We're looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports and other ...
We're looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports and other ...
Client Associate
Chicago, IL · On-site
Do you enjoy going above and beyond to ensure tasks are met and exceeded? We're looking for a Client Associate to: provide a best-in-class client experience through active communication, exceptional ...
Client Associate
Chicago, IL · On-site
Do you enjoy going above and beyond to ensure tasks are met and exceeded? We're looking for a Client Associate to: provide a best-in-class client experience through active communication, exceptional ...
Client Associate
Chicago, IL · On-site
Do you know how to take care of people? We're looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help ...
Client Associate
Chicago, IL · On-site
Do you know how to take care of people? We're looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help ...
We're looking for a Registered Client Associate to: assist financial advisors in client conversations, providing analytic information and aiming to understand the client's goals provide support for ...
We're looking for a Registered Client Associate to: assist financial advisors in client conversations, providing analytic information and aiming to understand the client's goals provide support for ...
Client Associate
Northbrook, IL · On-site
Key responsibilities We're looking for a Client Associate to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • help with the ...
Client Associate
Northbrook, IL · On-site
Key responsibilities We're looking for a Client Associate to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • help with the ...
Registered Financial Client Associate
Wheaton, IL · On-site
$25.43 - $31.78/hr
Registered Financial Client Associate Summary: The Wheaton, Illinois branch of Benjamin F. Edwards is seeking a Registered Financial Client Associate to join our team. The Registered Financial Client ...
Quick apply
Registered Financial Client Associate
Wheaton, IL · On-site
$25.43 - $31.78/hr
Registered Financial Client Associate Summary: The Wheaton, Illinois branch of Benjamin F. Edwards is seeking a Registered Financial Client Associate to join our team. The Registered Financial Client ...
Registered Client Associate
Chicago, IL · On-site
Do you enjoy going above and beyond to ensure tasks are met and exceeded? We're looking for a Registered Client Service Associate to: • provide a best-in-class client experience through active ...
Registered Client Associate
Chicago, IL · On-site
Do you enjoy going above and beyond to ensure tasks are met and exceeded? We're looking for a Registered Client Service Associate to: • provide a best-in-class client experience through active ...
Key responsibilities We're looking for a Registered Client Associate to: • assist financial advisors in client conversations, providing analytic information and aiming to understand the client ...
Key responsibilities We're looking for a Registered Client Associate to: • assist financial advisors in client conversations, providing analytic information and aiming to understand the client ...
Client Associate
Chicago, IL · On-site
As a Client Associate, you'll play an important role in partnering with the team to provide service to our clients and deliver the firm in a cohesive manner. Your skills and experience • series 7 ...
Client Associate
Chicago, IL · On-site
As a Client Associate, you'll play an important role in partnering with the team to provide service to our clients and deliver the firm in a cohesive manner. Your skills and experience • series 7 ...
Client Associate
Chicago, IL · On-site
As a Client Associate, you'll play an important role in partnering with the team to provide service to our clients and deliver the firm in a cohesive manner. Your skills and experience • series 7 ...
Client Associate
Chicago, IL · On-site
As a Client Associate, you'll play an important role in partnering with the team to provide service to our clients and deliver the firm in a cohesive manner. Your skills and experience • series 7 ...
Do you enjoy going above and beyond to ensure tasks are met and exceeded? We're looking for a Registered Client Service Associate to: provide a best-in-class client experience through active ...
Do you enjoy going above and beyond to ensure tasks are met and exceeded? We're looking for a Registered Client Service Associate to: provide a best-in-class client experience through active ...
Client Associate Oakbrook
Oak Brook, IL · On-site
The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability ...
Client Associate Oakbrook
Oak Brook, IL · On-site
The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability ...
Support a global wealth management team in delivering exceptional client service and experience Manage several tasks in a fast-paced environment, while delivering accurate and timely results Work ...
Support a global wealth management team in delivering exceptional client service and experience Manage several tasks in a fast-paced environment, while delivering accurate and timely results Work ...
maintain client information records educate clients on account services and capabilities help deliver and execute strategic initiatives to better service the clients help with the preparation of ...
maintain client information records educate clients on account services and capabilities help deliver and execute strategic initiatives to better service the clients help with the preparation of ...
maintain client information records educate clients on account services and capabilities help deliver and execute strategic initiatives to better service the clients help with the preparation of ...
maintain client information records educate clients on account services and capabilities help deliver and execute strategic initiatives to better service the clients help with the preparation of ...
Client Associate
Chicago, IL · On-site
Key responsibilities • Support a global wealth management team in delivering exceptional client service and experience • Manage several tasks in a fast-paced environment, while delivering ...
Client Associate
Chicago, IL · On-site
Key responsibilities • Support a global wealth management team in delivering exceptional client service and experience • Manage several tasks in a fast-paced environment, while delivering ...
Registered Client Associate
Chicago, IL · On-site
Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisionsat wellsfargojobs.com.
Registered Client Associate
Chicago, IL · On-site
Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisionsat wellsfargojobs.com.
Private Client Associate
Chicago, IL · On-site
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 ...
Quick apply
Private Client Associate
Chicago, IL · On-site
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 ...
Client Associate II
Chicago, IL · On-site
$59K - $77K/yr
Support client account onboarding, termination, transitions, and other lifecycle events, ensuring compliance with internal firm procedures and collaborating with all relevant stakeholders.
Client Associate II
Chicago, IL · On-site
$59K - $77K/yr
Support client account onboarding, termination, transitions, and other lifecycle events, ensuring compliance with internal firm procedures and collaborating with all relevant stakeholders.
Client Associate II
$59K - $77K/yr
Support client account onboarding, termination, transitions, and other lifecycle events, ensuring compliance with internal firm procedures and collaborating with all relevant stakeholders.
Client Associate II
$59K - $77K/yr
Support client account onboarding, termination, transitions, and other lifecycle events, ensuring compliance with internal firm procedures and collaborating with all relevant stakeholders.
Client Associate information
See Palatine, IL salary details
$18.6K - $23.8K
3% of jobs
$23.8K - $29K
1% of jobs
$29K - $34.2K
9% of jobs
$34.2K - $39.4K
6% of jobs
$41.2K is the 25th percentile. Wages below this are outliers.
$39.4K - $44.6K
16% of jobs
$44.6K - $49.8K
11% of jobs
The median wage is $51.7K / yr.
$49.8K - $55.1K
11% of jobs
$55.1K - $60.3K
14% of jobs
$61.7K is the 75th percentile. Wages above this are outliers.
$60.3K - $65.5K
15% of jobs
$65.5K - $70.7K
11% of jobs
$70.7K - $75.9K
3% of jobs
$18.6K
$51.2K
$75.9K
How much do client associate jobs pay per year?
As of Sep 2, 2026, the average yearly pay for client associate in Palatine, IL is $51,224.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,200.00 and $62,300.00 per year, depending on experience, location, and employer.
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.
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 the difference between Client Associate vs Customer Service Representative?
| Aspect | Client Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles prefer finance or sales certifications | High school diploma or equivalent; customer service training often preferred |
| Work Environment | Financial institutions, investment firms, banks | Retail, call centers, service centers |
| Employer & Industry Usage | Financial services, banking, wealth management | Retail, telecommunications, hospitality |
| Common Search & Comparison Intent | Understanding roles in finance and client management | Customer 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 Palatine, IL?
The most popular types of Client jobs in Palatine, IL are:
What job categories do people searching Client Associate jobs in Palatine, IL look for?
The top searched job categories for Client Associate jobs in Palatine, IL are:
What cities near Palatine, IL are hiring for Client Associate jobs?
Cities near Palatine, IL with the most Client Associate job openings:
Part-time
Re-posted 6 days ago
UBS rating
8.8
Based on 42 frontline employees who took The Breakroom Quiz
17th of 174 rated banks
Job description
We're looking for a Client Associate to:
keep management systems up-to-date with client information
educate clients on account services and capabilities
help with the preparation of reports and other materials for client meetings
collect the right documentation for opening new accounts and service requests
plan team marketing events and maintain marketing materials
provide the team with a detailed calendar of activities
Part-time (20 hours/week)
About UBS
Sourced by ZipRecruiter
We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.
Industry
Securities, commodity contracts, and financial investments
Company size
10,000+ Employees
Headquarters location
Zürich, ZH, CH