Experience in legal services, financial services, claims administration, or other regulated ... plus) Growth Path Associate Project Managers are expected to grow into increased ownership ...
Experience in legal services, financial services, claims administration, or other regulated ... plus) Growth Path Associate Project Managers are expected to grow into increased ownership ...
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference: Join a team dedicated to protecting families and children ...
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference: Join a team dedicated to protecting families and children ...
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference: Join a team dedicated to protecting families and children ...
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference: Join a team dedicated to protecting families and children ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
U.S. Private Bank - Client Service Associate
Chicago, IL · On-site
$65K - $83K/yr
... and services Required qualifications, capabilities, and skills * FINRA Securities Industry ... Experience with a wide array of financial products preferred JPMorganChase, one of the oldest ...
U.S. Private Bank - Client Service Associate
Chicago, IL · On-site
$65K - $83K/yr
... and services Required qualifications, capabilities, and skills * FINRA Securities Industry ... Experience with a wide array of financial products preferred JPMorganChase, one of the oldest ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
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 ...
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 ...
Assoc II, Client Services
Vernon Hills, IL · On-site
$64K - $96K/yr
To Empower People to Discover Financial Freedom. What do you celebrate as your purpose? At BCU we ... The Associate will interact with clients, advisors, and service providers to facilitate the smooth ...
Assoc II, Client Services
Vernon Hills, IL · On-site
$64K - $96K/yr
To Empower People to Discover Financial Freedom. What do you celebrate as your purpose? At BCU we ... The Associate will interact with clients, advisors, and service providers to facilitate the smooth ...
... and services Required qualifications, capabilities, and skills * FINRA Securities Industry ... Experience with a wide array of financial products preferred JPMorganChase, one of the oldest ...
... and services Required qualifications, capabilities, and skills * FINRA Securities Industry ... Experience with a wide array of financial products preferred JPMorganChase, one of the oldest ...
Assoc II, Client Services
Vernon Hills, IL · On-site
$60K - $90K/yr
To Empower People to Discover Financial Freedom. What do you celebrate as your purpose? At BCU we ... The Associate will interact with clients, advisors, and service providers to facilitate the smooth ...
Assoc II, Client Services
Vernon Hills, IL · On-site
$60K - $90K/yr
To Empower People to Discover Financial Freedom. What do you celebrate as your purpose? At BCU we ... The Associate will interact with clients, advisors, and service providers to facilitate the smooth ...
... and services Required qualifications, capabilities, and skills * FINRA Securities Industry ... Experience with a wide array of financial products preferred JPMorganChase, one of the oldest ...
... and services Required qualifications, capabilities, and skills * FINRA Securities Industry ... Experience with a wide array of financial products preferred JPMorganChase, one of the oldest ...
Client Service Associate
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 ...
Client Service Associate
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 ...
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 ...
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 ...
J.P. Morgan Advisors - Client Service Associate - Chicago, IL
Chicago, IL · On-site
$27.40 - $37.50/hr
As a Client Service Associate with J.P. Morgan Advisors, you will be the primary point of contact ... Financial services and/or banking industry experience * 1-3 years of client service experience ...
J.P. Morgan Advisors - Client Service Associate - Chicago, IL
Chicago, IL · On-site
$27.40 - $37.50/hr
As a Client Service Associate with J.P. Morgan Advisors, you will be the primary point of contact ... Financial services and/or banking industry experience * 1-3 years of client service experience ...
As a Client Service Associate with J.P. Morgan Advisors, you will be the primary point of contact ... Financial services and/or banking industry experience * 1-3 years of client service experience ...
As a Client Service Associate with J.P. Morgan Advisors, you will be the primary point of contact ... Financial services and/or banking industry experience * 1-3 years of client service experience ...
As a Client Service Associate with J.P. Morgan Advisors, you will be the primary point of contact ... Financial services and/or banking industry experience * 1-3 years of client service experience ...
As a Client Service Associate with J.P. Morgan Advisors, you will be the primary point of contact ... Financial services and/or banking industry experience * 1-3 years of client service experience ...
As a Client Service Associate with J.P. Morgan Advisors, you will be the primary point of contact ... Financial services and/or banking industry experience * 1-3 years of client service experience ...
As a Client Service Associate with J.P. Morgan Advisors, you will be the primary point of contact ... Financial services and/or banking industry experience * 1-3 years of client service experience ...
Part-Time Health Benefits Service Associate
Lisle, IL · Hybrid
$25/hr
Client Service Associate (Part-Time) Location: Hybrid (In-Office + Work From Home Flexibility ... WestPoint Financial Group is assisting with the sourcing of this candidate. The selected individual ...
Part-Time Health Benefits Service Associate
Lisle, IL · Hybrid
$25/hr
Client Service Associate (Part-Time) Location: Hybrid (In-Office + Work From Home Flexibility ... WestPoint Financial Group is assisting with the sourcing of this candidate. The selected individual ...
Part-Time Health Benefits Service Associate
Lisle, IL · Hybrid
$25/hr
Client Service Associate (Part-Time) Location: Hybrid (In-Office + Work From Home Flexibility ... WestPoint Financial Group is assisting with the sourcing of this candidate. The selected individual ...
Quick apply
Part-Time Health Benefits Service Associate
Lisle, IL · Hybrid
$25/hr
Client Service Associate (Part-Time) Location: Hybrid (In-Office + Work From Home Flexibility ... WestPoint Financial Group is assisting with the sourcing of this candidate. The selected individual ...
Financial Client Services Associate information
What is a financial client services associate?
What are the key skills and qualifications needed to thrive as a financial client services associate?
How does a financial client services associate typically collaborate with financial advisors and other team members?
What is the difference between Financial Client Services Associate vs Financial Advisor?
| Aspect | Financial Client Services Associate | Financial Advisor |
|---|---|---|
| Credentials | Typically requires a high school diploma or bachelor's degree; certifications like FINRA Series 6 or 7 may be preferred | Requires FINRA Series 7, 63, or 65 licenses; often a bachelor's degree or higher |
| Work Environment | Banking or financial services firms; client support and administrative roles | Independent or firm-based; client consultation and investment planning |
| Employer & Industry Usage | Common in banks, brokerages, and financial institutions | Used 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:
Epiq Systems rating
7.2
Based on 37 frontline employees who took The Breakroom Quiz
137th of 224 rated it services
Job description
At Epiq, your work contributes to complex, global legal outcomes. You'll join a valuesdriven community where integrity guides decisions, relentless service sets the bar, and we thrive on big challenges together. We invest in your growth with enterprisewide learning and mobility. We celebrate who you are, and we respect life beyond work with flexibility that's recognized externally. Enabled by modern platforms and AI, you'll do the most meaningful work of your career and see your impact at scale.
Job Description:
Epiq is hiring an Associate Project Manager to support the delivery of settlement and claims administration matters. This role focuses on daytoday execution, coordination, and client service in a deadlinedriven, regulated environment.
You'll work closely with Project Managers, internal teams, and client stakeholders to keep matters organized, accurate, and moving forward. This role is designed for someone who wants to build strong execution fundamentals and grow into a full Project Manager role over time.
What You'll Do
Support Senior Project Managers on active settlement and claims administration matters
Coordinate daily project tasks and track progress against courtdriven deadlines
Translate client and court requirements into clear operational work requests
Assist with client communications, status updates, and routine inquiries
Review, prepare, and manage client data for intake, reporting, and deliverables
Perform quality checks to ensure accuracy and completeness
Maintain project documentation, trackers, and status reports
Proactively escalate risks or issues and support resolution
Contribute to process improvements and crossteam collaboration
What We're Looking For
Bachelor's degree or equivalent experience
2-4 years of experience in project coordination, client services, operations, or professional services
Strong organizational skills and attention to detail
Ability to manage multiple tasks in a structured, deadlinedriven environment
Clear, professional written and verbal communication skills
Preferred
Experience in legal services, financial services, claims administration, or other regulated environments
Comfort working with data, spreadsheets, and reports (Excel experience a plus)
Growth Path Associate Project Managers are expected to grow into increased ownership over time. As you develop, you'll take on larger workstreams, deeper client interaction, and greater responsibility for planning and execution-with a clear path to promotion into a Project Manager role based on performance, readiness, and business need.
Why This Role This is a handson opportunity to learn complex, clientfacing project delivery while building the skills needed for longterm growth in project management and client services.
The Compensation range for this role is 65,000 - 80,000 USD annually and may be eligible for an annual bonus.
In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.
Must be authorized to work in the United States for any employer.
#LI-MM2 #LI-Remote
Your specific salary will be determined based on several factors:
Location-based market ratefor the role
Your abilitiesin relation to the job specification
Performanceduring screening and interview
Pay paritywith the wider team in the considered location
Further details about the package will be provided during the initial screening call with the Talent Acquisition Team.
Click here to learn about Epiq's Benefits.
Epiq Leadership Compass
Fosters Relationships & Collaboration
Builds trust and alignment through open communication, shared goals, and strong partnerships to drive collective success.
Build trust-based partnerships
Nurture long-term relationships
Remove collaboration barriers
Celebrate cross-team success
Engages & Influences
Inspires action and alignment through clear communication, purposeful influence, and a compelling vision.
Use storytelling to build buy-in
Align communication with organizational goals
Guild alignment through strong engagement
Maximizes Performance
Sets and reinforces performance standards that drive results, ensure accountability, and align with Epiq's goals.
Use data to identify improvement opportunities
Make informed decisions
Align team goals with boarder strategy
Empower teams to manage their own goals
Translate vision into clear priorities
Prepare for disruptions with strong change management
Achieves Operational Success
Drives continuous improvement and operational excellence through smart processes, data insights, and quality execution.
Improve workflows for team efficiency
Use clear documentation and expectations
Resolve issues quickly using data and feedback
It is Epiq's policy to comply with all applicable equal employment opportunity laws by making all employment decisions without unlawful regard or consideration of any individual's race, religion, ethnicity, color, sex, sexual orientation, gender identity or expressions, transgender status, sexual and other reproductive health decisions, marital status, age, national origin, genetic information, ancestry, citizenship, physical or mental disability, veteran or family status or any other basis protected by applicable national, federal, state, provincial or local law. Epiq's policy prohibits unlawful discrimination based on any of these impermissible bases, as well as any bases or grounds protected by applicable law in each jurisdiction. In addition Epiq will take affirmative action for minorities, women, covered veterans and individuals with disabilities. If you need assistance or an accommodation during the application process because of a disability, it is available upon request. Epiq is pleased to provide such assistance and no applicant will be penalized as a result of such a request. Pursuant to relevant law, where applicable, Epiq will consider for employment qualified applicants with arrest and conviction records.
What Epiq Systems employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Epiq Systems
Sourced by ZipRecruiter
Industry
Law firms
Company size
5,001 - 10,000 Employees
Headquarters location
New York, NY, US