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

Retail Part Time Sr. Store Associate

Gurnee, IL · On-site

$14.50 - $17.25/hr

... client satisfaction. The Sr. Store Associate will support a customer-centric environment, engagement with the local community, all while contributing to a positive culture aligned with the Office ...

Retail Part Time Sr. Store Associate

Gurnee, IL · On-site

$14.50 - $17.25/hr

... client satisfaction. The Sr. Store Associate will support a customer-centric environment, engagement with the local community, all while contributing to a positive culture aligned with the Office ...

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Senior Client Associate information

See McHenry, IL salary details

$28.5K

$73K

$130.9K

How much do senior client associate jobs pay per year?

As of Aug 30, 2026, the average yearly pay for senior client associate in McHenry, IL is $73,037.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,800.00 and $93,500.00 per year, depending on experience, location, and employer.

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 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 job categories do people searching Senior Client Associate jobs in McHenry, IL look for?

The top searched job categories for Senior Client Associate jobs in McHenry, IL are:

What cities near McHenry, IL are hiring for Senior Client Associate jobs?

Cities near McHenry, IL with the most Senior Client Associate job openings:

Infographic showing various Senior Client Associate job openings in McHenry, IL as of August 2026, with employment types broken down into 81% Full Time, 14% Part Time, 4% Contract, and 1% Nights. Highlights an 63% Physical, 3% Hybrid, and 34% Remote job distribution, with an average salary of $73,037 per year, or $35.1 per hour.

$14.25 - $19.75/hr

Full-time

Re-posted 10 days ago


Job description

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 excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.

Essential Duties and Responsibilities

  • Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
  • Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards
  • Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance
  • Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available
  • Ensure adherence to appropriate client service models
  • Manage multiple and competing priorities on a daily basis in pursuit of business objectives
  • Other responsibilities as assigned by the Senior Client Service Associate

Supervisory Responsibilities: None

Knowledge, Skills, and/or Abilities

  • Advanced computer skills (Outlook, Word, Excel and Power Point) are essential
  • Excellent communication skills, both verbally and in writing
  • Strong time management, organizational skills; able to work independently and effectively manage multiple tasks at once
  • Ability to build relationships with clients and internal partners and influence others without direct control

Education and/or Experience

  • Bachelor's degree in a business-related field preferred
  • The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Previous experience in the independent financial services culture preferred

Certificates, Licenses, Registration

Series 7 and 65/66 preferred (or ability to obtain)