration of any individual's race, religion, ethnicity, color, sex, sexual orientation, gender identity or expressions, transgender status, sexual and other reproductive health decisions, marital status, age, national origin, genetic information, ancestry, citizenship, physical or mental disability, veteran or family status or any other basis protected by applicable national, federal, state, provincial or local law. Epiq's policy prohibits unlawful discrimination based on any of these impermissible bases, as well as any bases or grounds protected by applicable law in each jurisdiction. In addition Epiq will take affirmative action for minorities, women, covered veterans and individuals with disabilities. If you need assistance or an accommodation during the application process because of a disability, it is available upon request. Epiq is pleased to provide such assistance and no applicant will be penalized as a result of such a request. Pursuant to relevant law, where applicable, Epiq will consider for employment qualified applicants with arrest and conviction records.
What Epiq Systems employees say
Pay
Benefits
Hours and flexibility
Workplace
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About Epiq Systems
Sourced by ZipRecruiter
Industry
Law firms
Company size
5,001 - 10,000 Employees
Headquarters location
New York, NY, US