Client Service Associate

Client Service Associate – Fixed Income

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.

• 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

• 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 Power Point
• CRM experience (Salesforce preferred)
• Team-oriented, proactive, and adaptable

Pay Rate: $26.27 – $28.27/hour