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Wealth Management Client Service Representative Jobs in Chicago, IL

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Wealth Management Client Service Representative information

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

As of Sep 2, 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:

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, 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 $40,276 per year, or $19.4 per hour.

Client Service Rep, Wealth Management

Northern Trust Corp

Chicago, IL • On-site

$48 - $72/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 19 days ago


Northern Trust rating

8.2

Company rating: 8.2 out of 10

Based on 27 frontline employees who took The Breakroom Quiz


Job description

## Client Service Rep, Wealth ManagementApplylocations: Chicago, ILtime type: Full timeposted on: Posted Yesterdayjob requisition id: R158408**About Northern Trust** As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. Major Duties :1. Executes client account servicing activities as requested by partners within appropriate time frames, including but not limited to the processing of wires and fund transfers, bill payment, cash movement, gift processing, updating client databases, preparing required documentation, opening and closing accounts, meeting preparation, maintenance of accurate and complete account records, imaging of documents, and researching of client issues. 2. Develops a strong understanding of required steps involved with each request, communicating with relationship management and operations teams as appropriate to obtain necessary information to properly execute the requested activity. 3. Addresses the requirements of each activity in a timely fashion and in strict adherence with Northern Trust and Wealth Management Risk Management and Compliance guidelines and procedures, promptly escalating any issues and/or concerns to management. 4. Reviews and maintains client records and information on all applicable client servicing systems, ensuring appropriate and required documentation is collected and imaged. 5. Develops a strong knowledge of the various business applications critical to client and account servicing, including on-line tools. 6. Where appropriate, strives to identify service efficiency and delivery enhancements, as well as process improvements 7. Keeps abreast of new or existing Northern Trust and Wealth Management products, services and compliance requirements. Knowledge :Knowledge of investment, banking and/or personal trust and advisory operations, products and services usually acquired through related work experience is preferred in order to assist relationship management teams in processing clients¿ servicing needs. Strong analytical, problem solving, and organizational skills are required to identify, research and/or resolve requests, as well as to manage conflicting priorities and workflow. Experience :2-3 years’ experience in financial and/or client servicing experience preferred.Salary Range:$48,000 - 72,000 USD*Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.* **Work Authorization** Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa). **Working with Us** As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve. Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities. **Reasonable Accommodation** Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with. #J-18808-Ljbffr

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