Client Service Associate
Posted: 07/13/2026
Employment Type:
Contract
Industry: Financial Services
Job Number: 17957
Field of Expertise: Accounting & Finance
Remote Friendly: No
Job Description
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
- Maintain accurate client data in CRM systems (Salesforce a plus)
- Track and resolve client support requests and escalate issues when needed
- Ensure timely execution of all service-related deliverables across the client lifecycle
- Contribute to process improvements and operational efficiency initiatives
Preferred Qualifications
- 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 PowerPoint
- CRM experience (Salesforce preferred)
- Team-oriented, proactive, and adaptable
Pay Rate: $26.27 – $28.27/hour
Meet Your Recruiter
Trista Wearing
Senior Director Recruiting
Trista joined Corps Team in 2006. She is a results-oriented Talent Acquisition professional with 20 years of Recruiting, Account Management and HR experience. Trista received her bachelor's degree in Human Ecology with a minor in Business Administration from The University of Tennessee. She is dedicated to delivering exceptional service and consistently amazes our clients with her ability to find the "purple squirrel" (the one in a million candidate for the job).
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