Does financial data excite you? We're looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with the ...
Does financial data excite you? We're looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with the ...
Do you know how to take care of people? We're looking for a motivated, organized, detail-oriented Client Associate to: maintain client information records educate clients on account services and ...
Do you know how to take care of people? We're looking for a motivated, organized, detail-oriented Client Associate to: maintain client information records educate clients on account services and ...
Client Associate
Oakbrook Terrace, IL · On-site
We're looking for a Client Associate to join our Private Wealth Management team who has a strong professional presence that can confidently represent the team, build trusted relationships, and ...
Client Associate
Oakbrook Terrace, IL · On-site
We're looking for a Client Associate to join our Private Wealth Management team who has a strong professional presence that can confidently represent the team, build trusted relationships, and ...
Client Associate
Chicago, IL · On-site
$60K - $70K/yr
Do you know how to take care of people? We're looking for a motivated, organized, detail-oriented Client Associate to: • maintain client information records • educate clients on account services ...
Client Associate
Chicago, IL · On-site
$60K - $70K/yr
Do you know how to take care of people? We're looking for a motivated, organized, detail-oriented Client Associate to: • maintain client information records • educate clients on account services ...
Registered Financial Client Associate
Wheaton, IL · On-site
$25.43 - $31.78/hr
Registered Financial Client Associate Summary: The Wheaton, Illinois branch of Benjamin F. Edwards is seeking a Registered Financial Client Associate to join our team. The Registered Financial Client ...
Quick apply
Registered Financial Client Associate
Wheaton, IL · On-site
$25.43 - $31.78/hr
Registered Financial Client Associate Summary: The Wheaton, Illinois branch of Benjamin F. Edwards is seeking a Registered Financial Client Associate to join our team. The Registered Financial Client ...
Client Associate
Chicago, IL · On-site
$70K - $76K/yr
Does financial data excite you? We're looking for a Client Associate to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • ...
Client Associate
Chicago, IL · On-site
$70K - $76K/yr
Does financial data excite you? We're looking for a Client Associate to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • ...
... for a Client Associate to join our Private Wealth Management team who has a strong professional presence that can confidently represent the team, build trusted relationships, and collaborate ...
... for a Client Associate to join our Private Wealth Management team who has a strong professional presence that can confidently represent the team, build trusted relationships, and collaborate ...
About this role: Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at ...
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About this role: Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at ...
New
Client Associate
Chicago, IL · On-site
$65K - $75K/yr
You will be responsible to: - keep management systems up to date with client information - educate clients on account services and capabilities - help with onboarding clients and servicing large ...
Client Associate
Chicago, IL · On-site
$65K - $75K/yr
You will be responsible to: - keep management systems up to date with client information - educate clients on account services and capabilities - help with onboarding clients and servicing large ...
Client Associate
Chicago, IL · Hybrid
$65K - $75K/yr
You will be responsible to: - keep management systems up to date with client information - educate clients on account services and capabilities - help with onboarding clients and servicing large ...
Client Associate
Chicago, IL · Hybrid
$65K - $75K/yr
You will be responsible to: - keep management systems up to date with client information - educate clients on account services and capabilities - help with onboarding clients and servicing large ...
Client Associate
Chicago, IL · On-site
$65K - $75K/yr
You will be responsible to: - keep management systems up to date with client information - educate clients on account services and capabilities - help with onboarding clients and servicing large ...
Client Associate
Chicago, IL · On-site
$65K - $75K/yr
You will be responsible to: - keep management systems up to date with client information - educate clients on account services and capabilities - help with onboarding clients and servicing large ...
TravisMathew Client Associate TravisMathew is a premium apparel brand that exists because we seized an opportunity--and we're inviting you to take yours. Back in 2007, we saw there weren't many ...
TravisMathew Client Associate TravisMathew is a premium apparel brand that exists because we seized an opportunity--and we're inviting you to take yours. Back in 2007, we saw there weren't many ...
A leading international law firm and top 100 Am Law firm seeks an associate to join their Private Client Practice Group. The ideal candidate must have experience in drafting standard and ...
Quick apply
A leading international law firm and top 100 Am Law firm seeks an associate to join their Private Client Practice Group. The ideal candidate must have experience in drafting standard and ...
Senior Client Associate
Rockford, IL · On-site
As a Senior Client Associate, you'll play a key role in supporting our clients and ensuring they receive exceptional service. You'll be part of a team that values collaboration, innovation, and ...
Senior Client Associate
Rockford, IL · On-site
As a Senior Client Associate, you'll play a key role in supporting our clients and ensuring they receive exceptional service. You'll be part of a team that values collaboration, innovation, and ...
Senior Client Associate
Rockford, IL · On-site
As a Senior Client Associate, you'll play a key role in supporting our clients and ensuring they receive exceptional service. You'll be part of a team that values collaboration, innovation, and ...
Senior Client Associate
Rockford, IL · On-site
As a Senior Client Associate, you'll play a key role in supporting our clients and ensuring they receive exceptional service. You'll be part of a team that values collaboration, innovation, and ...
Registered Wealth Management Client Associate
Oak Brook, IL · On-site
$26.50 - $42/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Registered Wealth Management Client Associate
Oak Brook, IL · On-site
$26.50 - $42/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Registered Wealth Management Client Associate
Great Lakes, IL · On-site
$26.50 - $42/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Registered Wealth Management Client Associate
Great Lakes, IL · On-site
$26.50 - $42/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Registered Private Wealth Client Associate
Chicago, IL · On-site
$25 - $44/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Registered Private Wealth Client Associate
Chicago, IL · On-site
$25 - $44/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Seasonal Client Associate - Old Orchard
$15 - $17.25/hr
Client Associate TravisMathew is a premium apparel brand that exists because we seized an opportunity--and we're inviting you to take yours. Back in 2007, we saw there weren't many companies whose ...
Seasonal Client Associate - Old Orchard
$15 - $17.25/hr
Client Associate TravisMathew is a premium apparel brand that exists because we seized an opportunity--and we're inviting you to take yours. Back in 2007, we saw there weren't many companies whose ...
Client Associate information
See Illinois salary details
$17.9K - $22.9K
3% of jobs
$22.9K - $28K
1% of jobs
$28K - $33K
9% of jobs
$33K - $38K
6% of jobs
$39.8K is the 25th percentile. Wages below this are outliers.
$38K - $43K
16% of jobs
$43K - $48.1K
11% of jobs
The median wage is $49.8K / yr.
$48.1K - $53.1K
11% of jobs
$53.1K - $58.1K
14% of jobs
$59.4K is the 75th percentile. Wages above this are outliers.
$58.1K - $63.1K
15% of jobs
$63.1K - $68.1K
11% of jobs
$68.1K - $73.2K
3% of jobs
$17.9K
$49.4K
$73.2K
How much do client associate jobs pay per year?
As of Jun 10, 2026, the average yearly pay for client associate in Illinois is $49,386.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,800.00 and $60,100.00 per year, depending on experience, location, and employer.
How does a Client Associate typically collaborate with other teams within a financial services firm?
Client Associates frequently work alongside financial advisors, operations staff, and compliance departments to ensure seamless client service. They may coordinate account openings, process transactions, and assist with client inquiries, requiring strong communication and organizational skills. Collaboration is often facilitated through regular meetings, shared software platforms, and cross-departmental projects, making teamwork an essential aspect of the role. Adapting to different working styles and managing multiple priorities are common challenges that Client Associates navigate in this collaborative environment.
What are Client Associates?
Client Associates are professionals who support financial advisors or client relationship managers in delivering high-quality service to clients. They handle administrative tasks, prepare account paperwork, respond to client inquiries, and help manage client accounts. Their role ensures smooth communication between clients and the firm while allowing advisors to focus on providing financial guidance. Client Associates often work in banking, wealth management, or investment firms. The position requires strong organizational, communication, and customer service skills.
What are the key skills and qualifications needed to thrive as a Client Associate, and why are they important?
To thrive as a Client Associate, you need strong organizational abilities, attention to detail, and foundational knowledge of financial products or client services, often supported by a relevant degree. Familiarity with CRM systems, financial software, and proficiency in Microsoft Office are typically required, and some firms may seek Series 7 or 63 licenses. Excellent communication, problem-solving skills, and a client-focused attitude help build trust and foster lasting client relationships. These capabilities ensure efficient client support, accurate processing of transactions, and contribute to overall client satisfaction and business success.
What is the difference between Client Associate vs Customer Service Representative?
| Aspect | Client Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles prefer finance or sales certifications | High school diploma or equivalent; customer service training often preferred |
| Work Environment | Financial institutions, investment firms, banks | Retail, call centers, service centers |
| Employer & Industry Usage | Financial services, banking, wealth management | Retail, telecommunications, hospitality |
| Common Search & Comparison Intent | Understanding roles in finance and client management | Customer support and service roles |
The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.
What are the most commonly searched types of Client jobs in Illinois? The most popular types of Client jobs in Illinois are:
What are popular job titles related to Client Associate jobs in Illinois? For Client Associate jobs in Illinois, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Illinois look for? The top searched job categories for Client Associate jobs in Illinois are:
What cities in Illinois are hiring for Client Associate jobs? Cities in Illinois with the most Client Associate job openings:
What are popular job titles related to Client Associate jobs in IL? For Client Associate jobs in IL, the most frequently searched job titles are:
UBS rating
8.8
Based on 42 frontline employees who took The Breakroom Quiz
11th of 141 rated banks
Job description
Are you skilled at developing wealth management strategies. Does financial data excite you?
We're looking for a Client Associate to:
keep management systems up-to-date with client information
educate clients on account services and capabilities
help with the preparation of reports and other materials for client meetings
collect the right documentation for opening new accounts and service requests
plan team marketing events and maintain marketing materials
provide the team with a detailed calendar of activities
About UBS
Sourced by ZipRecruiter
We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.
Industry
Securities, commodity contracts, and financial investments
Company size
10,000+ Employees
Headquarters location
Zürich, ZH, CH