Top 3506 Client Service Associate Jobs in Chicago, IL

Investor Services Associate
The Inland Real Estate Group of Companies —Oak Brook, IL
- $60,000 - $70,000 a year
- Full-time
- Pass drug screening
- Finance
- Administrative experience
- Paid parental leave
- Paid holidays
Quick Apply
Client Advisor (Full Time Sales Associate)
CH Carolina Herrera —Chicago, IL
- $21 - $23 an hour
- Full-time
- Spanish
- Merchandising
- Children
- Commuter assistance
- Health insurance
Quick Apply
Client Portal Project Management Associate (Contract)
HighTower Advisors —Chicago, IL
- Up to $50 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
Quick Apply
Client Service Associate
1840 & Company —Chicago, IL
- Full-time
- Hybrid work
- Writing skills
- English
- Office
Client Success Associate
Gordon Flesch Company —Chicago, IL
- $27.50 - $30.00 an hour
- Full-time
- Mid-level
- Analysis skills
- Experience equivalent to degree accepted
Quick Apply
4d
Registered Service Associate
Morgan Stanley —Chicago, IL
- $35,260 - $90,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Health savings account
- Paid holidays
6d
Client Servicing Development Associate
Northern Trust Corp. —Chicago, IL
- $43,200 - $64,800 a year
- Full-time
- Analysis skills
- US work authorization
- Entry level
- Health insurance
- Dental insurance
Client Service Associate
CIBC —Chicago, IL
- $60,000 - $70,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Health insurance
9d
Registered Client Service Associate
Stifel —Chicago, IL
- $46,900 - $70,200 a year
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Client Success Associate
Arrive Logistics —Chicago, IL
- $25 an hour
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Paid holidays
Quick Apply
Associate Client Manager
Premium Retail Services —Chicago, IL
- $58,900 - $75,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
Quick Apply
Client Relationship Associate
Bartlett Wealth Management —Chicago, IL
- Full-time
- Hybrid work
- Microsoft Outlook
- English
- Mid-level
- Profit sharing
- Paid parental leave
Quick Apply
13d
Client Service Associate
SPS-North America —Chicago, IL
- $18 - $20 an hour
- Full-time
- Office
- High school diploma or GED
- Warehouse
- Health savings account
- Disability insurance
10d
Registered Private Wealth Client Associate
Bank of America —Chicago, IL
- $25 - $45 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
13d
U.S. Private Bank - Client Service Associate
JPMorganChase —Chicago, IL
- $65,000 - $83,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Tuition reimbursement
6d
OFFICE ASSOCIATE, OPT 1
State of Illinois —Chicago, IL
- $49,728 - $65,148 a year
- Full-time
- High school
- Office
- Administrative experience
- Paid parental leave
- Paid holidays
4d
Investments Solutions Associate
TIAA —Chicago, IL
- $75,000 - $85,000 a year
- Online Application
- No experience needed
- Office
- Continuous improvement
Associate Service Technician - Chicago, IL
Lucid Motors —Chicago, IL
- Computer literacy
- Driver's License
- Driving
- Paid holidays
- Disability insurance
6d
Wealth Management Client Associate
Bank of America —Chicago, IL
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
13d
Call Center Associate- Life Insurance
Accenture —Chicago, IL
- $20.10 - $40.53 an hour
- Full-time
- Hybrid work
- Spanish
- English
- US work authorization
- Paid holidays
- Disability insurance
5d

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Client Service Associate jobs near Chicago, IL

Investor Services Associate

The Inland Real Estate Group of Companies -
Oak Brook, IL

Quick Apply

Job Details

Full-time
$60,000 - $70,000 a year

Benefits

Paid parental leave
Paid holidays
Disability insurance
Health insurance
Dental insurance
Tuition reimbursement
Parental leave
Vision insurance
401(k) matching
Life insurance

Qualifications

Customer communication

Full Job Description

As an Investor Services Associate, you will support the full investor lifecycle by coordinating investor transactions, maintaining investor records, assisting with investor communications, and supporting investor-facing technology platforms. You will work closely with internal teams and external service providers to help ensure accurate transaction processing, data integrity, and an exceptional investor experience.

Key Responsibilities
Investor Transactions & Account Management

Support the processing of investor transactions, including subscriptions, transfers, distributions, replacement payments, and related reconciliations.
Monitor wire activity and payments, research discrepancies, and coordinate resolutions with internal teams and external service providers.
Maintain accurate investor records across internal systems, documentation, investor portals, and third-party platforms.
Assist with ownership updates, account maintenance, investor documentation, and other investor-related activities.

Investor Service & Communications

Respond to inquiries from investors, financial professionals, custodians, and business partners in a professional and timely manner.
Coordinate investor communications, including statements, confirmations, notices, and account updates.
Assist with investor portal administration, including user access, troubleshooting, and account support.
Help ensure a consistent, high-quality investor experience through effective communication and service.

Operations & Process Improvement

Partner with fund administrators, custodians, transfer agents, and other service providers to support transaction processing and data integrity.
Support reporting activities, data quality initiatives, system enhancements, and process documentation.
Identify and escalate issues as needed while contributing to continuous process improvement efforts.
Maintain compliance with company policies, applicable regulations, and industry requirements.
Participate in special projects and perform other duties as assigned.

What We're Looking For
Education

Bachelor's degree in Business, Finance, Accounting, Real Estate, or a related field preferred.
Equivalent combinations of education and relevant experience will be considered.

Experience

0–3 years of related professional experience.
Experience in investor services, financial services, real estate, investment operations, fund administration, accounting, mortgage services, or client service operations preferred.
Internship or professional office experience in an operations, administrative, or processing environment is a plus.

Preferred Credentials

No certifications or licenses required.
Industry coursework, internships, or professional development related to financial services are beneficial.

Technical Skills

Proficiency in Microsoft Office Suite and Adobe Acrobat.
Strong data-entry, recordkeeping, and organizational skills.
Ability to maintain accurate records and review documentation for completeness and accuracy.
Experience using investor portals, CRM systems, or other business applications is a plus.

Communication & Service Skills

Strong verbal and written communication skills with a client-service mindset.
Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
Strong attention to detail and problem-solving abilities.
Ability to work independently while collaborating effectively with internal and external business partners.
Demonstrates accountability, professionalism, and a commitment to delivering exceptional investor service.

Annual Base Salary Range: $60,000.00 to $70,000.00. This position is eligible to participate in the company’s annual discretionary bonus program.

Inland offers a competitive range of benefits for eligible Full-time employees:

Medical/Dental/Vision insurance (PPO)
Participation in the company 401(k) plan with a company match
Vacation Time, Nine Paid Holidays, Three floating holidays per year
Sick time
Tuition reimbursement opportunity
Company-paid life insurance equaling your annual base salary
Company-paid short-term and long-term disability
Paid Parental Leave

This position is eligible as an internal promotion opportunity.

To learn more about the Benefits Inland offers its employees please click the link to learn more.

We are a drug-free workplace. Pre-employment background checks and drug screening is performed on all new hires, in accordance with applicable laws and regulations.

We are an Equal Opportunity Employer. We consider applicants for all positions without regard to race, color, religion, sex, national origin, age, sexual orientation, familial, marital or veteran status, disability, or any other legally protected classes.

We are an E-Verify employer. Please click the following link to learn more.

Quick Apply

Refine Your Search

Client Service Associate jobs in Chicago, IL

Investor Services Associate

Client Advisor (Full Time Sales Associate)

Client Portal Project Management Associate (Contract)

Client Service Associate

Client Success Associate

Registered Service Associate

Client Servicing Development Associate

Client Service Associate

Registered Client Service Associate

Client Success Associate

Associate Client Manager

Client Relationship Associate

Client Service Associate

Registered Private Wealth Client Associate

U.S. Private Bank - Client Service Associate

OFFICE ASSOCIATE, OPT 1

Investments Solutions Associate

Associate Service Technician - Chicago, IL

Wealth Management Client Associate

Call Center Associate- Life Insurance

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