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Client Associate Jobs in Palatine, IL (NOW HIRING)

Northern Trust

Registered Associate 2

Chicago, IL

$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 ...

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 ...

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 ...

Investortools

Client Services Associate

Naperville, IL · On-site

$90/hr

WhatYou'llDo As a Client Services Associate,you'llimmerse yourself in the world of fixed-income investing and develop a deep understanding of howour clientsoperate.You'llstudy their business models ...

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

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 ...

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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 Aug 11, 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.

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 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 Experience Associate SAFE ACT - AVP - CHICAGO

Citigroup, Inc.

Chicago, IL • On-site

$87K - $131K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 8 days ago

Citibank rating

8.3

Company rating: 8.3 out of 10

Based on 177 frontline employees who took The Breakroom Quiz

39th of 171 rated banks

Job description

This is a seasoned professional role responsible for applying in-depth disciplinary knowledge to improve processes and workflows within the Banking, Credit and Investments platform. They ensure a seamless and differentiated experience in partnership with sales teams and integrate subject matter and industry expertise, requiring a thorough understanding of how different areas coordinate to achieve overall business objectives. This individual plays a pivotal role impacting the client experience. This role requires internal collaboration partnering with sales teams, and liaising with internal partners (KYC, Account Opening and product partners) to fulfill client requests.
Responsibilities
  • Applies specialized knowledge related to onboarding in order to complete monitoring, assessment, analysis, and evaluation of processes and data, which includes identifying policy gaps, formulating recommendations, researching and interpreting information, and identifying data inconsistencies to define business issues
  • Partners with sales teams, and liaises with internal partners (KYC, Account Opening and product partners) to fulfill client requests while maintaining constant communication. Provides the highest level of customer service and teamwork.
  • Ensure all documentation is current, accurate, and complete, fulfilling requests promptly.
  • Supports clients navigating the KYC/onboarding and account opening processes while evaluating moderately complex and variable issues with substantial potential impact.
  • Demonstrates subject matter and industry expertise, and an ability to break down information systematically and influences decisions through advice, counsel, and facilitation, directly affecting team performance and supports the training and development of peers.
  • Assesses and escalates risk in business decisions, safeguarding the firm's reputation and assets (Citigroup, clients) by ensuring compliance with laws, rules, and regulations. This involves adhering to policy, applying sound ethical judgment, and escalating, managing, and transparently reporting control issues.

Qualifications
  • Experience: 5-8 years of relevant experience, with a preference for prior experience in wealth management or other financial services roles.
  • Strong analytical skills
  • Strong interpersonal skills
  • Ability to manage internal and external relationships
  • High degree of engagement and attention to detail
  • Ability to manage multiple concurrent deadlines in a dynamic environment
  • Excellent verbal and written communication skills.
  • Certifications: Requires FINRA SIE, Series 7, and Series 66 (or Series 63 & 65), or must be obtained within 150 days.

Education
  • Bachelor's/University degree or equivalent experience.
#LI-RV1
Job Family Group:
Private Client Coverage
Job Family:
Private Banker Support
Time Type:
Full time
Primary Location:
Chicago Illinois United States
Primary Location Full Time Salary Range:
$87,360.00 - $131,040.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date:
Automated Processing and AI
We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.
Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.
Illinois residents - AI Notice and Right
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.

What Citibank employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About Citigroup Inc

Sourced by ZipRecruiter

We live in an increasingly complex world. Companies these days are either born global or are going global at record speed. Business and geopolitics are forging an entirely new dynamic and consumers now expect financial services to be a seamless part of their digital lives. Citi is a bank that’s uniquely positioned for this moment. Through our vast global network and our on-the-ground expertise, we can connect the dots, anticipate change and empathize the needs of our clients and customers in ways that other banks simply cannot. Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We have set expectations for how we must act to bring our mission to life. These expectations are at the heart of our Leadership Principles – we take ownership, we deliver with pride and we succeed together.

Industry

Banking and credit intermediation

Company size

5,001 - 10,000 Employees

Headquarters location

New York City, NY, US

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