Client Services Associate

Valor Capital Partners; Frankfort (IL); On-site; USD 42,000 - 50,000; Full time

Job summary

Valor Capital Partners in Frankfort, IL is seeking a diligent Client Services Associate to join our on-site team. This role supports financial professionals by handling client inquiries, processing documentation, and maintaining accurate records.

You’ll work with internal and external partners, schedule meetings, prepare materials, and help deliver a high-quality, compliant client experience while prioritizing attention to detail and timely follow-through.

Qualifications

• Strong client-facing skills and professionalism.
• Experience in customer support and handling inquiries.
• Clear written and verbal communication.
• Basic understanding of finance or interest in financial services.
• Integrity and discretion with sensitive information.
• Strong organizational and time-management abilities.
• Proficiency with standard office software and CRM systems.
• Ability to work on-site in Frankfort, IL with a small team.
• Relevant coursework or experience in business/finance; prior finance experience is a plus.

Responsibilities

• Respond to client inquiries via phone and email.
• Process client documentation and maintain up-to-date client records.
• Coordinate with internal and external partners to resolve issues.
• Schedule appointments and prepare meeting materials.
• Provide administrative support to deliver a high-quality client experience.

Skills

Client-facing skills

Communication

Organizational skills

Time-management

CRM proficiency

Education

Business or finance coursework

Tools

CRM systems

Job description

We’re growing at Valor Capital Partners — and we’re looking for the right person to grow with us.

I’m excited to share that we’re hiring a Client Services Associate to join our team.

We’ve worked hard to build Valor around a simple idea: take exceptional care of our clients, work hard for each other, and build something we’re proud of.

As our firm continues to grow, we’re looking for someone who is motivated, dependable, great with people, and wants to be part of a team where their contribution genuinely matters.

If you know someone who would be a great fit — or if that person might be you — I’d love to connect.

#Hiring #FinancialServices #WealthManagement #FinancialPlanning #CareerOpportunity #ValorCapitalPartners

Company Description Valor Capital Partners provides securities and advisory services through LPL Financial, a Registered Investment Advisor and Member FINRA/SIPC. The firm operates within a highly regulated environment, focusing on compliance with industry standards and state-specific registration requirements. Financial professionals at Valor Capital Partners serve clients only in states where they are properly licensed, ensuring responsible and ethical business practices. Team members work within established guidelines to maintain accurate, transparent communication with clients and uphold regulatory obligations. This structure offers client-facing professionals a clear framework for delivering high-quality financial services and support.

Role Description The Client Services Associate is a full-time, on-site role based in Frankfort, IL. This role supports financial professionals by responding to client inquiries, managing account-related requests, and ensuring timely, accurate follow-through on service needs. Day-to-day responsibilities include handling phone and email communication, preparing and processing client documentation, maintaining up-to-date client records, and coordinating with internal and external partners to resolve issues. The Client Services Associate will also assist with scheduling appointments, preparing meeting materials, and providing administrative support to help deliver a consistent, high-quality client experience. The role requires attention to detail, strong organizational skills, and a commitment to working within regulatory guidelines.

Qualifications

• Strong client-facing skills, including Client Services and Customer Service, with a focus on responsiveness and professionalism.
• Experience in Customer Support, including managing inquiries, resolving issues, and maintaining accurate records.
• Clear and effective Communication skills, both written and verbal, with the ability to explain information in a straightforward manner.
• Basic understanding of Finance or interest in financial services, with willingness to learn industry regulations and products.
• High level of integrity and discretion when handling sensitive client information.
• Strong organizational and time-management abilities, with attention to detail and follow-through.
• Proficiency with standard office software and CRM or client management systems.
• Ability to work on-site in Frankfort, IL and collaborate effectively with a small, professional team.
• Relevant coursework or experience in business, finance, or a related field; prior experience in a financial or professional services environment is a plus.