Downers Grove • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Downers Grove • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Downers Grove • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Downers Grove • 50 milesRemote · Hybrid · Onsite · Field · All Environments
294 client services associate jobs at 124 companies in Downers Grove, IL
2w
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Client Services Associate I
Chicago, Illinois, United States
$65k-$75k/yr HybridFull Time
1+ YOE1–3 years customer-facing or finance/technology experience preferred; bachelor’s degree preferred; strong communication, problem-solving, and analytical skills; knowledge of equities, options, futures, FX, crypto, and fixed income.
2w
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Client Services Associate Project Manager
New York City or Kansas City or Kansas City or Chicago or Washington
$65k-$80k/yr RemoteFull Time
2+ YOEBachelor's or equivalent,2+ years project coordination/client services experience,strong organization,communication,deadline management;Excel proficiency preferred.
Microsoft Excel
3mo
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Work From Home - Client Services Associate
Round Lake, Illinois, United States
RemoteFull Time
Genuine desire to help others; strong communication; ability to work independently and in a team; integrity.
4d
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Senior Associate Client Services Coordinator
Chicago, Illinois, United States
$52k-$81k/yr HybridFull Time
2+ YOEHigh school diploma or equivalent and at least 2 years of customer service, sales, or related experience; knowledge of credit union products and compliance procedures.
Client database
2w
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Assoc II, Client Services
Vernon Hills, Illinois, United States
$60k-$90k/yr OnsiteFull Time
5+ YOEHigh school diploma required (bachelor's preferred),5+ years related experience,knowledge of investment products,Series 65 preferred,strong Microsoft Office skills and communication.
LPL Clientworks, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
1mo
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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 Associate
Chicago, Illinois, United States
$65k-$85k/yr OnsiteFull Time
3+ YOE3+ years client service experience in finance preferred; bachelor\u0002s degree preferred (accounting/finance); excellent communication, attention to detail, and Microsoft Office proficiency.
Microsoft Office Suite
3w
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Rep., Client Services (CPD)
Itasca, Illinois, United States
$15-$26/hr OnsiteFull Time
1+ YOEAssociate's degree or equivalent experience, 1+ years experience, strong communication, organization, attention to detail, and ability to multi-task in a fast-paced environment.
1w
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Client Associate
Chicago, Illinois, United States
$55k-$75k/yr OnsiteFull Time
5+ YOESeries 7 and 66 licenses or willingness to obtain, ideally five years of client service experience in finance, a bachelor's degree or equivalent, communication skills, attention to detail, and Microsoft Office Suite proficiency.
Microsoft Office Suite, Artificial intelligence (AI)
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.
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
1d
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Asset & Wealth Management- Chicago- Associate, Client Services - Operations - 9780464
Chicago, Illinois, United States
$82k-$112k/yr OnsiteFull Time
2+ YOEBachelor's degree in information systems, business analytics, finance, economics, or related quantitative field, plus 2 years of experience in operations, data analysis, risk management, client services, and regulatory compliance.
Alteryx, Tableau, SQL, Data Warehousing, Defensive Design Methods, RPA, Know Your Customer (KYC), Employee Assistance Program (EAP)
3w
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Client Service Associate
Chicago, Illinois, United States
$43k-$69k/yr HybridFull Time
1+ YOESupports relationship managers with client service and new business processes; proficiency with MOSAIC and Microsoft Office; high school diploma required; 1+ years customer service experience; strong communication and prioritization skills.
MOSAIC, Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
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.
1w
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Client Service Associate
Chicago, Illinois, United States
$65k-$88k/yr OnsiteFull Time
1+ YOEBachelor's degree or equivalent experience and at least 1 year in client service, operations, implementations, or middle/back-office work. Requires strong communication, organization, judgment, and Microsoft Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1mo
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Client Service Associate
Chicago, Illinois, United States
$80k-$90k/yr OnsiteFull Time
2+ YOEBachelor's degree required, minimum 2+ years client service experience in an RIA or family office, proficiency in Microsoft Suite, Salesforce preferred, strong communication, accuracy, discretion, and knowledge of investment/account administration.
Microsoft Suite, Salesforce
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
4d
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Asset & Wealth Management- Chicago- Associate, Client Services - Operations - 9780464
Chicago, Illinois, United States
$82k-$112k/yr OnsiteFull Time
2+ YOEBachelor’s degree in a quantitative or analytical field and 2 years’ experience analyzing large datasets, operational metrics, risk controls, KYC, client operations, and system improvements.
Alteryx, Tableau, SQL, Data Warehousing, Defensive Design Methods, RPA
3w
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Senior Associate Client Accounting & Advisory Services
Miami or West Palm Beach or Boca Raton or Fort Lauderdale or New York City or London or San Francisco or Los Angeles or Chicago or Boston
OnsiteFull Time
2+ YOE2+ years real estate accounting experience, proficiency with Yardi Voyager, strong accounting and analytical skills, bachelor's in accounting/finance preferred, excellent communication and organizational skills.
Yardi Voyager
2mo
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Client Service Associate
Chicago, Illinois, United States
$60k-$90k/yr HybridFull Time
1+ YOE1+ year RIA experience, familiarity with major custodians (Fidelity, Charles Schwab), Salesforce and Microsoft Office/G-Suite proficiency, strong communication and attention to detail; bachelor or associate degree preferred.
Salesforce, Microsoft Office Suite, G-Suite, NetDocs, Docusign
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