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Private Client Associate Jobs in Chicago, IL (NOW HIRING)

5 Legal

Private Client Associate

Chicago, IL · On-site

A leading international law firm and top 100 Am Law firm seeks an associate to join their Private Client Practice Group. The ideal candidate must have experience in drafting standard and ...

UBS

Client Associate

Chicago, IL · On-site

$70K - $76K/yr

As a Client Associate, you'll play an important role as part of a highly collaborative, Private Wealth Management Team, Peter Errett Van Nice based in Chicago, IL. Your expertise • series 7 and 66 ...

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Private Client Associate information

See Chicago, IL salary details

$29.8K

$53.5K

$97.5K

How much do private client associate jobs pay per year?

As of Jul 19, 2026, the average yearly pay for private client associate in Chicago, IL is $53,467.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,951.00 and $67,743.00 per year, depending on experience, location, and employer.

What is the role of a client associate?

A private client associate supports financial advisors by managing client accounts, preparing documentation, and assisting with client communications. They often handle administrative tasks, ensure compliance, and use financial software to maintain client records, requiring strong organizational and communication skills.

How much do private client investment associates make?

Private Client Associates typically earn between $60,000 and $120,000 annually, depending on experience, location, and firm size. Compensation may also include bonuses and benefits, especially in financial services environments that value client management and investment knowledge.

What is a CSA at Morgan Stanley's salary?

A Client Service Associate (CSA) at Morgan Stanley typically earns a base salary ranging from $50,000 to $70,000 annually, depending on experience and location. Additional compensation may include bonuses and benefits, with opportunities for advancement in client service and financial knowledge.

How does a Private Client Associate typically collaborate with financial advisors and other team members to serve clients?

Private Client Associates work closely with financial advisors, portfolio managers, and client service teams to ensure a seamless client experience. They often act as a primary point of contact for high-net-worth clients, handling account administration, preparing meeting materials, and responding to client inquiries. Collaboration is key, as they coordinate with other specialists to address complex client needs, such as investment planning or trust services. This team-oriented environment fosters professional development and provides exposure to multiple aspects of wealth management.

What is a Private Client Associate?

A Private Client Associate is a financial professional who works closely with high-net-worth individuals or families to manage their investment portfolios, provide personalized financial advice, and support their overall wealth management needs. They typically assist private client advisors or relationship managers by preparing client presentations, conducting research, and handling account administration. The role requires strong communication, organizational, and analytical skills, as well as a solid understanding of financial markets and products. Private Client Associates play a key role in ensuring clients receive tailored services and a high level of attention.

What are the key skills and qualifications needed to thrive as a Private Client Associate, and why are they important?

To thrive as a Private Client Associate, you need a solid background in finance, investment principles, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and relevant certifications such as FINRA Series 7 or 66 is highly valuable. Exceptional interpersonal skills, discretion, and attention to detail help build trust and deliver personalized service to high-net-worth clients. These competencies are crucial for maintaining client satisfaction, ensuring compliance, and supporting the firm's reputation and growth.

What does a private client associate do?

A private client associate supports wealth management teams by managing client accounts, preparing financial documents, and assisting with investment transactions. They often communicate with clients, coordinate with advisors, and use financial software to ensure smooth service delivery.
What are popular job titles related to Private Client Associate jobs in Chicago, IL? For Private Client Associate jobs in Chicago, IL, the most frequently searched job titles are:
What job categories do people searching Private Client Associate jobs in Chicago, IL look for? The top searched job categories for Private Client Associate jobs in Chicago, IL are:
What cities near Chicago, IL are hiring for Private Client Associate jobs? Cities near Chicago, IL with the most Private Client Associate job openings:
Private Client Associate jobs near you
Infographic showing various Private Client Associate job openings in Chicago, IL as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $53,467 per year, or $25.7 per hour.

Senior Private Client Associate Attorney

Aligned Talent Acquisition

Chicago, IL

$250K - $400K/yr

Full-time

Posted 10 days ago

Job description

Chicago | Hybrid

Senior Private Client Associate AttorneyAmLaw 200 OpportunityCompensation

$250,000 – $400,000+

A highly respected national law firm is seeking a Senior Private Client Associate Attorney to join its Chicago office.

This opportunity is ideal for an attorney interested in advising high-net-worth individuals, families, business owners, fiduciaries, and family offices on sophisticated estate planning, wealth transfer, tax, and trust administration matters.

Ideal Background

• 6+ years of private client, trusts & estates, or wealth planning experience gained at a sophisticated law firm

• Experience representing high-net-worth individuals, families, business owners, executives, family offices, and fiduciaries

• Experience drafting sophisticated estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, and advanced wealth transfer strategies

• Experience advising clients regarding estate, gift, generation-skipping transfer, and income tax planning

• Experience with business succession planning, charitable planning, and family wealth preservation strategies

• Experience advising trustees, executors, and beneficiaries regarding trust and estate administration

• Experience working with closely held businesses, family-owned enterprises, and complex asset structures is preferred

• Strong drafting, analytical, organizational, and client counseling skills

• Ability to independently manage sophisticated client relationships and planning matters

• Excellent academic credentials

• LL.M. in Taxation is a plus

• J.D. from an ABA-accredited law school required

• Illinois bar admission required or ability to become admitted

Why This Opportunity

Sophisticated private client and wealth planning platform

Opportunity to advise high-net-worth individuals and multi-generational families

Significant client interaction and responsibility

Exposure to advanced estate planning, tax planning, and business succession matters

Strong mentorship and partnership-track opportunities

Collaborative AmLaw 200 environment

Interested?

Aligned Talent Acquisition is currently working with firms seeking talented attorneys with this type of background.

Even if you're not actively looking or aren't sure this opportunity is the right fit, let's connect for a confidential conversation. Many attorneys find it helpful to understand what opportunities are available and how the current market compares before they begin considering a move.

I'm happy to provide additional information regarding compensation, billable expectations, partnership track, and how this opportunity compares to others currently on the market.

Confidential inquiries are always welcome.

Devney Ayers
Director of Legal Recruiting
Aligned Talent Acquisition

devney@alignedtalentacquisition.com
(216) 710-5174