Financial Client Services Associate

  • Location
    Chicago, Illinois
  • Category
    Banking / Finance / Insurance - General
  • Job reference:
  • Job type
    Contract/Temp to Hire

Accounting Principals is in search of a Financial Client Services Associate near Mundelein, IL. The ideal candidate will have two years of experience in the Financial Services, Banking, or Mortgage industries. You must also have strong customer service and proficient Microsoft Excel skills.


  • Identify and set appointments with potential clients
  • Perform administrative processing for new and existing accounts
  • Create effective client correspondence in accordance with established policies and procedures
  • Responds in a timely manner to both telephone and written inquiries from internal and external clients
  • Maintain strong relationships with clients, helping them to track their progression
  • Maintain all pertinent information and activity related to client accounts and transactions
  • Qualifications:

  • Associates or Bachelor’s degree or equivalent work experience
  • Minimum of two years of experience in Financial services industry
  • Strong communication skills
  • Excellent customer service skills
  • Excellent problem solving skills
  • Proven decision making skills
  • If you are interested in this position or other accounting opportunities, please click “apply” below and apply online at

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