ZipRecruiter

Log In

1

Financial Client Service Associate Jobs in Chicago, IL

CPS

Financial Client Service Associate

Chicago, IL · On-site

$70K - $85K/yr

Financial Client Service Associate Location: Chicago Salary : $70,000 - $85,000 Employment Type : Full-Time Position Overview: The Financial Client Service Associate role involves working closely ...

Corps Team

Client Service Associate

Chicago, IL · On-site

$26.27 - $28.27/hr

Client Service Associate Our client, a large financial services company, is seeking a Client Service Associate for a 12+ month contract assignment in Chicago, IL. The Client Service Associate ...

Global Channel Management

Client Service Assoc

Chicago, IL

$15 - $20.50/hr

About the job Client Service Assoc Client Service Assoc needs 4+ years experience Client Service Assoc requires: * Customer service * Client service rep * CRM Client Service Assoc duties: * Assist in ...

Globalchannelmanagement

Client Service Assoc

Chicago, IL · On-site

$28 - $29/hr

Client Service Assoc needs 4+ years experience Client Service Assoc requires: * Customer service * Client service rep * CRM Client Service Assoc duties: * Assist in the coordination of client ...

Chase

Client Service Associate

Chicago, IL

$15 - $20.50/hr

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

Windward Recruiting

Client Service Associate

Chicago, IL

$15 - $20.50/hr

We are seeking a detail-oriented and client-focused Client Service Associate to deliver ... Bachelor's degree in financial services or relevant field * Minimum 3 years of experience in ...

Real Soft Inc

Be Seen First

Banking Client Service Associate

Chicago, IL · On-site

$27/hr

Client Service Associate Location: Chicago, IL 60680(333 West Wacker Drive) Duration: Contract ... Knowledge of client lifecycle management and financial services operations Company Description ...

New

next page

Showing results 1-20

All JobsFinancial Client Service Associate JobsFinancial Client Service Associate Jobs in Chicago, IL

Financial Client Service Associate information

See Chicago, IL salary details

$14

$32

$69

How much do financial client service associate jobs pay per hour?

As of Jun 18, 2026, the average hourly pay for financial client service associate in Chicago, IL is $32.93, according to ZipRecruiter salary data. Most workers in this role earn between $21.30 and $35.43 per hour, depending on experience, location, and employer.

Is $50,000 enough to work with a financial advisor?

For a Financial Client Service Associate, a $50,000 salary can be sufficient depending on the location, cost of living, and experience level. Entry-level roles or positions in areas with lower living costs may find this salary adequate, but in high-cost regions, it might be considered below average for the profession. Additional certifications or skills can influence salary expectations and job responsibilities.

How much does a finance associate earn?

A financial client service associate typically earns between $40,000 and $65,000 annually, depending on experience, location, and the employer. Entry-level positions may start lower, while experienced associates or those with specialized skills can earn higher salaries, often supplemented with bonuses or commissions.

What is the role of a financial service associate?

A financial client service associate supports clients by providing account information, processing transactions, and addressing inquiries related to financial products and services. They often assist with account maintenance, ensure compliance with regulations, and use financial software to manage client data. Strong communication skills and knowledge of financial regulations are essential for this role.

What does a client service associate do in finance?

A financial client service associate provides support to clients by answering inquiries, processing transactions, and maintaining account information. They assist with account management, ensure compliance with regulations, and often use customer relationship management (CRM) tools to deliver quality service. Strong communication skills and financial knowledge are essential for this role.
Financial Client Service Associate jobs near you
Infographic showing various Financial Client Service Associate job openings in Chicago, IL as of June 2026, with employment types broken down into 82% Full Time, 14% Part Time, 1% Contract, and 3% Nights. Highlights an 94% Physical, 4% Hybrid, and 2% Remote job distribution, with an average salary of $68,486 per year, or $32.9 per hour.

Financial Client Service Associate

CPS

Chicago, IL • On-site

$70K - $85K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 20 days ago

Job description

Job Title: Financial Client Service Associate

Location: Chicago

Salary: $70,000 - $85,000

Employment Type: Full-Time

Position Overview:

The Financial Client Service Associate role involves working closely with financial advisors to ensure smooth and efficient client onboarding, transaction processing, and operational support.

Key Responsibilities:

  • Onboarding: Assist financial advisors in the onboarding process of new clients, including gathering necessary documents, setting up accounts, and ensuring all client information is accurate and complete.
  • Transaction Support: Manage and process various client transactions, such as fund transfers and investment purchases, ensuring accuracy and compliance with all regulations.
  • Client Communication: Serve as a point of contact for clients regarding their accounts, transactions, and inquiries. Provide timely responses to client requests and ensure their needs are met efficiently.
  • Operational Support: Support day-to-day operations by managing client account information, maintaining accurate records, and updating client details in the system.
  • Reporting and Documentation: Prepare and maintain reports, track transactions, and ensure proper documentation for regulatory and compliance purposes.
  • Coordination with Advisors: Work closely with financial advisors to ensure that client needs are met and provide administrative support for client meetings, reviews, and other financial services.
  • Compliance and Risk Management: Ensure that all activities are conducted in line with industry regulations and the company’s internal policies. Help maintain the firm’s compliance with all relevant financial laws and guidelines.

Required Qualifications:

  • Bachelor’s degree in Finance, Business, or a related field
  • Experience in a client service role within financial services or a related industry.
  • Familiarity with financial products and services such as investments.
  • Excellent communication skills, both verbal and written.
  • Series 6, 7, 65 or 66 licenses
  • Previous experience working with financial advisors or in client-facing roles within the financial services industry.

Benefits:

  • Health, dental, and vision insurance
  • 401(k) plan with employer match
  • Growth opportunities for career advancement within the company
  • Work life balance, paid time off and holidays

#LI-YT1

Apply