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Financial Client Services Associate Jobs in Kankakee, IL

Thrivent

Client Services Administrator

Crete, IL · On-site

... products and services as well as fixed and variable life, health, and annuities products and ... The Associate reports to and is employed/contracted by the Financial Advisor. Thrivent Investment ...

powerwell

Member Services Associate

Bourbonnais, IL · On-site

$15/hr

Member Services Associate (Evenings and Weekends) Location: Riverside Health Fitness Center Type: Part Time Pay: $15/Hour Summary: We improve life and we're here to serve. What you do is something ...

Power Wellness

Member Services Associate

Bourbonnais, IL · On-site

$15/hr

Member Services Associate (Evenings and Weekends) Location: Riverside Health Fitness Center Type: Part Time Pay: $15/Hour Summary: We improve life and we're here to serve. What you do is something ...

Power Wellness

Member Services Associate

Bourbonnais, IL · On-site

$15/hr

Member Services Associate (Evenings and Weekends) Location: Riverside Health Fitness Center Type: Part Time Pay: $15/Hour Summary: We improve life and we're here to serve. What you do is something ...

powerwell

Member Services Associate

Bourbonnais, IL · On-site

$15/hr

Member Services Associate (Evenings and Weekends) Location: Riverside Health Fitness Center Type: Part Time Pay: $15/Hour Summary: We improve life and we're here to serve. What you do is something ...

H&R Block

Tax Associate

Lowell, IN · On-site

$55K - $74K/yr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... services * Experience asking questions and recommending solutions based on customer needs * Ability ...

H&R Block

Tax Associate

Cedar Lake, IN · On-site

$52K - $70K/yr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... services * Experience asking questions and recommending solutions based on customer needs * Ability ...

H&R Block

Tax Associate

Momence, IL · On-site

$14.45 - $18/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... services * Experience asking questions and recommending solutions based on customer needs * Ability ...

H&R Block

Tax Associate

Watseka, IL · On-site

$14.45 - $18/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... services * Experience asking questions and recommending solutions based on customer needs * Ability ...

H&R Block

Tax Associate

Bourbonnais, IL · On-site

$14.45 - $18/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... services * Experience asking questions and recommending solutions based on customer needs * Ability ...

H&R Block

Tax Associate

Morris, IL · On-site

$14.45 - $18/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... services * Experience asking questions and recommending solutions based on customer needs * Ability ...

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

Financial Client Services Associate information

See Kankakee, IL salary details

$13

$30

$65

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

As of Sep 1, 2026, the average hourly pay for financial client services associate in Kankakee, IL is $30.73, according to ZipRecruiter salary data. Most workers in this role earn between $19.86 and $33.03 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 cities near Kankakee, IL are hiring for Financial Client Services Associate jobs?

Cities near Kankakee, 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 Kankakee, IL as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 19% Part Time, and 2% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $63,912 per year, or $30.7 per hour.

Client Services Associate

Frankfort, IL • On-site

Valor Capital Partners
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Job description

We’re growing at Valor Capital Partners — and we’re looking for the right person to grow with us.


I’m excited to share that we’re hiring a Client Services Associate to join our team.


We’ve worked hard to build Valor around a simple idea: take exceptional care of our clients, work hard for each other, and build something we’re proud of.


As our firm continues to grow, we’re looking for someone who is motivated, dependable, great with people, and wants to be part of a team where their contribution genuinely matters.


If you know someone who would be a great fit — or if that person might be you — I’d love to connect.


#Hiring #FinancialServices #WealthManagement #FinancialPlanning #CareerOpportunity #ValorCapitalPartners


Company Description Valor Capital Partners provides securities and advisory services through LPL Financial, a Registered Investment Advisor and Member FINRA/SIPC. The firm operates within a highly regulated environment, focusing on compliance with industry standards and state-specific registration requirements. Financial professionals at Valor Capital Partners serve clients only in states where they are properly licensed, ensuring responsible and ethical business practices. Team members work within established guidelines to maintain accurate, transparent communication with clients and uphold regulatory obligations. This structure offers client-facing professionals a clear framework for delivering high-quality financial services and

support.

Role Description The Client Services Associate is a full-time, on-site role based in Frankfort, IL. This role supports financial professionals by responding to client inquiries, managing account-related requests, and ensuring timely, accurate follow-through on service needs. Day-to-day responsibilities include handling phone and email communication, preparing and processing client documentation, maintaining up-to-date client records, and coordinating with internal and external partners to resolve issues. The Client Services Associate will also assist with scheduling appointments, preparing meeting materials, and providing administrative support to help deliver a consistent, high-quality client experience. The role requires attention to detail, strong organizational skills, and a commitment to working within regulatory guidelines.

Qualifications

  • Strong client-facing skills, including Client Services and Customer Service, with a focus on responsiveness and professionalism.
  • Experience in Customer Support, including managing inquiries, resolving issues, and maintaining accurate records.
  • Clear and effective Communication skills, both written and verbal, with the ability to explain information in a straightforward manner.
  • Basic understanding of Finance or interest in financial services, with willingness to learn industry regulations and products.
  • High level of integrity and discretion when handling sensitive client information.
  • Strong organizational and time-management abilities, with attention to detail and follow-through.
  • Proficiency with standard office software and CRM or client management systems.
  • Ability to work on-site in Frankfort, IL and collaborate effectively with a small, professional team.
  • Relevant coursework or experience in business, finance, or a related field; prior experience in a financial or professional services environment is a plus.

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