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Financial Services Associate - Client Accounts & Admin

Job in Lake Forest, Lake County, Illinois, 60045, USA
Listing for: CareerArc
Full Time position
Listed on 2026-05-24
Job specializations:
  • Administrative/Clerical
  • Customer Service/HelpDesk
    Customer Service Rep
Salary/Wage Range or Industry Benchmark: 35000 - 45000 USD Yearly USD 35000.00 45000.00 YEAR
Job Description & How to Apply Below

Career Arc is seeking a Client Services Associate to assist Financial Advisors in Lake Forest, Illinois. The role involves opening and maintaining client accounts, providing administrative support, and ensuring overall client service excellence.

The ideal candidate will have a High School Diploma, at least 2 years of clerical experience, and proficiency in Microsoft Office applications. Benefits include health, dental, and vision care, along with a comprehensive benefits package.

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Position Requirements
10+ Years work experience
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