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Financial Client Services Associate Jobs in Chicago, IL

SPS North America Inc

Client Service Associate

Chicago, IL · On-site

$18 - $20/hr

Client Services Associate Location: Chicago, Illinois, United States Employment Type: Full-time | Onsite We're hiring! If you're a people-focused, detail-oriented professional who enjoys keeping an ...

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 ...

BCU

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 ...

BCU

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 ...

Kestra Financial

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 ...

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

Financial Client Services Associate information

See Chicago, IL salary details

$14

$32

$69

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

As of Aug 11, 2026, the average hourly pay for financial client services associate in Chicago, IL is $32.93, according to ZipRecruiter salary data. Most workers in this role earn between $21.30 and $35.43 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.

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.

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.
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Financial Client Services Associate jobs near you

SS-Client Service Associate

Pyramid Corporation

Chicago, IL • On-site

$25 - $28/hr

Other

Medical, Dental, Vision, Retirement

Posted 27 days ago

Job description

SS-Client Service Associate

Immediate need for a talented SS-Client Service Associate. This is a 06 Months Contract opportunity with long-term potential and is located in Chicago, IL (Onsite). Please review the job description below and contact me ASAP if you are interested.

Job ID:26-18176 Pay Range: $25 - $28/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).

Key Responsibilities:

  • Assist in the coordination of client transitions activity (i.e. onboarding, off boarding) in close partnership with relevant Nuveen business partners
  • Support the coordination of account maintenance activities (e.g., amendments to account name, fee schedules, benchmarks, client agreements, etc.)
  • Assist team members to ensure ongoing client contractual obligations are being met
  • Support the fulfillment of ad-hoc client inquiries and requests
  • Facilitate and oversee client cash flow requests to ensure proper handling
  • Help manage client communications to ensure timely and proactive updates are provided
  • Proactively anticipate client needs and assist in the development of strategies for meeting and exceeding those needs
  • Update and maintain client and authorized third party contact information via CRM application
  • Support client meeting preparation by facilitating creation of materials
  • Help identify, escalate and resolve problems for any issues affecting the client experience
  • Participate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional client service
  • Assist to ensures preparation of weekly, monthly and quarterly client reports and presentations to be delivered to clients

Key Requirements and Technology Experience:

  • Must have skills: Client Relationship Management
  • Client Account Maintenance
  • Client Reporting & CRM Management

Our client is a leading Insurance Industry and we are currently interviewing to fill this and other similar contract positions.

Apply