85 Results for

Client Services Associate Jobs in Chicago, IL

Jobs

Cicero, IL30+ days ago

$40,000–$50,000 Per Year

p>Customer care, sales, entry level sales, customer relations, customer acquisition, customer conversion, customer response, customer renewal, customer retention, customer research, customer response, customer effectiveness, provides face to face service to customers, customer satisfaction, restaurant management, restaurant service, marketing and sales, services in hospitality, customer service evaluation, customer loyalty, customer service adviser, customer service analyst, customer service associate, customer service consultant, customer relationship adviser, customer relationship management. This representative will be responsible for meeting directly with external customers and clients regarding services.

Chicago, IL30+ days ago

$64,000–$68,000 Per Year

Internal teams unblocked and informed Demand-side needs, revenue blockers, and client feedback are being routed to the right internal teams quickly and clearly, keeping campaigns on track without unnecessary escalation. Campaigns executing on time and on spec across the portfolio Assigned accounts move through the full campaign lifecycle kickoff through delivery without chronic delays, missing assets, or escalations caused by execution gaps.

Chicago, IL30+ days ago

$54,100–$75,500 Per Year

Provide high level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, wire transfers, journals, stock transfers, account maintenance, capital call notices, fixed income maturities, settled free cash, reorganization notices, performance reporting, Executive Financial Services requests. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Chicago, IL7 days ago

We are moving the brand beyond curating and selling products to conceptualizing and selling spaces by building an ecosystem of products, places, services and spaces that elevates and establishes the RH brand as a global thought leader, taste and place maker.

The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable across our integrated platform, enabling us to curate the most compelling collection of luxury home furnishings in the world.

Merrillville, IN30+ days ago

p>The Marketing/Client Services Associate (Intern) supports both outreach and client relations efforts that help Meals on Wheels build community connections, attract donors and volunteers, and serve clients efficiently and compassionately.

Since 1977, Meals on Wheels of Northwest Indiana has delivered over 10 million meals to neighbors in need- seniors, people with disabilities, veterans, children, cancer patients, pregnant women, and others facing barriers to nutrition and social connection.

Elk Grove Village, Illinois30+ days ago

$27–$35 Per Hour

Addison Group is partnering with a growing manufacturing organization seeking a motivated Client Services Associate to support client projects from kickoff through completion. This position supports project and client initiatives from start to finish, ensuring communication, documentation, and production processes stay organized and on track.

Lake Forest, IL30+ days ago

p>The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

Chicago, IL30+ days ago

p>As a Client Service Associate within JPMorganChase, you will play a pivotal role in managing relationships with our clients, providing support for any issues that may arise with our complex treasury and cash management products and services.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

Chicago, IL25 days ago

We are seeking a Client Service Associate who consistently provides exceptional service to all clients and demonstrates strong organizational, interpersonal, and communication skills. Technical Proficiency: Proficient in Microsoft Office Suite (Word, Outlook, some PowerPoint) and experienced with CRM platforms and workflows.

Chicago, IL30+ days ago

Full-time

As a Client Service Associate within JPMorganChase, you will play a pivotal role in managing relationships with our clients, providing support for any issues that may arise with our complex treasury and cash management products and services. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

Chicago, IL21 days ago

p>The Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.

Lake Forest, Illinois30+ days ago

What You'll Be Doing:

The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

Chicago, IL12 days ago

Under supervision, the role communicates with clients and focuses on supporting the onboarding of new client accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle. The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company's products.

Chicago, IL30+ days ago

$60,000–$80,000 Per Year

p>At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. We're seeking a Client Service Associate - Retirement Plans who will contribute to client relationships, financial strategy, and operational excellence.

Chicago, Illinois22 days ago

What You'll Be Doing:

The Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.

Chicago, IL16 days ago

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

Chicago, IL15 days ago

$28.85–$40.08 Per Hour

p>_____. Under supervision, the role communicates with clients and focuses on supporting the onboarding of new client accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle.

Chicago, IL30+ days ago

$48,000–$65,300 Per Year

Under supervision, the role communicates with clients and focuses on supporting the onboarding of new client accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

Chicago, Illinois16 days ago

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Start Date: 19-Jul-2026. Under supervision, the role communicates with clients and focuses on supporting the onboarding of new client accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle.

Chicago, Illinois30+ days ago

At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. What You'll Do / Your ImpactClient Experience & Advisory SupportSupport plan sponsors and plan participants by responding to inquiries regarding retirement plan rules, features, and regulations.

Rolling Meadows, Illinois12 days ago

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Support New Business activity via handling of new business applications, compiling client information, and preparing high quality and accurate proposals for potential clients. .

Process certificates of insurance and ensure all client and policy data is up-to-date in Gallagher’s systems. .

Chicago, IL30+ days ago

As a Client Service Specialist, you will be assisting the advisors in the office ensuring a smooth professional experience for clients. our role will be dynamic, combining administrative expertise, client service, and operational support.

Chicago, IL22 days ago

$28.75–$40 Per Hour

Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.

Chicago, IL17 days ago

$28.75–$40 Per Hour

IL16 days ago

li>Act as a liaison with show management, exhibitors, facility staffs, production personnel, internal clients and ancillary vendors with regard to all services and build working relationships with all.

Responsible for the management of shows from planning stages through collection of invoice, including:
collaborating with clients to gather information, help influence decision making and manage to customer expectations.

IL16 days ago

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Develop Exhibitor Kit manuals, including show schedule information, pricing models, freight details and customer/facility-provided forms and working with team to prepare final electronic manual for our exhibitors.

Assists Client Services Manager at show site as needed by handling a specific area or function, order entry, updating the official invoice, and assisting with association needs.

Chicago, IL30+ days ago

$70,000–$85,000 Per Year

li>Execute full lifecycle project management for visual merchandising campaigns, including (but not limited to) analysis of client project requirements, scoping, scheduling, approvals, timeline adjustment - including working with creative and production on-site teams as necessary.

The primary role of the Supervisor Client Services is to work onsite with the client, managing the execution of multiple, complex projects in support of the client's visual merchandising campaigns.

IL30+ days ago

p>At Attain, your contribution will help us build a more equitable and efficient data sharing ecosystem-whether helping consumers access modern financial services or businesses leverage data to achieve better outcomes.

About the role As our Sales Team continues to grow, we are looking for a Client Services Lead who will serve as a primary strategic partner for Attains key advertiser and agency relationships.

IL15 days ago

$112,000–$150,000 Per Year

p>A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.

Wood Dale, IL30+ days ago

$23–$25 Per Hour

Key Responsibilities: Audit vending, micromarkets, and office coffee in field operations Manage the auditing program in our operations and report out monthly Manage miscellaneous projects Communicate the client's expectations to operations and customer service Determine internal resource requirements of projects based on project needs Establish and communicate a usable schedule Provide project status summary reports and updates to Client Managers and other team members Support activities for Client Manager's clients, such as: Service issues, product ordering, adding catalog items, ongoing client requests and questions, etc. Full-time and part-time positions offer the following benefits to associates: Retirement Plan, Associate Shopping Program, Health and Wellness Programs, Discount Marketplace, Identity Theft Protection, Pet Insurance, Voluntary Benefits, including Critical Illness Insurance, Accident Insurance, Hospital Indemnity Insurance, Legal Services, and Choice Auto and Home Program Full-time positions also offer the following benefits to associates: Medical, Dental, Vision, Life Insurance/AD, Disability Insurance, Commuter Benefits, Employee Assistance Program, Flexible Spending Accounts (FSAs).

Oak Brook, IL14 days ago

$146,000–$200,000 Per Year

The PCS-FOS Senior Manager is responsible for providing exceptional client service and supervising the work products of other professionals on the client relationship team; developing new business and working with the business development and marketing team as opportunities move through the pursuit process; mentoring and developing the interpersonal and technical skills of the other client relationship team members; and responsibly managing the PCS-FOS practice through mitigating risk and managing the financial performance of their respective client portfolio.

Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structure; looks for root causes and does not take information at face value; understands the complexity that can lie behind data.

Rosemont, IL30+ days ago

Remote

The ideal candidate will manage a Client Services team, serve as the primary liaison between key clients and internal departments, and oversee client relationships from onboarding through ongoing portfolio performance. 5+ years of progressive experience in client services, account management, or operations within a collection agency or financial services environment .

Skokie, Illinois18 days ago

The Client Services Manager serves as the primary escalation point overnight, ensuring operational excellence, timely exam results, adherence to policy, and exceptional client service while supporting supervisors and frontline staff. This leadership role is responsible for quality control oversight, positive result workflows, supervisor support, call center performance, and staffing continuity across all states during overnight hours.

IL30+ days ago

li>Proven experience developing scalable playbooks, sales collateral, and operational workflows that enable non-technical teams to successfully sell and service complex data products.

At Attain, your contribution will help us build a more equitable and efficient data sharing ecosystem-whether helping consumers access modern financial services or businesses leverage data to achieve better outcomes.

Merrillville, Indiana30+ days ago

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Responsive recruiter

Benefits:

Bonus based on performance.

New!

Rolling Meadows, Illinois3 days ago

This role requires a strong blend of relationship management, claims or risk management expertise, data-driven consulting, and the ability to lead client meetings, identify opportunities for improvement, and collaborate across teams to deliver exceptional results.

How you'll make an impact:

May manage up to 25 dedicated clients, depending on complexity and/or client requirements. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours.

IL15 days ago

$146,000–$200,000 Per Year

p>A Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.

Chicago, Illinois25 days ago

Remote

This position is dedicated to the success of Vital Oversight and is responsible for tracking client work, coordinating internal team activities, compiling accurate client reports, ensuring Vital Oversight workbooks are populated monthly and tracked through to completion, and ensuring all deliverables are completed and communicated on time. Track all client-specific work, reporting deadlines, monthly Vital Oversight workbook population, carrier outreach, and follow-up items to ensure commitments are completed accurately and on time.

Merrillville, IN30+ days ago

We are looking for a Client Services Manager who thrives in a fast-paced environment, builds strong relationships, solves problems quickly, and knows how to create the right match between caregiver and client. You will manage a portfolio of clients and caregivers while also playing an important role in interviewing, hiring, and placing new caregivers into the field for our Northwest Indiana location.

Rolling Meadows, Illinois8 days ago

The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. This is an 18-month structured learning and development program that will equip upcoming and recent college graduates, as well as career changers, with the skills and knowledge needed to excel in the world of insurance brokering and risk management.

Skokie, IL17 days ago

p>The Client Services Manager serves as the primary escalation point overnight, ensuring operational excellence, timely exam results, adherence to policy, and exceptional client service while supporting supervisors and frontline staff. This leadership role is responsible for quality control oversight, positive result workflows, supervisor support, call center performance, and staffing continuity across all states during overnight hours.

Rolling Meadows, IL30+ days ago

$67,544–$115,790 Per Year

LI-TAG #Central-EREF #VeteranCareers #TransitioningServiceMember #MilitarySpouse hvac controls, building controls, programming, hvac field technician, heating, ventilation, air conditioning, direct digital control, apogee, Desigo, Modbus, Tridium, Niagara, Alerton, commissioning, LonWorks, BACnet, DDC, BMS, building management, mechanical systems, system integration\u202f. From more resource-efficient factories, resilient supply chains, and smarter buildings and grids, to sustainable transportation as well as advanced healthcare, we create technology with purpose adding real value for customers.\u202f\u202f.

Schaumburg, IL28 days ago

Remote

$74,600–$120,000 Per Year

The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture.

While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce.

Rolling Meadows, Illinois30+ days ago

The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. As a Private Client Service Manager at Gallagher, you’ll be the trusted advisor for High Net Worth individuals, managing their personal insurance programs and ensuring their unique needs are met with precision and care.

Schaumburg, Illinois30+ days ago

CLIENT RELATIONS:Lead the market-backed evaluation and development of next generation client services models including Fleet Administration Outsourcing, Core Account Services, Truck Services and VIM & Support to take advantage of client and market trends. Primary responsibility for the VP, Client Services is to manage, lead, develop and direct the Managers who lead the account management teams, the Vehicle Inventory Management (VIM) team, and the customer support team.

South Holland, IL29 days ago

$22–$24 Per Hour

We're proud to be named one of America's Greatest Workplaces 2025 by Newsweek - a reflection of our shared commitment to excellence, integrity and compassion as we shape the future of aging in place. You'll belong to a team that cares deeply for patients and each other; a team committed to consistently providing exceptional care.

Chicago, IL30+ days ago

p>As the Head of U.S. Private Bank Client Service within the U.S Private Bank, you will lead Client Service teams across Delaware, Chicago, Houston, and Scottsdale, who deliver a consistent, high-touch experience for high-net-worth families across the U.S. This leader partners closely with local leadership to deliver a high-touch, control-strong, and increasingly seamless client experience, while modernizing service through technology, operating model evolution, and data-driven management. This individual will lead a team of approximately 500 professionals (Service Managers, Client Service Associates, and support teams), with accountability for day-to-day execution, talent strategy, risk and controls, service quality, and transformational change.

Rolling Meadows, Illinois8 days ago

The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. About you: Required: Bachelor's degree with 5+ years client service and/or claims management experience -OR- High School degree/GED with 10+ years client service and/or claims management experience.

Oakbrook, IL28 days ago

Best Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. Review account transactions daily to monitor trade requests placed, confirm deposits posted, transfers received, confirm client withdraw requests sent, etc.

Rolling Meadows, Illinois30+ days ago

span>While this role is not currently open, we are always looking to connect with talented professionals like yourself for upcoming opportunities.. How you'll make an impact:

Take a leadership role in the renewal process to ensure the best possible solutions are delivered to clients in a high quality and timely manner. .

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Client Services Associate Jobs in Chicago, IL

Customer Service Rep - HIRING ASAP! Genesis Marketing Inc.

Associate Manager, Client Services Kargo Global Inc

Client Services Associate Citigroup Inc

Client Services Associate RH

Student - Marketing/Client Services Associate Purdue University

Client Services Associate Addison Group

Client Service Associate NR Stifel Financial Corp

Client Service Associate JPMorgan Chase & Co

Client Service Associate-Plano, Texas RK Partners

Client Service Associate JPMorgan Chase Bank, N.A.

Registered Client Service Associate Stifel Financial Corp

Client Service Associate - NR Stifel

SS-Client Service Associate eTeam Inc.

Client Service Associate - Retirement Plans Alera Group Inc

Registered Client Service Associate Stifel

Client Service Associate Corps Team

SS-Client Service Associate Teachers Insurance and Annuity Association of America (TIAA)

Client Service Associate Teachers Insurance and Annuity Association of America (TIAA)

SS-Client Service Associate TIAA

Client Service Associate - Retirement Plans Alera Group

Senior Client Service Associate Gallagher

Client Service Associate | Las Vegas, NV RK Partners

Client Service Associate - Bilingual in Spanish, Portuguese or Mandarin preferred Bank of America Corp

Client Service Associate - Bilingual Spanish, Portuguese or Mandarin preferred Bank of America Corp

Client Services Manager Global Experience Specialists LLC

Client Services Representative Global Experience Specialists LLC

Client Services Supervisor Quad/Graphics Inc

Client Services Lead Attain Data

Tax Manager, Private Client Services BDO USA PC

CLIENT SERVICES SPECIALIST (FULL TIME) Compass Group North America

Tax Senior Manager, Private Client & Family Office Services BDO USA PC

Client Services Manager American Financial Management, Inc.

Client Services Manager All-Stat Portable

Client Services Lead, Enterprise Partnerships Attain Data

Client Services Manager Homecare Senior Care

Senior Client Services Manager Gallagher

Tax Senior Manager, Private Client Services BDO USA PC

Client Services Manager: Vital Oversight Alera Group

Client Services Manager Homecare Right at Home Merrillville, IN

Client Service Manager Trainee - Achieve July 2026 Gallagher

Client Services Manager All Stat Portable

Building Automation and or Engineering Security Systems Client Service Manager Siemens AG

Manager Client Services Ops- Growth - Schaumburg, IL Paylocity Holding Corp

Private Client Service Manager Gallagher

VP, Client Services Wheels

Client Service Coordinator Home Care AccentCare Inc

U.S. Private Bank - Head of U.S. Private Bank Client Service - Managing Director JPMorgan Chase & Co

Client Service Director- Small Business Gallagher

Client Service Manager Merit Financial Advisors

Small Business Client Service Manager Gallagher

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