Client Service Associate

Job overview

Compensation is $70,000–$90,000 per year. The Client Service Associate role is a full-time, in-office position listed in Chicago, IL. The role supports financial advisors and their clients at RK Partners; the title references Mission Viejo, CA, while the listing location is Chicago, IL. The associate serves as a client contact and provides administrative and operational support to help advisors deliver a smooth, professional client experience. Accurate paperwork, scheduling, account-request handling, and file maintenance contribute to effective office service.

What you'll do

• Answer client inquiries and assist with account-related requests
• manage meeting scheduling and logistics between clients and advisors
• process paperwork and service requests accurately
• maintain client files
• support back-office operations
• collaborate with the team to improve the client experience.

What we're looking for

Skills & competencies

client service associate

full-time

in-office

chicago il

rk partners

financial services

client inquiries

account requests

meeting scheduling

paperwork processing

client files

back-office support

advisor support

Work arrangement

• Weekend coverage required

Why this role

In-office role working closely with experienced advisors; Salesforce and Microsoft Office experience are noted as preferred or relevant tools.

About the employer

RK Partners is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.