ZipRecruiter

Log In

1

Wealth Management Client Service Representative Jobs in Chicago, IL

Mission Wealth

Client Service Representative

Lisle, IL · On-site

$65K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

... Client Service Representative to join our high-performing Operations department ... This is an opportunity to work a hybrid schedule AND elevate your career in wealth management ...

Northern Trust

Client Service Rep, Wealth Management

Chicago, IL · On-site

$48K - $72K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset ... Major Duties :1. Executes client account servicing activities as requested by partners within ...

Northern Trust

Client Service Rep, Wealth Management

Chicago, IL · On-site

$48K - $72K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset ... Major Duties :1. Executes client account servicing activities as requested by partners within ...

Northern Trust

Client Service Rep, Wealth Management

Chicago, IL · On-site

$48K - $72K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset ... Major Duties :1. Executes client account servicing activities as requested by partners within ...

Northern Trust

Client Service Rep, Wealth Management

Chicago, IL · On-site

$48K - $72K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset ... Major Duties :1. Executes client account servicing activities as requested by partners within ...

Bank of America

Wealth Management Client Associate

Lisle, IL · On-site

$25 - $44/hr

  • PTO

... services for individuals, companies, and institutions. Merrill Wealth Management is one of the ... Our Wealth Management team represents an array of different skills and experiences that individuals ...

next page

Showing results 1-20

All JobsWealth Management Client Service Representative JobsWealth Management Client Service Representative Jobs in Chicago, IL

Wealth Management Client Service Representative information

See Chicago, IL salary details

$10

$19

$27

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

As of Aug 19, 2026, the average hourly pay for wealth management client service representative in Chicago, IL is $19.36, according to ZipRecruiter salary data. Most workers in this role earn between $15.87 and $21.54 per hour, depending on experience, location, and employer.

What is a wealth management client service representative?

A Wealth Management Client Service Representative is a professional who assists clients with their financial accounts, investment portfolios, and related services at a wealth management firm or bank. Their duties typically include responding to client inquiries, processing transactions, and providing administrative and operational support to financial advisors. They act as a key point of contact for clients, ensuring a high level of service and helping resolve any account-related issues. This role often requires strong communication skills, attention to detail, and a good understanding of financial products and services.

What are the key skills and qualifications needed to thrive as a wealth management client service representative?

To thrive as a Wealth Management Client Service Representative, you need a strong understanding of financial products, client account management, and compliance regulations, often supported by a bachelor's degree and relevant financial certifications. Familiarity with CRM platforms, portfolio management systems, and financial planning software is typically required. Exceptional communication, attention to detail, and problem-solving abilities set top performers apart in this role. These skills and qualities are essential for delivering high-quality client service, ensuring regulatory compliance, and building lasting client relationships in a competitive financial environment.

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

Wealth Management Client Service Representatives often navigate complex client requests, strict regulatory requirements, and the need to maintain high standards of confidentiality. Balancing swift, accurate responses with the personalized attention clients expect can be challenging, especially when managing multiple accounts or urgent requests. Strong organizational skills, ongoing industry education, and effective communication within the team help address these challenges. Many firms provide specialized training and encourage collaboration with financial advisors and compliance staff to ensure seamless client service and professional development.

What are popular job titles related to Wealth Management Client Service Representative jobs in Chicago, IL?

For Wealth Management Client Service Representative jobs in Chicago, IL, the most frequently searched job titles are:

What job categories do people searching Wealth Management Client Service Representative jobs in Chicago, IL look for?

The top searched job categories for Wealth Management Client Service Representative jobs in Chicago, IL are:

Wealth Management Client Service Representative jobs near you
Infographic showing various Wealth Management Client Service Representative job openings in Chicago, IL as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 17% Part Time, and 3% Contract. Highlights an 90% Physical, 2% Hybrid, and 8% Remote job distribution, with an average salary of $40,276 per year, or $19.4 per hour.

Client Service Representative

Mission Wealth Management LP

Lisle, IL • On-site

$85K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 13 days ago

Job description

As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Client Service Representative to join our high-performing Operations department. This is an opportunity to work a hybrid schedule AND elevate your career in wealth management, working with a team that will inspire your professional and personal best! As our Client Services Representative, your creative problem-solving skills and impeccable attention to detail are key to providing support to the Operations department as well as assisting the onboarding of new clients. With a knack for optimization, you will continually look for and recommend ways to improve systems and streamline functions. You promote open communication channels and an amicable team environment that benefits fellow employees, clients, vendors, and consultants. Your commitment to making a positive impact in other people’s lives parallels your drive for personal and professional growth.

Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future.

Day-to-Day as Client Service Representative:

  • Provide professional and targeted support to the Central/East Coast Operations team
  • Prepare New Account paperwork, establishing various registration accounts utilizing our preferred custodial referral platforms (Fidelity & Schwab), and prepare Alternative Investments paperwork
  • Facilitate account transactions, maintain account registrations, submit and track account transfers, and assist in obtaining cost basis
  • Scan and upload registration documents to Salesforce CRM
  • Assist clients with accessing our client portal and uploading documents for clients to access
  • Perform administrative office duties including processing all incoming and outgoing mail
  • Provide client account information to other departments as required and assist with projects as needed
  • Speak your mind, have your voice heard, innovate, and streamline existing processes, and enjoy coming to work each day

What You Bring as Client Service Representative:

  • Bachelor’s degree
  • 2+ years’ proven experience in a client service role, within the financial industry
  • Curiosity and problem-solving ability
  • High emotional intelligence coupled with a passion for client service and experience
  • Demonstrated operational experience with Fidelity/Schwab/TD custodial referral platforms and the specialized paperwork that goes with linking to existing accounts (LPOA)
  • An impeccable eye for detail plus excellent multi-tasking and time management skills
  • Strong knowledge of modern office methods and procedures
  • Proficient with the full MS Office Suite
  • Proven working knowledge of Salesforce
  • Exceptional ability to read, analyze, interpret, and present information
  • Adept with mathematical concepts, writing reports, and business correspondence

Job Type: Full-time, salaried non-exempt

Location: This position is based out of our office in Lisle, IL. This is an in-office position.

Salary: $65,000, plus $20,000 annual bonus paid in quarterly increments

Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management. Be sure to share one of your favorite volunteer projects too! We offer a competitive salary, team-based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.