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Client Associate Jobs in Chicago, IL (NOW HIRING)

Gallagher

Client Associate

Warrenville, IL · On-site

As a Client Associate, you'll be part of a collaborative team that values your growth and development. In this role, you'll gain hands-on experience in the employee benefits sector, learning the ...

UBS

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 ...

UBS

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 ...

5 Legal

Private Client Associate

Chicago, IL

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 ...

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Client Associate information

See Chicago, IL salary details

$19.1K

$52.5K

$77.8K

How much do client associate jobs pay per year?

As of May 28, 2026, the average yearly pay for client associate in Chicago, IL is $52,542.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,200.00 and $63,900.00 per year, depending on experience, location, and employer.

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.

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 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 Chicago, IL? The most popular types of Client jobs in Chicago, IL are:
What are popular job titles related to Client Associate jobs in Chicago, IL? For Client Associate jobs in Chicago, IL, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Chicago, IL look for? The top searched job categories for Client Associate jobs in Chicago, IL are:
What cities near Chicago, IL are hiring for Client Associate jobs? Cities near Chicago, IL with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Chicago, IL as of May 2026, with employment types broken down into 87% Full Time, and 13% Part Time. Highlights an 87% In-person, and 13% Hybrid job distribution, with an average salary of $52,542 per year, or $25.3 per hour.
Registered Financial Client Associate

Registered Financial Client Associate

Benjamin F. Edwards & Co

Wheaton, IL

$25.43 - $31.78/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 9 days ago

Job description

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 Associate is a critical teammate in providing exceptional service and support to a Financial Advisor or team of Advisors and clients ensuring that all clients needs are met in a timely and efficient manner. Registered Financial Client Associates have the opportunity to shape the client experience in a way that delights those we provide service and drives trust and confidence and forging lifelong relationships.
The Registered Financial Client Associate assists the Financial Advisor (s) with minimal supervision by providing a wide variety of administrative support to maintain client accounts, including but not limited to client service, account research, completing paperwork, maintaining client notes, greeting visitors, responding to phone and email inquiries, researching and resolving questions, filing and record keeping in accordance with Compliance regulations by following policy and procedure.
Essential Duties & Responsibilities:
  • Provide client service and support related to check requests, deposits, wiring funds, record-keeping and adjustments.
  • Assist with preparing reports and materials for client meetings.
  • May participate in live meetings with the Financial Advisor (s) and their clients.
  • Provide quotes and other account-related information to assist clients.
  • Accept and enter orders from clients and/or on behalf of the Financial Advisor (s).
  • Assist Financial Advisor(s) with opening new accounts and send required account and transaction documents to clients.
  • Interacts daily on the phone and in person with clients handling basic inquiries and scheduling appointments.
  • Ensure client information and documentation is current with firm and industry requirements, rules, and regulations. Research and resolve account problems, missing documents, etc.
  • Identify errors and initiate corrective measures. Follow up and relay correct information to clients.
  • Create, prepare and review daily client reports for Financial Advisor(s).
  • Act as liaison between the Branch and Home Office for various projects and issues, such as technology needs, outside vendors, branch procedures, etc.
  • Assist Financial Advisor(s) with the prospecting of new clients through mailings and seminars.
  • Maintain files in accordance with firm and regulatory guidelines.
  • Perform various administrative tasks including but not limited to scanning and organizing documents, scheduling client meetings and calendar events, executing daily tasks and notification, preparing correspondence and assist with mailing and client requests.
  • Acts as a mentor and is a resource to other team members; assists with training as needed.
  • Perform administrative duties as required by the Financial Advisor(s) or Branch Manager.
  • Provide backup support as required to other branch support personnel.
  • Perform other related duties as assigned.
Qualifications:
  • Proficient experience with Microsoft Office Suite and ability to learn other software and technology.
  • Analyze problems and establish solutions.
  • Ability to work independently with minimal supervision and as a member of a team; collaborate with others.
  • Ability to demonstrate seasoned judgement by handling clients with a high degree of professionalism.
  • Take initiative and proactively follow up on items to ensure completion, resolve errors, answer questions and follow up on concerns.
  • Organize, prioritize and manage multiple tasks in a fast-paced, evolving environment while delivering accurate and timely results.
  • Excellent communicator (oral and written) across a wide variety of communication channels (in-person, phone and virtually); solid interpersonal skills.
  • Exercise discretion in handling confidential information.
Education and/or Work Experience:
  • Minimum Required: Bachelor's degree or equivalent work experience.
  • Minimum required: 2+ years of client service experiences in financial services experience or equivalent.
Pay Range
  • Between $25.43 to $31.78 per hour
Licenses/Registration:
  • Minimum required: Series 7 and Series 63/65 or Series 66.

Work Environment:
This position requires the ability to work in a stationary position for several hours at a time and the ability to lift up to 25 pounds, occasionally. Some filing is required. The work environment is an air-conditioned, smoke-free, office environment. This position routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets.
About Benjamin F. Edwards
If you are interested in joining a different kind of firm that truly puts the interests of its advisors and clients first, you have come to the right place. Founded in 2008 and serving more than 300 advisors with over $50 billion in assets, Edwards has the scale our advisors expect and the ability to deliver the personal touch and concierge-level service our clients deserve.
We are a firm that values our legacy of family and colleagues and cherishes an environment where all succeed through collaborative support. To us, legacy is not only about the past - it is building an experience that prepares all of us, and our clients, for the future.
We invest in our team and recognize and appreciate the value of hard work. The rewards of the job are founded in the difference you will make in the lives of our clients and extend throughout a culture that inspires you to learn, grow, and be your best. Having fun is part of the firm's mission statement.
We offer a comprehensive benefits package which includes health, dental, vision, 401(k), life insurance, disability, and paid time off.
Our client-first mission is grounded in the Golden Rule; when you join Benjamin F. Edwards you are well cared for, and we welcome all applicants with the skills, experience, and enthusiasm to do a great job regardless of race, color, religion, gender, sexual orientation, national origin, genetics, disability, age, or veteran status.
Benjamin F. Edwards is an Equal Opportunity Employer.

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