Client Specialist Jobs in Illinois
Client Specialist jobs in Illinois are among the more active markets in the Midwest, with steady demand concentrated in financial services, insurance, and healthcare administration at every level from entry-level account support to senior relationship management. Chicago drives the bulk of hiring, followed by Naperville and Schaumburg, where firms like Northern Trust, Allstate, and Blue Cross Blue Shield of Illinois maintain large client-facing operations. The most in-demand specializations are wealth management support, commercial insurance servicing, and healthcare benefits administration. Scan the live roles below and apply to whichever ones fit.
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Baird Private Wealth Management combines national scale with a culture centered on meaningful relationships – among clients, advisors and team members.
- Elgin, IL
- Private Wealth Management
- R20261066
- On-Site
About the Role:
As a Client Specialist at Baird, you’ll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You’ll be at the heart of the client experience—coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird’s Private Wealth Management business, where true wealth management means understanding each client’s unique vision and tailoring solutions to help them succeed.
The Impact You’ll Make:
- Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan
- Gain knowledge of and leverage partnership with Baird’s Corporate Resource Groups to provide the best wealth management solutions to clients
- Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken
- May schedule client appointments and/or conference room for appointments
- Assemble/generate materials including paperwork and reports for client meetings
- Understand and ensure business adherence with firm and financial industry regulatory policies
- May manage FA and Team’s social media presence (website, LinkedIn, X, etc.)
- Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models
- May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact
- Seek ways to enhance FA(s) business effectiveness and marketability
- Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed
- May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors’ instructions or upon client’s verbal direction
- May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary
- Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors’ business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days’ activities
What You’ll Bring to Baird:
- 2+ years of prior industry and/or administrative work experience
- Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant
- Strong technology aptitude with the ability to adopt new tools, including AI-enabled solutions, preferred
- Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms
- Excellent verbal and written communication skills; ability to adeptly exchange ideas and information
- Detail oriented with an emphasis on accuracy
- - consistent ability to prioritize workflow of team to achieve specific goals in a timely manner
- Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations
- Good analytical and critical problem-solving skills
- Bachelor's degree preferred, not required
Compensation and Benefits:
- $24.36 - $32.21 hourly rate
- Bonus potential up to 8.5% of base pay
- Compensation and bonus are commensurate with experience, performance and/or firm profitability
- Check out our Total Rewards at Baird, which is a summary of our benefits and compensation
#LI-PWM3
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More About Our Firm
The Baird Way
What we call The Baird Way is the foundation of core beliefs we share, the promise we make to each other and the inspiration for our mission.
Our Multicultural Community Conference
This conference unites colleagues from all corners of our firm to honor and celebrate the contributions of our ethnically diverse associates.
Honored to be a Best Place to Work
More than 20 consecutive years of recognition as a great workplace makes Baird a destination of choice for extraordinary people from across our industry.
Baird Private Wealth Management combines national scale with a culture centered on meaningful relationships – among clients, advisors and team members.
- Elgin, IL
- Private Wealth Management
- R20261066
- On-Site
About the Role:
As a Client Specialist at Baird, you’ll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You’ll be at the heart of the client experience—coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird’s Private Wealth Management business, where true wealth management means understanding each client’s unique vision and tailoring solutions to help them succeed.
The Impact You’ll Make:
- Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan
- Gain knowledge of and leverage partnership with Baird’s Corporate Resource Groups to provide the best wealth management solutions to clients
- Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken
- May schedule client appointments and/or conference room for appointments
- Assemble/generate materials including paperwork and reports for client meetings
- Understand and ensure business adherence with firm and financial industry regulatory policies
- May manage FA and Team’s social media presence (website, LinkedIn, X, etc.)
- Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models
- May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact
- Seek ways to enhance FA(s) business effectiveness and marketability
- Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed
- May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors’ instructions or upon client’s verbal direction
- May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary
- Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors’ business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days’ activities
What You’ll Bring to Baird:
- 2+ years of prior industry and/or administrative work experience
- Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant
- Strong technology aptitude with the ability to adopt new tools, including AI-enabled solutions, preferred
- Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms
- Excellent verbal and written communication skills; ability to adeptly exchange ideas and information
- Detail oriented with an emphasis on accuracy
- - consistent ability to prioritize workflow of team to achieve specific goals in a timely manner
- Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations
- Good analytical and critical problem-solving skills
- Bachelor's degree preferred, not required
Compensation and Benefits:
- $24.36 - $32.21 hourly rate
- Bonus potential up to 8.5% of base pay
- Compensation and bonus are commensurate with experience, performance and/or firm profitability
- Check out our Total Rewards at Baird, which is a summary of our benefits and compensation
#LI-PWM3
Related Jobs
Client Specialist
Save
Saved
- Grass Valley, CA
Client Specialist new
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Saved
- Racine, WI
Client Specialist
Save
Saved
- Seattle, WA
More About Our Firm
The Baird Way
What we call The Baird Way is the foundation of core beliefs we share, the promise we make to each other and the inspiration for our mission.
Our Multicultural Community Conference
This conference unites colleagues from all corners of our firm to honor and celebrate the contributions of our ethnically diverse associates.
Honored to be a Best Place to Work
More than 20 consecutive years of recognition as a great workplace makes Baird a destination of choice for extraordinary people from across our industry.
See All 69 Client Specialist Jobs in Illinois
Find roles in Illinois that match your experience and apply in just a few clicks.
Find Client Specialist JobsClient Specialist Jobs by City in Illinois
Where Illinois roles are concentrated, by current openings.
Client Specialist Job Market in Illinois
A snapshot from current Illinois openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Science & Research
- Technology & Software
- Animal Care & Pet Services
What Illinois Employers Look For
The qualifications that appear most often in client specialist jobs across Illinois.
- Bachelor's degree in business, finance, communications, or a related field
- Two or more years of client-facing account management or customer service experience
- Proficiency with CRM platforms such as Salesforce or Microsoft Dynamics
- Strong written and verbal communication skills for client presentations and reporting
- Ability to manage multiple client accounts and deadlines simultaneously
- Experience in financial services, insurance, or healthcare benefits administration preferred
Client Specialist Jobs in Illinois: Frequently Asked Questions
How do you become a client specialist in Illinois?
Most Illinois employers require a bachelor's degree in business, finance, or a related field plus direct client-facing experience. For roles in financial services, you may need FINRA Series 6 or Series 63 registration, which requires employer sponsorship and a qualifying exam. Insurance-focused client specialist roles often require an Illinois Department of Insurance producer license. Healthcare benefits roles typically require familiarity with Illinois-regulated health plans rather than a separate state credential.
Which companies hire client specialists in Illinois?
Companies currently hiring client specialists in Illinois include Tricoci Salon & Spa, BMO Financial, and ADP, per current listings on Migrate Mate as of September 2026. Illinois's dense concentration of financial services, insurance carriers, and large healthcare organizations means client specialist openings appear consistently throughout the year.
Which Illinois cities have the most client specialist jobs?
The cities with the most client specialist openings in Illinois are Chicago, Schaumburg, and Naperville. Chicago anchors the majority of demand given its headquarters density in financial services and insurance, while Naperville and Schaumburg attract significant hiring from regional corporate campuses and national firms that have established suburban operations in the Chicago metropolitan corridor.
Are there remote client specialist jobs in Illinois?
Yes, and more than many client-facing roles, because a portion of client specialist work involves account coordination and communication that can be done off-site. About 53% of client specialist openings tied to Illinois are remote or hybrid as of September 2026, though fully remote positions are most common in financial services and software account management rather than insurance or healthcare roles that require in-person client contact.
How can I get hired as a client specialist in Illinois with little or no experience?
The most realistic entry path is through a customer service or account coordinator role at a large Illinois employer, then moving laterally into a client specialist position once you have direct account exposure. Firms like Allstate, Northern Trust, and Blue Cross Blue Shield of Illinois regularly post associate-level and rotational programs for recent graduates. Earning a FINRA Series 6 registration or an Illinois property and casualty producer license before applying gives candidates a clear edge in financial services and insurance hiring.
Where can I find and apply to client specialist jobs in Illinois?
You can find and apply to client specialist jobs in Illinois on Migrate Mate, which lists current Illinois openings. Search the available roles, find the ones that match your background and location, and apply directly to the positions that fit.
See All 69 Client Specialist Jobs in Illinois
Find roles in Illinois that match your experience and apply in just a few clicks.
Find Client Specialist Jobs