Client Services Associate — Finance & Advisor Support

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

Benefits offered by this job

Full benefits

Professional development

Collaborative environment

Downtown Chicago office

Job summary

CPS, Inc. is seeking a motivated Client Service Associate to join a dynamic team in Chicago. This role supports clients and financial advisors, ensuring superior service and satisfaction.

The successful candidate will manage client inquiries, assist with account questions and transactions, prepare reports and documentation, and maintain accurate CRM records while adhering to compliance standards in a fast-paced environment.

Qualifications

• Must have Series 65/66 license.
• Bachelor’s degree in finance or related field preferred.
• 1–3 years in client service or financial services.
• Strong written and verbal communication and attention to detail.
• Proficient with MS Office and CRM software.

Responsibilities

• Be the primary point of contact for client inquiries and provide exceptional service.
• Assist clients with account-related questions, transactions, and investment products.
• Support financial advisors by preparing client reports, presentations, and documentation.
• Maintain up-to-date client records in the CRM system.
• Facilitate onboarding for new clients with compliance in mind.
• Monitor and follow up on client requests and account activity.
• Collaborate with internal teams to resolve client concerns and improve service.
• Stay informed about industry trends and product offerings to provide knowledgeable support.

Skills

Client service

Communication skills

CRM software

Microsoft Office

Education

Series 65/66 license

Bachelor’s degree in finance/related field

Tools

CRM software

Microsoft Office Suite

Job description

CPS, Inc. is seeking a motivated Client Service Associate to join a dynamic team in Chicago. This role supports clients and financial advisors, ensuring superior service and satisfaction.

The successful candidate will manage client inquiries, assist with account questions and transactions, prepare reports and documentation, and maintain accurate CRM records while adhering to compliance standards in a fast-paced environment.