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Client Associate Jobs in Round Lake, IL (NOW HIRING)

Ronald Blue Trust

Client Service Associate

Deerfield, IL · On-site

$27.40 - $33.65/hr

Manages overall client experience to ensure each connection point is tailored to the individual client and they are genuinely cared for as they interact with Blue Trust * Communicates directly with ...

Blue Trust

Client Service Associate

Deerfield, IL · On-site

$14.75 - $20.25/hr

Manages overall client experience to ensure each connection point is tailored to the individual client and they are genuinely cared for as they interact with Blue Trust * Communicates directly with ...

Ronald Blue & Co

Client Service Associate

Deerfield, IL · On-site

$14.75 - $20.25/hr

Manages overall client experience to ensure each connection point is tailored to the individual client and they are genuinely cared for as they interact with Blue Trust * Communicates directly with ...

Blue Trust Inc

Client Service Associate

Deerfield, IL · On-site

$27.40 - $33.65/hr

Manages overall client experience to ensure each connection point is tailored to the individual client and they are genuinely cared for as they interact with Blue Trust * Communicates directly with ...

UBS

Administrative Officer

Northbrook, IL · On-site

We are looking for an Administrative Officer to: • lead High Net Worth (HNW) Client Associates • team leadership and development: supervise, train, and mentor a team of client associates, driving ...

Symphony Advancement

Associate

Elkhorn, WI · On-site

$40K - $75K/yr

Role Description The Associate is a client advocate committed to zealously delivering superior customer service, anticipating client needs and working to ensure client goals are consistently met. The ...

New

Allworth Financial

Service Associate

Deerfield, IL · On-site

$60K - $70K/yr

The Service Associate - Client Support is responsible for providing exceptional administrative support to the financial advisory team and ensuring a seamless client experience. This role will focus ...

Allworth Financial

Service Associate

Riverwoods, IL · On-site

$60K - $70K/yr

The Service Associate - Client Support is responsible for providing exceptional administrative support to the financial advisory team and ensuring a seamless client experience. This role will focus ...

Allworth Financial

Service Associate

Riverwoods, IL · On-site

$60K - $70K/yr

The Service Associate - Client Support is responsible for providing exceptional administrative support to the financial advisory team and ensuring a seamless client experience. This role will focus ...

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Showing results 21-40

All JobsClient Associate JobsClient Associate Jobs in Round Lake, IL

Client Associate information

See Round Lake, IL salary details

$17.7K

$48.9K

$72.4K

How much do client associate jobs pay per year?

As of Sep 1, 2026, the average yearly pay for client associate in Round Lake, IL is $48,879.00, 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.

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 Round Lake, IL?

The most popular types of Client jobs in Round Lake, IL are:

What cities near Round Lake, IL are hiring for Client Associate jobs?

Cities near Round Lake, IL with the most Client Associate job openings:

Client Associate jobs near you
Infographic showing various Client Associate job openings in Round Lake, IL as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 14% Part Time, and 6% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $48,879 per year, or $23.5 per hour.

Financial Advisory - Client Service Associate

Lincolnshire, IL • On-site

Kestra Holdings
Finance and Insurance • 1 - 5K employees
Learn more about Kestra Holdingsexternal

Full-time

Medical, Retirement

Re-posted 20 days ago

Job description

Lead with Purpose. Partner with Impact.
Client Relations Associatewill be responsible for delivering exceptional client service, supporting advisors, and ensuring smooth day-to-day operations. This role serves as a primary point of contact for clients, helping maintain strong relationships while ensuring accuracy, responsiveness, and compliance in all client interactions.
What You'll Do:
  • Serve as a primary contact for client inquiries and service requests
  • Build and maintain strong client relationships through proactive communication
  • Assist clients with account-related questions, paperwork, and follow-ups
  • Coordinate client meetings, including preparation and post-meeting follow-up
  • Prepare and process new account applications and onboarding documentation
  • Handle account maintenance requests (transfers, distributions, beneficiary updates, etc.)
  • Monitor account activity and ensure timely execution of transactions
  • Maintain accurate client records in CRM and custodial platforms
  • Support advisors in meeting preparation, including performance reports and financial planning materials
  • Generate client reports and assist in portfolio review preparation
  • Track and follow up on outstanding client action items
  • Assist with implementation of financial plans and investment recommendations
  • Ensure all activities comply with SEC/FINRA regulations and firm policies
  • Maintain organized client files and documentation (digital and physical)
  • Assist with compliance audits, reporting, and documentation requests
  • Identify process improvement opportunities to enhance efficiency
  • Coordinate with custodians, third-party providers, and internal teams
  • Manage task workflows and deadlines to ensure timely service delivery
  • Support special projects and operational initiatives as needed

What You Bring:
  • Bachelor's degree in business, finance, or related field, or recent graduate
  • Experience in financial services, wealth management, or client service is a plus
  • Strong organizational skills and attention to detail
  • Excellent written and verbal communication skills
  • Proficiency in Microsoft Office (Excel, Word, Outlook)

Internal Application Policy:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
Benefits to support you:
  • Competitive pay and benefits with a large employer (over 1600 employees nationwide)
  • 401(k), health insurance, and a competitive benefits package
  • Work in a supportive, collaborative environment committed to professional excellence
  • Help clients navigate meaningful financial decisions with confidence
  • Opportunities for training, development, and long-term growth within the firm
  • Tuition reimbursement for qualified expenses

Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
Explore Life at Kestra
Kestra Holdings Website: https://www.kestrafinancial.com/
Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE
LinkedIn: https://www.linkedin.com/company/kestra-financial
Apply Today
Lead with purpose. Apply now and help shape the future of Kestra.
DisclosureBy applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
  • You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
  • It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

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