ZipRecruiter

Log In

1

Client Associate Jobs in Mount Prospect, IL (NOW HIRING)

UBS

Client Associate

Chicago, IL · On-site

$60K - $70K/yr

Do you know how to take care of people? We're looking for a motivated, organized, detail-oriented Client Associate to: • maintain client information records • educate clients on account services ...

UBS

Client Associate

Chicago, IL · On-site

$70K - $76K/yr

Does financial data excite you? We're looking for a Client Associate to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • ...

UBS

Client Associate

Oakbrook Terrace, IL

... for a Client Associate to join our Private Wealth Management team who has a strong professional presence that can confidently represent the team, build trusted relationships, and collaborate ...

Wells Fargo

Client Associate

Chicago, IL

About this role: Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at ...

New

UBS

Client Associate

Chicago, IL · On-site

$65K - $75K/yr

You will be responsible to: - keep management systems up to date with client information - educate clients on account services and capabilities - help with onboarding clients and servicing large ...

UBS

Client Associate

Chicago, IL · Hybrid

$65K - $75K/yr

You will be responsible to: - keep management systems up to date with client information - educate clients on account services and capabilities - help with onboarding clients and servicing large ...

5 Legal

Private Client Associate

Chicago, IL

A leading international law firm and top 100 Am Law firm seeks an associate to join their Private Client Practice Group. The ideal candidate must have experience in drafting standard and ...

next page

Showing results 1-20

People also search for

All JobsClient Associate JobsClient Associate Jobs in Mount Prospect, IL

Client Associate information

See Mount Prospect, IL salary details

$18.4K

$50.6K

$75K

How much do client associate jobs pay per year?

As of Jun 10, 2026, the average yearly pay for client associate in Mount Prospect, IL is $50,633.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,700.00 and $61,600.00 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 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 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 Mount Prospect, IL? The most popular types of Client jobs in Mount Prospect, IL are:
What are popular job titles related to Client Associate jobs in Mount Prospect, IL? For Client Associate jobs in Mount Prospect, IL, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Mount Prospect, IL look for? The top searched job categories for Client Associate jobs in Mount Prospect, IL are:
What cities near Mount Prospect, IL are hiring for Client Associate jobs? Cities near Mount Prospect, IL with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Mount Prospect, IL as of June 2026, with employment types broken down into 83% Full Time, 16% Part Time, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $50,633 per year, or $24.3 per hour.