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

William Blair

Associate I, Client Relations

Chicago, IL

$41K - $51K/yr

Investors rely on William Blair Private Wealth Management to activate their capital with purpose ... William Blair Private Wealth Management is seeking an Associate I - Client Relations to provide ...

Ocorian

Senior Associate | Tax

Chicago, IL · On-site

$84K - $104K/yr

Company Description Fund services / Corporate / Capital markets / Private client / Regulatory & Compliance We help clients succeed by unlocking new value through expertise, trust and scale. We ...

Ocorian

Senior Associate | Tax

Chicago, IL · Hybrid

$84K - $104K/yr

Company Description Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance We help clients succeed by unlocking new value through expertise, trust and scale. We ...

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Showing results 41-60

All JobsPrivate Client Associate JobsPrivate Client Associate Jobs in Chicago, IL

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 Aug 18, 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 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 skills and qualifications are needed to thrive as a private client associate?

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.

How does a private client associate 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.

How much does a private client associate make?

A private client associate typically earns between $50,000 and $85,000 annually, depending on experience, location, and the firm. Entry-level positions may start lower, while experienced associates or those in major financial hubs can earn higher salaries, often supplemented with bonuses and benefits.

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 August 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.

Tax Director - Private Client Services

BPM LLP

Mundelein, IL • Hybrid

$180K - $220K/yr

Full-time

Posted 6 days ago

Job description

BPM – where caring and community is in our company DNA; we are always striving to be our best selves; and we’re compelled to ask the questions that lead to innovation. As a Tax Director within PCS, you will be responsible for reviewing, analyzing, and building strategies to help develop and maintain relationships with clients throughout the tax process.
 
Position Overview:
We are seeking an experienced PCS Tax Director to join our growing team. The PCS Tax Director leads tax planning and compliance services for high-net-worth individuals, families, and closely held businesses. This role provides strategic guidance on complex tax issues, including estate, gift, and trust taxation. The director manages client relationships, ensuring exceptional service while overseeing and mentoring team members. Additionally, they collaborate with internal teams and clients to deliver tailored solutions and drive business development initiatives.
 
Note: Candidates located near a BPM office will follow a hybrid work model, with 2–3 days per week in the office.
 
 
What you get: 
Total rewards package: from flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility. 
Well-being resources: interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections.
Balance & flexibility: 14 Firm Holidays including 2 floating, Flex PTO, paid family leave, winter break, summer hours, and remote work options, so you can balance challenging yourself with taking care of yourself. 
Professional development opportunities: A learning culture with CPA exam resources and bonuses, a coach program, and live classes, workshops, and seminars through BPM University.
 
Who is successful at BPM:
·         Caring people who put others first 
·         Self-starters who embody the BPM entrepreneurial spirit 
·         Authentic individuals with a diverse point of view 
·         Lifelong learners with a drive to excel 
·         Resilient people who rise to the occasion 
We Have:
  • A unique people-centered culture that attracts the brightest and most forward-thinking accounting professionals.
  • The resources, expertise, and global capability of a Big Four accounting firm together with the responsiveness and accessibility of a local firm.
  • A regional presence in the Bay Area, while still serving our clients nationally and internationally.
  • Recognition as one of the Bay Area’s “Best Place to Work” and “No. 1 Best Large Accounting Firm to Work for” by Accounting Today.
Requirements:
  • 7 or more years’ experience in public accounting with an emphasis on Tax.
  • BS/BA degree in Accounting or related field (Masters degree a plus)
  • Licensed CPA or EA certified
  • Capability to research and oversee complex tax issues and projects with an exposure to a variety of entities and industries.
  • Able to manage multiple complex projects and deliver in a timely manner.
  • Ability and/or interest in generating and building business, delegating work and manage staff.
  • Strong analytical and problem-solving skills.
  • Excellent communication and presentation skills.
Responsibilities:
  • Provide tax compliance and consulting to a diverse base of high-net worth individuals, partnerships, and corporations.
  • Oversee complex tax research projects for a variety of clients and diverse industries.
  • Work with clients to minimize their federal, state, and local tax liability.
  • Supervise tax associates' assignments and manage the day-to-day delivery of tax consulting services to the client.
  • Develop and motivate tax seniors and associates by reviewing their work and providing them with counseling, leadership and career guidance.
  • Manage multiple engagements and deliver high quality products timely and efficiently.
  • Champion sustainable workplace practices by supporting remote-first operations, promoting paperless workflows through digital collaboration tools, participating in recycling initiatives to minimize paper use, and consistently demonstrate alignment with BPM’s values.
Pay Range - $180,000 - $220,000
The salary range provided is intended for candidates in the San Francisco Bay Area who meet the minimum requirements of the position.  Candidates who do not reside in the San Francisco Bay Area, do not meet the minimum requirements, or exceed the requirements are encouraged to apply and a recruiter will provide you with a range specific to your location and qualifications.
Wondering if you should apply?
 
At BPM we are people who value people. We are progressive and purposeful. We are a firm with flexibility. Our shared entrepreneurial spirit drives us to see and do things differently. And our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger.
 
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BPM provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
 
For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.
 
Please note - this posting is for prospective candidates only. Unsolicited third-party resume submissions will be considered property of BPM and will not be acknowledged or returned.
 
 
This position is not eligible for third-party or agency submissions. We will not accept unsolicited resumes from search firms or staffing agencies.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.