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Registered Client Associate Jobs in Naperville, IL

UBS

Registered Client Associate

Chicago, IL · On-site

Do you enjoy going above and beyond to ensure tasks are met and exceeded? We're looking for a Registered Client Service Associate to: • provide a best-in-class client experience through active ...

UBS

Client Associate

Chicago, IL · On-site

As a Client Associate, you'll play an important role in partnering with the team to provide service ... Your skills and experience • series 7 and 66 licenses (for registered CSAs only) • bachelor ...

UBS

Client Associate

Chicago, IL · On-site

... Client Associate to: • maintain client information records • educate clients on account ... Your skills and experience • series 7 and 66 licenses (for registered CSAs only) • bachelor ...

UBS

Client Associate

Chicago, IL · On-site

As a Client Associate, you'll play an important role in partnering with the team to provide service ... Your skills and experience • series 7 and 66 licenses (for registered CSAs only) • ideally 5+ ...

Northern Trust Corp

Registered Associate 2

Chicago, IL · On-site

$80 - $100/hr

## Registered Associate 2Applylocations: Chicago, ILtime type: Full timeposted on: Posted Todayjob ... Onboards new client relationships through correspondence, reports, new account paperwork, and ...

Wells Fargo

Client Associate

Schaumburg, IL · On-site

Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells ... FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing ...

New

Northern Trust

Registered Associate 2

Chicago, IL · On-site

$67K - $111K/yr

Onboards new client relationships through correspondence, reports, new account paperwork, and ... As subject area expert to other associates and advisors, providing comprehensive, in-depth ...

Northern Trust

Registered Associate 2

Chicago, IL · On-site

$67K - $111K/yr

Onboards new client relationships through correspondence, reports, new account paperwork, and ... expert to other associates and advisors, providing comprehensive, in-depth consulting and ...

Northern Trust

Registered Associate 2

Chicago, IL · On-site

$67K - $111K/yr

Onboards new client relationships through correspondence, reports, new account paperwork, and ... expert to other associates and advisors, providing comprehensive, in-depth consulting and ...

Bileddo Associates

RN Urology International

Chicago, IL · On-site

$100K - $150K/yr

RN Urology International Doha, Qatar Our client is a top 10 hospital system according to US News ... Associate degree in nursing in condition of being licensed as Registered General Nurse - In country ...

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All JobsRegistered Client Associate JobsRegistered Client Associate Jobs in Naperville, IL

Registered Client Associate information

See Naperville, IL salary details

$22.5K

$57.5K

$83.4K

How much do registered client associate jobs pay per year?

As of Sep 8, 2026, the average yearly pay for registered client associate in Naperville, IL is $57,518.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,400.00 and $73,400.00 per year, depending on experience, location, and employer.

What is a registered client associate?

A registered client associate works for a bank or similar financial institution to acquire and retain new customers. As a client associate, your job duties revolve around interacting with clients to ensure their satisfaction. This includes setting up their accounts and sharing progress with an associate or financial advisor. You play a crucial role in client service for these accounts, letting those with more robust wealth management backgrounds handle the investment aspect. In some positions, registered client associates may also provide sales support, assist in social media marketing efforts, and educate clients on new account services.

What are the key skills and qualifications needed to thrive as a registered client associate, and why are they important?

To thrive as a Registered Client Associate, you need strong financial knowledge, attention to detail, and a FINRA Series 7 and 63/66 license. Familiarity with CRM systems, financial planning software, and trading platforms is typically required. Exceptional communication, problem-solving, and organizational skills help build client trust and support the advisory team. These competencies are crucial for delivering high-quality client service, ensuring compliance, and supporting the smooth operation of financial practices.

How does a registered client associate collaborate with financial advisors and other team members on a daily basis?

As a Registered Client Associate, you will work closely with financial advisors to support client account management, process transactions, and prepare documentation for meetings. You’ll often serve as the primary point of contact for clients, addressing their inquiries and ensuring a high level of service. Collaboration with other team members, such as operations staff and compliance officers, is also common to ensure that all client activities adhere to regulatory standards and firm policies. Effective communication and multitasking are key, as you’ll juggle administrative duties alongside direct client interactions.

What does a registered client associate do?

A registered client associate supports financial advisors by handling client communications, processing transactions, and maintaining account information. They often hold securities licenses and use financial software to assist with client service and compliance tasks.
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Registered Client Associate jobs near you
Infographic showing various Registered Client Associate job openings in Naperville, IL as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 12% Part Time, and 5% Contract. Highlights an 75% Physical, 4% Hybrid, and 21% Remote job distribution, with an average salary of $57,518 per year, or $27.7 per hour.

Registered Client Associate

UBS

Chicago, IL • On-site

Full-time

Re-posted 4 days ago

UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

17th of 175 rated banks

Job description

Key responsibilities
Are you detail-oriented? Do you enjoy going above and beyond to ensure tasks are met and exceeded?
We're looking for a Registered Client Service Associate to:
• provide a best-in-class client experience through active communication, exceptional attention to detail, and quick inquiry resolution
• onboard and maintain client accounts, process deposits and distributions
• perform administrative duties that support daily business practices
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
The team
Based in our Chicago, IL office, you'll be part of a Private Wealth Management team known for building long-standing client relationships and helping provide financial security across generations. As a Registered Client Associate, you'll play an important role in delivering excellent service to clients while supporting the team's Financial Advisors.
Your skills and experience
• series 7 and 66 licenses or willingness to obtain after hire
• ideally 5 years of experience in client service, preferably within the finance sector
• bachelor's degree or equivalent, focusing on finance, communication, or business
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
Salary information
The indicative gross base salary range as a full-time equivalent role:
• United States - Illinois - Chicago min USD 55000 - max USD 75000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

What UBS employees say

Pay

Benefits

Hours and flexibility

Workplace

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About UBS

Sourced by ZipRecruiter

We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Zürich, ZH, CH

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