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Client Services Associate Jobs in Romeoville, IL

Kestra Financial

Client Service Associate

Chicago, IL · On-site

$15 - $20.50/hr

Client Service Associate Summary The Client Service Associate reports to the Senior Client Service ... The ideal candidate will have 2+ years of experience in the financial services industry allowing ...

inlandgroup

Investor Services Associate

Oak Brook, IL · On-site

Investor Services Associate As an Investor Services Associate, you will support the full investor ... Strong verbal and written communication skills with a client-service mindset. * Ability to manage ...

J.P. Morgan

Client Service Associate

Chicago, IL · On-site

$15 - $20.50/hr

Step into the role of a Client Service Associate and become an integral part of our clients ... Minimum of 3 years of client-facing work experience in a financial services environment.

CPS

Client Service Associate

Chicago, IL · On-site

$15 - $20.50/hr

Client Service Associate We are seeking a motivated and detail-oriented Client Service Associate to ... services. Strong interpersonal and communication skills, both verbal and written. Excellent ...

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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 15, 2026, the average hourly pay for client services associate in Romeoville, IL is $22.84, according to ZipRecruiter salary data. Most workers in this role earn between $17.40 and $25.48 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 are the most commonly searched types of Client Services jobs in Romeoville, IL?

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

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

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

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Romeoville, IL as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 18% Part Time, 2% Temporary, 4% Contract, and 1% Nights. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $47,511 per year, or $22.8 per hour.

Client Service Associate

R.H. Personalmanagement GmbH

Chicago, IL • On-site

$15 - $20.50/hr

Other

Posted 12 days ago

Job description

Client Service Associate Summary
The Client Service Associate reports to the Senior Client Service Associate and is critical to appropriately leveraging Advisors' time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.
Essential Duties and Responsibilities
  • Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
  • Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards
  • Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance
  • Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available
  • Ensure adherence to appropriate client service models
  • Manage multiple and competing priorities on a daily basis in pursuit of business objectives
  • Other responsibilities as assigned by the Senior Client Service Associate
Supervisory Responsibilities: None
Knowledge, Skills, and/or Abilities
  • Advanced computer skills (Outlook, Word, Excel and Power Point) are essential
  • Excellent communication skills, both verbally and in writing
  • Strong time management, organizational skills; able to work independently and effectively manage multiple tasks at once
  • Ability to build relationships with clients and internal partners and influence others without direct control
Education and/or Experience
  • Bachelor's degree in a business-related field preferred
  • The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts • Previous experience in the independent financial services culture preferred

Certificates, Licenses, Registration
• Series 7 and 65/66 preferred (or ability to obtain)

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