Registered Client Experience Associate
The Larko Group
We are seeking a licensed, client-focused professional to serve as the primary point of contact for investors and creators on an innovative, highly regulated technology platform. This role combines exceptional customer service with disciplined regulatory communication, requiring someone who can navigate a fast-paced environment with professionalism and attention to detail. The Registered Client Experience Associate will manage investor and creator communications across phone, email, and chat, while also helping scale support operations through chatbot development, automated resources, and compliance-related account reviews. The ideal candidate is a proactive self-starter with strong interpersonal skills, an interest in the creator economy and digital assets, and the ability to balance customer experience with regulatory requirements. Responsibilities Serve as a primary point of contact for users, responding to inquiries via email, phone, and chat while delivering timely, accurate information on platform functionality, account activity, and marketplace-related questions. Design, implement, and refine automated support solutions, including chatbot workflows, knowledge base resources, and self-service tools that enhance the user experience and improve operational efficiency. Manage and prioritize customer support cases within Zendesk, ensuring issues are tracked, resolved promptly, and reported on through key service and performance metrics. Collaborate closely with internal teams to relay customer feedback, identify trends, and advocate for enhancements that improve platform performance and user satisfaction. Monitor customer engagement through surveys, account reviews, and ongoing outreach to proactively identify opportunities to strengthen relationships, address concerns, and reduce friction points before they impact the user experience. Ideal Experience Active FINRA Series 7 and Series 63 licenses are required. Bachelor's degree required. Must pass a comprehensive background check and fingerprinting upon hire to register dually as an Associated Person of both the Company Market funding portal and the Company Securities, LLC broker-dealer. 3+ years of hands‑on experience in a fast-paced SaaS customer support or operations role specifically within financial services or fintech platforms. Proven experience managing customer operations inside professional ticketing infrastructure programs. Solid foundational knowledge of crypto and blockchain basics. Proven track record of operating successfully within lean, fast‑changing business environments where responsibilities overlap and execution speed matters. Experience in the YouTube creator space, influencer marketing, or modern social media monetization models is a plus. Exceptional written and verbal communication skills, backed by high structural organization and extreme attention to detail. The Larko Group is a women‑owned, premier staffing and recruiting firm based in Chicago with a nationwide reach. We specialize in Direct Hire, Temp-to-Hire, and Temporary/Project placements across a wide range of roles, including Executive Assistants, Administrative Assistants, Personal Assistants, Chief of Staff, Office Managers, Receptionists, General Office, Event Support, Project Management, and Customer Service. #J-18808-Ljbffr The Larko Group
$25 - $44 per hour
...Financial Advisors and Wealth Management Client Associates help clients pursue the life they... ...their unique perspectives, ideas and experiences, helping to create a work community that... ...specified timeframe if being hired into a registered job code. Possesses advanced industry...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift$25 - $45 per hour
...Bank Of America Client Service Representative At Bank of America, we are guided by... ...education, or a wide range of work and life experiences. These journeys foster resilience,... ...specified timeframe if being hired into a registered job code. Possesses advanced industry...SuggestedHourly paySeasonal workWork at officeWork from homeFlexible hoursShift workDay shift$55k - $85k
Job Summary Raymond James is seeking a dynamic Registered Client Service Associate to provide high‑quality administrative support to Financial Advisors... ...equivalent; 1+ year of securities industry or related experience preferred. Knowledge of company structure, policies,...SuggestedWork at officeRemote work$55k - $85k
...Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem... ...a high level of customer service. Education/Previous Experience High School Diploma or equivalent and one (1) or more...SuggestedWork experience placementWork at office$25 - $44 per hour
...management and investment products and services, seeks a Client Service Associate to support Financial Advisors across the firm. This role focuses... ...and technology platforms. Desired Qualifications Experience providing excellent client experience, fulfilling client needs...SuggestedHourly payWork experience placementSeasonal workWork at officeShift workDay shift- ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they... ...represents an array of different skills and experiences that individuals bring from all... ...specified timeframe if being hired into a registered job code.** ~Possesses advanced...Work experience placementSeasonal workWork at officeWork from homeShift workDay shift
$55k - $85k
...Description Job Summary We are seeking to add a Senior Registered Client Relationship Associate to join our growing, high-performing financial... ...with all organizational levels. Education/Previous Experience ~ High School Diploma or equivalent and five (5)...Work experience placementWork at office$87.36k - $131.04k
...Investments platform. They ensure a seamless and differentiated experience in partnership with sales teams and integrate subject matter... ...objectives. This individual plays a pivotal role impacting the client experience. Responsibilities Applies specialized knowledge related...- Interactive Brokers is seeking a Client Experience Associate in Chicago, IL. In this hybrid role, you will serve as the first point of contact for clients, providing support via phone, email, and chat, while guiding users through trading tools. The ideal candidate is a...
$65k - $75k
Interactive Brokers is seeking a Client Experience Associate in Chicago. This hybrid role involves supporting clients through various trading inquiries, using advanced trading tools and platforms. Ideal candidates are recent graduates or early-career professionals with...$60k - $90k
...Client Service Associate Ritholtz Wealth Management is a fast-growing wealth management firm headquartered... .... We are a growing cutting-edge Registered Investment Advisory (RIA) firm... ...be determined by, but not limited to, experience, education, skill, location, and credentials...Work at officeRemote workWork from homeRelocationFlexible hours$55k - $85k
100 Raymond James & Associates, Inc. is looking for a Registered Client Service Associate to provide high-quality administrative support to Financial Advisors... ...should have a High School Diploma and preferred experience in the securities industry. The role offers a...- ...Advocate Health Care is seeking a Registered Nurse in Alsip, Illinois. The role involves utilizing the nursing process to provide direct... ...RN license, have a minimum of one year of clinical nursing experience, and be certified in Basic Life Support (BLS). Strong clinical...
$25 per hour
...re committed to providing employees with a meaningful work experience and have established an award-winning culture that... ...of what it takes to deliver Operational Excellence. As a Client Success Associate, you will be responsible for the daily operations of existing...Hourly payWork experience placementCasual workWork at officeLocal areaRelocationRelocation package$70k - $76k
...strategies? Does financial data excite you? We're looking for a Client Associate to: • keep management systems up-to-date with client... ..., we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated...Full timeWork at officeFlexible hours- ...Morgan Chase, we are committed to helping clients, caring for employees, building... ...obtained within 120 days of employment. If registered after October12018, a valid and active Securities... ...includes a base salary based on role, experience, skill set, and location. Eligible roles...
- ...their most important people decisions. We help clients build better workplaces, where people feel... ...equivalent plus 1 year directly applicable experience. Proficiency in Microsoft Office and basic math skills. Preferred: Associate's degree, professional certification, or...Live outWork at officeLocal areaFlexible hours
- ...Aid Advisors by building and maintaining client relationships through processing... ...obtained within 120 days of employment. If registered after October 1, 2018, a valid and active... ...including base salary determined by role, experience, skill set and location, with potential...
- ...enthusiasm for helping our clients, taking care of our employees... ...a Private Client Investment Associate in J.P. Morgan Wealth Management... ...of employment If you were registered after October 1, 2018 you... ...determined based on the role, experience, skill set and location....
$25 - $44 per hour
...Job Description Provide client service support to potentially multiple Financial Advisors (FAs), serving as the primary point of contact... ...knowledge and an understanding of investment products. Has experience working with clients, quickly fulfilling their needs, delivering...Hourly paySeasonal workWork from homeShift workDay shift- ...Job Overview A law firm seeks a Private Client Associate with 4-6 years of estate planning experience to join its practice group in Chicago, IL. The ideal candidate will handle sophisticated estate planning matters and demonstrate strong analytical and writing skills....
- ...this role. JOB DESCRIPTION Step into the role of a Client Service Associate and become an integral part of our clients' success... ...capabilities, and skills Minimum of 3 years of client-facing work experience in a financial services environment. Demonstrated...Work experience placement
$21.75 - $44.5 per hour
...future of our industry. Job Description: The Client Engagement Specialist (CES) plays a... ...CES drives outcomes that improve client experience and operational integrity. This role demands... ...the applicable geographic differential associated with the location at which the position...Hourly payContract workWork at officeLocal areaWorldwideShift work- ...Morgan Wealth Management, offers U.S. based clients and their advisors the personalized... ...specific needs. As a Client Service Associate with J.P. Morgan Advisors, you will be the... ...deliver a seamless and integrated client experience across all deposit products. This...Work at office
$16 per hour
...TravisMathew Client Associate TravisMathew is a premium apparel brand that exists because we seized an opportunityand we're inviting... ...responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve...Hourly payPart timeWeekend workAfternoon shift- ...professionally with colleagues, stakeholders, and clients. Demonstrate adaptability and... ...or more years of investment industry experience preferred - FINRA SIE, Series 7, Series... ...internal policies, procedures, and all associated regulatory requirements - Experience with...
- ...Client Associate TravisMathew is a premium apparel brand that exists because we seized an opportunityand we're inviting you to take yours... ...responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to...Weekend workAfternoon shift
- BCG Attorney Search is looking for a Private Client Associate with 4-6 years of experience in estate planning to join their Chicago, IL office. The successful candidate will manage complex estate planning matters, demonstrating strong analytical and writing skills while...Work at office
$50k - $88k
94-1687665 Bank of America, National Association Hybrid - Chicago $50K - $88K Job Description... ...Advisors and Wealth Management Client Associates help clients pursue the life... ...represents an array of different skills and experiences that individuals bring from all...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$56k - $84k
Epsilon is seeking an Associate Account Management professional to support digital media campaigns... ...cross-functional teams, and ensuring client satisfaction for successful campaign... ...will have a Bachelor’s degree and experience in account management/project management...Flexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Registered Client Experience Associate. Be the first to apply!
- client success associate Chicago, IL
- client engagement associate Chicago, IL
- client services associate Chicago, IL
- client account associate Chicago, IL
- client relationship associate Chicago, IL
- client solutions associate Chicago, IL
- registered client associate Chicago, IL
- client success associate
- senior client service associate
- client engagement associate


