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Client Associate Jobs in Chicago, IL (NOW HIRING)

Morgan Stanley

Registered Service Associate

Chicago, IL · On-site

$35K - $90K/yr

The Registered Service Associate must have the ability to resolve problems using all available ... Exceptional writing, interpersonal and client service skills * Detail oriented with superior ...

Morgan Stanley

Registered Service Associate

Chicago, IL · On-site

$35K - $90K/yr

The Registered Service Associate must have the ability to resolve problems using all available ... Exceptional writing, interpersonal and client service skills * Detail oriented with superior ...

Investortools

Client Services Associate

Naperville, IL · On-site

$90/hr

WhatYou'llDo As a Client Services Associate,you'llimmerse yourself in the world of fixed-income investing and develop a deep understanding of howour clientsoperate.You'llstudy their business models ...

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Showing results 41-60

All JobsClient Associate JobsClient Associate Jobs in Chicago, IL

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 Jul 24, 2026, the average yearly pay for client associate in Chicago, IL is $52,501.00, 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 jobs pay 4000 a week without a degree?

A Client Associate role typically does not pay $4,000 a week without relevant experience or specialized skills. High-paying roles that can reach this level often involve sales, real estate, or financial services where commissions and bonuses are significant, but they usually require experience, certifications, or licensing. Most jobs paying this amount without a degree are in sales, entrepreneurship, or commission-based positions.

Is a client service associate a good job?

A client service associate is a role focused on assisting clients, managing accounts, and providing support within financial or service industries. It often requires strong communication skills, attention to detail, and familiarity with customer relationship management tools. The job can offer stable employment and opportunities for advancement, depending on the employer and industry.

What does a client associate do?

A client associate supports clients by managing accounts, providing information, and addressing inquiries. They often handle administrative tasks, use customer relationship management (CRM) tools, and ensure client needs are met efficiently within a financial or service environment.

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.

Is Associate the lowest position?

In many organizations, the title of Client Associate is an entry-level or junior position, but it is not necessarily the lowest role. Some companies have internships, assistants, or trainee roles that are considered lower, while others may have multiple levels of associates before reaching senior or managerial positions. Career progression often depends on experience, performance, and company structure.

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?

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 July 2026, with employment types broken down into 1% As Needed, 72% Full Time, 25% Part Time, 1% Temporary, and 1% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $52,501 per year, or $25.2 per hour.
Client Service Associate

Client Service Associate

R&R Human Resources Solutions

Northbrook, IL • Remote

$50K - $60K/yr

Other

Posted 23 days ago

Job description

Our client, Infinity Strategic Partners, a growing financial services firm located in Northbrook is seeking a strategic Client Associate team member to perform administrative and support duties. (Candidate must be located in the Chicago area and able to commute to Northbrook occasionally).

Position Overview

We are seeking a polished, detail-oriented Client Service Associate to support a team of four Financial Advisors serving a diverse group of clients.

This role offers broad exposure to client service, investment operations, and financial planning within a collaborative, relationship-driven wealth management practice. The ideal candidate is highly organized, proactive, and takes pride in being a trusted resource for both clients and advisors. This position has flexibility to work remotely the majority of the time. The Associate will be expected to come into the office periodically for team collaboration, meetings, and as needed to support the business. We offer a flexible, team-oriented work environment focused on results, collaboration, and work-life balance.

Key Responsibilities

Client Service & Relationship Management

  • Serve as a primary point of contact for client inquiries, requests, and follow-ups
  • Manage client communications, scheduling, and ongoing service needs with a high level of responsiveness
  • Coordinate meeting logistics and scheduling
  • Prepare materials for client meetings, including financial plans, reports, and agendas
  • Track and execute post-meeting action items, ensuring timely follow-through

Investment & Planning Support

  • Assist with implementation of client-approved investment and planning strategies, including servicing existing account and contracts
  • Prepare all necessary paperwork to open investment accounts and submit life and annuity applications, managing the full process from start to completion
  • Follow compliance record keeping rules related to all client activity
  • Help track key planning items such as account activity, deadlines, and required distributions

Operations & Workflow Management

  • Maintain accurate client records
  • Track deadlines and ensure all client service tasks are completed efficiently
  • Maintain CRM and financial planning systems with up-to-date client information
  • Identify opportunities to improve processes and enhance team efficiency
  • Run regular reports to assist advisors in managing their books of business
  • Support marketing initiatives, client communications and client events, 
  • Contribute to internal projects and firm-wide initiatives

Qualifications

  • Bachelor’s degree required
  • 0-2+ years of experience in wealth management, financial planning, family office, banking, tax, or investment-related roles (We will consider recent grads with internship experience)
  • Strong administrative and client service background preferred 
  • Exceptional organizational skills and attention to detail 
  • Professional, polished written and verbal communication skills 
  • Ability to manage multiple priorities and work independently in a fast-paced environment 
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint) 

Key Attributes

  • Strong sense of ownership, accountability, and follow-through
  • Positive attitude with a client-first mindset
  • High level of discretion and professionalism
  • Ability to anticipate needs and stay one step ahead
  • Team-oriented with a collaborative approach

Why This Role?

  • Join a respected, relationship-driven financial advisory practice 
  • Work alongside a positive, collaborative team supporting sophisticated clients 
  • Gain exposure to investments, financial planning, and client strategy
  • Make a meaningful impact on both clients and advisors 
  • Opportunity for long-term growth and career development

We are also open to a candidate who is interested in working 30 hours per week.

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