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Client Onboarding Associate Jobs in Chicago, IL (NOW HIRING)

Wintrust Financial

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.

New

Wintrust

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.

Wintrust

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.

Wintrust

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.

eTeam

SS-Client Service Associate

Chicago, IL · On-site

Client Service Associate Location: Chicago, IL 60606 (Onsite; might be hybrid) Duration: 12 Months ... Under supervision, the role communicates with clients and focuses on supporting the onboarding of ...

Real Soft

CW-SS-Client Service Associate

Chicago, IL · On-site

The Client Service Associate partners with associates across Global Client Group to service clients ... Under supervision, the role communicates with clients and focuses on supporting the onboarding of ...

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Client Onboarding Associate information

See Chicago, IL salary details

$14

$26

$42

How much do client onboarding associate jobs pay per hour?

As of Sep 7, 2026, the average hourly pay for client onboarding associate in Chicago, IL is $26.75, according to ZipRecruiter salary data. Most workers in this role earn between $21.06 and $29.47 per hour, depending on experience, location, and employer.

What does a client onboarding associate do?

A Client Onboarding Associate is responsible for guiding new clients through the initial setup and integration process with a company’s products or services. This role involves collecting and verifying client information, ensuring all necessary documentation is completed, and coordinating with internal teams to facilitate a smooth transition. Client Onboarding Associates also address client questions, resolve any issues that may arise during onboarding, and help ensure a positive first experience. Their work is essential in building strong client relationships and setting the foundation for long-term customer satisfaction.

What are the key skills and qualifications needed to thrive as a client onboarding associate, and why are they important?

To thrive as a Client Onboarding Associate, you need strong organizational skills, attention to detail, and knowledge of client relationship management, often supported by a bachelor’s degree in business or a related field. Familiarity with CRM platforms, onboarding software, and document management systems is typically required. Exceptional communication, problem-solving abilities, and a customer-centric mindset are valuable soft skills that set top performers apart. These skills ensure a smooth onboarding experience, build client trust, and contribute to long-term client satisfaction and retention.

What are some common challenges faced by client onboarding associates during the onboarding process, and how are they typically addressed?

Client Onboarding Associates often encounter challenges such as managing tight deadlines, handling complex regulatory requirements, and coordinating between multiple internal teams and clients. To address these, Associates typically rely on strong organizational skills, clear communication, and thorough documentation. Many organizations provide structured workflows and regular training to ensure compliance and efficiency, and teamwork is encouraged to resolve issues quickly and maintain a smooth onboarding experience for clients.

What is the difference between Client Onboarding Associate vs Client Relations Specialist?

AspectClient Onboarding AssociateClient Relations Specialist
CredentialsTypically requires a bachelor's degree in business, communications, or related fieldOften requires similar degrees; certifications in customer service or relationship management are a plus
Work EnvironmentUsually works in financial services, banking, or consulting firms, focusing on new client setupWorks across industries, maintaining ongoing client relationships and satisfaction
Employer & Industry UsageCommon in finance, banking, and professional services for onboarding new clientsUsed broadly in finance, tech, and service industries for client retention

The main difference is that a Client Onboarding Associate focuses on the initial setup and integration of new clients, ensuring a smooth onboarding process. In contrast, a Client Relations Specialist manages ongoing relationships, aiming to retain clients and enhance satisfaction after onboarding.

What are the most commonly searched types of Client Onboarding jobs in Chicago, IL?

The most popular types of Client Onboarding jobs in Chicago, IL are:

What are popular job titles related to Client Onboarding Associate jobs in Chicago, IL?

For Client Onboarding Associate jobs in Chicago, IL, the most frequently searched job titles are:

What job categories do people searching Client Onboarding Associate jobs in Chicago, IL look for?

The top searched job categories for Client Onboarding Associate jobs in Chicago, IL are:

What cities near Chicago, IL are hiring for Client Onboarding Associate jobs?

Cities near Chicago, IL with the most Client Onboarding Associate job openings:

Client Onboarding Associate jobs near you
Infographic showing various Client Onboarding Associate job openings in Chicago, IL as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 13% Part Time, and 6% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $54,423 per year, or $26.2 per hour.

Senior Associate, Business Manager - Shared Services

JPMorgan Chase & Co

Chicago, IL • On-site

Full-time

Medical, Retirement

Re-posted yesterday

Key responsibilities

  • Partner with teams to understand business objectives and prepare executive presentations that communicate projections and performance trends.

  • Design management for reporting packages to communicate business results clearly and concisely.

  • Coordinate operations and deliverables with business managers, finance, project managers, and senior stakeholders.

JPMorgan Chase & Co. rating

7.9

Company rating: 7.9 out of 10

Based on 500 frontline employees who took The Breakroom Quiz

77th of 175 rated banks

Job description

The Client Onboarding & Service Finance & Business Management team is seeking a professional to support  Shared Services, who has a penchant for story-telling with financial data and a desire to be strategic and operates with a sense of urgency.

As a Senior Associate, Business Manager - Shared Services in our Client Onboarding & Service Finance & Business Management team, you will have a high impact, large remit opportunity to ensure that senior management across the Global Bank have visibility into major Client Onboarding & Service initiatives, metrics, financials, and insights. Our goal is to support business growth while playing a key role in client retention through their onboarding and servicing experience.

Job responsibilities

  • Partner with Client Onboarding & Service and Finance & Business Management to understand the business and their key objectives to be able to prepare executive presentations - ability to package and present projections and performance trends by bringing financials and data together to tell a cohesive story

  • Design management for reporting packages to communicate business results in a transparent and concise manner

  • Coordinate operations & deliverables with other business managers, finance, project managers, and senior stakeholders across the firm

  • Analyze complex data sets, assess KPI trends, and create impactful insights using statistical analysis tools to assist in strategy development

  • Partner with Client Onboarding & Service and Finance & Business Management team to budget and forecast headcount and expense 

Required qualifications, capabilities and skills

  • At least 5 years of experience in Client Onboarding & Service, project management, or finance in roles that required an advanced skillset in storytelling and context setting

  • Ability to work collaboratively; develop dynamic partnership with multiple levels of stakeholders and integrate with the business

  • Advanced presentation skills (PowerPoint and/or PitchPro) with an expectation to repurpose standard content, as well as design & build - accounts for ~50% of role

  • Intermediate Excel Skills - Proficiency in using more complex functions with an instinct for automation and visualization

  • Ability to interpret and present complex data with an advanced attention to detail and in an engaging manner 

  • Highly motivated, proactive attitude, with a natural passion to learn and an inquisitive personality

  • Excellent problem solving, resourcefulness and critical thinking skills

  • Naturally curious, with a desire to use data to promote efficiency or improve outcomes 

  • Operate with a sense of urgency and know how to prioritize accordingly

Preferred qualifications, capabilities and skills

  • Experience in Process and/or Continuous Improvement

  • Cross-Functional Leadership - Demonstrated ability to lead and collaborate effectively across diverse teams and departments

  • Dynamic Stakeholder Management - Proven expertise in building and maintaining relationships with key stakeholders, ensuring alignment and effective communication to support strategic goals and project success
     

To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. 

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