ZipRecruiter

Log In

1

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

Investortools Inc

Client Services Associate

Naperville, IL · On-site

$70K - $90K/yr

Client Services Associate Investortools has been a leader in fixed-income technology for over four decades, supporting institutional investors with portfolio management and credit analysis software ...

Investortools

Client Services Associate

Naperville, IL · On-site

$70K - $90K/yr

What You'll Do As a Client Services Associate, you'll immerse yourself in the world of fixed-income investing and develop a deep understanding of how our clients operate. You'll study their business ...

Real Soft

CW-SS-Client Service Associate

Chicago, IL · On-site

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

Pyramid Consulting

SS-Client Service Associate

Chicago, IL · On-site

$25 - $28/hr

SS-Client Service Associate Immediate need for a talented SS-Client Service Associate. This is a 06 Months Contract opportunity with long-term potential and is located in Chicago, IL (Onsite). Please ...

next page

Showing results 1-20

All JobsClient Services Associate JobsClient Services Associate Jobs in Lockport, IL

Client Services Associate information

See Lockport, IL salary details

$10

$22

$40

How much do client services associate jobs pay per hour?

As of Aug 17, 2026, the average hourly pay for client services associate in Lockport, IL is $22.47, according to ZipRecruiter salary data. Most workers in this role earn between $17.12 and $25.10 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.

More about Client Services Associate jobs

What are the most commonly searched types of Client Services jobs in Lockport, IL?

The most popular types of Client Services jobs in Lockport, IL are:

What are popular job titles related to Client Services Associate jobs in Lockport, IL?

For Client Services Associate jobs in Lockport, IL, the most frequently searched job titles are:

What job categories do people searching Client Services Associate jobs in Lockport, IL look for?

The top searched job categories for Client Services Associate jobs in Lockport, IL are:

What cities near Lockport, IL are hiring for Client Services Associate jobs?

Cities near Lockport, IL with the most Client Services Associate job openings:

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Lockport, IL as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 19% Part Time, 1% Temporary, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $46,736 per year, or $22.5 per hour.

Client Services Associate

Creekmur Wealth Advisors

Chicago, IL • On-site

Other

Posted 2 days ago

New

Job description

Client Services Associate - Wealth Management

Join a rapidly growing wealth management firm in Chicago, IL that combines a client-first mission with an exceptional team culture. We are expanding our footprint and looking for a driven Client Services Associate to serve as a primary touchpoint for our high-net-worth clients. This hybrid role offers direct mentorship, clear pathways for long-term career growth, and the flexibility of working both in-office and remotely.

Primary Responsibilities:

  • Act as the dedicated point of contact for client inquiries, onboarding, and ongoing account maintenance.
  • Prepare, process, and track crucial financial paperwork, including new account applications and asset transfers.
  • Coordinate and schedule client review meetings, managing advisor calendars to maximize efficiency.
  • Maintain flawless, compliant client records within the firm CRM and internal databases.
  • Collaboratively resolve complex operational issues with custodians and third-party vendors.

Required Qualifications:

  • Two plus years of operational or client service experience within wealth management, financial planning, or banking.
  • Exceptional written and verbal communication skills with a natural ability to build rapport.
  • Sharp attention to detail, strong organizational abilities, and a proactive problem-solving mindset.
  • Proficiency with modern wealth management technology, financial software, and CRM platforms.
  • Bachelor degree in finance, business administration, or a related field is highly preferred.
  • For this position you must be currently authorized to work in the United States. We do not sponsor for this position.

This job was posted on July 29, 2026 and last updated on July 29, 2026.

Everforth CyberCoders is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.

Apply