138 client associate jobs at 70 companies in DeKalb, IL
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Client Associate
Northbrook, Illinois, United States
$65k-$85k/yr OnsiteFull Time
5+ YOEIdeally 5+ years client service experience in finance, bachelor's degree preferred, strong communication and analytical skills, team player, and proficiency in Microsoft Office Suite.
Microsoft Office Suite
1mo
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Client Service Associate
Rockford, Illinois, United States
OnsiteFull Time
1+ YOEAssociate's or Bachelor's degree, 1–2 years client service in wealth management, experience on Fidelity or Schwab platforms, strong securities knowledge, Microsoft Outlook/Word/Excel and Salesforce proficiency, excellent communication and teamwork.
Fidelity, Schwab, Microsoft Outlook, Microsoft Word, Microsoft Excel, Salesforce, Orion
1mo
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Client Associate, Registered
Northbrook, Illinois, United States
$65k-$85k/yr OnsiteFull Time
5+ YOESeries 7 and 66 required, ideally 5+ years client service experience in finance, bachelor's degree preferred, strong communication, analytical and interpersonal skills.
1mo
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Client Associate Oakbrook
Oak Brook, Illinois, United States
OnsitePart Time
1+ YOE1+ year client-service experience; proficient with Microsoft applications, POS and CRM; strong written/verbal communication; able to work weekends, evenings, and holidays; decision-making skills.
Microsoft Applications, POS, CRM
1mo
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Wealth Management Client Associate
Lisle, Illinois, United States
$25-$44/hr OnsiteFull Time
1+ YOEProvide client service support to financial advisors; strong client focus, attention to detail, ability to learn technology platforms; 1 year experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Registered Client Associate
Naperville, Illinois, United States
$31-$46/hr OnsiteFull Time
1+ YOE1+ year brokerage/client service experience, FINRA Series 7 and 63 (or equivalents), intermediate Microsoft Office skills, client service and prioritization abilities, ability to meet FINRA/background standards.
Microsoft Word, Microsoft Excel, Outlook, Microsoft PowerPoint
2w
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Client Service Associate
Clinton, Wisconsin, United States
$20-$25/hr OnsiteFull Time
Client service or administrative experience preferred, bachelor\u0002s degree preferred, strong communication, attention to detail, Microsoft Office proficiency; Salesforce experience a plus.
Microsoft Office, Salesforce
1w
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Associate Client Advocate
Arlington or Glen Allen or Hunt Valley or Charlotte or Nashville or Philadelphia or New York City or Chicago or Los Angeles or Texas
$90k-$120k/yr HybridFull Time
5+ YOE5+ years commercial P&C insurance client-facing experience preferred; knowledge of coverage forms, renewals, negotiation, project management, and strong communication; must obtain and maintain active P&C insurance broker license.
Microsoft Office
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Registered Financial Client Associate
Wheaton, Illinois, United States
$25-$32/hr OnsiteFull Time
2+ YOEBachelor's degree or equivalent experience, 2+ years client service in financial services, Series 7 and Series 63/65 or 66 required, Microsoft Office proficiency, strong communication, discretion, and problem-solving skills.
Microsoft Office
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Wealth Management Client Associate
Lisle, Illinois, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors; client-centric, self-starter able to learn new technology platforms; High School Diploma/GED required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3d
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Client Services Associate
Sterling, Illinois, United States
$17-$23/hr OnsiteFull Time
Triumph Financial: Provides financial and technology solutions for the transportation industry.
0+ YOEHigh school diploma or GED, 6–12 months teller experience preferred, strong communication, customer service and cash-handling skills, basic Microsoft Office familiarity, ability to travel to other branch locations.
Microsoft Office
1w
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Client Service Associate
Naperville, Illinois, United States
$60k-$80k/yr OnsiteFull Time
3+ YOEBachelor's degree, 3+ years in wealth management/financial services, leadership experience, strong organization and communication, Microsoft Office proficiency, willingness to obtain industry licenses.
Microsoft Office
3w
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Client Operations Associate
Downers Grove, Illinois, United States
HybridFull Time
Experience with wire processing or cash operations in financial services; high school diploma; detail-oriented, able to work independently and in teams; familiarity with custodian and regulatory procedures.
3d
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Client Services Associate
Sterling, Illinois, United States
$17-$23/hr OnsiteFull Time
High school diploma or GED, excellent communication, basic Microsoft Office skills, 6–12 months teller or customer service experience preferred, able to travel to other locations for training.
Microsoft Office
3w
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Financial Advisory - Client Service Associate
Lincolnshire, Illinois, United States
OnsiteFull Time
Bachelor's degree preferred, strong organizational and communication skills, Microsoft Office proficiency, experience in financial services or client service is a plus, knowledge of SEC/FINRA compliance.
Microsoft Excel, Microsoft Word, Microsoft Outlook, CRM
2w
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Associate Client Manager - Customer Success
Rosemont, Illinois, United States
$70k-$82k/yr HybridFull Time
2+ YOE2-5 years CPG or related experience; expert Excel/PowerPoint; proficiency with NIQ solutions (RMS,Homescan,Omni,Spectra,Discover); strong analytical, communication, and client-facing skills.
Microsoft Excel, Microsoft PowerPoint, Discover, RMS, Homescan, Omni, Spectra, NIQ tools
2mo
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Part-Time Client Service Associate - Financial Services
Lisle, Illinois, United States
$25/hr HybridPart Time
Client-service experience in health insurance or benefits required; active Illinois Life & Health insurance license preferred; strong communication, organization, and problem-solving skills; ability to manage multiple client relationships in a hybrid environment.
3w
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Financial Advisory - Client Service Associate
Lincolnshire, Illinois, United States
OnsiteFull Time
Bachelor's in business/finance or recent graduate; strong organization, communication, and attention to detail; proficiency with Microsoft Excel/Word/Outlook and CRM; knowledge of SEC/FINRA compliance a plus.
Microsoft Excel, Microsoft Word, Microsoft Outlook, CRM
4d
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Affluent Client Experience, Senior Associate
New York or Columbus or Chicago or Wilmington or Plano
$95k-$140k/yr OnsiteFull Time
3+ YOE3+ years financial services experience in product, process, CX, or project management; strong project management, analytic, communication, and stakeholder collaboration skills; bachelor’s degree or equivalent.
13h
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Client Service Associate (Mail & Shipping/Receiving)
Lisle, Illinois, United States
$20-$22/hr OnsiteFull Time
High school diploma required; 2+ years relevant experience preferred. Requires organization, customer service, Microsoft Office familiarity, package handling, physical stamina, and occasional overtime availability.
Microsoft Office