Financial Client Service Manager - in office up to $80k
Posted 04/07/2026
Remote:
On-Site
Job ID:
KO25.11.11.1
Job Description
Job Title: Financial Client Service Manager
Location: Chicago, IL
Job Type: Full-time, In-Office
Overview
We are seeking a motivated Financial Client Service Manager to join our team. This in-office role requires a FINRA license (Series 65) and offers an opportunity to provide exceptional service to clients while ensuring regulatory compliance.
Key Responsibilities
- Serve as the main point of contact for client inquiries and account issues.
- Assist with account openings, transactions, and maintenance.
- Process transactions and maintain client records in line with compliance standards.
- Educate clients on financial products and services.
- Collaborate with internal teams to deliver excellent service.
- Stay updated on industry regulations and maintain FINRA licensure.
Required:
- FINRA Series 65 license
- Experience in a client service role, preferably in financial services.
- Strong communication and organizational skills.
- Ability to work in a fast-paced office environment.
Preferred:
- Familiarity with investment products and financial regulations.
- Compensation & Benefits
- Competitive salary and benefits package.
- Professional development opportunities.
#LI-KO2
About Chicago, IL
Unlock your potential in the bustling job market around Chicago, Illinois! Dive into a world of endless possibilities and growth opportunities in the Windy City and its vibrant suburbs. From iconic landmarks like the Willis Tower and Navy Pier to the world-class cuisine of deep-dish pizza and Chicago-style hot dogs, this area is rich in culture and charm. Immerse yourself in the thriving arts scene at the Art Institute of Chicago or enjoy a night out at the renowned Second City comedy club. With top-notch theaters, professional sports teams like the Cubs and the Bears, and lush green spaces like Millennium Park, Chicago offers an unbeatable lifestyle for career-driven individuals. Explore our job listings today and discover why Chicago is the perfect place to kickstart your career journey!