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Senior Client Service Associate Jobs in Homewood, IL

Ameriprise Financial

Client Service Associate

Evanston, IL · Hybrid

$80K - $100K/yr

The Client Service Associate position helps to conduct the smooth operation of a fast-paced and friendly private wealth advisory practice and assists in the daily business operations by managing ...

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Raymondjames

Client Service Associate

Naperville, IL

$45K - $70K/yr

... dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical ...

New

Robert W Baird & Co

Senior Client Specialist

Chicago, IL · On-site

$24.36 - $41.80/hr

As a Senior Client Specialist at Baird, you'll be a strategic partner in delivering exceptional client service and strategic partnership to one or more Financial Advisors. This role goes beyond daily ...

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Senior Client Service Associate information

See Homewood, IL salary details

$27.9K

$71.5K

$128.1K

How much do senior client service associate jobs pay per year?

As of Sep 6, 2026, the average yearly pay for senior client service associate in Homewood, IL is $71,472.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,900.00 and $91,500.00 per year, depending on experience, location, and employer.

Is a senior client service associate a good job?

A senior client service associate is a valuable role that involves managing client relationships, providing support, and ensuring customer satisfaction. It often requires strong communication skills, industry knowledge, and proficiency with customer management tools. The position can offer career growth opportunities and competitive compensation depending on the organization and location.

What does a senior client service associate do?

A senior client service associate manages client accounts by providing support, addressing inquiries, and resolving issues to ensure client satisfaction. They often handle complex requests, maintain detailed records, and collaborate with other teams using customer relationship management (CRM) tools. This role requires strong communication skills and industry knowledge to deliver high-quality service consistently.

What cities near Homewood, IL are hiring for Senior Client Service Associate jobs?

Cities near Homewood, IL with the most Senior Client Service Associate job openings:

Client Service Associate

Kestra Financial Independent Advisor

Chicago, IL • On-site

$15 - $20.50/hr

Full-time

Re-posted 17 days ago

Job description

Client Service Associate Summary

The Client Service Associate reports to the Senior Client Service Associate and is critical to appropriately leveraging Advisors' time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.

Essential Duties and Responsibilities

  • Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
  • Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards
  • Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance
  • Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available
  • Ensure adherence to appropriate client service models
  • Manage multiple and competing priorities on a daily basis in pursuit of business objectives
  • Other responsibilities as assigned by the Senior Client Service Associate

Supervisory Responsibilities: None

Knowledge, Skills, and/or Abilities

  • Advanced computer skills (Outlook, Word, Excel and Power Point) are essential
  • Excellent communication skills, both verbally and in writing
  • Strong time management, organizational skills; able to work independently and effectively manage multiple tasks at once
  • Ability to build relationships with clients and internal partners and influence others without direct control

Education and/or Experience

  • Bachelor's degree in a business-related field preferred
  • The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Previous experience in the independent financial services culture preferred

Certificates, Licenses, Registration

Series 7 and 65/66 preferred (or ability to obtain)

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