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
- ...love. GigaStar is seeking a proactive and data-driven Customer Experience Specialist with problem-solving skills in Finance / FinTech to... ...and pass a background check, and dually register as an Associated Person of the GigaStar Market funding portal and the GigaStar...SuggestedRemote workVisa sponsorshipWork visaFlexible hours
$87.36k - $131.04k
## Client Experience Associate SAFE ACT, Assistant Vice PresidentApplyremote type: Hybridlocations: Chicago Illinois United Statestime type: Full timeposted on: Posted Todayjob requisition id: 26961376This is a seasoned professional role responsible for applying in-depth...SuggestedFull time- ...synthesized, andtrusted by both humans and AI agents. The Technical Client Success Associate is an entry-level role designed for recent graduates or... ...Understanding of HTML Preferred Internship orproject experience in marketing, customer success, account management, or...SuggestedInternshipWork at officeLocal areaShift work
- ...Job Title : Client Success Associate (Microsoft Business Applications) Location : Millennium Park / Loop Office – Chicago, IL (In-Person) Employment... ...play a key role in ensuring a smooth Client onboarding experience, coordinating internal and external stakeholders, and...SuggestedFull timeWork at office
$21.75 - $44.5 per hour
...industry. Job Description: The Client Engagement Specialist (CES) plays a pivotal... ...CES drives outcomes that improve client experience and operational integrity. This role... ...the applicable geographic differential associated with the location at which the position...SuggestedHourly payContract workWork at officeLocal areaRemote workWorldwideShift work$65k - $75k
...be responsible to: - keep management systems up to date with client information - educate clients on account services and capabilities... ...posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role...Full timeWork at officeFlexible hours- ...Registered Wealth Management Client Associate Chicago, Illinois To proceed with your application, you must be at least 18 years of... ...backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven,...Seasonal workWork at officeWork from homeShift workDay shift
$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- ...Responsibilities: As our national Client Service (CS) team expands, we invite recent... ...early professionals (with 0-2 years of experience) to become integral members of our team.... ...in a fast-paced environment. As a CS Associate, you will contribute to a team dedicated...Full timePart timeInterim roleInternshipWork at officeRemote workWork from homeHome officeFlexible hours
- ...wealth management and family office platform is seeking a Client Advisory Associate to support senior advisors serving ultra-high-net-worth families... ...~ Bachelors degree required ~2+ years of experience in wealth management, family office, financial planning, tax...Work at office
- ...We are seeking a detail-oriented and client-focused Client Service Associate to deliver comprehensive wealth management services to UHNW families.... ...financial services or relevant field Minimum 3 years of experience in financial services, tax, family office, or investment...Work at office
- ...Client Services Associate Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated... ...transparency. Qualifications ~0-2 years relevant experience ~ Strong organizational skills, ability to manage...Work at office
- ...Client Service Associate Step into the role of a Client Service Associate and become an integral part of our clients' success stories. As... ...and skills Minimum of 3 years of client-facing work experience in a financial services environment. Demonstrated experience...Work experience placement
- ...The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors... ...across the enterprise to deliver an outstanding client experience. Key Responsibilities and Duties Assist in the...
$60k - $90k
...firm headquartered in New York City with clients and employees across the country. We are... ...be determined by, but not limited to, experience, education, skill, location, and credentials... .... A day in the life of a Client Service Associate can look like this: Cultivating and...Work at officeRelocationFlexible hours$59k - $77k
...Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and... ...cross-functional projects and initiatives that enhance the client experience. Coordinate new client onboarding to the firm's portfolio...Temporary workFlexible hours- ...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...Seasonal workWeekend workAfternoon 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. Duties...
$50k - $55k
Client Success Associate (Chicago-Based) Chicago, United States | Posted on 05/13/2026 Salary $50,000 to $55,000 annual salary (depending on experience) Work Experience 1-3 years City Chicago Country United States Job Description seoClarity is the technology leader...Work experience placementWork at officeLocal areaRemote workWork from homeMonday to Friday- YCharts Inc in Chicago is hiring a Customer Support Associate I to enhance client relationships and provide exceptional support. This entry-level... ...in Finance or related fields and 0-2 years of relevant experience. The role offers a hybrid work model with benefits like health...
- UBS is seeking a Client Associate in Chicago, IL, to support wealth management services for high net worth clients. You'll be vital in maintaining... ...events. The ideal candidate should have client service experience, ideally 2 to 4 years in finance, and possess series 7 and 6...Work at office
- ...with our most complex Commercial & Investment Bank clients across the country. As a Client Success Senior Associate within the Commercial & Investment Bank (CIB)... ...Client (KYC) teams to deliver an enhanced client experience to the firm’s valued relationships and newly...Work experience placementWork at office
$70k - $80k
...to ad hoc limited partner requests Minimum Requirements Bachelor’s Degree in Accounting or Finance related field 1-2 years of experience in a full-time role Strong academic performance (minimum 3.0 GPA) Proficiency in Microsoft Office applications, particularly Excel...Full timeWork at office- A premier financial institution is seeking a Client Success Sr. Associate in Chicago. This role involves managing client relationships, resolving... ...and problem resolution, contributing to enhanced client experience and retention strategies. Competitive salary and...
$70k - $76k
...keep management systems up-to-date with client information educate clients on account... ...specifically designed for them. As a Client Associate, you’ll play an important role as part... ...66 licenses ideally 2 to 4 years of experience in client service, within the finance sector...Full timeWork 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...Hourly payWork experience placementSeasonal workWork at officeShift workDay 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
$220k - $260k
Thompson Coburn LLP is seeking an associate attorney with 4-6 years of estate planning experience to join its Private Client practice group in the Chicago office. Ideal candidates will have experience with sophisticated estate planning matters including gift, estate, and...Private practiceWork at office$70k - $76k
...technology solutions for investment professionals. Your Impact Client Solutions Associates are integral to FactSet’s value proposition, promoting... ...Client‑centric mindset and collaborative approach Experience or desire to be client‑facing in a support role Proficiency...Work at officeFlexible hours$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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Experience Associate. Be the first to apply!
- client services associate Chicago, IL
- registered client associate Chicago, IL
- client account associate Chicago, IL
- client engagement associate Chicago, IL
- client relationship associate Chicago, IL
- client success associate Chicago, IL
- client solutions associate Chicago, IL
- client services associate
- client training associate
- registered client associate

