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 ...
Client Associate
Chicago, IL · On-site
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 and ...
Client Associate
Chicago, IL · On-site
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 and ...
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 ...
Client Associate
Chicago, IL · On-site
The Client Associate is a necessary team player, partnering to sell integrated media solutions and partnerships to clients. You will support designated Client Partners to prepare proposals, maintain ...
New
Client Associate
Chicago, IL · On-site
The Client Associate is a necessary team player, partnering to sell integrated media solutions and partnerships to clients. You will support designated Client Partners to prepare proposals, maintain ...
New
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
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 ...
Client Associate
Chicago, IL · On-site
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 ...
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
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 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 ...
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.
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 ...
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
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
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
Chicago, IL · On-site
$59 - $77/hr
Support client account onboarding, termination, transitions, and other lifecycle events, ensuring compliance with internal firm procedures and collaborating with all relevant stakeholders.
New
Client Associate II
Chicago, IL · On-site
$59 - $77/hr
Support client account onboarding, termination, transitions, and other lifecycle events, ensuring compliance with internal firm procedures and collaborating with all relevant stakeholders.
New
Client Associate information
See Saint Charles, IL salary details
$18.1K - $23.2K
3% of jobs
$23.2K - $28.2K
1% of jobs
$28.2K - $33.3K
9% of jobs
$33.3K - $38.4K
6% of jobs
$40.1K is the 25th percentile. Wages below this are outliers.
$38.4K - $43.4K
16% of jobs
$43.4K - $48.5K
11% of jobs
The median wage is $50.3K / yr.
$48.5K - $53.6K
11% of jobs
$53.6K - $58.6K
14% of jobs
$60K is the 75th percentile. Wages above this are outliers.
$58.6K - $63.7K
15% of jobs
$63.7K - $68.8K
11% of jobs
$68.8K - $73.9K
3% of jobs
$18.1K
$49.9K
$73.9K
How much do client associate jobs pay per year?
As of Sep 4, 2026, the average yearly pay for client associate in Saint Charles, IL is $49,852.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,100.00 and $60,600.00 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 Saint Charles, IL?
The most popular types of Client jobs in Saint Charles, IL are:
What job categories do people searching Client Associate jobs in Saint Charles, IL look for?
The top searched job categories for Client Associate jobs in Saint Charles, IL are:
What cities near Saint Charles, IL are hiring for Client Associate jobs?
Cities near Saint Charles, IL with the most Client Associate job openings:
Full-time
Re-posted yesterday
UBS rating
8.8
Based on 42 frontline employees who took The Breakroom Quiz
17th of 174 rated banks
Job description
Are you detail-oriented. 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 attention to detail, and quick inquiry resolution
onboard and maintain client accounts, process deposits and distributions
perform administrative duties that support daily business practices
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