Client Service Associate – Fixed Income
Listed on 2026-06-26
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Finance & Banking
Bank Customer Service -
Customer Service/HelpDesk
Bank Customer Service
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
- Track and resolve client support requests and escalated 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
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