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

William Blair

Associate I, Client Relations

Chicago, IL · On-site

$41K - $51K/yr

... focus on client onboarding, cash management, account billing, trading (where required) and ... Provide support to Business Managers, Investment Associates, and Wealth Advisors. Participate in ...

William Blair

Associate I, Client Relations

Chicago, IL · On-site

$41K - $51K/yr

... focus on client onboarding, cash management, account billing, trading (where required) and ... Provide support to Business Managers, Investment Associates, and Wealth Advisors. Participate in ...

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 ...

Pyramid Corporation

SS-Client Service Associate

Chicago, IL · On-site

$25 - $28/hr

SS-Client Service Associate Immediate need for a talented SS-Client Service Associate. This is a 06 ... Key Responsibilities: * Assist in the coordination of client transitions activity (i.e. onboarding ...

Adlook

Client Development Associate

Chicago, IL · On-site

Client Development Associate As a Client Development Associate at Adlook, you will support the ... Lead/support onboarding: platform access, training, launch coordination, and verification of ...

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Showing results 21-40

All JobsClient Onboarding Associate JobsClient Onboarding Associate Jobs in Wheaton, IL

Client Onboarding Associate information

See Wheaton, IL salary details

$13

$25

$40

How much do client onboarding associate jobs pay per hour?

As of Aug 21, 2026, the average hourly pay for client onboarding associate in Wheaton, IL is $25.09, according to ZipRecruiter salary data. Most workers in this role earn between $19.76 and $27.64 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 job categories do people searching Client Onboarding Associate jobs in Wheaton, IL look for?

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

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

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

Client Onboarding Associate jobs near you

Client Service Associate

Geneva Search Partners, LLC

Chicago, IL • On-site

$80K - $110K/yr

Full-time

Retirement, PTO

Posted 8 days ago

Job description

We are seeking a motivated and detail-oriented Client Service Associate (CSA) to support an advisor for a growing RIA and serve as a key point of contact for clients. The ideal candidate is proactive, organized, and committed to delivering an outstanding client experience. This role is responsible for client account administration, operational support, and helping ensure the smooth day-to-day operation of the firm.


Key Responsibilities

  • Serve as a primary point of contact for client service requests and inquiries.
  • Maintain strong client relationships through timely, professional communication.
  • Assist with new account openings, account transfers, account maintenance, and required paperwork.
  • Process client requests, including distributions, contributions, beneficiary updates, and address changes.
  • Coordinate client meeting scheduling and prepare meeting materials.
  • Maintain accurate client records and documentation in CRM and custodial platforms.
  • Track and follow up on pending client service items to ensure timely completion.
  • Assist with client onboarding and account implementation processes.
  • Support compliance-related documentation and administrative requirements.
  • Work closely with the advisor to improve operational efficiency and client service processes.
  • Handle general office administration and special projects as needed.
  • Experience with alternative investment subscription documents.

Qualifications Required

  • Bachelor's degree from an accredited college or university.
  • Minimum of 2 years of Client Service Associate, Financial Services Assistant, or related experience within a financial advisory, wealth management, brokerage, or banking environment.
  • Strong organizational skills and attention to detail.
  • Excellent verbal and written communication skills.
  • Ability to manage multiple priorities and work independently in a small office environment.
  • Proficiency with Microsoft Office Suite, including Outlook, Word, and Excel.
  • Commitment to maintaining confidentiality and professionalism.

Preferred

  • Experience working with Charles Schwab Advisor Services platforms and systems.
  • CFP® certification (or progress toward obtaining the designation).
  • FINRA Series 7, 63, 65, or 66 licenses a plus.
  • Experience with financial planning software and CRM systems.
  • Knowledge of investment accounts, retirement plans, and wealth management operations.

Key Competencies

  • Client-focused mindset
  • Strong follow-through and accountability
  • Problem-solving ability
  • Professionalism and discretion
  • Attention to detail and accuracy
  • Ability to work independently in a small-team environment
  • Positive attitude and willingness to learn

Compensation & Benefits

  • Competitive salary based on experience and qualifications
  • Performance-based bonus opportunity
  • Paid time off and holidays
  • Retirement plan benefits with a match and vested day 1
  • Professional development and continuing education support for licensing
  • 90% paid medical BCBS

Take the leap with Geneva Search Partners and create meaningful career connections. If you're ready to advance your career and make a lasting impact, apply today on our website. Your journey starts here at Geneva Search Partners, LLC.