Client Associate Jobs in Chicago, IL
Client Associate jobs in Chicago are concentrated in the Loop, River North, and the North Shore corridor, with strong demand across wealth management, institutional banking, and financial services. Employers actively hiring include JPMorganChase, Clearwater Analytics (CWAN), and WTW. See the openings below and apply to the ones that match your experience.
Find Client Associate JobsOverview
Showing 5 of 79+ Client Associate jobs
Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit!
As a Client Associate on the Commercial Term Lending team, you will have an internal drive to succeed and recognize that this opportunity provides career advancement by continuously improving upon the client's experience. You will have the opportunity to build strong business relationships, contribute to marketing strategies, and analyze commercial multifamily real estate cash flow and valuation. You will be an integral part of the team, promoting the loan package process and continuously improving the client experience.
This is a unique opportunity to join the nation's #1 multifamily lender as a Client Associate on our multifamily lending sales team. The Commercial Term Lending (CTL) Group has a powerful entrepreneurial spirit and offers incredible professional development.
Job responsibilities
- Develop strong business relationships through proactive calling of prospects and existing clients
- Act as an integral part of creating marketing strategy, and hold responsibility for implementing the marketing plan which includes direct mailings, thought leadership digital mailings, and proprietary client events
- Interact with clients by seeking to understand their individual business needs and offering creative ways for them to successfully maintain and grow their real estate portfolio
- Analyze commercial multifamily real estate cash flow and valuation
- Model various financial assumptions to select the best mortgage product for the client
- Set expectations with the client and review process and timeline from pre-approval through the funding of the loan
- Drive the loan package through the process by assessing status and leveraging internal business partners
Required qualifications, capabilities, and skills
- Minimum of 2 years of professional experience within a commercial real estate firm or other area of financial services (Investment Management, Commercial Banking, Business Banking or Insurance)
- Strong desire to be a contributing member on a sales team
- Strong understanding of financial concepts required, including being highly proficient in all Microsoft Office applications (Word, Excel, PowerPoint and Outlook) with strong analytical skills
- Excellent time management, verbal communication and presentation skills
- Enthusiastic, self-motivated, ambitious, team player
- Professional, thorough, organized and detail oriented; able to follow standard operating policies and procedures
- Able to identify new sources of business by researching industry and related events, publications, and announcements
Preferred qualifications, capabilities, and skills
- A four-year college degree with a major in a related field (Business Administration, Real Estate, Finance and/or Marketing - preferred) or commensurate experience in the financial services industry
- Experience cold calling preferred
- Familiarity with CoStar preferred
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.
Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit!
As a Client Associate on the Commercial Term Lending team, you will have an internal drive to succeed and recognize that this opportunity provides career advancement by continuously improving upon the client's experience. You will have the opportunity to build strong business relationships, contribute to marketing strategies, and analyze commercial multifamily real estate cash flow and valuation. You will be an integral part of the team, promoting the loan package process and continuously improving the client experience.
This is a unique opportunity to join the nation's #1 multifamily lender as a Client Associate on our multifamily lending sales team. The Commercial Term Lending (CTL) Group has a powerful entrepreneurial spirit and offers incredible professional development.
Job responsibilities
- Develop strong business relationships through proactive calling of prospects and existing clients
- Act as an integral part of creating marketing strategy, and hold responsibility for implementing the marketing plan which includes direct mailings, thought leadership digital mailings, and proprietary client events
- Interact with clients by seeking to understand their individual business needs and offering creative ways for them to successfully maintain and grow their real estate portfolio
- Analyze commercial multifamily real estate cash flow and valuation
- Model various financial assumptions to select the best mortgage product for the client
- Set expectations with the client and review process and timeline from pre-approval through the funding of the loan
- Drive the loan package through the process by assessing status and leveraging internal business partners
Required qualifications, capabilities, and skills
- Minimum of 2 years of professional experience within a commercial real estate firm or other area of financial services (Investment Management, Commercial Banking, Business Banking or Insurance)
- Strong desire to be a contributing member on a sales team
- Strong understanding of financial concepts required, including being highly proficient in all Microsoft Office applications (Word, Excel, PowerPoint and Outlook) with strong analytical skills
- Excellent time management, verbal communication and presentation skills
- Enthusiastic, self-motivated, ambitious, team player
- Professional, thorough, organized and detail oriented; able to follow standard operating policies and procedures
- Able to identify new sources of business by researching industry and related events, publications, and announcements
Preferred qualifications, capabilities, and skills
- A four-year college degree with a major in a related field (Business Administration, Real Estate, Finance and/or Marketing - preferred) or commensurate experience in the financial services industry
- Experience cold calling preferred
- Familiarity with CoStar preferred
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.
See All 79 Client Associate Jobs in Chicago
Find roles in Chicago that match your experience and apply in just a few clicks.
Find Client Associate JobsClient Associate Job Market in Chicago
Who's Hiring
- JPMorganChase15
- Clearwater Analytics (CWAN)9
- WTW4
- Cresset4
- NielsenIQ4
Top Industries Hiring
- Investment & Asset Management
- Fintech
- Banking & Financial Services
Client Associate Jobs in Chicago: Frequently Asked Questions
How do I get a client associate job in Chicago?
The most direct path is targeting Chicago's dense concentration of wealth management firms, private banks, and regional broker-dealers in the Loop and River North. Familiarity with portfolio reporting tools and CRM platforms stands out locally. Candidates who understand high-net-worth client service and have exposure to institutional or brokerage back-office operations consistently move faster through Chicago hiring pipelines than generalists.
Which companies hire client associates in Chicago?
Companies currently hiring client associates in Chicago include JPMorganChase, Clearwater Analytics (CWAN), and WTW, per current listings on Migrate Mate as of November 2026. Chicago's hiring is driven by a mix of global financial institutions headquartered downtown, regional advisory boutiques, and asset managers with large operations in the Loop and Streeterville.
Are there remote client associate jobs in Chicago?
Yes, though client associate roles are less remote-friendly than purely analytical positions because of the client-facing nature of the work. About 74% of client associate openings tied to Chicago are remote or hybrid as of November 2026, skewing toward firms where the role focuses on reporting and communications rather than in-person relationship management. Larger institutional employers in the Loop offer the most hybrid arrangements.
How can I get a client associate job in Chicago with little or no experience?
The most realistic entry path in Chicago is through operations or service associate roles at regional broker-dealers and bank trust departments, particularly those with training programs in the Loop or Schaumburg. Internships at Chicago-based wealth management firms often convert to full-time client associate positions. A strong grasp of financial account documentation, combined with client service experience from banking or professional services, gives entry-level candidates a practical edge in this market.
Which industries hire the most client associates in Chicago?
The sectors hiring the most client associates in Chicago are Investment & Asset Management, Fintech, and Banking & Financial Services, based on current listings on Migrate Mate as of November 2026. Chicago's role as a major financial hub for the Midwest means wealth management and institutional finance consistently drive the largest share of local demand, amplified by the city's concentration of trading firms and insurance groups.
Related Jobs in Illinois
See All 79 Client Associate Jobs in Chicago
Find roles in Chicago that match your experience and apply in just a few clicks.
Find Client Associate Jobs