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 with ...
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 with ...
Wheaton, IL · On-site
$25.43 - $31.78/hr
Registered Financial Client Associate Summary: The Wheaton, Illinois branch of Benjamin F. Edwards ... Provide client service and support related to check requests, deposits, wiring funds, record ...
Wheaton, IL · On-site
$25.43 - $31.78/hr
Registered Financial Client Associate Summary: The Wheaton, Illinois branch of Benjamin F. Edwards ... Provide client service and support related to check requests, deposits, wiring funds, record ...
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 ...
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 ...
Schaumburg, IL · On-site
$14.25 - $19.75/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 ...
Schaumburg, IL · On-site
$14.25 - $19.75/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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Schaumburg, IL · On-site
$14.25 - $19.75/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 ...
Schaumburg, IL · On-site
$14.25 - $19.75/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 ...
Schaumburg, IL · On-site
$14.25 - $19.75/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 ...
Schaumburg, IL · On-site
$14.25 - $19.75/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 ...
Schaumburg, IL · On-site
$14.25 - $19.75/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 ...
Schaumburg, IL · On-site
$14.25 - $19.75/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 ...
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 ...
Quick apply
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 ...
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 ...
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 ...
Chicago, IL · On-site
$29K - $41K/yr
About Our Company We're a diversified financial services leader with more than $1.5 trillion in ... The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible ...
Chicago, IL · On-site
$29K - $41K/yr
About Our Company We're a diversified financial services leader with more than $1.5 trillion in ... The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible ...
Chicago, IL · On-site
$29K - $41K/yr
About Our Company We're a diversified financial services leader with more than $1.5 trillion in ... The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible ...
Chicago, IL · On-site
$29K - $41K/yr
About Our Company We're a diversified financial services leader with more than $1.5 trillion in ... The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible ...
Chicago, IL · On-site
$15 - $20.50/hr
Client Service Associate We are seeking a motivated and detail-oriented Client Service Associate to ... Support financial advisors by preparing client reports, presentations, and documentation. Maintain ...
Chicago, IL · On-site
$15 - $20.50/hr
Client Service Associate We are seeking a motivated and detail-oriented Client Service Associate to ... Support financial advisors by preparing client reports, presentations, and documentation. Maintain ...
Naperville, IL · On-site
$60K - $80K/yr
At Ameriprise Financial, we're not just in the business of helping clients with their financial ... About the Role We are seeking a highly organized, client-focused Client Service Associate to join ...
Naperville, IL · On-site
$60K - $80K/yr
At Ameriprise Financial, we're not just in the business of helping clients with their financial ... About the Role We are seeking a highly organized, client-focused Client Service Associate to join ...
Naperville, IL · On-site
$60K - $80K/yr
At Ameriprise Financial, we're not just in the business of helping clients with their financial ... About the Role We are seeking a highly organized, client-focused Client Service Associate to join ...
Naperville, IL · On-site
$60K - $80K/yr
At Ameriprise Financial, we're not just in the business of helping clients with their financial ... About the Role We are seeking a highly organized, client-focused Client Service Associate to join ...
Chicago, IL · On-site
$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 ...
Chicago, IL · On-site
$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 ...
Crystal Lake, IL · On-site
$55K - $75K/yr
WestPoint Financial Group is assisting with the sourcing process on behalf of The Todd Group. About ... Position Overview The Todd Group is seeking a sharp, personable Client Service Associate to support ...
Crystal Lake, IL · On-site
$55K - $75K/yr
WestPoint Financial Group is assisting with the sourcing process on behalf of The Todd Group. About ... Position Overview The Todd Group is seeking a sharp, personable Client Service Associate to support ...
Crystal Lake, IL · On-site
$55K - $75K/yr
WestPoint Financial Group is assisting with the sourcing process on behalf of The Todd Group. About ... Position Overview The Todd Group is seeking a sharp, personable Client Service Associate to support ...
Crystal Lake, IL · On-site
$55K - $75K/yr
WestPoint Financial Group is assisting with the sourcing process on behalf of The Todd Group. About ... Position Overview The Todd Group is seeking a sharp, personable Client Service Associate to support ...
$14.36 - $19.41
13% of jobs
$21.48 is the 25th percentile. Wages below this are outliers.
$19.41 - $24.45
30% of jobs
The median wage is $25.98 / hr.
$24.45 - $29.49
24% of jobs
$32.40 is the 75th percentile. Wages above this are outliers.
$29.49 - $34.53
14% of jobs
$34.53 - $39.58
4% of jobs
$39.58 - $44.62
3% of jobs
$44.62 - $49.66
2% of jobs
$49.66 - $54.70
3% of jobs
$54.70 - $59.75
2% of jobs
$59.75 - $64.79
2% of jobs
$64.79 - $69.83
2% of jobs
$14
$32
$69
Cities near Chicago, IL with the most Financial Client Service Associate job openings:
$70K - $85K/yr
Other
Medical, Dental, Vision, Retirement, PTO
Re-posted 29 days ago
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
