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

BCU

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 ...

BCU

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 ...

Power Wellness

Member Services Associate

Huntley, IL · On-site

$15/hr

Member Services Associate Location: Northwestern Medicine Huntley Health & Fitness Center Hourly Rate: $15.00 Shifts Available: Tuesday 12pm-7pm Saturday 1pm-7pm Summary: We improve life and we're ...

Power Wellness

Member Services Associate

Huntley, IL · On-site

$15/hr

Member Services Associate Location: Northwestern Medicine Huntley Health & Fitness Center Hourly Rate: $15.00 Shifts Available: Tuesday 12pm-7pm Saturday 1pm-7pm Summary: We improve life and we're ...

NVA

Client Services Representative

Mundelein, IL · On-site

$16 - $19/hr

Client Service Representative (CSR) - Grow Your Career with a Supportive and Passionate Team ... National Veterinary Associates is a leading global pet care organization united in the love of ...

NVA

Client Services Representative

Mundelein, IL · On-site

$16 - $19/hr

Client Service Representative (CSR) - Grow Your Career with a Supportive and Passionate Team ... National Veterinary Associates is a leading global pet care organization united in the love of ...

RTC

Client Services Representative

Rolling Meadows, IL · On-site

$42K - $62K/yr

Client Services Representative We are looking for a dynamic Client Services Representative to join ... Discounts to eligible fitness centers for associates enrolled with Blue Cross. * Preventative Care ...

NC SECU

Associate Member Services Officer

Cary, IL · On-site

Purpose The Associate Member Services Officer (MSO) is an entry-level position intended to provide team members with foundational knowledge of SECU branch operations. Associate MSOs perform routine ...

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Client Services Associate information

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How much do client services associate jobs pay per hour?

As of Sep 7, 2026, the average hourly pay for client services associate in McHenry, IL is $22.05, according to ZipRecruiter salary data. Most workers in this role earn between $16.78 and $24.62 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 McHenry, IL?

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

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

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

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

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

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in McHenry, IL as of August 2026, with employment types broken down into 100% Full Time. Highlights an 50% In-person, and 50% Remote job distribution, with an average salary of $45,869 per year, or $22.1 per hour.

Assoc II, Client Services

BCU

Vernon Hills, IL • On-site

$64K - $96K/yr

Full-time

Re-posted 10 days ago

Key responsibilities

  • Provide administrative and operational support to advisors and the department.

  • Interact with clients, advisors, and service providers to facilitate account administration and respond to inquiries.

  • Prepare new account paperwork, address ongoing account maintenance requests, and ensure records are maintained in accordance with regulatory standards.

Job description

As an employer, BCU models the dynamic assets of a top workplace, including confidence in company leadership, competitive compensation and benefits, employee development, workplace flexibility, and a passionate employee culture supporting a unified vision. At the Credit Union, you'll have a career in a growing organization and an environment that supports your professional and personal growth.
Our WHY is the reason we exist: To Empower People to Discover Financial Freedom. What do you celebrate as your purpose? At BCU we celebrate what makes you authentically YOU! #bYOU
Watch this video to learn more about life at BCU!
Salary
This position has a base salary range of $60,000.00 - $90,000.00 USD Annual . This range represents the expected base salary range for this position. The actual salary may vary based upon several factors including, but not limited to, relevant skills/experience and time in the role.
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 administration of accounts.
Role and Responsibilities
  • Provide administrative and operational support to advisors and general department.
  • Contact and qualify prospects and referrals from other Credit Union business areas. Follow up with the attendees of webinars, seminars, etc., to set appointments with an advisor.
  • Monitor alerts in the LPL Clientworks system. Ensure cash is invested promptly. Review and approve/decline suggested transactions.
  • Act as a first point of contact for advisors for status updates on service requests. Coordinate complex interactions with multiple service providers to ensure client requests are fulfilled smoothly.
  • Prepare new account paperwork packets for client signature. Address ongoing account maintenance requests. Ensure appropriate records are created and client files maintained in accordance with regulatory standards.
  • Configure new accounts, including entering appropriate model assignments, fee schedules, and reporting conventions as needed. Assist new clients with accessing their accounts, and the various tools and resources available to them.
  • Maintain BCU Wealth Advisors content library. Ensure compliance standards are observed, and secure appropriate approvals prior to use.
  • Monitor General Inquiry shared mailbox, answering questions and responding to member requests.
  • Manage and maintain the general phone queue, provide prompt and courteous assistance to members and clients. Address inquires, resolve conflicts and redirect requests to appropriate resources.
  • Other tasks as assigned.

Qualifications and Education Requirements
  • High school diploma or equivalent required. Bachelor's degree preferred.
  • 5+ years' experience in related field. Understanding of investment products and services helpful.
  • Series 65 preferred.
  • Strong computer skills with the ability to quickly learn new software programs. Fully capable in Microsoft Office (Excel, Word, PowerPoint).
  • Strong written and verbal communication skills with the ability to interact with others in a positive manner.
  • Able to identify process weaknesses and recommend enhancements.
  • Experience in planning client events.

BCU Shared Values:
We foster an environment of INCLUSION. All individuals are treated fairly and respectfully, have equal access to opportunities and resources, and can contribute fully to the organization's success. We act with INTEGRITY. We follow the golden rule without exception. We display COURAGE in our convictions. We drive innovation, reaching beyond boundaries and thoughtfully explore new horizons. We excel through COLLABORATION. By working as one, sharing information and seeking solutions, we deliver exceptional outcomes. We WOW our members. We focus intensely on putting the member first, delivering extraordinary experiences that create lasting relationships inside and outside the organization.
We value relationships and referrals and are committed to creating the best work environment possible. From our casual dress code to flexible work arrangements, we've created a unique and inclusive culture that supports a healthy work/life balance. For this reason and more, BCU has been named a 2023 Gallup Exceptional Workplace Award Winner. #LoveBCU
Click here to visit our Benefits Website!
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About BCU

Sourced by ZipRecruiter

Industry

Finance and insurance

Company size

501 - 1,000 Employees

Headquarters location

Vernon Hills, IL, US

Year founded

1981

Social media

Twitter

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