Client Service Analyst Jobs in Chicago, IL
Client Service Analyst jobs in Chicago are concentrated in the Loop, River North, and the Fulton Market district, with strong demand across financial services, insurance, and professional services. Employers hiring right now include ICE MILLER LLP, Morgan Stanley, and Altair Advisers. Find a role that fits below and apply directly.
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Showing 5 of 14+ Client Service Analyst jobs
Application Deadline:
Address:
320 S Canal StreetJob Family Group:
Wealth Sales & ServiceProvides support and product expertise for the financial planning business development, sales and service delivered by wealth advisors and relationship managers. Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall experience.
- Assists in preparing new business proposals or presentations to clients / prospects based upon their needs.
- Assists Wealth Advisors in market research of client and prospects.
- Assists Wealth Advisors in identifying prospective clients.
- Acts as the key service contact for clients.
- Takes ownership of client issues and collaborates with others to resolve or escalates per guidelines.
- Liaises with external advisors of clients on behalf of the wealth advisor / relationship manager.
- Develops an understanding of the customer needs and the account strategy and effectively communicates this to clients and prospects.
- Make suggestions about how to improve the overall service interaction for prospects and clients.
- Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
- Builds effective relationships with internal / external stakeholders.
- Ensures alignment between stakeholders.
- Prepares reports for financial plans; inputs appropriate data according to established guidelines.
- Makes updates to sales tracking, forecast and pipeline, relationship plans, and other databases.
- Participates in account review process and completion of required action items.
- Organizes client files and ensures proper documentation.
- Supports the assigned advisors and client portfolio through administrative and transactional support including correspondence, relationship reviews, account documentation and sales reporting.
- Prepares reports for financial plans and prospect presentations with an understanding of the anticipated prospect/client needs.
- Supports the achievement of the business plan within the designated territory / region.
- Collaborates effectively with internal stakeholders to build capability and drive business growth.
- Meets high-quality service standards to maximize relationship retention and growth.
- Develops rapport and instills confidence with the client to develop credibility and earn their trust.
- Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
- Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
- Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.
- Focus may be on a business/group.
- Thinks creatively and proposes new solutions.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works mostly independently.
- Broader work or accountabilities may be assigned as needed.
Qualifications:
- Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- General knowledge of financial planning and wealth management.
- Working towards a financial planning designation preferred.
- Proficiency in office software and sales management software.
- Comfortable exploring beyond one's area of technical expertise (i.e. discipline).
- A willingness and aptitude to influence and recognize new business opportunities.
- Specialized knowledge from education and/or business experience.
- Verbal & written communication skills - In-depth.
- Collaboration & team skills - In-depth.
- Analytical and problem solving skills - In-depth.
- Influence skills - In-depth.
Salary :
$45,000.00 - $83,000.00Pay Type:
SalariedThe above represents BMO Financial Group’s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Application Deadline:
Address:
320 S Canal StreetJob Family Group:
Wealth Sales & ServiceProvides support and product expertise for the financial planning business development, sales and service delivered by wealth advisors and relationship managers. Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall experience.
- Assists in preparing new business proposals or presentations to clients / prospects based upon their needs.
- Assists Wealth Advisors in market research of client and prospects.
- Assists Wealth Advisors in identifying prospective clients.
- Acts as the key service contact for clients.
- Takes ownership of client issues and collaborates with others to resolve or escalates per guidelines.
- Liaises with external advisors of clients on behalf of the wealth advisor / relationship manager.
- Develops an understanding of the customer needs and the account strategy and effectively communicates this to clients and prospects.
- Make suggestions about how to improve the overall service interaction for prospects and clients.
- Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
- Builds effective relationships with internal / external stakeholders.
- Ensures alignment between stakeholders.
- Prepares reports for financial plans; inputs appropriate data according to established guidelines.
- Makes updates to sales tracking, forecast and pipeline, relationship plans, and other databases.
- Participates in account review process and completion of required action items.
- Organizes client files and ensures proper documentation.
- Supports the assigned advisors and client portfolio through administrative and transactional support including correspondence, relationship reviews, account documentation and sales reporting.
- Prepares reports for financial plans and prospect presentations with an understanding of the anticipated prospect/client needs.
- Supports the achievement of the business plan within the designated territory / region.
- Collaborates effectively with internal stakeholders to build capability and drive business growth.
- Meets high-quality service standards to maximize relationship retention and growth.
- Develops rapport and instills confidence with the client to develop credibility and earn their trust.
- Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
- Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
- Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.
- Focus may be on a business/group.
- Thinks creatively and proposes new solutions.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works mostly independently.
- Broader work or accountabilities may be assigned as needed.
Qualifications:
- Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- General knowledge of financial planning and wealth management.
- Working towards a financial planning designation preferred.
- Proficiency in office software and sales management software.
- Comfortable exploring beyond one's area of technical expertise (i.e. discipline).
- A willingness and aptitude to influence and recognize new business opportunities.
- Specialized knowledge from education and/or business experience.
- Verbal & written communication skills - In-depth.
- Collaboration & team skills - In-depth.
- Analytical and problem solving skills - In-depth.
- Influence skills - In-depth.
Salary :
$45,000.00 - $83,000.00Pay Type:
SalariedThe above represents BMO Financial Group’s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
See All 14 Client Service Analyst Jobs in Chicago
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Find Client Service Analyst JobsClient Service Analyst Job Market in Chicago
Who's Hiring
Top Industries Hiring
- Investment & Asset Management
- Consulting & Professional Services
Client Service Analyst Jobs in Chicago: Frequently Asked Questions
How do I get a client service analyst job in Chicago?
Focus your search on the Loop and River North, where Chicago's financial services, insurance, and consulting firms cluster most of their client-facing analyst roles. Candidates who combine CRM proficiency with strong data reporting skills stand out in this market. Local professional associations in finance and business services also help build the connections that lead to referrals at Chicago firms.
Which companies hire client service analysts in Chicago?
Chicago client service analyst roles are posted by ICE MILLER LLP, Morgan Stanley, and Altair Advisers and others right now, based on current listings on Migrate Mate as of August 2026. Chicago's dense concentration of trading firms, insurance carriers, and regional banks means a wide range of employer sizes and cultures are actively hiring for this role.
Are there remote client service analyst jobs in Chicago?
Yes, though availability depends on the role: client service analyst positions with a heavy analytical or reporting focus tend to offer more flexibility, while client-facing or relationship management roles typically require in-office or on-site presence. About 100% of client service analyst openings tied to Chicago are remote or hybrid as of August 2026, with hybrid arrangements most common at Loop-based financial and professional services firms.
How can I get a client service analyst job in Chicago with little or no experience?
The most realistic entry path in Chicago is through operations or client support coordinator roles at the city's mid-size insurance carriers, asset managers, and financial technology firms, which routinely hire entry-level candidates and promote from within. Community college business programs and Chicago-area workforce development initiatives can also provide a credential that opens doors. Volunteering for client-facing projects in any role, and building familiarity with tools like Salesforce, strengthens a lean resume significantly.
Which industries hire the most client service analysts in Chicago?
The sectors hiring the most client service analysts in Chicago are Investment & Asset Management and Consulting & Professional Services, based on current listings on Migrate Mate as of August 2026. Chicago's position as a national hub for commodities trading, insurance underwriting, and professional services creates consistent demand for analysts who can manage client relationships and translate data into actionable reporting.
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See All 14 Client Service Analyst Jobs in Chicago
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