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Client Associate Jobs in Palatine, IL (NOW HIRING)

Bartlett & Co.

Client Relationship Associate

Chicago, IL · On-site

$52 - $68/hr

Schedule and organize client meetings for Advisors and coordinate presentation and meeting materials with Client Communications Associate * Troubleshoot client issues promptly and effectively.

New

William Blair

Client Services Associate

Chicago, IL · On-site

As a Client Relationship Associate, you will play a key role in supporting and strengthening William Blair's relationships with small and mid-sized clients. You will serve as a trusted point of ...

New

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 ...

Investortools

Client Services Associate

Naperville, IL · On-site

$70K - $90K/yr

What You'll Do As a Client Services Associate, you'll immerse yourself in the world of fixed-income investing and develop a deep understanding of how our clients operate. You'll study their business ...

Adlook

Client Development Associate

Chicago, IL

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

Adlook

Client Development Associate

Chicago, IL · On-site

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

Cerity Partners

Client Relationship Associate

Chicago, IL · On-site

$60K - $75K/yr

The Client Relationship Associate is the operational engine of the Retirement Plan Consulting (RPC) practice. The CRA coordinates the delivery of services for clients and assists our consultants in ...

Ceritypartners

Client Relationship Associate

Chicago, IL

$60K - $75K/yr

The Client Relationship Associate is the operational engine of the Retirement Plan Consulting (RPC) practice. The CRA coordinates the delivery of services for clients and assists our consultants in ...

New

Adlook

Client Development Associate

Chicago, IL · On-site

$60 - $90/hr

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

Adlook

Client Development Associate

Chicago, IL · On-site

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

Adlook Limited

Client Development Associate

Chicago, IL · On-site

$70 - $100/hr

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

New

View The Space

Client Development Associate

Chicago, IL · On-site

$65 - $90/hr

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

New

Klein Tools

Client Relations Associate

Lincolnshire, IL · On-site

$42K - $52K/yr

... Client Relations Associate is responsible for responding to customer inquiries and processing customer orders. This position is also responsible for issuing return authorizations and processing ...

BCU

Assoc II, Client Services

Vernon Hills, IL · On-site

$64K - $96K/yr

Summary This client-facing role provides general operational support for the department. The Associate will interact with clients, advisors, and service providers to facilitate the smooth ...

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Showing results 41-60

All JobsClient Associate JobsClient Associate Jobs in Palatine, IL

Client Associate information

See Palatine, IL salary details

$18.6K

$51.2K

$75.9K

How much do client associate jobs pay per year?

As of Sep 3, 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?

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 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:

Client Associate jobs near you
Infographic showing various Client Associate job openings in Palatine, IL as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 15% Part Time, and 6% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution, with an average salary of $51,224 per year, or $24.6 per hour.

Client Relationship Associate

Bartlett Wealth Management

Chicago, IL • Hybrid

$41K - $51K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 29 days ago

Job description

The Client Relationship Associate (CRA) is a member of the client service team and works closely with Wealth Advisors, Financial Planners, clients, and several departments within the firm and plays a critical role in supporting client service, retention, and business growth.

Essential Functions:

  • Act as a point of contact and demonstrate a client-first attitude, addressing client inquiries and concerns.
  • Actively work to meet and anticipate the needs of the Advisors and clients they support.
  • Assist with all facets of new client onboarding process including opening accounts, client portal set up and access, and managing all related account documents between clients, advisors, and investment custodians.
  • Manage client information - regularly update client relationship management (CRM) records by maintaining client profiles, information, and activities, utilize client portal, submit, and follow up on necessary paperwork.
  • Handle all distribution and money movement requests.
  • Serve as a liaison between client, custodian, and Advisors, as well as third parties.
  • Schedule and organize client meetings for Advisors and coordinate presentation and meeting materials with Client Communications Associate
  • Troubleshoot client issues promptly and effectively.
  •  Support the preparation of client presentations and other meeting materials.
  • Utilize Bartlett's compliance software to ensure proper recordkeeping.
  • Assist with office administrative duties as needed.

Knowledge, Skills, & Abilities:

  • Collaborate with all internal departments and teams to ensure client needs are met.
  • Adhere to all regulations and policies.
  • Use extreme discretion, maintain confidentiality, and act with the utmost integrity.
  • Work well under pressure and time constraints.
  • Work independently to complete tasks in a timely and efficient manner while maintaining accuracy and attention to detail.
  • Be organized, detailed-oriented, and able to multitask and prioritize workflow in a changing work environment.
  • Communicate effectively with a wide range of people in a professional manner using tact, courtesy, and good judgment, both verbally and written.
  • Be a team player, collaborative, and able to work with and through others.

Requirements

  • Minimum of 3 - 5 years of relevant work experience, preferably in the financial services/investment management industry.
  • Associates or Bachelor's degree in business from an accredited college or university or equivalent experience is preferred.
  • Proficiency with Microsoft applications, including Outlook, Word, and Excel with advanced skills for exporting and merging information into documents and a demonstrated ability to use/learn advanced software, systems, and devices.  
  • Experience with CRM software (Practifi/Salesforce experience preferred), portfolio management platforms (Addepar experience preferred), and custodian systems (i.e., Schwab, Fidelity, Pershing).
  • Experience or familiarity with electronic document repositories, e-signature, and PDF applications (i.e., Laserfiche, DocuSign, Adobe/Nitro).
  • Proficiency in business English, composition, spelling, grammar, and punctuation and the demonstrated ability to efficiently compose and prepare correspondence and documents.

Benefits

  • A Top Workplace winning culture built on teamwork, integrity, and diligence.
  • Engaging work environment.
  • Opportunity for professional growth and development.
  • A hybrid work schedule.
  • Competitive salary and eligibility for annual firm profitability/individual performance incentive.
  • Comprehensive benefits package including medical, dental, vision, life, and long-term disability insurance, flexible spending accounts and more.
  • 401(k) plan with match and profit-sharing contribution.
  • Generous paid time off.
  • Paid parental and medical leave.

Bartlett is an Equal Opportunity Employer

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