ZipRecruiter

Log In

1

Private Client Associate Jobs in Rolling Meadows, IL

5 Legal

Private Client Associate

Chicago, IL

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

$55K - $75K/yr

Your team You'll be working as part of Private Wealth Management in our Chicago, IL office. We help ... As a Client Associate, you'll play an important role providing excellent service to our clients and ...

UBS

Registered Client Associate

Chicago, IL · On-site

$55K - $75K/yr

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

next page

Showing results 1-20

All JobsPrivate Client Associate JobsPrivate Client Associate Jobs in Rolling Meadows, IL

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 cities near Rolling Meadows, IL are hiring for Private Client Associate jobs?

Cities near Rolling Meadows, IL with the most Private Client Associate job openings:

Private Client Associate jobs near you
Infographic showing various Private Client Associate job openings in Rolling Meadows, IL as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Private Client Associate

5 Legal

Chicago, IL

Full-time

Re-posted 11 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.