Client Service Associate

CPS Inc.; Chicago (IL); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Competitive salary + bonus

Full benefits

Professional development

Collaborative environment

Downtown Chicago office

Job summary

CPS Inc. in Chicago downtown is seeking a Client Service Associate to support clients and financial advisors with high-quality service and precise recordkeeping.

The role requires a Series 65/66 license, a finance or business degree, and 1–3 years in client service; strong communication skills and attention to detail are essential. This on-site position offers a competitive salary, full benefits, and opportunities for professional development in a collaborative environment.

Qualifications

• Must possess a valid Series 65/66 license.
• Bachelor’s degree in finance, business, or a related field preferred.
• 1–3 years of experience in client service or financial services.
• Strong interpersonal and communication skills, both verbal and written.
• Excellent organizational skills and attention to detail.
• Ability to work independently and collaboratively in a fast-paced environment.
• Proficient in Microsoft Office Suite and CRM software.

Responsibilities

• Serve as the primary point of contact for client inquiries, providing exceptional customer service and timely responses.
• Assist clients with account-related questions, transactions, and investment products.
• Support financial advisors by preparing client reports, presentations, and documentation.
• Maintain accurate and up-to-date client records in our CRM system.
• Facilitate onboarding for new clients, ensuring a smooth transition and compliance standards.
• Monitor and follow up on client requests and account activity, escalating issues as necessary.
• Collaborate with internal teams to resolve client concerns and improve service delivery.
• Stay informed about industry trends, regulations, and product offerings to provide knowledgeable support.

Skills

Interpersonal communication

Client service

CRM software familiarity

Education

Bachelor's degree in finance, business, or related field

Tools

Microsoft Office Suite

CRM software

Job description

Client Service Associate

We are seeking a motivated and detail‑oriented Client Service Associate to join our dynamic team. This position is ideal for a professional with a strong background in client relations and finance. The successful candidate will play a crucial role in supporting our clients and financial advisors, ensuring a high level of service and satisfaction.

Key Responsibilities

• Serve as the primary point of contact for client inquiries, providing exceptional customer service and timely responses.
• Assist clients with account‑related questions, transactions, and investment products.
• Support financial advisors by preparing client reports, presentations, and documentation.
• Maintain accurate and up‑to‑date client records in our CRM system.
• Facilitate the onboarding process for new clients, ensuring a smooth transition and adherence to compliance standards.
• Monitor and follow up on client requests and account activity, escalating issues as necessary.
• Collaborate with internal teams to resolve client concerns and improve service delivery.
• Stay informed about industry trends, regulations, and product offerings to provide knowledgeable support.

Qualifications

• Must possess a valid Series 65/66 license.
• Bachelor’s degree in finance, business, or a related field preferred.
• 1‑3 years of experience in client service or financial services.
• Strong interpersonal and communication skills, both verbal and written.
• Excellent organizational skills and attention to detail.
• Ability to work independently and collaboratively in a fast‑paced environment.
• Proficient in Microsoft Office Suite and CRM software.

Benefits

• Competitive salary and bonus.
• 65k‑85k Full benefits.
• Opportunities for professional development and continuing education.
• A collaborative and supportive work environment.
• In office in downtown Chicago.