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Client Associate Jobs in Chicago, IL (NOW HIRING)

Registered Associate

Chicago, IL · On-site

$67.50K - $111.50K/yr

Registered Associate Under general supervision, the Registered Associate supports one or more ... Provide day-to-day client service, including account opening, maintenance, and trade execution.

Registered Associate

Chicago, IL

$67.50K - $111.50K/yr

Registered Associate Under general supervision, the Registered Associate supports one or more ... Provide day-to-day client service, including account opening, maintenance, and trade execution.

Client Onboarding Associate

Chicago, IL · On-site

$37K - $82.80K/yr

The Client Service Associate serves as the primary point of contact for our clients and advisors in the execution of client servicing and administrative requests by initiating or completing ...

We are hiring for the Client Service Associate position in our Chicago or Washington, D.C. office and welcome candidates to apply that live and work in one of these two locations: The Role We are ...

Associate, Client Service, Media Job Location: Chicago (Hybrid) About the team: Our media effectiveness client service team are experts in understanding the changing media landscape. They help ...

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 ...

What You'll Do As a Client Services Associate, you'll immerse yourself in the world of fixed-income investing and develop a deep understanding of how our clients operate. You'll study their business ...

Associate, Client Service, Media Job Location:Chicago (Hybrid) About the team: Our media effectiveness client service team are experts in understanding the changing media landscape. They help ...

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Showing results 1-20

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:
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 Associate

Registered Associate

Northern Trust

Chicago, IL • On-site

$67.50K - $111.50K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 21 hours ago


Northern Trust rating

7.7

Company rating: 7.7 out of 10

Based on 22 frontline employees who took The Breakroom Quiz


Job description

About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Registered Associate
Under general supervision, the Registered Associate supports one or more Financial Advisors by managing day-to-day client service and account administration.
Key Responsibilities
  • Provide day-to-day client service, including account opening, maintenance, and trade execution.
  • Onboard new client relationships by coordinating correspondence, reports, new account documentation, and advisory agreements.
  • Support Financial Advisor(s) in gathering information and evaluating investment objectives, considering risk tolerance, income needs, and market conditions.
  • Build strong relationships with clients, Financial Advisors, and internal/external partners through proactive, responsive service.
  • Partner with internal teams (e.g., Sales, Operations, Management, Relationship Managers) to address client needs and resolve issues.
  • Maintain accurate and complete client information in the Client Relationship Management (CRM) system.
  • Organize and retain client records in accordance with firm policies and industry/regulatory requirements.
  • Serve as a subject-matter resource for associates and advisors by providing guidance, consulting support, and on-the-job coaching as needed.

Qualifications
  • College or university degree preferred.
  • FINRA Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 required (or ability to obtain within 90 days).
  • 2+ years in a client-facing service role within brokerage, investment advisory, or financial services preferred.
  • Strong analytical, verbal, and written communication skills.
  • Thorough knowledge of investment products (e.g., stocks, bonds, mutual funds, options).
  • Strong organizational skills with the ability to prioritize and manage multiple requests.
  • Technical proficiency and systems knowledge (e.g., Microsoft Office, Wealthscape, Morningstar Analytics, Thomson ONE).
  • Ability to serve as a resource to colleagues by providing informal guidance and training.

In Office
This is an office-based position; duties and responsibilities must be performed onsite.
#LI-LG1
Salary Range:
$67,500 - 111,500 USD
Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.

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