HiringCafe
Join our community

264 client services associate jobs at 138 companies in Illinois

3mo
Save
Mark Applied
Hide
Client Services Associate
Naperville, Illinois, United States
$70k-$90k/yr OnsiteFull Time
Investortools
Investortools: Software for fixed-income portfolio management and credit analysis.
4+ YOEBachelor’s degree in technology, science, business, finance, economics, math, engineering or similar; 4-7 years of analytical, client-facing, and technical problem-solving experience; eager to learn software; able to travel occasionally; eligible to work in the United States.
Job PostingView all
2d
Save
Mark Applied
Hide
Client Services Associate
Mt. Carroll, Illinois, United States
$17-$23/hr OnsiteFull Time
Triumph Financial: Provides financial and technology solutions for the transportation industry.
0.5+ YOEProvide accurate financial transactions, develop customer relationships, open accounts, handle stop payments and card orders, and identify cross-sell opportunities; preferred 6-12 months teller or customer service experience.
Job PostingView all
2d
Save
Mark Applied
Hide
Client Services Associate
Mt. Carroll, Illinois, United States
$17-$23/hr OnsiteFull Time
TBK Bank
TBK BankNASDAQ: TFIN: Provides commercial, consumer, and transportation-focused financial services.
High school diploma or GED, age 18+, customer service experience; 6-12 months teller experience preferred. Ability to process transactions, open accounts, and maintain regulatory compliance.
Job PostingView all
2mo
Save
Mark Applied
Hide
Client Services-MM - Client Services Associate I
Chicago, Illinois, United States
HybridFull Time
Interactive Brokers
Interactive BrokersNASDAQ: IBKR: Automated global electronic brokerage and trading services provider.
1+ YOEBachelor's preferred; 1-3 years in customer-facing finance or tech; strong communication; problem-solving; calm under pressure.
Job PostingView all
1mo
Save
Mark Applied
Hide
Wealth Management Client Services Associate
Peoria or Arizona or Colorado or Florida or Illinois or Indiana or Kansas or Missouri or New Mexico or Oklahoma or Texas
$21-$25/hr OnsiteFull Time
Busey
BuseyNASDAQ: BUSE: Provides retail banking, commercial lending, and wealth management services.
2+ YOEBachelor's in business or finance required, 2+ years financial services experience preferred, Wealth Management Specialist or Certified Wealth Strategist required within 1 year; strong communication, organizational, compliance knowledge, and proficiency with trust accounting systems and Microsoft Office/Outlook.
Trust Accounting systems, Microsoft Office, Microsoft Outlook
Job PostingView all
2mo
Save
Mark Applied
Hide
Work From Home - Client Services Associate
Round Lake, Illinois, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Genuine desire to help others; strong communication; ability to work independently and in a team; integrity.
Job PostingView all
3w
Save
Mark Applied
Hide
Client Services Representative
Glen Carbon, Illinois, United States
$39k-$50k/yr OnsiteFull Time
Bank of Springfield
Bank of Springfield: Community bank providing personal and commercial financial services.
Entry-level wealth management support role. Associates degree preferred or equivalent experience, strong communication and organization, Microsoft Office proficiency, ability to complete required LPL/insurance registrations.
LPL ClientWorks, Redtail CRM, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint
Job PostingView all
4w
Save
Mark Applied
Hide
Client Service Associate
Rockford, Illinois, United States
OnsiteFull Time
Merit Financial Advisors
Merit Financial Advisors: Independent wealth management and financial advisory services firm.
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
Job PostingView all
3w
Save
Mark Applied
Hide
Client Associate
Northbrook, Illinois, United States
$65k-$85k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and diversified financial services.
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
Job PostingView all
2w
Save
Mark Applied
Hide
Client Associate
Chicago, Illinois, United States
$65k-$85k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and investment banking services.
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
Job PostingView all
1mo
Save
Mark Applied
Hide
Client Associate
Chicago, Illinois, United States
$60k-$70k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
Requires SIE, Series 7 and 66 licenses; bachelor's degree preferred; strong communication, attention to detail, and proficiency in Microsoft Office; client service and record maintenance experience.
Microsoft Office Suite, BrassRing, HackerRank, Beamery, Modern Hire, Textkernel
Job PostingView all
1mo
Save
Mark Applied
Hide
Part-Time Client Service Associate - Financial Services
Lisle, Illinois, United States
$25/hr HybridPart Time
WestPoint Financial Group
WestPoint Financial Group: Financial services firm providing wealth management and insurance planning.
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.
Job PostingView all
3mo
Save
Mark Applied
Hide
Client Service Associate
Chicago or Charlotte
$65k-$88k/yr HybridFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOEMinimum of 3 years of client-facing experience in financial services; strong relationship management; data and tech literacy; excellent communication; strategic thinking.
Job PostingView all
3w
Save
Mark Applied
Hide
Client Service Associate I
Elk Grove Village, Illinois, United States
$44k-$67k/yr OnsiteFull Time
Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
1+ YOEHigh school diploma/GED, 1+ years relevant experience, proficiency in Microsoft Office, strong client relationship and multitasking skills; associate degree or professional certification preferred.
Microsoft Office
Job PostingView all
1mo
Save
Mark Applied
Hide
Client Associate Oakbrook
Oak Brook, Illinois, United States
OnsitePart Time
TravisMathew
TravisMathew: Retailer of performance golf apparel and lifestyle clothing.
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
Job PostingView all
4w
Save
Mark Applied
Hide
Client Service Associate
Chicago, Illinois, United States
$80k-$90k/yr OnsiteFull Time
Aaron Wealth Advisors
Aaron Wealth Advisors: Independent wealth management firm for high-net-worth families.
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
Job PostingView all
2w
Save
Mark Applied
Hide
Financial Client Associate
Peoria, Illinois, United States
$22-$28/hr OnsiteFull Time
Benjamin F. Edwards
Benjamin F. Edwards: Providing personalized wealth management and investment advisory services.
1+ YOEBachelor's degree (or equivalent experience), 1+ year client services experience, proficiency with Microsoft Office and financial platforms (Salesforce, Orion, Pershing/NetX360, MoneyGuidePro), strong communication and organizational skills.
Microsoft Office, Pershing/NetX360, Salesforce, Orion, MoneyGuidePro, Microsoft Bookings
Job PostingView all
2w
Save
Mark Applied
Hide
Wealth Management Client Associate
Chicago, Illinois, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
High school diploma/GED, client-service orientation, ability to learn new technology platforms; desired FINRA SIE/Series 7/Series 66 (63/65 accepted), strong verbal/written communication, Microsoft and Salesforce proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Job PostingView all
1d
Save
Mark Applied
Hide
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
Berkowitz Pollack Brant
Berkowitz Pollack Brant: Provides professional accounting, tax, and business advisory services.
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
Job PostingView all
3w
Save
Mark Applied
Hide
Associate Director, Client Services
St. Petersburg or Dallas or Raleigh or Richmond or Detroit or Indianapolis or Minneapolis or St. Louis or Montpelier or Denver or Annapolis or Atlanta or Baton Rouge or Boston or Chicago
RemoteFull Time
Kobie
Kobie: Designs and manages customer loyalty programs for global brands.
8+ YOE8+ years in client services/account management in financial services; bachelor’s degree in marketing or business; strong analytical, communication, and project management skills; experience with CRM and loyalty platforms; ability to manage client relationships and teams.
Job PostingView all

Explore Jobs

Expand Your Job Search