Job Title: Client Service Associate
Location: Chicago, IL (Hybrid)
Duration: 12-Month Contract
Job Summary
We are seeking a Client Service Associate to support institutional and high-net-worth client relationships for a leading financial services organization. This role is responsible for assisting with client onboarding, account maintenance, reporting, communications, and day-to-day servicing activities throughout the client lifecycle.
The ideal candidate is highly organized, detail-oriented, and client-focused, with strong communication skills and the ability to collaborate effectively across multiple business functions. This is an excellent opportunity for professionals interested in client services, operations, relationship management, or financial services.
Key Responsibilities
• Support client onboarding, offboarding, and account transition activities
• Assist with account maintenance requests, including updates to client information, agreements, fee schedules, and related documentation
• Respond to client inquiries and coordinate timely resolution of requests
• Maintain accurate client and third-party contact information within CRM systems
• Prepare and distribute recurring client reports and presentations
• Assist with client meeting preparation and development of presentation materials
• Coordinate client cash flow requests and related operational activities
• Support due diligence requests, questionnaires, and client documentation requirements
• Monitor action items and help ensure client commitments and contractual obligations are met
• Partner with internal teams to resolve issues and enhance the overall client experience
• Participate in process improvement and operational efficiency initiatives
• Maintain accurate records, documentation, and communication logs
Required Qualifications
• Bachelor’s degree preferred
• Strong client service, customer support, account management, or stakeholder coordination experience
• Excellent written and verbal communication skills
• Strong organizational skills with the ability to manage multiple priorities simultaneously
• Proficiency with Microsoft Office, including Excel and PowerPoint
• Ability to work effectively in a fast-paced, team-oriented environment
• Strong attention to detail and problem-solving skills
Preferred Qualifications
• Experience within financial services, banking, wealth management, asset management, or investment operations
• Experience using CRM platforms such as Salesforce or Microsoft Dynamics
• Experience preparing client-facing reports, presentations, and business communications
• Knowledge of institutional client servicing processes
• Experience supporting relationship managers or client service teams
What You'll Bring
• Strong customer service mindset
• Excellent interpersonal and relationship-building skills
• Ability to manage competing priorities while maintaining accuracy
• Proactive approach to problem-solving and client support
• Commitment to delivering an exceptional client experience
Work Arrangement
Hybrid schedule based in Chicago, IL. Candidates should be comfortable working both onsite and remotely as required.
The pay range that the employer in good faith reasonably expects to pay for this position is between $23.00 and $23.00
Our benefits offering includes medical, dental, vision and 401k.
Tundra Technical Solutions would like to thank you for your interest in this opportunity. However, only candidates under consideration will be contacted. Tundra Technical Solutions is a global workforce and technology delivery firm, ranked by Staffing Industry Analysts as one of the largest in North America. At Tundra, we aren't just hiring top talent at the world's most recognizable brands; we are pioneers of social recruitment. This post is for a contract assignment. Assignment duties and duration are subject to business needs and requirements. We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or other legally protected characteristics.California Notice. Qualified applicants with arrest or conviction records will be considered for employment in accordance with law, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Criminal history may have a direct, adverse, and negative relationship with the following job duties: protect and return property, adhere to confidentiality requirements, comply with security requirements, adhere to policies and codes of conduct.
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