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Client Services Jobs in Chicago, IL

Client Service Associate

Corps Team

Chicago, IL

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JOB DETAILS
SALARY
SKILLS
Banking Operations, Cash Flow, Communication Skills, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Customer Service Evaluation, Customer Service Operations, Customer Support/Service, Customer/Client Research, Data Quality, Detail Oriented, Develop and Maintain Customers, Documentation, Fee Schedule, Financial Services, Fixed Income Investments, Legal Support Skills, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Multitasking, Onboarding, Operational Improvement, Operational Strategy, Organizational Skills, Process Improvement, Registered Investment Advisor (RIA), Rich Internet Application (RIA), Sales Presentation, Salesforce.com, Team Player, Time Management
LOCATION
Chicago, IL
POSTED
14 days ago

Our client, a large financial services company, is seeking a Client Service Associate – Fixed Income for a 12+ month contract assignment in Chicago, IL.
Hybrid work arrangement: 3 days onsite / 2 days remote
Hours: 8:30 AM – 5:30 PM

The role sits within the Global Client Group and supports Registered Investment Advisor (RIA) firms, Financial Advisors, and institutional stakeholders, rather than direct end-investor clients.

This position plays a key role in delivering a seamless client experience across onboarding, account maintenance, reporting, and ongoing servicing. It requires strong communication skills, a highly collaborative mindset, and the ability to manage multiple priorities in a fast-paced, detail-oriented environment.

Strong client-facing communication skills are essential, as the role regularly interacts with RIAs and Financial Advisors. A strong team-oriented approach is critical, with the ability to support wherever needed and manage competing priorities.

Financial services experience is strongly preferred, and Fixed Income exposure is a plus, as it supports deeper understanding of client activity and internal workflows.

Day-to-Day Responsibilities
  • Support client onboarding and offboarding for RIA firm relationships
  • Manage account maintenance (updates, agreements, fee schedules, documentation)
  • Respond to inquiries from Financial Advisors and RIA partners
  • Coordinate with Legal, Operations, and Trading teams to execute client requests
  • Support client reporting, presentations, and meeting materials
  • Handle cash flow requests and related processing
  • Maintain accurate client data in CRM systems (Salesforce a plus)
  • Track and resolve client support requests and escalate issues when needed
  • Ensure timely execution of all service-related deliverables across the client lifecycle
  • Contribute to process improvements and operational efficiency initiatives

Preferred Qualifications
  • 1–3 years of experience in financial services, client service, operations, or banking
  • Experience working with RIAs, Financial Advisors, or institutional clients preferred
  • Fixed Income exposure strongly preferred
  • Strong communication and client-facing skills
  • Highly organized with ability to multitask in a fast-paced environment
  • Proficiency in Microsoft Outlook, Excel (intermediate), and PowerPoint
  • CRM experience (Salesforce preferred)
  • Team-oriented, proactive, and adaptable


Pay Rate: $26.27 – $28.27/hour

About the Company

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Corps Team

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