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Financial Client Services Associate Jobs in Illinois

CPS

Financial Client Service Associate

Chicago, IL · On-site

$70K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Job Title: Financial Client Service Associate Location: Chicago Salary: $70,000 - $85,000 ... Familiarity with financial products and services such as investments. Excellent communication ...

Triumph Financial

Client Services Associate

Savanna, IL · On-site

$16.54 - $22.67/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Triumph Financial, Inc. (NASDAQ: TFIN), is a financial holding company headquartered in Dallas ... As a Client Services Associate, you'll be at the forefront of our commitment to exceptional ...

Triumph Financial

Client Services Associate

Mount Carroll, IL · On-site

$16.54 - $22.67/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Triumph Financial, Inc. (NASDAQ: TFIN), is a financial holding company headquartered in Dallas ... As a Client Services Associate, you'll be at the forefront of our commitment to exceptional ...

Triumph Financial

IL · On-site

$16.54 - $22.67/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Triumph Financial, Inc. (NASDAQ: TFIN), is a financial holding company headquartered in Dallas ... As a Client Services Associate, you'll be at the forefront of our commitment to exceptional ...

Triumph Financial

Client Services Associate

Savanna, IL · On-site

$16.54 - $22.67/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Triumph Financial, Inc. (NASDAQ: TFIN), is a financial holding company headquartered in Dallas ... As a Client Services Associate, you'll be at the forefront of our commitment to exceptional ...

Investortools Inc

Client Services Associate

Naperville, IL · On-site

$70K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Client Services Associate Investortools has been a leader in fixed-income technology for over four ... Our platform is trusted by hundreds of financial institutions, including SMA managers, fund ...

Addison Group

Client Services Associate

Elk Grove Village, IL · On-site

$27 - $35/hr

  • Medical

  • Dental

  • Vision

  • Retirement

Client Services Associate Location (city, state): Elk Grove Village, IL Industry: Manufacturing Pay: $27-$35/hour Benefits: This position is eligible for medical, dental, vision, and 401(k). About ...

TBK Bank, SSB

Client Services Associate

Mount Carroll, IL · On-site

$16.54 - $22.67/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Triumph Financial, Inc. (NASDAQ: TFIN), is a financial holding company headquartered in Dallas ... As a Client Services Associate, you'll be at the forefront of our commitment to exceptional ...

TBK Bank, SSB

Client Services Associate

Savanna, IL

$16.54 - $22.67/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Triumph Financial, Inc. (NASDAQ: TFIN), is a financial holding company headquartered in Dallas ... As a Client Services Associate, you'll be at the forefront of our commitment to exceptional ...

TBK Bank, SSB

IL · On-site

$16.54 - $22.67/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Triumph Financial, Inc. (NASDAQ: TFIN), is a financial holding company headquartered in Dallas ... As a Client Services Associate, you'll be at the forefront of our commitment to exceptional ...

TBK Bank, SSB

Client Services Associate

Savanna, IL · On-site

$16.54 - $22.67/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Triumph Financial, Inc. (NASDAQ: TFIN), is a financial holding company headquartered in Dallas ... As a Client Services Associate, you'll be at the forefront of our commitment to exceptional ...

Investortools

Client Services Associate

Naperville, IL

$90/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Our platform is trusted by hundreds of financial institutions, including SMA managers, fund ... WhatYou'llDo As a Client Services Associate,you'llimmerse yourself in the world of fixed-income ...

Investortools

Client Services Associate

Naperville, IL · On-site

$70K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Our platform is trusted by hundreds of financial institutions, including SMA managers, fund ... What You'll Do As a Client Services Associate, you'll immerse yourself in the world of fixed-income ...

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All JobsFinancial Client Services Associate JobsFinancial Client Services Associate Jobs in Illinois

Financial Client Services Associate information

What is a financial client services associate?

Financial Client Services Associates are professionals who provide support and assistance to clients of financial institutions or firms. They act as a primary point of contact for clients, helping with account inquiries, transactions, and resolving issues. Their role often involves processing paperwork, providing information about financial products, and ensuring a high level of customer satisfaction. They may also collaborate with financial advisors and other team members to deliver seamless client service. Strong communication and organizational skills are essential for success in this role.

What are the key skills and qualifications needed to thrive as a financial client services associate?

To thrive as a Financial Client Services Associate, you need a solid understanding of finance, client account management, and a bachelor’s degree in business or a related field. Familiarity with CRM platforms, financial planning software, and regulatory compliance systems is typically required. Excellent interpersonal communication, attention to detail, and problem-solving skills help build strong client relationships and resolve issues effectively. These competencies are crucial to ensuring client satisfaction, regulatory adherence, and the smooth delivery of financial services.

How does a financial client services associate typically collaborate with financial advisors and other team members?

As a Financial Client Services Associate, you’ll work closely with financial advisors, portfolio managers, and administrative staff to support client needs. Your responsibilities often include preparing account documentation, responding to client inquiries, and ensuring the smooth execution of transactions. Regular communication and coordination are key, as you’ll often relay client information, help resolve issues, and assist in the onboarding of new clients. This collaborative environment not only helps build your industry knowledge but can also open up future advancement opportunities within the firm.

What is the difference between Financial Client Services Associate vs Financial Advisor?

AspectFinancial Client Services AssociateFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like FINRA Series 6 or 7 may be preferredRequires FINRA Series 7, 63, or 65 licenses; often a bachelor's degree or higher
Work EnvironmentBanking or financial services firms; client support and administrative rolesIndependent or firm-based; client consultation and investment planning
Employer & Industry UsageCommon in banks, brokerages, and financial institutionsUsed across financial planning firms, banks, and independent practices

The main difference is that a Financial Client Services Associate primarily handles client support, administrative tasks, and account management, while a Financial Advisor provides personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and client-facing responsibilities.

What are popular job titles related to Financial Client Services Associate jobs in Illinois?

For Financial Client Services Associate jobs in Illinois, the most frequently searched job titles are:

What job categories do people searching Financial Client Services Associate jobs in Illinois look for?

The top searched job categories for Financial Client Services Associate jobs in Illinois are:

What cities in Illinois are hiring for Financial Client Services Associate jobs?

Cities in Illinois with the most Financial Client Services Associate job openings:

Financial Client Services Associate jobs near you

Financial Client Service Associate

CPS

Chicago, IL • On-site

$70K - $85K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 23 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

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