Client Associate Jobs in Illinois
Client Associate jobs in Illinois are in strong demand, concentrated in wealth management, financial services, and insurance across Chicago, Naperville, and Schaumburg. Major employers with deep roots in the state, including Northern Trust, Baird, and Allstate, regularly hire client associates at levels from recent college graduates to experienced relationship support professionals. The most in-demand specialties in Illinois lean toward high-net-worth client servicing, brokerage operations, and insurance account support. Scan the live roles below and apply to whichever ones fit.
Find Client Associate JobsOverview
Showing 5 of 80+ Client Associate jobs
- Account opening and maintenance
- Transferring assets and money movement
- Completing investment subscription documents
- Cash management & RMDs
- Assisting with client online access
- Responding to account activity and statement inquiries
- Provide top quality service to clients and complete administration of client accounts
- Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructions
- Generate expense reports for submission using Concur
- Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed and approved
- Process all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.)
- Offer administrative and office management support to the team
- Prepare client correspondence, obtain necessary management approvals, and transmit
- Work in coordination with the Private Advisor & Investment Analyst to prepare client performance review, allocation reviews, and manage client portfolios
- Assist in preparation of key documents, PowerPoint presentations and reports for client meetings
- Attend client meetings as necessary and present client performance
- Complete necessary filing and maintain client files
- Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
- Additional duties as assigned
- 1-3 years prior client service experience within financial industry, or equivalent experience, preferred
- Series 7 & 66 strongly preferred, and if not, willing to obtain
- BA/BS degree
- Strong client facing, interpersonal, organizational, and client service skills
- Detail-oriented with ability to prioritize and organize workflow
- Ability to work in a fast-paced, high intensity work environment as well as manage multiple tasks effectively with frequent interruptions
- Strong Microsoft Office skills including Excel & PowerPoint
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
- Account opening and maintenance
- Transferring assets and money movement
- Completing investment subscription documents
- Cash management & RMDs
- Assisting with client online access
- Responding to account activity and statement inquiries
- Provide top quality service to clients and complete administration of client accounts
- Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructions
- Generate expense reports for submission using Concur
- Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed and approved
- Process all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.)
- Offer administrative and office management support to the team
- Prepare client correspondence, obtain necessary management approvals, and transmit
- Work in coordination with the Private Advisor & Investment Analyst to prepare client performance review, allocation reviews, and manage client portfolios
- Assist in preparation of key documents, PowerPoint presentations and reports for client meetings
- Attend client meetings as necessary and present client performance
- Complete necessary filing and maintain client files
- Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
- Additional duties as assigned
- 1-3 years prior client service experience within financial industry, or equivalent experience, preferred
- Series 7 & 66 strongly preferred, and if not, willing to obtain
- BA/BS degree
- Strong client facing, interpersonal, organizational, and client service skills
- Detail-oriented with ability to prioritize and organize workflow
- Ability to work in a fast-paced, high intensity work environment as well as manage multiple tasks effectively with frequent interruptions
- Strong Microsoft Office skills including Excel & PowerPoint
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
See All 80 Client Associate Jobs in Illinois
Find roles in Illinois that match your experience and apply in just a few clicks.
Find Client Associate JobsClient Associate Jobs by City in Illinois
Where Illinois roles are concentrated, by current openings.
Client Associate Job Market in Illinois
A snapshot from current Illinois openings, updated as new roles post.
Who's Hiring
- JPMorganChase19
- PNC Financial Services8
- Kestra Financial3
- Clearwater Analytics (CWAN)3
- Advyzon2
Top Industries Hiring
- Investment & Asset Management
- Banking & Financial Services
- Fintech
- Retail
What Illinois Employers Look For
The qualifications that appear most often in client associate jobs across Illinois.
- Series 7 or Series 63 license, or willingness to obtain within 90 days of hire
- Bachelor's degree in finance, business, economics, or a closely related field
- One or more years of client-facing experience in financial services or insurance
- Proficiency with CRM platforms such as Salesforce or Redtail
- Strong written and verbal communication skills for high-net-worth client correspondence
- Demonstrated ability to manage multiple client accounts and deadlines simultaneously
Client Associate Jobs in Illinois: Frequently Asked Questions
How do you become a client associate in Illinois?
Most client associate roles in financial services in Illinois require a bachelor's degree and, within the first few months on the job, passing FINRA licensing exams, typically the Series 7 and Series 63, which are administered nationally but required by Illinois-registered broker-dealers. Employers in insurance may require a state-issued Illinois Producer License through the Illinois Department of Insurance. Entry-level candidates often start in client service or operations support roles before moving into a client associate title.
Which companies hire client associates in Illinois?
Companies currently hiring client associates in Illinois include JPMorganChase, PNC Financial Services, and Kestra Financial, per current listings on Migrate Mate as of September 2026. Illinois's concentration of financial services headquarters and regional offices, particularly in the Chicago metro, means openings appear consistently throughout the year rather than only during seasonal hiring cycles.
Which Illinois cities have the most client associate jobs?
Chicago, Oak Brook, and Wheaton have the most client associate openings in Illinois. Chicago dominates because it is home to major financial institutions, insurance carriers, and wealth management firms, while Naperville and Schaumburg attract openings from large suburban offices and regional headquarters that draw professionals from across the broader Chicago metro.
Are there remote client associate jobs in Illinois?
Yes, but they are less common than in purely analytical roles because client associates often support relationship managers who prefer in-person coordination and client meetings. About 33% of client associate openings tied to Illinois are remote or hybrid as of September 2026, with the remote portion concentrated in back-office support, data entry, and client onboarding tasks that do not require a physical presence.
How can I get hired as a client associate in Illinois with little or no experience?
The most realistic entry path is applying for client service representative or operations associate roles at Illinois-based broker-dealers, banks, or insurance companies and earning FINRA licensing on the job. Large Chicago employers such as Northern Trust and Baird run structured associate programs that onboard candidates without prior industry experience, prioritizing candidates who have a finance or business degree, strong communication skills, and a willingness to pursue their Series 7. Lateral moves from roles like bank teller, insurance customer service representative, or administrative coordinator within a financial services firm are also a common door into the client associate title.
Where can I find and apply to client associate jobs in Illinois?
You can find and apply to client associate jobs in Illinois on Migrate Mate, which lists current Illinois openings updated in real time. Search the roles available, identify the ones that match your background and target location, and apply directly to whichever positions fit your experience and goals.
See All 80 Client Associate Jobs in Illinois
Find roles in Illinois that match your experience and apply in just a few clicks.
Find Client Associate Jobs