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Private Client Associate Jobs in Lake Forest, IL

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

Registered Client Associate

Chicago, IL · On-site

... Client Service Associate to: • provide a best-in-class client experience through active ... The team Based in our Chicago, IL office, you'll be part of a Private Wealth Management team known ...

UBS

Client Associate

Chicago, IL · On-site

You'll be working with the Private Wealth Management Team Pfaff, Bailey, McCannon & Fuelleman Group ... As a Client Associate, you'll play an important role in partnering with the team to provide service ...

UBS

Client Associate

Chicago, IL · On-site

... Client Associate to: • maintain client information records • educate clients on account ... You'll be working with the Private Wealth Management Team Moster, McCormic Norwood Team in Chicago ...

UBS

Client Associate

Chicago, IL · On-site

You'll be working with the Private Wealth Management Team Pfaff, Bailey, McCannon & Fuelleman Group ... As a Client Associate, you'll play an important role in partnering with the team to provide service ...

Wintrust

Client Associate II

Chicago, IL · On-site

$59K - $77K/yr

Wintrust Wealth Management serves the financial needs of private clients, including high net worth ... Support client account onboarding, termination, transitions, and other lifecycle events, ensuring ...

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Private Client Associate information

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 Lake Forest, IL?

For Private Client Associate jobs in Lake Forest, IL, the most frequently searched job titles are:

What job categories do people searching Private Client Associate jobs in Lake Forest, IL look for?

The top searched job categories for Private Client Associate jobs in Lake Forest, IL are:

What cities near Lake Forest, IL are hiring for Private Client Associate jobs?

Cities near Lake Forest, IL with the most Private Client Associate job openings:

Private Client Associate jobs near you
Infographic showing various Private Client Associate job openings in Lake Forest, IL as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 13% Part Time, and 6% Contract. Highlights an 81% Physical, 3% Hybrid, and 16% Remote job distribution.

Private Client Associate

5 Legal

Chicago, IL • On-site

Full-time

Re-posted 2 days ago

Job description

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 sophisticated estate planning documents. Domestic and international estate, gift and income tax planning (including generation-skipping transfer tax planning, charitable planning and preparation of gift and estate tax returns. Excellent writing, researching, and analytical skills, along with a strong academic background and must be admitted to the Illinois bar. Tax LLM preferred.