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Client Relationship Associate Jobs in Illinois (NOW HIRING)

Bartlett Wealth Management

Client Relationship Associate

Chicago, IL · Hybrid

$41K - $51K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Client Relationship Associate (CRA) is a member of the client service team and works closely with Wealth Advisors, Financial Planners, clients, and several departments within the firm and plays a ...

Bartlett Wealth Management

Client Relationship Associate

Chicago, IL · On-site

$41K - $51K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Client Relationship Associate (CRA) is a member of the client service team and works closely with Wealth Advisors, Financial Planners, clients, and several departments within the firm and plays a ...

Bartlett Wealth Management

Client Relationship Associate

Chicago, IL · On-site

$41K - $51K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Client Relationship Associate (CRA) is a member of the client service team and works closely with Wealth Advisors, Financial Planners, clients, and several departments within the firm and plays a ...

Bartlett Wealth Management

Client Relationship Associate

Chicago, IL · On-site

$41K - $51K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Client Relationship Associate (CRA) is a member of the client service team and works closely with Wealth Advisors, Financial Planners, clients, and several departments within the firm and plays a ...

Raymond James

Registered Client Relationship Associate

Chicago, IL · On-site

$55K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Registered Client Service Associate Raymond James is seeking a dynamic Registered Client Service ... Client Relationship Management (CRM) software, or similar contact management software. * Goal ...

Raymondjames

Client Relationship Manager

Naperville, IL · On-site +1

$35K - $120K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... a dynamic Client Relationship Manager who is a motivated, detail oriented and creative problem ... At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver ...

Fitch Group

Client Relationship Manager

Chicago, IL · On-site

  • Retirement

Fitch Learning is seeking an Associate Director, Sales & Business Development based in our Chicago ... This role is focused on sales by developing strategic client relationships, generating new business ...

Fitch Solutions

Client Relationship Manager

Chicago, IL · Hybrid

  • Retirement

Fitch Learning is seeking an Associate Director, Sales & Business Development based in our Chicago ... This role is focused on sales by developing strategic client relationships, generating new business ...

FlexTG

Client Relationship Manager

Chicago, IL · On-site

  • PTO

FTG is looking for a Client Relationship Manager who will work with existing customers to foster ... associates. The Company does not unlawfully discriminate on the basis of race, color, creed ...

FlexTG

Client Relationship Manager

Chicago, IL · On-site

$55K - $65K/yr

  • PTO

FTG is looking for a Client Relationship Manager who will work with existing customers to foster ... associates. The Company does not unlawfully discriminate on the basis of race, color, creed ...

FlexTG

Client Relationship Manager

Chicago, IL · On-site

$55K - $65K/yr

  • PTO

FTG is looking for a Client Relationship Manager who will work with existing customers to foster ... associates. The Company does not unlawfully discriminate on the basis of race, color, creed ...

Accenture

Client Relationship Marketing Associate Director

Chicago, IL · On-site

$41K - $51K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Client Relationship Marketing Associate Director for a large, Communications, Media and Technology (CMT) account, is part of our cross-market CMT marketing team. The role is designed to lead ...

Capgroup

Client Relationship Team Manager

Chicago, IL · On-site

$167K - $267K/yr

  • Medical

  • Life

  • Retirement

We believe that belonging leads to better outcomes and a stronger community of associates united by ... Client Relationship Team Manager at Capital Group." You will lead a high-performing Client ...

Capital Group

Client Relationship Team Manager

Chicago, IL · On-site

$167K - $267K/yr

  • Medical

  • Life

  • Retirement

We believe that belonging leads to better outcomes and a stronger community of associates united by ... Client Relationship Team Manager at Capital Group." You will lead a high-performing Client ...

Morgan Stanley

Registered Client Relationship Analyst

Chicago, IL · On-site

$31K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support ... Through regular interactions with clients, individuals in this role build trusted relationships.

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Showing results 1-20

All JobsClient Relationship Associate JobsClient Relationship Associate Jobs in Illinois

Client Relationship Associate information

See Illinois salary details

$24.2K

$45.6K

$64.9K

How much do client relationship associate jobs pay per year?

As of Aug 20, 2026, the average yearly pay for client relationship associate in Illinois is $45,630.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,800.00 and $48,500.00 per year, depending on experience, location, and employer.

What does a client relationship associate do?

A Client Relationship Associate is responsible for building and maintaining positive relationships with clients on behalf of a company. They serve as a key point of contact, addressing client inquiries, resolving issues, and ensuring a high level of customer satisfaction. Their role often involves coordinating with internal teams to meet client needs, providing updates, and identifying opportunities to strengthen client relationships. Effective communication, problem-solving skills, and a customer-focused mindset are essential for success in this position.

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

To thrive as a Client Relationship Associate, you need strong interpersonal skills, a customer service mindset, and typically a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is often required. Outstanding communication, problem-solving abilities, and attention to detail help you build trust and effectively address client needs. These skills are vital for maintaining client satisfaction, ensuring retention, and supporting business growth.

How does a client relationship associate typically collaborate with other departments to ensure client satisfaction?

Client Relationship Associates frequently work with teams such as sales, account management, and customer support to deliver a seamless client experience. They often act as the main point of contact for clients, relaying feedback and requests to appropriate internal teams. This requires clear communication, prompt follow-up, and a proactive approach to resolving any issues. Building strong internal relationships helps them advocate effectively for client needs and ensures that clients receive timely, accurate information.

What skills are needed for a client relationship associate?

A client relationship associate needs strong communication and interpersonal skills to build and maintain client trust. They should have good organizational abilities, problem-solving skills, and proficiency with customer relationship management (CRM) software. Attention to detail and the ability to handle multiple tasks are also important for success in this role.

What are the most commonly searched types of Client Relationship jobs in Illinois?

The most popular types of Client Relationship jobs in Illinois are:

What are popular job titles related to Client Relationship Associate jobs in Illinois?

For Client Relationship Associate jobs in Illinois, the most frequently searched job titles are:

What job categories do people searching Client Relationship Associate jobs in Illinois look for?

The top searched job categories for Client Relationship Associate jobs in Illinois are:

What cities in Illinois are hiring for Client Relationship Associate jobs?

Cities in Illinois with the most Client Relationship Associate job openings:

Client Relationship Associate jobs near you
Infographic showing various Client Relationship Associate job openings in Illinois as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $45,630 per year, or $21.9 per hour.

Client Relationship Associate

Bartlett Wealth Management

Chicago, IL • Hybrid

$41K - $51K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 15 days ago

Job description

The Client Relationship Associate (CRA) is a member of the client service team and works closely with Wealth Advisors, Financial Planners, clients, and several departments within the firm and plays a critical role in supporting client service, retention, and business growth.

Essential Functions:

  • Act as a point of contact and demonstrate a client-first attitude, addressing client inquiries and concerns.
  • Actively work to meet and anticipate the needs of the Advisors and clients they support.
  • Assist with all facets of new client onboarding process including opening accounts, client portal set up and access, and managing all related account documents between clients, advisors, and investment custodians.
  • Manage client information - regularly update client relationship management (CRM) records by maintaining client profiles, information, and activities, utilize client portal, submit, and follow up on necessary paperwork.
  • Handle all distribution and money movement requests.
  • Serve as a liaison between client, custodian, and Advisors, as well as third parties.
  • Schedule and organize client meetings for Advisors and coordinate presentation and meeting materials with Client Communications Associate
  • Troubleshoot client issues promptly and effectively.
  •  Support the preparation of client presentations and other meeting materials.
  • Utilize Bartlett's compliance software to ensure proper recordkeeping.
  • Assist with office administrative duties as needed.

Knowledge, Skills, & Abilities:

  • Collaborate with all internal departments and teams to ensure client needs are met.
  • Adhere to all regulations and policies.
  • Use extreme discretion, maintain confidentiality, and act with the utmost integrity.
  • Work well under pressure and time constraints.
  • Work independently to complete tasks in a timely and efficient manner while maintaining accuracy and attention to detail.
  • Be organized, detailed-oriented, and able to multitask and prioritize workflow in a changing work environment.
  • Communicate effectively with a wide range of people in a professional manner using tact, courtesy, and good judgment, both verbally and written.
  • Be a team player, collaborative, and able to work with and through others.

Requirements

  • Minimum of 3 - 5 years of relevant work experience, preferably in the financial services/investment management industry.
  • Associates or Bachelor's degree in business from an accredited college or university or equivalent experience is preferred.
  • Proficiency with Microsoft applications, including Outlook, Word, and Excel with advanced skills for exporting and merging information into documents and a demonstrated ability to use/learn advanced software, systems, and devices.  
  • Experience with CRM software (Practifi/Salesforce experience preferred), portfolio management platforms (Addepar experience preferred), and custodian systems (i.e., Schwab, Fidelity, Pershing).
  • Experience or familiarity with electronic document repositories, e-signature, and PDF applications (i.e., Laserfiche, DocuSign, Adobe/Nitro).
  • Proficiency in business English, composition, spelling, grammar, and punctuation and the demonstrated ability to efficiently compose and prepare correspondence and documents.

Benefits

  • A Top Workplace winning culture built on teamwork, integrity, and diligence.
  • Engaging work environment.
  • Opportunity for professional growth and development.
  • A hybrid work schedule.
  • Competitive salary and eligibility for annual firm profitability/individual performance incentive.
  • Comprehensive benefits package including medical, dental, vision, life, and long-term disability insurance, flexible spending accounts and more.
  • 401(k) plan with match and profit-sharing contribution.
  • Generous paid time off.
  • Paid parental and medical leave.

Bartlett is an Equal Opportunity Employer

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