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

Oliver James

Senior Client Associate

Highland Park, IL · On-site

$75K - $95K/yr

Job Summary & Introduction I'm recruiting for an established, employee-owned wealth management firm seeking a Senior Client Service Associate to join a collaborative team supporting experienced ...

New

Kestra Financial

Client Service Associate

Schaumburg, IL · On-site

$14.25 - $19.75/hr

Client Service Associate Summary The Client Service Associate reports to the Senior Client Service Associate and is critical to appropriately leveraging Advisors' time. This position utilizes ...

Kestra Financial

Client Service Associate

Chicago, IL · On-site

$15 - $20.50/hr

Client Service Associate Summary The Client Service Associate reports to the Senior Client Service Associate and is critical to appropriately leveraging Advisors' time. This position utilizes ...

Ensono

Client Partner

Downers Grove, IL · On-site

Cultivate and grow senior client relationships as an advisor by designing solutions, conducting ... Build a supportive environment and a motivated team to increase associate satisfaction and minimize ...

Ensono

Client Partner

Downers Grove, IL

Cultivate and grow senior client relationships as an advisor by designing solutions, conducting ... Build a supportive environment and a motivated team to increase associate satisfaction and minimize ...

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All JobsClient Associate JobsSenior Client Associate JobsSenior Client Associate Jobs in Chicago, IL

Senior Client Associate information

See Chicago, IL salary details

$29.9K

$76.5K

$137.1K

How much do senior client associate jobs pay per year?

As of Aug 7, 2026, the average yearly pay for senior client associate in Chicago, IL is $76,495.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,900.00 and $97,900.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the senior client associate position, and why are they important?

To thrive as a Senior Client Associate, you need expertise in client relationship management, account servicing, and financial or professional services experience, often supported by a relevant degree. Familiarity with CRM software, portfolio management tools, and industry-specific regulatory platforms is typically required. Excellent communication, attention to detail, and problem-solving abilities are highly valued soft skills for this role. These competencies are crucial for building client trust, efficiently managing complex client needs, and contributing to overall team success.

What is a senior client associate?

A Senior Client Associate is a professional who supports client relations, manages account activities, and ensures exceptional service delivery. They often work in finance, consulting, or professional services, assisting with client inquiries, preparing reports, and coordinating projects. With a strong focus on relationship management, they help maintain and grow client accounts while collaborating with internal teams. Strong communication, problem-solving, and organizational skills are essential for success in this role.

What are the common responsibilities of a senior client associate on a day-to-day basis?

As a Senior Client Associate, your daily responsibilities typically include managing client accounts, responding to client inquiries, coordinating with internal teams to ensure seamless service delivery, and handling transactions or documentation. You may be responsible for preparing reports, supporting client onboarding processes, and identifying opportunities to enhance client satisfaction. Collaboration with financial advisors, operations staff, or other associates is common, allowing you to play a key role in delivering a high-quality client experience. This role often involves juggling multiple priorities and maintaining strong organizational skills to meet client and business goals.

What are popular job titles related to Senior Client Associate jobs in Chicago, IL? For Senior Client Associate jobs in Chicago, IL, the most frequently searched job titles are:
What job categories do people searching Senior Client Associate jobs in Chicago, IL look for? The top searched job categories for Senior Client Associate jobs in Chicago, IL are:
What cities near Chicago, IL are hiring for Senior Client Associate jobs? Cities near Chicago, IL with the most Senior Client Associate job openings:
Senior Client Associate jobs near you
Infographic showing various Senior Client Associate job openings in Chicago, IL as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 12% Part Time, and 6% Contract. Highlights an 78% Physical, 3% Hybrid, and 19% Remote job distribution, with an average salary of $76,495 per year, or $36.8 per hour.

Senior Client Associate

Oliver James

Highland Park, IL • On-site

$75K - $95K/yr

Other

Posted yesterday

New

Job description

Job Summary & Introduction
I'm recruiting for an established, employee-owned wealth management firm seeking a Senior Client Service Associate to join a collaborative team supporting experienced Financial Advisors and High Net Worth clients. This is an excellent opportunity for someone who enjoys building client relationships, managing complex account activity, and serving as a trusted operational partner within a sophisticated wealth management practice.
This position offers direct exposure to High Net Worth clients, a team-oriented culture, strong long-term career growth, and a competitive compensation package.
Skills & Experience
  • Bachelor's degree required
  • 3+ years of experience supporting Financial Advisors or Wealth Management professionals
  • Experience working with High Net Worth client relationships
  • FINRA Series 7 and 66 licenses preferred
  • Experience with account opening, maintenance, and client onboarding
  • Knowledge of asset movement processing including wires, journals, and EFTs
  • Familiarity with estates and trust account administration preferred
  • Experience using CRM and wealth management technology platforms
  • Strong proficiency in Microsoft Office
  • Excellent verbal and written communication skills
  • Exceptional organizational skills with the ability to manage multiple priorities
  • Detail-oriented with a proactive, client-first mindset
  • Ability to work independently while collaborating effectively with a team
Detailed Job Description
As the primary operational support partner to a team of Financial Advisors, you will play a critical role in delivering an exceptional client experience while ensuring the efficient day-to-day administration of client relationships.
Responsibilities include coordinating client onboarding, preparing new account documentation, maintaining account records, processing asset transfers, supporting billing and reporting activities, resolving client service requests, and assisting with tax-related documentation. You will also maintain accurate client records within the firm's CRM, prepare operational documentation, review exception reports, coordinate with internal departments on compliance and operational matters, and assist with trade execution and trade corrections when appropriate.
The ideal candidate is organized, adaptable, and service-oriented with the ability to thrive in a dynamic environment supporting High Net Worth clients. Success in this role requires strong attention to detail, sound judgment, excellent communication skills, and a commitment to delivering a high level of client service.
Compensation
  • Base salary of $75,000 to $95,000, plus a cash bonus.
  • Comprehensive benefits package

If interested, please apply or email [email protected] for a confidential conversation about this opportunity.

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