Client Service Specialist Jobs in Illinois
Client Service Specialist jobs in Illinois are concentrated in Chicago, Naperville, and Schaumburg, where financial services, insurance, and healthcare administration drive steady demand across every seniority level from entry-level associate to senior specialist. Major employers with deep roots in Illinois including Allstate, Northern Trust, and Aon consistently recruit client service specialists to support policy administration, account management, and relationship operations. The most in-demand specialties are financial account servicing, insurance client support, and healthcare patient account management. See the openings below and apply to the ones that match your experience.
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Baird Private Wealth Management combines national scale with a culture centered on meaningful relationships – among clients, advisors and team members.
- Elgin, IL
- Private Wealth Management
- R20261066
- On-Site
About the Role:
As a Client Specialist at Baird, you’ll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You’ll be at the heart of the client experience—coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird’s Private Wealth Management business, where true wealth management means understanding each client’s unique vision and tailoring solutions to help them succeed.
The Impact You’ll Make:
- Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan
- Gain knowledge of and leverage partnership with Baird’s Corporate Resource Groups to provide the best wealth management solutions to clients
- Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken
- May schedule client appointments and/or conference room for appointments
- Assemble/generate materials including paperwork and reports for client meetings
- Understand and ensure business adherence with firm and financial industry regulatory policies
- May manage FA and Team’s social media presence (website, LinkedIn, X, etc.)
- Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models
- May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact
- Seek ways to enhance FA(s) business effectiveness and marketability
- Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed
- May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors’ instructions or upon client’s verbal direction
- May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary
- Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors’ business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days’ activities
What You’ll Bring to Baird:
- 2+ years of prior industry and/or administrative work experience
- Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant
- Strong technology aptitude with the ability to adopt new tools, including AI-enabled solutions, preferred
- Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms
- Excellent verbal and written communication skills; ability to adeptly exchange ideas and information
- Detail oriented with an emphasis on accuracy
- - consistent ability to prioritize workflow of team to achieve specific goals in a timely manner
- Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations
- Good analytical and critical problem-solving skills
- Bachelor's degree preferred, not required
Compensation and Benefits:
- $24.36 - $32.21 hourly rate
- Bonus potential up to 8.5% of base pay
- Compensation and bonus are commensurate with experience, performance and/or firm profitability
- Check out our Total Rewards at Baird, which is a summary of our benefits and compensation
#LI-PWM3
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More About Our Firm
The Baird Way
What we call The Baird Way is the foundation of core beliefs we share, the promise we make to each other and the inspiration for our mission.
Our Multicultural Community Conference
This conference unites colleagues from all corners of our firm to honor and celebrate the contributions of our ethnically diverse associates.
Honored to be a Best Place to Work
More than 20 consecutive years of recognition as a great workplace makes Baird a destination of choice for extraordinary people from across our industry.
Baird Private Wealth Management combines national scale with a culture centered on meaningful relationships – among clients, advisors and team members.
- Elgin, IL
- Private Wealth Management
- R20261066
- On-Site
About the Role:
As a Client Specialist at Baird, you’ll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You’ll be at the heart of the client experience—coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird’s Private Wealth Management business, where true wealth management means understanding each client’s unique vision and tailoring solutions to help them succeed.
The Impact You’ll Make:
- Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan
- Gain knowledge of and leverage partnership with Baird’s Corporate Resource Groups to provide the best wealth management solutions to clients
- Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken
- May schedule client appointments and/or conference room for appointments
- Assemble/generate materials including paperwork and reports for client meetings
- Understand and ensure business adherence with firm and financial industry regulatory policies
- May manage FA and Team’s social media presence (website, LinkedIn, X, etc.)
- Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models
- May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact
- Seek ways to enhance FA(s) business effectiveness and marketability
- Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed
- May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors’ instructions or upon client’s verbal direction
- May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary
- Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors’ business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days’ activities
What You’ll Bring to Baird:
- 2+ years of prior industry and/or administrative work experience
- Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant
- Strong technology aptitude with the ability to adopt new tools, including AI-enabled solutions, preferred
- Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms
- Excellent verbal and written communication skills; ability to adeptly exchange ideas and information
- Detail oriented with an emphasis on accuracy
- - consistent ability to prioritize workflow of team to achieve specific goals in a timely manner
- Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations
- Good analytical and critical problem-solving skills
- Bachelor's degree preferred, not required
Compensation and Benefits:
- $24.36 - $32.21 hourly rate
- Bonus potential up to 8.5% of base pay
- Compensation and bonus are commensurate with experience, performance and/or firm profitability
- Check out our Total Rewards at Baird, which is a summary of our benefits and compensation
#LI-PWM3
Related Jobs
Client Specialist
Save
Saved
- Grass Valley, CA
Client Specialist new
Save
Saved
- Racine, WI
Client Specialist
Save
Saved
- Seattle, WA
More About Our Firm
The Baird Way
What we call The Baird Way is the foundation of core beliefs we share, the promise we make to each other and the inspiration for our mission.
Our Multicultural Community Conference
This conference unites colleagues from all corners of our firm to honor and celebrate the contributions of our ethnically diverse associates.
Honored to be a Best Place to Work
More than 20 consecutive years of recognition as a great workplace makes Baird a destination of choice for extraordinary people from across our industry.
See All 69 Client Service Specialist Jobs in Illinois
Find roles in Illinois that match your experience and apply in just a few clicks.
Find JobsClient Service Specialist Jobs by City in Illinois
Where Illinois roles are concentrated, by current openings.
Client Service Specialist Job Market in Illinois
A snapshot from current Illinois openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Science & Research
- Technology & Software
- Animal Care & Pet Services
What Illinois Employers Look For
The qualifications that appear most often in client service specialist jobs across Illinois.
- Associate or bachelor's degree in business, finance, or a related field
- Two or more years of experience in a customer-facing or account management role
- Proficiency with CRM platforms such as Salesforce or Microsoft Dynamics
- Strong written and verbal communication skills for client-facing correspondence
- Ability to manage multiple client accounts and competing priorities simultaneously
- Experience in a regulated industry such as insurance, finance, or healthcare
Client Service Specialist Jobs in Illinois: Frequently Asked Questions
How do you become a client service specialist in Illinois?
Most Illinois employers hire client service specialists with an associate or bachelor's degree in business, communications, or finance combined with prior customer service or account management experience. No statewide license is required for the generalist role, but specialists working in insurance often pursue the Illinois Department of Insurance producer license, and those in financial services may need a FINRA Series 6 or Series 7 registration depending on their duties. A background in a regulated Illinois industry accelerates the path considerably.
Which companies hire client service specialists in Illinois?
Employers hiring client service specialists in Illinois right now include Tricoci Salon & Spa, BMO Financial, and ADP, based on current listings on Migrate Mate as of September 2026. Illinois's concentration of insurance headquarters, regional bank operations centers, and large healthcare systems keeps demand for this role consistently strong throughout the year.
Which Illinois cities have the most client service specialist jobs?
Chicago, Schaumburg, and Naperville have the most client service specialist openings in Illinois. Chicago dominates because of its density of financial services firms, insurance carriers, and corporate headquarters, while Naperville and Schaumburg generate significant volume from the large suburban office campuses of companies like Allstate and Zurich North America that anchor the I-88 corridor.
Are there remote client service specialist jobs in Illinois?
Yes, and more than many fields. About 53% of client service specialist openings tied to Illinois are remote or hybrid as of September 2026, reflecting how much of the work involves phone, email, and CRM platforms that travel well outside an office. Fully remote roles are most common in insurance account servicing and software company client success, where no physical client interaction is required.
How can I get hired as a client service specialist in Illinois with little or no experience?
The most realistic entry path is through an Illinois employer's customer support or operations associate role and working toward a client-facing position from there. Allstate, Aon, and Northern Trust all run structured associate programs in the Chicago metro that onboard candidates without direct client service experience. Lateral moves from roles like bank teller, insurance customer service representative, or healthcare patient access coordinator are common stepping stones recognized by Illinois hiring managers. Earning an Illinois Department of Insurance producer license before applying gives candidates a clear edge in insurance-track roles.
Where can I find and apply to client service specialist jobs in Illinois?
You can find and apply to client service specialist jobs in Illinois on Migrate Mate, which lists current Illinois openings across industries including financial services, insurance, and healthcare. Search the listings to find roles that match your experience level and location, then apply directly to the ones that fit.
See All 69 Client Service Specialist Jobs in Illinois
Find roles in Illinois that match your experience and apply in just a few clicks.
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