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Client Associate Jobs in Elmhurst, IL (NOW HIRING)

Remprex

Night-Shift Client Service Associate

Lisle, IL

$14.25 - $19.75/hr

Night-Shift Client Service Associate The Client Service Associate performs customer transactions for all REMPREX-supported terminals at REMPREX Headquarters, located on-site in Lisle, IL. This ...

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Northern Trust

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.

Northern Trust

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.

Northern Trust

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.

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Client Associate information

See Elmhurst, IL salary details

$18.4K

$50.8K

$75.2K

How much do client associate jobs pay per year?

As of May 29, 2026, the average yearly pay for client associate in Elmhurst, IL is $50,760.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,800.00 and $61,800.00 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 job categories do people searching Client Associate jobs in Elmhurst, IL look for? The top searched job categories for Client Associate jobs in Elmhurst, IL are:
What cities near Elmhurst, IL are hiring for Client Associate jobs? Cities near Elmhurst, IL with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Elmhurst, IL as of May 2026, with employment types broken down into 1% As Needed, 73% Full Time, 18% Part Time, 1% Temporary, 6% Contract, and 1% Nights. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $50,760 per year, or $24.4 per hour.

Registered Wealth Management Client Associate - Chicago Market

Bank of America

Northbrook, IL • On-site

$26.50 - $42/hr

Full-time

PTO

Posted 29 days ago

Job description

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

  • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
  • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
  • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
  • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
  • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications:

  • FINRA Securities Industry Essentials (SIE)
  • Series 7
  • Series 66( Series 63 and 65 in lieu of 66)
  • Displaysadvanced industry knowledge and understanding ofinvestment products

Desired Qualifications:

  • Energetic individual that is self-motivated, coachable and flexible in thought
  • Enjoys a fast-paced environment with changing and evolving responsibilities
  • Detail oriented
  • Invested in personal development
  • Consistently pursues client experience excellence
  • Works quickly to fulfill client needs, delivering complex solutions
  • Frequent communication and an abundance of discretion with sensitive information
  • Microsoft Word, Excel and PowerPoint experience with Salesforce a plus
  • Professional verbal and written communication

Skills:

  • Account Management
  • Client Management
  • Customer and Client Focus
  • Issue Management
  • Oral Communications
  • Business Development
  • Client Solutions Advisory
  • Pipeline Management
  • Prioritization
  • Administrative Services
  • Emotional Intelligence
  • Referral Identification
  • Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

** For internal employees: participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.

Shift:

1st shift (United States of America)

Hours Per Week:

37.5

Pay Transparency details

US - IL - Northbrook - 1033 SKOKIE BLVD (IL3518)Pay and benefits informationPay range$26.50 - $42.00 hourly pay, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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