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Associate Client Manager Jobs in Hampshire, IL (NOW HIRING)

Advyzon

Associate Client Portfolio Manager

Lisle, IL · On-site

AIM is seeking an Associate Client Portfolio Manager to join our Client Portfolio Management team. This person will help advisory firms and financial advisors migrate their current and prospective ...

Advyzon

Associate Client Portfolio Manager

Lisle, IL · On-site

AIM is seeking an Associate Client Portfolio Manager to join our Client Portfolio Management team. This person will help advisory firms and financial advisors migrate their current and prospective ...

Investortools

Client Services Associate

Naperville, IL · On-site

$70K - $90K/yr

Our platform is trusted by hundreds of financial institutions, including SMA managers, fund ... What You'll Do As a Client Services Associate, you'll immerse yourself in the world of fixed-income ...

Kestra Financial

Client Service Associate

Schaumburg, IL · On-site

$14.25 - $19.75/hr

Client Service Associate Summary The Client Service Associate reports to the Senior Client Service ... Manage client needs regarding processing, service, and problem resolution in a timely and accurate ...

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All JobsAssociate Client JobsAssociate Client Manager JobsAssociate Client Manager Jobs in Hampshire, IL

Associate Client Manager information

See Hampshire, IL salary details

$11

$24

$48

How much do associate client manager jobs pay per hour?

As of Sep 1, 2026, the average hourly pay for associate client manager in Hampshire, IL is $24.28, according to ZipRecruiter salary data. Most workers in this role earn between $16.54 and $28.46 per hour, depending on experience, location, and employer.

What does an associate client manager do?

An Associate Client Manager is responsible for supporting senior client managers in maintaining and growing relationships with clients. They assist with project management, client communications, and the delivery of products or services to ensure client satisfaction. Their role often includes data analysis, preparing reports, coordinating with internal teams, and addressing client needs or concerns. This position serves as a key link between the client and the company, helping to ensure smooth operations and the successful execution of client projects.

How does an associate client manager typically collaborate with internal teams to meet client needs?

As an Associate Client Manager, you'll work closely with cross-functional teams such as sales, marketing, product development, and customer support to ensure client objectives are met. This role often involves coordinating meetings, sharing client feedback, and aligning internal resources to deliver tailored solutions. Effective communication and organizational skills are key, as you'll act as the main point of contact between clients and your company, ensuring that all stakeholders are informed and engaged throughout project lifecycles.

What are the key skills and qualifications needed to thrive as an associate client manager, and why are they important?

To thrive as an Associate Client Manager, you need strong analytical skills, a solid understanding of client relationship management, and preferably a degree in business, marketing, or a related field. Familiarity with CRM software, data analysis tools such as Excel or Tableau, and project management systems is typically required. Exceptional communication, problem-solving, and organizational skills help you build trust and efficiently address client needs. These competencies are vital for fostering client satisfaction, driving business growth, and ensuring seamless project execution.

What is the difference between Associate Client Manager vs Client Manager?

AspectAssociate Client ManagerClient Manager
Required CredentialsBachelor's degree, relevant certifications often preferredBachelor's degree, extensive experience in client management
Work EnvironmentSupportive team, entry to mid-level client interactionsLeadership role, direct client engagement, strategic planning
Employer & Industry UsageFinancial services, marketing, consulting firmsFinancial institutions, advertising agencies, consulting firms
Common Search & ComparisonEntry to mid-level client support rolesSenior client relationship management

The Associate Client Manager typically handles support tasks and assists in client interactions, often requiring a bachelor's degree and relevant certifications. The Client Manager role involves more direct client engagement, strategic planning, and leadership responsibilities. While both roles are vital in client-facing industries, the Associate Client Manager is an entry to mid-level position, whereas the Client Manager is more senior and strategic.

What cities near Hampshire, IL are hiring for Associate Client Manager jobs?

Cities near Hampshire, IL with the most Associate Client Manager job openings:

Associate Client Manager jobs near you
Infographic showing various Associate Client Manager job openings in Hampshire, IL as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, 1% Contract, and 1% Nights. Highlights an 84% Physical, 2% Hybrid, and 14% Remote job distribution, with an average salary of $50,504 per year, or $24.3 per hour.

Associate Client Portfolio Manager

Advyzon

Lisle, IL • On-site

Full-time

Posted 12 days ago

Job description

The Group: Advyzon Investment Management (AIM) is a Turnkey Asset Management Program (TAMP) that offers investment solutions and operations outsourcing to advisors. AIM was launched in 2022 as a new subsidiary of Advyzon, which was founded in 2012 with the purpose of building intuitive all-in-one technology for advisor firms. AIM provides disciplined investment management solutions built upon an intuitive user experience and personalized relationship based service model. The investment team within AIM is responsible for all aspects of building, managing, investing, and supporting client portfolios.
The Role: AIM is seeking an Associate Client Portfolio Manager to join our Client Portfolio Management team. This person will help advisory firms and financial advisors migrate their current and prospective client accounts on to AIM's TAMP to achieve operational efficiency while sourcing best-in-class investment selection and modeling. The Associate Client Portfolio Manager will be a key liaison for advisors in effectuating a successful transition and on-going investment experience on the platform.
Responsibilities
  • Swiftly gain strong understanding and user proficiency of the Advyzon tools, custodian platforms, and other investment analysis tools
  • Gain extensive knowledge of AIM investment management approach and strategies with strong ability to communicate that knowledge to financial advisors, colleagues, and other stakeholders
  • Gain strong knowledge of third party strategists and strategies on the Nucleus platform with strong ability to communicate that knowledge to financial advisors, colleagues, and other stakeholders
  • Contribute to Client Portfolio Management team knowledge base, especially third party strategists and strategies
  • Develop and enhance knowledge of financial markets, investment products, asset allocation, manager selection, and tax optimization in helping financial advisors transition assets on to AIM TAMP
  • Assist advisor complexes and advisors in book-level mapping of current accounts to desired investment solutions on AIM TAMP
  • Assist advisors in account-level casework to target desired asset allocation target, conduct robust manager selection, and make proposals for current and prospective clients
  • Assist advisors in tax-optimization during account implementation and beyond
  • Communicate effectively with investment team, business development team, operations team, and development team
  • Contribute to the enhancement of AIM technology and AIM communications and marketing and supporting collateral
  • Report to Head of Client Portfolio Management
  • Take additional direction from Senior Client Portfolio Managers

Requirements
  • Bachelor's degree
  • 3+ years of investment experience
  • CFA, CFP or progress towards these certifications preferred
  • Prior experience communicating with financial advisors
  • Knowledge of financial markets, asset allocation, manager selection, portfolio construction, and tax-efficient investment considerations
  • Comfort learning and communicating quantitative concepts
  • Excellent communication skills, both written and verbal
  • Proficient in Excel and PowerPoint
  • A focused, dedicated, and entrepreneurial personality
  • Strong analytical and relationship-building skills
  • Ability to work under pressure
  • Robust time management and organization skills
  • Team player approach looking to meet individual goals while also enhancing overall value proposition of the Client Portfolio Management team and AIM
Compensation
$65k, 30% bonus

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