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Client Associate Jobs in Evanston, IL (NOW HIRING)

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 ...

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 ...

eTeam

SS-Client Service Associate

Chicago, IL · On-site

Client Service Associate Location: Chicago, IL 60606 (Onsite; might be hybrid) Duration: 12 Months (Possible extension) Client: Financial Services The Client Service Associate partners with ...

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 ...

Adlook

Client Development Associate

Chicago, IL · On-site

Client Development Associate As a Client Development Associate at Adlook, you will support the execution of digital advertising campaigns from upsell opportunities to postbuy reporting. Your role ...

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Showing results 41-60

All JobsClient Associate JobsClient Associate Jobs in Evanston, IL

Client Associate information

See Evanston, IL salary details

$17.8K

$48.9K

$72.5K

How much do client associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for client associate in Evanston, IL is $48,909.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,400.00 and $59,500.00 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 Evanston, IL? The most popular types of Client jobs in Evanston, IL are:
What job categories do people searching Client Associate jobs in Evanston, IL look for? The top searched job categories for Client Associate jobs in Evanston, IL are:
What cities near Evanston, IL are hiring for Client Associate jobs? Cities near Evanston, IL with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Evanston, IL as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 16% Part Time, and 6% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution, with an average salary of $48,909 per year, or $23.5 per hour.

Registered Client Service Associate (up to $85k, FINRA required)

CPS

Chicago, IL • On-site

$85K/yr

Other

Posted 8 days ago

Job description

Registered Client Service Associate Location: Chicago, IL (In-Office) Compensation: Up to $85,000 Our client is seeking a Registered Client Service Associate to join their growing wealth management team in Chicago. This role is ideal for a detail-oriented professional who enjoys providing exceptional client service while supporting financial advisors with day-to-day operations and account management. Responsibilities: Serve as a primary point of contact for clients, delivering exceptional service and timely follow-up. Assist advisors with opening and maintaining client accounts, processing transfers, money movements, and other account-related requests. Coordinate client paperwork, documentation, and ensure regulatory compliance. Process account maintenance, distributions, and other operational requests accurately and efficiently. Prepare meeting materials and assist with client reviews and follow-up communications. Maintain accurate client records and ensure all documentation is up to date. Collaborate with advisors and operations staff to provide a seamless client experience. Qualifications: 2+ years of experience in a client service or operations role within a wealth management, broker-dealer, or financial advisory firm. Active FINRA Series 6 or Series 7 license required; Series 65 (or ability to act under an existing advisory structure) is also acceptable. Strong understanding of investment accounts, account servicing, and financial industry regulations. Excellent organizational, communication, and multitasking skills. Proficiency with Microsoft Office; experience with CRM and custodial platforms is a plus. What You'll Receive: Competitive salary up to $85,000, based on experience. Opportunity to work alongside experienced financial advisors in a collaborative, team-oriented environment. Comprehensive benefits package and long-term career growth opportunities. #LI-KO2

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