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Wealth Management Client Associate Jobs in Illinois

Bank of America

Wealth Management Specialist

Chicago, IL

$30 - $45/hr

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 ...

New

UBS

Client Associate

Northbrook, IL · On-site

Your team You'll be working with a team in the Northbrook office as part of Wealth Management ... As a Client Associate, you'll play an important role in team efficiency and relationship management.

UBS

Client Associate

Northbrook, IL · On-site

$65K - $85K/yr

The team You'll be working with a team in the Northbrook office as part of Wealth Management ... As a Client Associate, you'll play an important role in team efficiency and relationship management.

UBS

Client Associate

Chicago, IL · On-site

$55K - $75K/yr

The 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 ... The team Based in our Chicago, IL office, you'll be part of a Private Wealth Management team known ...

Bank of America

Wealth Planner - EGP

Oak Brook, IL · On-site

$54K - $74K/yr

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

Wealth Planner - EGP

Great Lakes, IL · On-site

$52K - $71K/yr

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 ...

Morgan Stanley

Wealth Management Associate

Chicago, IL · On-site

The Wealth Management Associate is often the first point of contact with clients on a broad array ... Client Support: * Establishes and cultivates trusting relationships with new and existing clients ...

Morgan Stanley

Wealth Management Associate

Chicago, IL · On-site

The Wealth Management Associate is often the first point of contact with clients on a broad array ... Client Support: * Establishes and cultivates trusting relationships with new and existing clients ...

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All JobsWealth Management Client Associate JobsWealth Management Client Associate Jobs in Illinois

Wealth Management Client Associate information

See Illinois salary details

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How much do wealth management client associate jobs pay per hour?

As of Aug 24, 2026, the average hourly pay for wealth management client associate in Illinois is $21.71, according to ZipRecruiter salary data. Most workers in this role earn between $16.54 and $24.23 per hour, depending on experience, location, and employer.

What is a wealth management client associate?

Wealth Management Client Associates are professionals who support financial advisors and wealth managers in providing services to clients. Their responsibilities typically include handling account administration, preparing client reports, responding to client inquiries, and assisting with transactions. They play a crucial role in ensuring smooth communication between clients and the advisory team, helping to deliver a high level of client service. Client Associates are often the first point of contact for clients and help facilitate the day-to-day operations within a wealth management firm.

How does a wealth management client associate collaborate with financial advisors and clients on a daily basis?

Wealth Management Client Associates play a key role in supporting financial advisors by preparing client reports, managing account documentation, and responding to client inquiries. They often act as the first point of contact for clients, ensuring their needs are addressed promptly and professionally. Daily, they collaborate closely with advisors to coordinate meetings, track client portfolios, and facilitate communication between clients and the broader wealth management team. This teamwork helps ensure a high level of client satisfaction and smooth workflow within the office.

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

To thrive as a Wealth Management Client Associate, you need a solid understanding of financial products, investment principles, and client service, typically supported by a bachelor’s degree in finance or a related field. Familiarity with CRM platforms, portfolio management tools, and, in some cases, securities licenses such as the Series 7 and 66 are commonly required. Superior organizational skills, attention to detail, and strong interpersonal communication help build trust and ensure seamless client interactions. These capabilities are crucial for supporting financial advisors, maintaining regulatory compliance, and delivering an exceptional client experience in a competitive environment.

What is the difference between Wealth Management Client Associate vs Financial Advisor?

AspectWealth Management Client AssociateFinancial Advisor
CredentialsTypically requires FINRA Series 7/66, CFP certification often preferredRequires Series 7/66, CFP or other certifications depending on services offered
Work EnvironmentSupports financial advisors, works in banks, investment firms, or private banksProvides personalized financial planning and investment advice directly to clients
Employer & IndustryFinancial institutions, wealth management firms, private banksIndependent or firm-affiliated financial planning and investment firms

The Wealth Management Client Associate primarily supports financial advisors by handling client service and administrative tasks, while Financial Advisors directly provide personalized financial planning and investment advice to clients. Both roles require similar certifications and often work within the same industry environments, but their responsibilities differ in client interaction and advisory duties.

What cities in Illinois are hiring for Wealth Management Client Associate jobs?

Cities in Illinois with the most Wealth Management Client Associate job openings:

Wealth Management Client Associate jobs near you
Infographic showing various Wealth Management Client Associate job openings in Illinois as of August 2026, with employment types broken down into 1% As Needed, 87% Full Time, 10% Part Time, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $45,154 per year, or $21.7 per hour.

Wealth Management Client Services Specialist

Busey

Urbana, IL • On-site

$25 - $29/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 5 days ago

Job description

Position Summary

The Wealth Management Client Services Specialist will posses a level of knowledge and experience that allows them to make recommendations and communicate successfully about more complex aspects of client relationships, in addition to servicing clients and providing support to the Wealth Management Team.Duties & Responsibilities
  • This position holds responsibilities in four primary categories: Sales Support, Compliance, Customer Service, and Teamwork.
  • Lead and drive client relationships through the appropriate actions to enhance client relationships with Busey.
  • Support advisors with the development of new sales opportunities by coordinating meetings, coordinating event attendance, participating in client events, and identifying clients for marketing material distribution.
  • This role will interact with clients by fielding higher volumes of phone calls and email communications from clients. This associate will function as a main point of contact for daily service needs as well as more complex issues.
  • Drive the execution our Proactive Client Engagement Model by facilitating client onboarding/offboarding, preparing materials for client meetings with diligence and accuracy, and coordinating additional items needed for these events.
  • Establish recurring receipts and distributions, ensuring items are processed in accordance with account agreements and other governing documentation as well as all policies and procedures.
  • Resolve compliance matters, this includes but is not limited to; accurate account reviews, adherence to policies and other controls in place, gathering all required information from clients, and demonstrating a high level of understanding of regulations, policies, and procedures.
  • Manage risk mitigation by adhering to Busey policies, appropriate client identification methods, and appropriate verification methods needed for an array of tasks.
  • Serve as an escalation point to resolve minor service issues for clients, provide feedback to leadership on solutions to improve overall client service experience.
  • Mentor new associates and participate with the team as a resource to resolve issues with compliance or customer service issues.
Education & Experience
  • Knowledge of:
  • Strong oral and written communication skills with high customer contact via in person meetings, phone conversations, and other correspondence methods.
  • Strong organizational skills
  • Ability to:
  • Multi-task and work independently.
  • Perform duties under frequent time pressures
  • Education and Training:
  • Bachelor's degree in business or finance and two or more years related experience in the financial services industry with high net-worth clients preferred.
  • Requires successful completion of the Wealth Management Specialist or Certified Wealth Strategist certification within 1 year of hire. Additional certifications such as a CFP, CFA, CTFA, or CPA are strongly recommended to be started by the end of first year of service.
  • Minimum of 6 hours of annual continuing education in courses related to the position's responsibilities. (Approved webinars, seminars, and courses will be credited at the CE amount stated.)
  • Requires knowledge of standard business systems, including but not limited to, Trust Accounting systems, Microsoft Office, and Outlook.

Compensation and Benefits

Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.

(Base Pay Range: $25 - $29/hour)

Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit BuseyTotal Rewardsfor more information.

Equal Opportunity

Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. VisitBusey.com/Careersto learn more about Busey's Equal Opportunity Employment.

Unsolicited Resumes

Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.

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