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Relationship Associate Jobs in Illinois (NOW HIRING)

PNC

C&IB Associate Relationship Manager (F)

Chicago, IL · On-site

As a C&IB Associate Relationship Manager (F) within PNC's Corporate Banking organization, you will be based in Chicago, IL. Preferences: Formal Credit Training Experience with middle market and large ...

Bank of America

Relationship Manager

Chicago, IL · On-site

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...

Bank of America

Relationship Manager

Chicago, IL · On-site

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...

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All JobsRelationship Associate JobsRelationship Associate Jobs in Illinois

Relationship Associate information

See Illinois salary details

$24.2K

$45.6K

$64.9K

How much do relationship associate jobs pay per year?

As of Aug 18, 2026, the average yearly pay for relationship associate in Illinois is $45,630.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,800.00 and $48,500.00 per year, depending on experience, location, and employer.

What is a relationship associate?

Relationship Associates are professionals who manage and nurture relationships between a company and its clients or customers. They often work in industries like banking, finance, and professional services, serving as the main point of contact for clients. Their responsibilities typically include addressing client needs, providing information about products or services, and ensuring customer satisfaction. They also help identify opportunities to expand business relationships and may assist with account management and problem resolution.

What skills and qualifications are needed to thrive as a relationship associate?

To thrive as a Relationship Associate, you need a strong understanding of financial products, client relationship management, and often a bachelor’s degree in business or finance. Familiarity with CRM software, financial analysis tools, and sometimes certifications like FINRA Series 7 or 63 are commonly required. Excellent communication, active listening, and problem-solving abilities help you build trust and resolve client concerns effectively. These skills and qualifications are crucial for fostering long-term client engagement, driving business growth, and ensuring client satisfaction.

How does a relationship associate typically collaborate with other departments to support client needs?

Relationship Associates frequently work cross-functionally, partnering with teams such as credit, operations, and product specialists to deliver comprehensive solutions for clients. They act as liaisons, ensuring clear communication between internal departments and clients to resolve issues or implement new services. This collaborative environment helps Relationship Associates develop a strong understanding of different business areas and build relationships that can support their professional growth.

What are the most commonly searched types of Relationship jobs in Illinois?

The most popular types of Relationship jobs in Illinois are:

What cities in Illinois are hiring for Relationship Associate jobs?

Cities in Illinois with the most Relationship Associate job openings:

Relationship Associate jobs near you
Infographic showing various Relationship Associate job openings in Illinois as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 23% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $45,630 per year, or $21.9 per hour.

Client Relationship Associate

Bartlett Wealth Management

Chicago, IL • Hybrid

$41K - $51K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 14 days ago

Job description

The Client Relationship Associate (CRA) is a member of the client service team and works closely with Wealth Advisors, Financial Planners, clients, and several departments within the firm and plays a critical role in supporting client service, retention, and business growth.

Essential Functions:

  • Act as a point of contact and demonstrate a client-first attitude, addressing client inquiries and concerns.
  • Actively work to meet and anticipate the needs of the Advisors and clients they support.
  • Assist with all facets of new client onboarding process including opening accounts, client portal set up and access, and managing all related account documents between clients, advisors, and investment custodians.
  • Manage client information - regularly update client relationship management (CRM) records by maintaining client profiles, information, and activities, utilize client portal, submit, and follow up on necessary paperwork.
  • Handle all distribution and money movement requests.
  • Serve as a liaison between client, custodian, and Advisors, as well as third parties.
  • Schedule and organize client meetings for Advisors and coordinate presentation and meeting materials with Client Communications Associate
  • Troubleshoot client issues promptly and effectively.
  •  Support the preparation of client presentations and other meeting materials.
  • Utilize Bartlett's compliance software to ensure proper recordkeeping.
  • Assist with office administrative duties as needed.

Knowledge, Skills, & Abilities:

  • Collaborate with all internal departments and teams to ensure client needs are met.
  • Adhere to all regulations and policies.
  • Use extreme discretion, maintain confidentiality, and act with the utmost integrity.
  • Work well under pressure and time constraints.
  • Work independently to complete tasks in a timely and efficient manner while maintaining accuracy and attention to detail.
  • Be organized, detailed-oriented, and able to multitask and prioritize workflow in a changing work environment.
  • Communicate effectively with a wide range of people in a professional manner using tact, courtesy, and good judgment, both verbally and written.
  • Be a team player, collaborative, and able to work with and through others.

Requirements

  • Minimum of 3 - 5 years of relevant work experience, preferably in the financial services/investment management industry.
  • Associates or Bachelor's degree in business from an accredited college or university or equivalent experience is preferred.
  • Proficiency with Microsoft applications, including Outlook, Word, and Excel with advanced skills for exporting and merging information into documents and a demonstrated ability to use/learn advanced software, systems, and devices.  
  • Experience with CRM software (Practifi/Salesforce experience preferred), portfolio management platforms (Addepar experience preferred), and custodian systems (i.e., Schwab, Fidelity, Pershing).
  • Experience or familiarity with electronic document repositories, e-signature, and PDF applications (i.e., Laserfiche, DocuSign, Adobe/Nitro).
  • Proficiency in business English, composition, spelling, grammar, and punctuation and the demonstrated ability to efficiently compose and prepare correspondence and documents.

Benefits

  • A Top Workplace winning culture built on teamwork, integrity, and diligence.
  • Engaging work environment.
  • Opportunity for professional growth and development.
  • A hybrid work schedule.
  • Competitive salary and eligibility for annual firm profitability/individual performance incentive.
  • Comprehensive benefits package including medical, dental, vision, life, and long-term disability insurance, flexible spending accounts and more.
  • 401(k) plan with match and profit-sharing contribution.
  • Generous paid time off.
  • Paid parental and medical leave.

Bartlett is an Equal Opportunity Employer

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