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Wealth Management Client Service Associate Jobs in Chicago, IL

Windward Recruiting

Client Service Associate

Chicago, IL · On-site

$15 - $20.50/hr

We are seeking a detail-oriented and client-focused Client Service Associate to deliver comprehensive wealth management services to UHNW families. DUTIES & RESPONSIBILITIES * Organize and prepare ...

NFP Corp

Client Service Associate

Chicago, IL · Hybrid

$15 - $20.50/hr

The Client Services Associate must provide superior client service by identifying the client ... Partners with Private Wealth Management Team to process individual asset management applications ...

NFP

Client Service Associate

Chicago, IL · On-site

$15 - $20.50/hr

The Client Services Associate must provide superior client service by identifying the client ... Partners with Private Wealth Management Team to process individual asset management applications ...

NFP Corp

Client Service Associate

Chicago, IL · On-site

$15 - $20.50/hr

The Client Services Associate must provide superior client service by identifying the client ... Partners with Private Wealth Management Team to process individual asset management applications ...

Aon

Client Service Associate

Chicago, IL · On-site

$15 - $20.50/hr

Partners with Private Wealth Management Team to process individual asset management applications ... The Client Services Associate must provide superior client service by identifying the client ...

NFP Corp

Client Service Associate

Chicago, IL · On-site

$15 - $20.50/hr

The Client Services Associate must provide superior client service by identifying the client ... Partners with Private Wealth Management Team to process individual asset management applications ...

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

Pyramid Corporation

SS-Client Service Associate

Chicago, IL · On-site

$25 - $28/hr

SS-Client Service Associate Immediate need for a talented SS-Client Service Associate. This is a 06 ... Help manage client communications to ensure timely and proactive updates are provided * Proactively ...

AllianceBernstein

Private Wealth Associate

Chicago, IL

$68K - $73K/yr

Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition ... management strategies * A focus on client service excellence, partnership and sales training in ...

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Wealth Management Client Service Associate information

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

As of Aug 8, 2026, the average hourly pay for wealth management client service associate in Chicago, IL is $17.65, according to ZipRecruiter salary data. Most workers in this role earn between $14.38 and $19.81 per hour, depending on experience, location, and employer.

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

To thrive as a Wealth Management Client Service Associate, you need strong financial acumen, attention to detail, and a bachelor’s degree in finance, business, or a related field. Familiarity with CRM systems, portfolio management software, and financial regulations such as FINRA or SEC guidelines is typically required, with FINRA Series 7 and 63/66 licenses often preferred. Outstanding communication, problem-solving, and client relationship management skills set top performers apart in this role. These skills are essential for delivering exceptional client service, ensuring regulatory compliance, and supporting advisors in a dynamic financial environment.

What are some common challenges faced by wealth management client service associates and how can they be addressed?

Wealth Management Client Service Associates often manage multiple client requests simultaneously, balancing administrative duties with complex client inquiries. A key challenge is maintaining accuracy and attention to detail while working in a fast-paced environment. Strong organizational skills, clear communication, and proactive follow-up with both clients and internal teams help mitigate these challenges. Leveraging firm-provided tools and ongoing training can also support effective problem-solving and workflow management.

What is a wealth management client service associate?

Wealth Management Client Service Associates are professionals who support financial advisors and clients in managing investment portfolios and financial accounts. They handle administrative tasks, respond to client inquiries, process transactions, and ensure a high level of customer service. Their role is crucial in facilitating smooth client experiences, maintaining account accuracy, and assisting with the implementation of wealth management strategies.
What are popular job titles related to Wealth Management Client Service Associate jobs in Chicago, IL? For Wealth Management Client Service Associate jobs in Chicago, IL, the most frequently searched job titles are:
What job categories do people searching Wealth Management Client Service Associate jobs in Chicago, IL look for? The top searched job categories for Wealth Management Client Service Associate jobs in Chicago, IL are:
Wealth Management Client Service Associate jobs near you
Infographic showing various Wealth Management Client Service Associate job openings in Chicago, IL as of August 2026, with employment types broken down into 94% Full Time, and 6% Part Time. Highlights an 86% In-person, 6% Hybrid, and 8% Remote job distribution, with an average salary of $36,721 per year, or $17.7 per hour.

Client Service Associate

Vodia Ventures

Port Barrington, IL • On-site

$70K - $90K/yr

Other

Re-posted 15 days ago

Job description

Client Service Associate

Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun Valley & Boise (ID), West Palm Beach (FL), Boston (MA), Holmdel & Madison (NJ), New York (NY), Portland (OR), Austin & Houston (TX), Seattle (WA), Jackson (WY), and North Barrington (IL). The firm serves the wealth management, wealth planning, and investment strategy needs of high-net-worth individuals and family offices. The firm's employees share a solid work ethic, a drive to innovate within our industry, and, above all, strive for value-creation on behalf of our clients.

Job Description

The primary role is to provide client service management support to our clients and operational support to advisor teams. The ideal candidate is able work with financial advisors and our custodians with the implementation of new client accounts, trade execution, liquidity management and ongoing maintenance of existing clients. The salary range for this position is $70,000-$90,000.

Responsibilities
  • Work closely with financial advisors to support their clients
  • Manage cash balances and daily asset transfers in accounts
  • Plan and manage new account onboarding process including SMA and alternative investments
  • Closely monitor custodian platforms for alerts and NIGOs that impact client accounts
  • Develop a strong relationship with custodians to provide extraordinary client service
  • Serve as a key liaison to other operational areas supporting the Business, especially marketing.
  • Ensuring that all KYC standards are met and materials are organized in a consistent manner.
  • Demonstrate a poised skillset in project management to ensure clear communication and task execution while pursuing the given deadlines
  • Leverage your operational background and experience to contribute to a growing business
  • Serve as primary liaison with Salesforce and associated CRM activities, including mail list management.
  • Provide calendar management for the advisors, pre-call & post-call planning and management and collateral materials support/preparation.
Personal Qualities
  • Team-oriented, respectful, high integrity, humility
  • Self-starter, with ability to follow direction and offer perspective on new initiatives
  • Detail focused with excellent organization skills and the ability to multi-task
  • Excellent written, oral and listening communication skills
  • Comfortable working in a fast-paced and deadline focused environment
Skills/Qualifications
  • BA/BS degree required
  • 2-3 years of relevant experience
  • Strong interest in client service management
  • Holds confidence in hosting conference calls, creating meeting agendas, and articulating meeting minutes with clients and business teams
  • Ability to navigate online custodian platforms, such as Schwab and Fidelity
  • Demonstrates a keen risk awareness and knowledge of when and how to escalate potential issues
  • Familiar with industry standards and regulations to suggest new processes and controls, where needed
  • Series certifications not required, but a plus
  • Addepar experience, a plus
  • Highly proficient with Microsoft Office

Robertson Stephens Wealth Management, LLC is an equal opportunity employer. Diversity and inclusion are essential elements of our culture. We are committed to fostering an environment where individual perspectives, backgrounds, and life experiences make the firm a great place to work, and result in a more satisfying client experience

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