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Customer Relation Associate Jobs in Chicago, IL (NOW HIRING)

Associate I, Client Relations

Chicago, IL · On-site

$41K - $51K/yr

William Blair Private Wealth Management is seeking an Associate I - Client Relations to provide ... Regularly update Client Relationship Management (CRM) system. Assist with the facilitation of ...

Associate I, Client Relations

Chicago, IL · On-site

$41K - $51K/yr

William Blair Private Wealth Management is seeking an Associate I - Client Relations to provide ... Regularly update Client Relationship Management (CRM) system. Assist with the facilitation of ...

Associate I, Client Relations

Chicago, IL · On-site

$41K - $51K/yr

William Blair Private Wealth Management is seeking an Associate I - Client Relations to provide ... Regularly update Client Relationship Management (CRM) system. Assist with the facilitation of ...

Ensure good customer relations are maintained and customer claims and complaints are resolved ... Associates or Bachelor's Degree is a plus. System One, and its subsidiaries including Joulé and ...

Ensure good customer relations are maintained and customer claims and complaints are resolved ... Associates or Bachelor's Degree is a plus. System One, and its subsidiaries including Joulé and ...

Ensure good customer relations are maintained and customer claims and complaints are resolved ... Associates or Bachelor's Degree is a plus. System One, and its subsidiaries including Joulé and ...

Ensure good customer relations are maintained and customer claims and complaints are resolved ... Associates or Bachelor's Degree is a plus. System One, and its subsidiaries including Joulé and ...

Showing results 41-60

Customer Relation Associate information

See Chicago, IL salary details

$19.1K

$52.5K

$77.8K

How much do customer relation associate jobs pay per year?

As of Aug 11, 2026, the average yearly pay for customer relation associate in Chicago, IL is $52,501.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,200.00 and $63,900.00 per year, depending on experience, location, and employer.

What are some common challenges faced by customer relation associates, and how can they be addressed?

Customer Relation Associates often encounter challenges such as handling difficult customers, managing a high volume of inquiries, and ensuring clear communication across departments. To address these challenges, it’s important to stay patient, actively listen to customer concerns, and use conflict resolution skills. Collaborating closely with team members and utilizing customer relationship management (CRM) tools can help streamline communication and ensure customer issues are resolved efficiently. Ongoing training and feedback from supervisors also support continuous improvement in the role.

What are the key skills and qualifications needed to thrive as a customer relation associate?

To thrive as a Customer Relation Associate, you need strong communication skills, problem-solving abilities, and a background in customer service, often supported by a high school diploma or equivalent. Familiarity with customer relationship management (CRM) software, call center systems, and basic office applications is typically required. Active listening, patience, and a positive attitude help build rapport and resolve customer issues effectively. These skills ensure customer satisfaction, foster loyalty, and contribute to the overall success of the organization.

What is a customer relation associate?

Customer Relation Associates are professionals who interact directly with customers to address their inquiries, resolve issues, and ensure customer satisfaction. They typically handle customer communication through various channels such as phone, email, or chat, and may also process orders or provide product information. Their role is crucial in building positive relationships between the company and its clients, often serving as the first point of contact. Strong communication, problem-solving, and interpersonal skills are essential for success in this role.
What are the most commonly searched types of Customer Relation jobs in Chicago, IL? The most popular types of Customer Relation jobs in Chicago, IL are:

Associate I, Client Relations

William Blair

Chicago, IL • On-site

$41K - $51K/yr

Full-time

Re-posted 12 days ago


Job description

Investors rely on William Blair Private Wealth Management to activate their capital with purpose and precision. Our wealth advisors and their teams do this by delivering thoughtfully constructed, integrated wealth planning and by providing access to compelling investment opportunities. As one of the last true global partnerships in the investment industry, William Blair combines the world-class investment resources of a full-service global firm and the high-touch service, stability, and culture of an independent boutique. This model empowers us to be singularly focused on our clients' success across market cycles and across generations. The firm has been a well-respected provider of private wealth management since 1935 and has won several awards from Barron's and Forbes for best wealth advisors and wealth advisor teams.
William Blair Private Wealth Management is seeking an Associate I - Client Relations to provide professional client service while responding to client inquiries and requests. The qualified individual will focus on learning how to perform necessary tasks from higher level team members, review client documentation for completeness and compliance with applicable policies and regulations and apply understanding of firm products, policies, systems and current market conditions to support Wealth Advisor teams through client interactions. In addition, the selected individual will provide basic operational support to Wealth Advisors with moderate supervision.

Essential Responsibilities:

Responsibilities include but may not be limited to: 

  • Gain an understanding of the processes and procedures required for client account activity. Receive guidance from senior members on the team.    
  • Review and respond to client inquiries/service requests in a timely manner with a focus on client onboarding, cash management, account billing, trading (where required) and operational requests. 
  • Learn how to identify and communicate issues/potential problems that may require escalation. 
  • Review client account documentation to ensure all required account documentation is acquired and updated. 
  • Regularly update Client Relationship Management (CRM) system. Assist with the facilitation of maintenance/updating of clients' investment profile information. 
  • Develop an understanding of clients' needs and preferences, as well as an understanding of current market conditions and regulatory requirements. Be responsive to changes in the business and compliance environment when communicating with clients. 
  • Learn how to develop and maintain internal and external relationships focused on enhancing the client experience. Leverage internal resources to ensure the integrated delivery of client solutions. 
  • Review client information and assist in the preparation of performance reports. 
  • May attend client and prospect meetings as an integral member of the Advisor support team when deemed appropriate. 
  • Proactively leverage ideas, insight, and relationships to help facilitate new and incremental business. 
  • Provide support to Business Managers, Investment Associates, and Wealth Advisors. Participate in additional projects as requested by Advisors and/or management. 
  • Facilitate general administrative tasks, if requested by Wealth Advisor(s), including but not limited to meeting set-up and travel arrangements. 
  • Ensure work activities follow established risk controls and are in compliance with applicable rules, regulations, policies and procedures. 
  • Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness. 
  • Additional responsibilities as requested. 

Qualifications:

Bachelor's Degree or equivalent work experience required. 

1 year of experience required, with financial services industry experience preferred. 

SIE Exam, Series 7, and Series 63/65 (or 66) must be acquired within 150 days of employment. 

Client service orientation. 

Ability to organize and prioritize responsibilities and meet strict deadlines. 

Attention to detail and quality. 

Good written and verbal communication skills. 

Ability to work independently and cooperatively in a team environment. 

Ability to collaborate and build trusted relationships. 

Knowledge of applicable compliance/security industry rules and regulations. 

Experience with MS Office Suite.