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Client Associate Jobs in Elgin, IL (NOW HIRING)

Oliver James

Senior Client Associate

Highland Park, IL · On-site

$75K - $95K/yr

Job Summary & Introduction I'm recruiting for an established, employee-owned wealth management firm seeking a Senior Client Service Associate to join a collaborative team supporting experienced ...

Northern Trust

Registered Associate 2

Chicago, IL · On-site

$67K - $111K/yr

Onboards new client relationships through correspondence, reports, new account paperwork, and ... As subject area expert to other associates and advisors, providing comprehensive, in-depth ...

Northern Trust

Registered Associate 2

Chicago, IL · On-site

$67K - $111K/yr

Onboards new client relationships through correspondence, reports, new account paperwork, and ... expert to other associates and advisors, providing comprehensive, in-depth consulting and ...

Northern Trust

Registered Associate 2

Chicago, IL · On-site

$67K - $111K/yr

Onboards new client relationships through correspondence, reports, new account paperwork, and ... expert to other associates and advisors, providing comprehensive, in-depth consulting and ...

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Showing results 21-40

All JobsClient Associate JobsClient Associate Jobs in Elgin, IL

Client Associate information

See Elgin, IL salary details

$18.3K

$50.4K

$74.6K

How much do client associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for client associate in Elgin, IL is $50,379.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,500.00 and $61,300.00 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 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.

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 Elgin, IL? The most popular types of Client jobs in Elgin, IL are:
What job categories do people searching Client Associate jobs in Elgin, IL look for? The top searched job categories for Client Associate jobs in Elgin, IL are:
What cities near Elgin, IL are hiring for Client Associate jobs? Cities near Elgin, IL with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Elgin, IL as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 75% Physical, 3% Hybrid, and 22% Remote job distribution, with an average salary of $50,379 per year, or $24.2 per hour.

Senior Client Associate

Oliver James

Highland Park, IL • On-site

$75K - $95K/yr

Other

Posted 6 days ago

Job description

Job Summary & Introduction
I'm recruiting for an established, employee-owned wealth management firm seeking a Senior Client Service Associate to join a collaborative team supporting experienced Financial Advisors and High Net Worth clients. This is an excellent opportunity for someone who enjoys building client relationships, managing complex account activity, and serving as a trusted operational partner within a sophisticated wealth management practice.
This position offers direct exposure to High Net Worth clients, a team-oriented culture, strong long-term career growth, and a competitive compensation package.
Skills & Experience
  • Bachelor's degree required
  • 3+ years of experience supporting Financial Advisors or Wealth Management professionals
  • Experience working with High Net Worth client relationships
  • FINRA Series 7 and 66 licenses preferred
  • Experience with account opening, maintenance, and client onboarding
  • Knowledge of asset movement processing including wires, journals, and EFTs
  • Familiarity with estates and trust account administration preferred
  • Experience using CRM and wealth management technology platforms
  • Strong proficiency in Microsoft Office
  • Excellent verbal and written communication skills
  • Exceptional organizational skills with the ability to manage multiple priorities
  • Detail-oriented with a proactive, client-first mindset
  • Ability to work independently while collaborating effectively with a team
Detailed Job Description
As the primary operational support partner to a team of Financial Advisors, you will play a critical role in delivering an exceptional client experience while ensuring the efficient day-to-day administration of client relationships.
Responsibilities include coordinating client onboarding, preparing new account documentation, maintaining account records, processing asset transfers, supporting billing and reporting activities, resolving client service requests, and assisting with tax-related documentation. You will also maintain accurate client records within the firm's CRM, prepare operational documentation, review exception reports, coordinate with internal departments on compliance and operational matters, and assist with trade execution and trade corrections when appropriate.
The ideal candidate is organized, adaptable, and service-oriented with the ability to thrive in a dynamic environment supporting High Net Worth clients. Success in this role requires strong attention to detail, sound judgment, excellent communication skills, and a commitment to delivering a high level of client service.
Compensation
  • Base salary of $75,000 to $95,000, plus a cash bonus.
  • Comprehensive benefits package

If interested, please apply or email [email protected] for a confidential conversation about this opportunity.

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