ZipRecruiter

Log In

1

Client Relationship Associate Jobs in Bolingbrook, IL

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 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 ...

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 ...

Capital Group

Client Relationship Team Manager

Chicago, IL · On-site

$167K - $267K/yr

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 ...

Capgroup

Client Relationship Team Manager

Chicago, IL

$167K - $267K/yr

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 ...

Northern Trust

Associate Relationship Advisor

Chicago, IL · On-site

$99K - $169K/yr

The role encompasses responsibilities for both Account Manager and Associate Relationship Advisor ... Role supports other service team client relationships by coordinating account management. Key ...

next page

Showing results 1-20

All JobsClient Relationship Associate JobsClient Relationship Associate Jobs in Bolingbrook, IL

Client Relationship Associate information

See Bolingbrook, IL salary details

$24.7K

$46.6K

$66.3K

How much do client relationship associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for client relationship associate in Bolingbrook, IL is $46,564.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,600.00 and $49,400.00 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 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 Bolingbrook, IL? The most popular types of Client Relationship jobs in Bolingbrook, IL are:
What are popular job titles related to Client Relationship Associate jobs in Bolingbrook, IL? For Client Relationship Associate jobs in Bolingbrook, IL, the most frequently searched job titles are:
What job categories do people searching Client Relationship Associate jobs in Bolingbrook, IL look for? The top searched job categories for Client Relationship Associate jobs in Bolingbrook, IL are:
What cities near Bolingbrook, IL are hiring for Client Relationship Associate jobs? Cities near Bolingbrook, IL with the most Client Relationship Associate job openings:
Client Relationship Associate jobs near you
Infographic showing various Client Relationship Associate job openings in Bolingbrook, IL as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 12% Part Time, 1% Temporary, 7% Contract, and 1% Nights. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $46,564 per year, or $22.4 per hour.

Client Relationship Associate

Bartlett Wealth Management

Chicago, IL • On-site

$41K - $51K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 6 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