ZipRecruiter

Log In

1

Financial Client Services Associate Jobs in Cary, IL

NFP

Client Service Associate II

Chicago, IL · On-site

$15 - $20.50/hr

Fiducient Advisors provides tailored and personalized investment consulting services to clients ... One (1) to three (3) Years of Financial Industry Experience * Proficiency in Microsoft Suite and ...

Aon

Client Service Associate II

Chicago, IL · On-site

$15 - $20.50/hr

Fiducient Advisors provides tailored and personalized investment consulting services to clients ... One (1) to three (3) Years of Financial Industry Experience * Proficiency in Microsoft Suite and ...

NFP

Client Service Associate

Chicago, IL · On-site

$15 - $20.50/hr

The Client Services Associate must provide superior client service by identifying the client's wants and needs, acting on, and/or delegating items and following through to completion while keeping ...

Aon

Client Service Associate

Chicago, IL · On-site

$15 - $20.50/hr

The Client Services Associate must provide superior client service by identifying the client's wants and needs, acting on, and/or delegating items and following through to completion while keeping ...

Allworth Financial

Service Associate

Riverwoods, IL

$60K - $70K/yr

The Service Associate - Client Support is responsible for providing exceptional administrative ... a client-facing administrative role within the financial services or related industry. * BS/BA ...

Aleysian

Client Services Executive

Chicago, IL · On-site

$165K - $185K/yr

The Client Services Executive is the senior leader accountable for the outcome of a portfolio of Aleysian engagements: delivery quality, financial performance, executive client relationships, and the ...

Allworth Financial

Service Associate

Deerfield, IL · On-site

$60K - $70K/yr

... a client-facing administrative role within the financial services or related industry. * BS/BA ... Exempt associates qualify for our flexible paid time off policy * Non-Exempt associates will ...

CPS

Client Service Associate

Chicago, IL · On-site

$15 - $20.50/hr

Client Service Associate We are seeking a motivated and detail-oriented Client Service Associate to ... financial services. Strong interpersonal and communication skills, both verbal and written.

Allworth Financial

Service Associate

Riverwoods, IL · On-site

$60K - $70K/yr

... a client-facing administrative role within the financial services or related industry. * BS/BA ... Exempt associates qualify for our flexible paid time off policy * Non-Exempt associates will ...

previous page

Showing results 41-60

All JobsFinancial Client Services Associate JobsFinancial Client Services Associate Jobs in Cary, IL

Financial Client Services Associate information

See Cary, IL salary details

$14

$32

$68

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

As of Aug 19, 2026, the average hourly pay for financial client services associate in Cary, IL is $32.42, according to ZipRecruiter salary data. Most workers in this role earn between $20.96 and $34.86 per hour, depending on experience, location, and employer.

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 job categories do people searching Financial Client Services Associate jobs in Cary, IL look for?

The top searched job categories for Financial Client Services Associate jobs in Cary, IL are:

What cities near Cary, IL are hiring for Financial Client Services Associate jobs?

Cities near Cary, IL with the most Financial Client Services Associate job openings:

Financial Client Services Associate jobs near you
Infographic showing various Financial Client Services Associate job openings in Cary, IL as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 23% Part Time, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $67,439 per year, or $32.4 per hour.

Executive Assistant/Client Services Associate - Wealth Management Firm - Chicago (Onsite)

BURKE+CO

Chicago, IL • On-site

$95K - $125K/yr

Full-time

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

BURKE+CO.

www.burketalent.com


THE GIST:

Our client, a rapidly growing independent wealth management firm managing over $1 billion in assets for UHNWIs, is seeking an Executive Assistant/Client Services Associate to support their CEO/Managing Partner & team of advisors. This role will play an important role in supporting client communications, coordinating service requests, maintaining operational processes, and assisting with business development and marketing initiatives. This role offers direct exposure to executive leadership, involvement in strategic initiatives, and the chance to work alongside a talented and dedicated team committed to long-term success!



THE NITTY GRITTY:

  • Serve as a primary point of contact for client service requests, ensuring timely follow-up and resolution
  • Support Managing Partner & advisors with client meeting preparation, scheduling, and follow-up communications
  • Coordinate account paperwork, onboarding activities, and administrative requests while maintaining accuracy and attention to detail
  • Maintain client records, workflows, and documentation within firm systems
  • Assist with client communications, presentations, and marketing materials
  • Support business development efforts through event coordination, prospect communications, and relationship management activities
  • Track action items and follow-ups to ensure an exceptional client experience and consistent execution
  • Collaborate with team members, custodians, vendors, and external partners to support ongoing client needs and firm initiatives
  • Help coordinate client events, educational programs, and firm-sponsored activities


THE ESSENTIALS:

  • 3+ years of experience working as a Client Services Associate, Sales Assistant, or Executive Assistant
  • Previous experience working in wealth management required
  • Exceptional organizational and project management skills
  • Strong attention to detail
  • Proactive mindset with the ability to anticipate needs and take initiative
  • Excellent written and verbal communication skills
  • Strong emotional intelligence and professional judgment
  • High degree of discretion and ability to handle confidential information
  • Collaborative approach with a proven ability to work effectively across teams


THE CHERRY ON TOP:

  • Build a trusted & strategic partnership with an accomplished CEO
  • Play a meaningful role within a growing, entrepreneurial organization!


LOCATION: Chicago, IL (Onsite)


COMPENSATION: $100k to 110k base salary + bonus + benefits (exact compensation will vary based on skills, experience, and expertise)


What are you waiting for? BURKE UP! Email your resume today to hello@burketalent.com

You can view our other open jobs at: www.burketalent.com (Refer a friend + get a taste of our generous referral program!)


*Compensation is aligned with experience, level, and role scope. Most offers fall within the mid-range, with the top of the band generally reserved for candidates with extensive, directly relevant backgrounds. Leveling is determined during the interview process