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Financial Client Service Associate

CPS, Inc.

Chicago, Illinois, United States Permanent July 02, 2026
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Vacancy Description

Job Title: Financial Client Service Associate

Location: Chicago

Salary: $70,000 - $85,000

Employment Type: Full-Time

Position Overview:

The Financial Client Service Associate role involves working closely with financial advisors to ensure smooth and efficient client onboarding, transaction processing, and operational support.

Key Responsibilities:

  • Onboarding: Assist financial advisors in the onboarding process of new clients, including gathering necessary documents, setting up accounts, and ensuring all client information is accurate and complete.
  • Transaction Support: Manage and process various client transactions, such as fund transfers and investment purchases, ensuring accuracy and compliance with all regulations.
  • Client Communication: Serve as a point of contact for clients regarding their accounts, transactions, and inquiries. Provide timely ...

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    Vacancy Details

    Location Chicago, Illinois
    Country United States
    Type Permanent
    Category Financial Clerks
    Posted July 02, 2026

    About CPS, Inc.

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    CPS, Inc.

    Chicago, United States

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