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Financial Client Services Associate Jobs in Illinois

Interactive Brokers

Client Services Associate I

Chicago, IL · On-site

$65K - $75K/yr

IBKR), a member of the S&P 500, is a global financial services company headquartered in Greenwich ... About the Team Our Chicago Client Experience team includes former traders, industry veterans, early ...

Aegis Worldwide

Client Service Associate

Niles, IL · On-site

$14.50 - $20/hr

Client Services Associate The Client Services Associate is the primary customer-facing liaison and serves as a bridge between Sales and Project Management. This role focuses on understanding customer ...

Real Soft

CW-SS-Client Service Associate

Chicago, IL · On-site

The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company ...

IMA Financial Group

Client Associate - 2

Springfield, IL · On-site

$50K - $65K/yr

Client Associate Delivers more independent client support, handling complex service tasks ... Supports entry-level financial analysis, claims & utilization reporting, and renewal preparation.

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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

Client Services Associate (Part-Time)

Triumph Financial

Sterling, IL • On-site

$16.54 - $22.67/hr

Part-time

Medical, Dental, Vision, Retirement, PTO

Posted 15 days ago

Job description

Join TBK Bank!
At TBK Bank, a subsidiary of Triumph, we're a team of passionate, driven, collaborative, solutions-minded people who want to make a difference in the lives of our customers and communities. Our mission is to do well and to do good at the same time. We accomplish this by working together, because at the end of the day, TBK means striving for excellence, while delivering with humility. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals.
Position Summary: Responsible for providing prompt and accurate financial transactions in accordance with the Bank's policies and procedures. Contributes to the development and retention of customer relationships by providing exceptional customer service and identifying appropriate cross sell opportunities with professionalism and enthusiasm.
ESSENTIAL DUTIES & RESPONSIBILITIES
  • Profiles new and existing customers to better serve their financial needs; informs and advises customers of appropriate bank products/services that will make their life easier, save them time, or save them money.
  • Provides exceptional customer service by standing to welcome the customer, using the customer's name, taking responsibility for the customer, thanking the customer by name and exceeding the customer's expectations.
  • Prepares and compiles new customer information in accordance with the banks CIP and know your Customer policies.
  • Opens new accounts; ensures completeness and accuracy of documentation including scanning into the system, and timely follow up on missing or incomplete documents.
  • Successfully completes Account/File Maintenance with proper documentation.
  • Helps customers with items such as Stop Payments, Debit Card Orders/Reorders, Debit Card Disputes, IRAs, Heath Savings Accounts, Wire Transfers, Directo-a-Mexico, Online Banking and Mobile Banking.
  • Takes initiative to answer customer phone calls/email, takes ownership of their issue, takes proper steps to resolve their issue and provides the customer with appropriate feedback in a timely manner.
  • Promptly responds to customer's inquiries and requests regarding account and suggests resolutions for account disputes and other account activity.
  • Continues to build relationships with current customers to maintain goodwill and gain additional business.
  • Actively participates in meeting retail branch goals and events.
  • Professionally makes quality referrals to other areas of the bank and bank partners such as Commercial Lending, Consumer Lending, Treasury Management, Merchant Services, or the Mortgage Partner in your area, etc.
  • Works professionally with, and generates goodwill between the retail banking department and other internal departments.
  • Generates new business to assist in meeting established profitability goals.
  • Performs all customer transactions and inputs them into the computer system in accordance with established procedures. Cashes checks, receives cash for deposit, verifies amounts, verifies customer balances and examines checks for appropriate signatures and endorsements.
  • Places holds on accounts for uncollected funds in accordance with regulations.
  • Monitors customer account activity and transactions in order to identify possible fraud.
  • Balances currency, coin, and checks in cash drawer at end of shift in comparison to computer totals. Maintains appropriate cash levels in teller drawer in accordance with the security policy. Complies with the Teller Over and Short Procedure.
  • Processes savings bonds, branch capture, cashier's checks, and other items based on branch.
  • Allows customers access to safe deposit boxes following specified procedures.
  • Assists tellers with balancing daily transactions.
  • May assist in balancing vault.
  • Actively participates in daily branch Daily Plan It's and weekly branch meetings.
  • Completes required training within prescribed deadlines to develop an understanding of banking industry and banking regulations and job skills.
  • Protects and safeguards customer information and bank property.
  • Adheres to all bank and regulatory requirements and participates in required training.
  • Actively participates in local community and bank sponsored events.
  • Other duties as assigned.

EXPERIENCE & EDUCATION
  • High school diploma or general education degree (GED) required.
  • Must be 18 years old
  • Six to twelve months of bank teller experience preferred
  • Customer service, sales or cross selling experience desired

SKILLS & ABILITIES REQUIRED
  • Excellent communication skills required, both written and verbal
  • Basic knowledge of Microsoft office, word processing and email systems
  • Ability to read, write and speak English
  • Ability to take initiative and work independently
  • Able to travel to various TBK Bank locations for training and to perform other duties as assigned.

Compensation Range
Hourly: $16.54 - $22.67
We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.
Go on. Do it. Apply Today!

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