Client Service Associate

## Client Service Associate
** Chicago,IL60606
** Posted: 07/13/2026

Employment Type:

Contract Industry: Financial Services Job Number: 17957

Field of Expertise:
Accounting & Finance Remote Friendly:
No##

Job Description 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 Power Point
* CRM experience (Salesforce preferred)
* Team-oriented, proactive, and adaptable    Pay Rate: $26.27 – $28.27/hour
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