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 UBS. See the openings below and apply to the ones that match your experience.
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Client Service Associate - Wealth Management
An established, growing wealth management firm is seeking a motivated Client Service Associate (CSA) to join its team. This is an ideal opportunity for an early-career professional or career changer who wants to build a long-term career in wealth management.
We're looking for someone who can be counted on to get things done. You take ownership, follow through on commitments, anticipate what needs to happen next, and look for better ways to work. You don't wait to be told every next step-you're proactive, curious, and ready to contribute.
What You'll Do
- Serve as a key client contact, providing responsive, personalized service.
- Support advisors with client meetings, requests, communications, and follow-up.
- Own client service requests from start to finish, ensuring nothing falls through the cracks.
- Open and maintain client accounts and process money movement and service transactions accurately.
- Maintain accurate CRM data, client documentation, and records.
- Anticipate client and advisor needs and proactively address next steps.
- Use technology and AI-enabled tools to improve efficiency and the client experience.
- Identify opportunities to streamline processes and improve how work gets done.
What We're Looking For
- 1-3 years of professional experience in financial services, client service, banking, hospitality, sales, education, customer success, or another people-focused environment.
- Financial services experience is a plus, but not required.
- A demonstrated track record of reliability, ownership, and follow-through.
- Proactive and forward-thinking-you see what needs to happen next and take action.
- Strong organization and attention to detail with the ability to manage multiple priorities.
- Professional, confident communication and a client-first mindset.
- Comfortable learning new technology and finding more efficient ways to work.
- Collaborative, accountable, and willing to step in where needed.
- Bachelor's degree preferred; Series 65 or interest in pursuing industry licensing is a plus.
Why Join?
Build a career, not just a resume.
Whether you're already in financial services or looking to bring your skills into a new industry, this is an opportunity to build valuable wealth management expertise. You'll work closely with experienced advisors, develop meaningful client relationships, learn the business, and take on greater responsibility as you grow.
Location: Atlanta, GA | Hybrid
Client Service Associate - Wealth Management
An established, growing wealth management firm is seeking a motivated Client Service Associate (CSA) to join its team. This is an ideal opportunity for an early-career professional or career changer who wants to build a long-term career in wealth management.
We're looking for someone who can be counted on to get things done. You take ownership, follow through on commitments, anticipate what needs to happen next, and look for better ways to work. You don't wait to be told every next step-you're proactive, curious, and ready to contribute.
What You'll Do
- Serve as a key client contact, providing responsive, personalized service.
- Support advisors with client meetings, requests, communications, and follow-up.
- Own client service requests from start to finish, ensuring nothing falls through the cracks.
- Open and maintain client accounts and process money movement and service transactions accurately.
- Maintain accurate CRM data, client documentation, and records.
- Anticipate client and advisor needs and proactively address next steps.
- Use technology and AI-enabled tools to improve efficiency and the client experience.
- Identify opportunities to streamline processes and improve how work gets done.
What We're Looking For
- 1-3 years of professional experience in financial services, client service, banking, hospitality, sales, education, customer success, or another people-focused environment.
- Financial services experience is a plus, but not required.
- A demonstrated track record of reliability, ownership, and follow-through.
- Proactive and forward-thinking-you see what needs to happen next and take action.
- Strong organization and attention to detail with the ability to manage multiple priorities.
- Professional, confident communication and a client-first mindset.
- Comfortable learning new technology and finding more efficient ways to work.
- Collaborative, accountable, and willing to step in where needed.
- Bachelor's degree preferred; Series 65 or interest in pursuing industry licensing is a plus.
Why Join?
Build a career, not just a resume.
Whether you're already in financial services or looking to bring your skills into a new industry, this is an opportunity to build valuable wealth management expertise. You'll work closely with experienced advisors, develop meaningful client relationships, learn the business, and take on greater responsibility as you grow.
Location: Atlanta, GA | Hybrid
See All 72 Client Associate Jobs in Chicago
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Find Client Associate JobsClient Associate Job Market in Chicago
Who's Hiring
- JPMorganChase13
- Clearwater Analytics (CWAN)6
- UBS4
- Citi2
- Xerox2
Top Industries Hiring
- Investment & Asset Management
- Fintech
- Marketing & Advertising
- 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 UBS, per current listings on Migrate Mate as of September 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 78% of client associate openings tied to Chicago are remote or hybrid as of September 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 Marketing & Advertising, based on current listings on Migrate Mate as of September 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.
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