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Client Associate Jobs in Carol Stream, IL (NOW HIRING)

Wells Fargo

Registered Client Associate

Chicago, IL · On-site

Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisionsat wellsfargojobs.com.

UBS

Client Associate

Chicago, IL · On-site

About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking ...

5 Legal

Private Client Associate

Chicago, IL · On-site

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 ...

Wintrust

Client Associate II

Chicago, IL

$59K - $77K/yr

Support client account onboarding, termination, transitions, and other lifecycle events, ensuring compliance with internal firm procedures and collaborating with all relevant stakeholders.

Wintrust

Client Associate II

Chicago, IL · On-site

$59K - $77K/yr

Support client account onboarding, termination, transitions, and other lifecycle events, ensuring compliance with internal firm procedures and collaborating with all relevant stakeholders.

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Showing results 21-40

All JobsClient Associate JobsClient Associate Jobs in Carol Stream, IL

Client Associate information

See Carol Stream, IL salary details

$19.1K

$52.7K

$78.1K

How much do client associate jobs pay per year?

As of Sep 2, 2026, the average yearly pay for client associate in Carol Stream, IL is $52,713.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,400.00 and $64,100.00 per year, depending on experience, location, and employer.

What is a client associate?

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?

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.

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 is the difference between Client Associate vs Customer Service Representative?

AspectClient AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer finance or sales certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, telecommunications, hospitality
Common Search & Comparison IntentUnderstanding roles in finance and client managementCustomer 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 Carol Stream, IL?

The most popular types of Client jobs in Carol Stream, IL are:

What cities near Carol Stream, IL are hiring for Client Associate jobs?

Cities near Carol Stream, IL with the most Client Associate job openings:

Client Associate jobs near you
Infographic showing various Client Associate job openings in Carol Stream, IL as of August 2026, with employment types broken down into 82% Full Time, 12% Part Time, 1% Temporary, 4% Contract, and 1% Nights. Highlights an 62% Physical, 3% Hybrid, and 35% Remote job distribution, with an average salary of $52,713 per year, or $25.3 per hour.

Client Associate

UBS - Experienced professionals - job boards

Chicago, IL • On-site

Full-time

Re-posted 29 days ago

UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

17th of 174 rated banks

Job description

maintain client information records
educate clients on account services and capabilities
help deliver and execute strategic initiatives to better service the clients
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
schedule client meetings
process business expenses

What UBS employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

UBS logo

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

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