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Financial Client Services Associate Jobs in Chicago, IL

inlandgroup

Investor Services Associate

Oak Brook, IL · On-site

Respond to inquiries from investors, financial professionals, custodians, and business partners in ... Strong verbal and written communication skills with a client-service mindset. * Ability to manage ...

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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 13, 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.

What are popular job titles related to Financial Client Services Associate jobs in Chicago, IL?

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

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

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

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

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

Financial Client Services Associate jobs near you

Part-Time Health Benefits Service Associate

WestPoint Financial Group

Lisle, IL • Hybrid

$25/hr

Part-time

Medical, Life

Re-posted 11 days ago

Job description

Job Title: Client Service Associate (Part-Time)

Location: Hybrid (In-Office + Work From Home Flexibility)

Company: Takaful Wealth Management

About the Opportunity

Takaful Wealth Management is seeking a highly client-focused professional who is passionate about delivering exceptional service and building long-term relationships. This role is ideal for someone who enjoys being a trusted resource for clients, proactively supporting their needs, and ensuring a seamless experience from onboarding through renewal.

WestPoint Financial Group is assisting with the sourcing of this candidate. The selected individual will be an employee of Takaful Wealth Management.

Schedule & Compensation

  • Hours: Approximately 25 hours per week
  • Schedule: Typically 10:00 AM - 2:00 PM, Monday through Thursday (flexible)
  • Work Arrangement: Hybrid
  • Compensation:
    • Hourly: $25/hour
    • Estimated Annual Range: $30,000 - $40,000

Position Overview

This role serves as a primary point of contact for clients, ensuring they receive timely, accurate, and thoughtful support across all aspects of their health insurance plans. You will play a critical role in strengthening client relationships, ensuring satisfaction, and delivering a high-touch service experience.

Key Responsibilities

Client Relationship Management

  • Serve as a dedicated, responsive point of contact for client inquiries related to coverage, claims, and plan administration
  • Build strong, trust-based relationships through consistent communication and proactive outreach
  • Maintain regular client touchpoints, including quarterly check-ins to assess satisfaction and evolving needs
  • Address client concerns with urgency and professionalism, ensuring a positive resolution

Client Onboarding & Experience

  • Guide new clients through a smooth and supportive onboarding process
  • Conduct needs assessments to recommend appropriate health insurance solutions
  • Clearly explain plan options, benefits, and costs to help clients make informed decisions
  • Oversee enrollment, ensuring all documentation is complete and the implementation process is seamless

Client Retention & Renewal Support

  • Proactively engage clients 90 days ahead of renewal to schedule reviews and discuss options
  • Analyze renewal changes and present competitive alternatives focused on value and cost savings
  • Help clients navigate plan adjustments or mid-year changes with ease
  • Reinforce client confidence by anticipating needs and delivering thoughtful recommendations

Service Coordination & Issue Resolution

  • Collaborate with insurance carriers to resolve claims, service issues, and administrative matters
  • Escalate complex issues as needed and follow through to ensure timely resolution
  • Partner with internal leadership on high-touch or complex client situations
  • Work with consultants on specialized cases and larger group solutions

Administrative Excellence

  • Accurately document all client interactions and maintain up-to-date records
  • Follow established processes to ensure consistency and compliance
  • Coordinate with office administrator to support organized and efficient record management
  • Maintain attention to detail in all aspects of client service delivery

Qualifications

  • Active IL Life and Health insurance license (preferred)
  • Experience in client service, account management, or relationship-based roles (health insurance or benefits industry required)
  • Exceptional communication skills with a client-first mindset
  • Strong organizational skills and attention to detail
  • Ability to manage multiple client relationships simultaneously
  • Problem-solving mindset with a commitment to delivering excellent service
  • Comfortable working independently in a flexible, hybrid environment

What We Offer

  • Flexible, part-time schedule designed for work-life balance
  • Opportunity to build meaningful client relationships and make a direct impact
  • Supportive, team-oriented environment
  • Exposure to complex cases and personalized client solutions

How to Apply

Please submit your resume along with a brief note highlighting your client service experience and interest in the role.

Takaful Wealth Management is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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