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Wealth Management Client Service Associate Jobs in Chicago, IL

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 ... Manage client needs regarding processing, service, and problem resolution in a timely and accurate ...

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 ... Manage client needs regarding processing, service, and problem resolution in a timely and accurate ...

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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 Sep 2, 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 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 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 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 does a wealth management client service associate do in wealth management?

A wealth management client service associate provides support to financial advisors by handling client inquiries, processing transactions, maintaining account information, and ensuring excellent client service. They often use financial software and must have strong communication skills to assist clients with their investment and financial needs.

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 1% As Needed, 78% Full Time, 18% Part Time, and 3% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $36,721 per year, or $17.7 per hour.

Sr Client Service Associate

Global Channel Management

Chicago, IL • On-site

$15 - $20.50/hr

Other

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

About the job Sr Client Service Associate
Sr Client Service Associate needs 5+ years experience
Sr Client Service Associate requires:

  • Client service
  • Customer service
Sr Client Service Associate duties:
  • Assist in the coordination of client transitions activity (i.e. onboarding, off boarding) in close partnership with relevant business partners
  • Support the coordination of account maintenance activities (e.g., amendments to account name, fee schedules, benchmarks, client agreements, etc.)
  • Assist team members to ensure ongoing client contractual obligations are being met
  • Support the fulfillment of ad-hoc client inquiries and requests
  • Facilitate and oversee client cash flow requests to ensure proper handling
  • Help manage client communications to ensure timely and proactive updates are provided
  • Proactively anticipate client needs and assist in the development of strategies for meeting and exceeding those needs
  • Update and maintain client and authorized third party contact information via CRM application
  • Support client meeting preparation by facilitating creation of materials
  • Help identify, escalate and resolve problems for any issues affecting the client experience
  • Participate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional client service
  • Assist to ensures preparation of weekly, monthly and quarterly client reports and presentations to be delivered to clients
  • Supports the completion of due diligence and client questionnaires
Global Channel Management logo

About Global Channel Management

Sourced by ZipRecruiter

Global Channel Management is a technology company that specializes in various types of recruiting and staff augmentation. Global Channel Management understands the challenges companies face when it comes to the skills and experience needed to fill the void of the day to day function. Organizations need to reduce training and labor costs but at the same time requiring the best talent for the job. GCM's Ownership and Management teams have extensive Staffing, Recruiting, HR and Executive Leadership knowledge, Experience and Expertise. Our Understanding and Commitment to our Client's Satisfaction are key reasons GCM has been successful in establishing long term relationships.

Industry

Recruiting and staffing services

Company size

11 - 50 Employees

Headquarters location

Austell, GA, US

Social media

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