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Client Relationship Associate Jobs in Illinois (NOW HIRING)

OPENLANE

Relationship Associate

Tinley Park, IL · On-site

$24 - $26/hr

We are seeking a Relationship Associate with experience in managing accounts, analyzing data, building relationships, and working as part of a team to meet branch goals. You will be part of a small ...

AFC

Relationship Associate

Tinley Park, IL · On-site

$24 - $26/hr

We are seeking a Relationship Associate with experience in managing accounts, analyzing data, building relationships, and working as part of a team to meet branch goals. You will be part of a small ...

OPENLANE

Relationship Associate

Tinley Park, IL · On-site

$24 - $26/hr

We are seeking a Relationship Associate with experience in managing accounts, analyzing data, building relationships, and working as part of a team to meet branch goals. You will be part of a small ...

AFC

Relationship Associate

Tinley Park, IL · On-site

$24 - $26/hr

We are seeking a Relationship Associate with experience in managing accounts, analyzing data, building relationships, and working as part of a team to meet branch goals. You will be part of a small ...

Fitch Group

Client Relationship Manager

Chicago, IL · On-site

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 ...

Raymondjames

Client Relationship Manager

Naperville, IL · On-site +1

$35K - $120K/yr

... 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 Solutions

Client Relationship Manager

Chicago, IL · Hybrid

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 ...

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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 Jul 2, 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 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 does a client relations associate do?

A client relations associate manages communication and builds relationships with clients to ensure satisfaction and retention. They handle inquiries, resolve issues, and support account management using tools like CRM software, often working in a fast-paced environment. Strong communication and problem-solving skills are essential for this role.

Is a CSA job stressful?

A Client Relationship Associate (CSA) role can be stressful due to the need to manage client expectations, handle complaints, and meet performance targets. The job often requires strong communication skills, problem-solving abilities, and the ability to work under pressure, especially during busy periods or high-demand situations.

What does a customer relations associate do?

A client relationship associate manages interactions with clients to ensure satisfaction and foster long-term relationships. They handle inquiries, resolve issues, and communicate company services, often using CRM tools and maintaining professional communication skills. Their role supports customer retention and business growth.

How much does a client relationship associate make at Bank of America?

A Client Relationship Associate at Bank of America typically earns an average salary ranging from $40,000 to $55,000 annually, depending on experience and location. Compensation may also include bonuses and benefits, and the role often requires strong communication and customer service skills.

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 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 June 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.
Financial Advisory - Client Relationship Associate

Financial Advisory - Client Relationship Associate

Kestra Holdings

Lincolnshire, IL • On-site

$42K - $52K/yr

Full-time

Medical, Retirement

This job post has expired today. Applications are no longer accepted.

Job description

Lead with Purpose. Partner with Impact. As the Client Relations Associate you will report to the Director of Operations. You will support the Investment Advisor by delivering exceptional client service, managing account operations, and preparing financial materials. You will be an important member of the team in ensuring client and operational excellence. This role is designed as a development pathway toward becoming a Junior Investment Advisor, offering hands-on exposure to financial planning, portfolio management, and client relationship strategy. As part of this progression, the employee is required to take the Series 65 license exam within 120 days of employment.
What you'll Do:
  • Fills out all the necessary forms for new client onboarding
  • Interfaces with the custodian to open new accounts, updates account information
  • Completes necessary paperwork to maintain client accounts, complete service requests
  • Receive and follow up on client information and process requests, outstanding transactions (e.g. transfers) requests such as wire transfers, asset movements, and checks.
  • Works with Lead Advisors/Managing Directors to discuss, review and finalize financial planning assumptions and design decisions.
  • Works with clients, under the supervision of Lead Advisors/Managing Directors, to obtain information and prepare risk profiles and investment policy statements.
  • Coordinates the transfer of client assets to the firm during new client onboarding, working closely with the Operations Group.
  • Develops asset allocation strategies directed by the Investment Committee and the Lead Advisor/Managing Director working with the client.
  • Rebalances portfolios as directed by the Investment Committee and the Lead Advisor/Managing Director working with the client.
  • Execute trades under the supervision of Portfolio Manager
  • Assemble performance reports through Portfolio Management system
  • Maintains information in the client relationship management system (CRM) and Portfolio Management system.
  • Maintain up-to-date client files, including copies of all signed applications and forms, according to firm's Compliance requirements
  • Shows clients how to access their accounts on custodian site online and firm's client portal.
  • Ensures cost basis information is updated in custodian site
  • Answers basic questions for clients (a license may be required for some)
  • Fill out necessary forms or coordinates with client regarding alternative investments
  • Participates in all client meetings and adds value to meetings by delivering presentations, facilitating discussions, and preparing information.

What You Bring:
  • Client-first mindset with a passion for delivering exceptional service and building trusted, long-term client relationships
  • Strong understanding of investment operations and account administration, including onboarding, asset transfers, and service requests
  • Ability to manage multiple priorities with precision, ensuring accuracy, follow-through, and compliance across all client activities
  • Experience working with custodians, CRM systems, and portfolio management platforms, or the aptitude to learn systems quickly
  • Analytical skills to prepare financial materials, assist with financial planning assumptions, and support portfolio construction decisions
  • Exposure to or strong interest in financial planning, asset allocation, and portfolio management
  • Detail-oriented approach to documentation, recordkeeping, and regulatory compliance
  • Clear and professional communication skills, with the confidence to interact with clients and internal partners
  • Collaborative mindset with the ability to partner closely with Advisors, Operations, and Investment Committee members
  • Comfort participating in client meetings by preparing materials, contributing insights, and supporting presentations
  • High level of ownership and accountability-you follow tasks through to completion and proactively resolve issues
  • Commitment to professional growth, including a willingness and ability to obtain the Series 65 license within 120 days of hire
  • Desire to grow into a Junior Investment Advisor role, with curiosity, coachability, and a long-term interest in advisory excellence

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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