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Account Service Associate Jobs in Cleveland, OH (NOW HIRING)

H Cap Connect, LLC.

Client Service Associate

Pepper Pike, OH · On-site

$13.75 - $18.75/hr

Client Service Associate - Wealth Management Location: Pepper Pike, Ohio Full-Time | In-Office Are ... Prepare and process new account paperwork * Facilitate money movement, deposits, distributions, and ...

H Cap Connect, LLC

Client Service Associate

Pepper Pike, OH · On-site

$13.75 - $18.75/hr

Client Service Associate - Wealth Management Location: Pepper Pike, Ohio Full-Time | In-Office Are ... Prepare and process new account paperwork * Facilitate money movement, deposits, distributions, and ...

NESCO Inc

Customer Service Associate

Avon Lake, OH · On-site

$13.25 - $18.25/hr

Customer Service Associate Schedule: Monday-Friday, 8:00 AM-5:00 PM Position Level: Entry Level ... Key Responsibilities * Assist Customer Account Representatives with a variety of customer service ...

Morgan Stanley

Service Associate

Pepper Pike, OH · On-site

$14.75 - $19.75/hr

Service Associates perform operational support and oversight on behalf of the Market as well as ... of accounts and processes, ensuring compliance with firm policies and regulatory requirements ...

Morgan Stanley

Service Associate

Pepper Pike, OH

$14.75 - $19.75/hr

Service Associates perform operational support and oversight on behalf of the Market as well as ... of accounts and processes, ensuring compliance with firm policies and regulatory requirements ...

Morgan Stanley

Service Associate

Pepper Pike, OH · On-site

$14.75 - $19.75/hr

Service Associates perform operational support and oversight on behalf of the Market as well as ... accounts and processes, ensuring compliance with firm policies and regulatory requirements • ...

Open Practice

CUSTOMER SERVICE ASSOCIATE

Hudson, OH · On-site

$13.25 - $18.25/hr

You feel personally motivated to help patients when they call with account questions * You enjoy being the calm, capable person when others are frustrated or stuck * You ask "why is this happening ...

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All JobsAccount Service Associate JobsAccount Service Associate Jobs in Cleveland, OH

Account Service Associate information

See Cleveland, OH salary details

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$21

$25

How much do account service associate jobs pay per hour?

As of Sep 7, 2026, the average hourly pay for account service associate in Cleveland, OH is $21.41, according to ZipRecruiter salary data. Most workers in this role earn between $20.53 and $24.23 per hour, depending on experience, location, and employer.

Is an account service associate an entry level job?

An account service associate position is often considered entry-level, suitable for individuals with basic customer service skills and a high school diploma or equivalent. The role typically involves on-the-job training and does not usually require extensive prior experience or advanced certifications.

What is an account service associate?

An account service associate is a professional who manages client accounts, provides support, and ensures customer satisfaction. They often handle inquiries, process transactions, and use customer relationship management (CRM) tools to maintain account information.

What is the role of an account service associate?

An account service associate is responsible for managing client accounts, addressing customer inquiries, and ensuring client satisfaction. They often handle account updates, resolve issues, and coordinate with internal teams to meet client needs, typically using customer relationship management (CRM) tools. Strong communication and organizational skills are essential for success in this role.

What cities near Cleveland, OH are hiring for Account Service Associate jobs?

Cities near Cleveland, OH with the most Account Service Associate job openings:

Account Service Associate jobs near you

Client Service Associate

H Cap Connect, LLC.

Pepper Pike, OH • On-site

$13.75 - $18.75/hr

Other

Posted 10 days ago

Job description

Client Service Associate – Wealth Management

Location: Pepper Pike, Ohio Full-Time | In-Office

Are you someone who genuinely enjoys helping people, staying organized, and making sure things get done the right way?

Our client, an established and growing wealth management firm, is looking for a Client Service Associate to join its team. This is an excellent opportunity for someone who enjoys building relationships with clients, managing details behind the scenes, and being part of a collaborative professional environment.

You do not need to be FINRA licensed for this position. Some experience in wealth management, financial services, banking, investments, or a similar client-focused environment would be a strong plus.

What You'll Do

As a Client Service Associate, you'll help ensure clients receive responsive, accurate, and thoughtful service throughout their relationship with the firm. Responsibilities will include:

  • Serve as a primary point of contact for routine client service needs
  • Assist clients with account-related questions and requests
  • Prepare and process new account paperwork
  • Facilitate money movement, deposits, distributions, and other account transactions
  • Maintain accurate and complete client and account information
  • Coordinate paperwork and follow up on outstanding items
  • Work with custodians and other outside partners to resolve client service issues
  • Prepare materials and information for client meetings
  • Track requests through completion rather than simply handing them off
  • Maintain organized client files, records, and documentation
  • Partner with advisors and other team members to provide a seamless client experience
  • Identify opportunities to improve processes and make the client experience even better
What We're Looking For

We're looking for someone who brings a true client service mindset. You understand that great service isn't just being friendly — it's being responsive, dependable, accurate, proactive, and willing to take ownership.

The right person will likely be:

  • Warm, professional, and comfortable communicating directly with clients
  • Highly organized and able to manage multiple requests and priorities
  • Detail-conscious without losing sight of the bigger picture
  • Someone who follows through and likes getting things across the finish line
  • Comfortable learning systems, processes, and financial terminology
  • A strong team player who can also work independently
  • Curious and willing to ask questions and learn
  • Calm and resourceful when something doesn't go according to plan
Experience

Previous experience in wealth management, an RIA, brokerage, financial services, banking, or another client-service-focused financial environment is preferred.

Experience with account opening, money movement, client onboarding, custodial paperwork, CRM systems, or investment accounts would be especially valuable.

FINRA licensing is not required.

Why This Opportunity?

This is an opportunity to join a professional, growing wealth management firm where client service matters and the work you do has a direct impact on both clients and the advisory team.

If you enjoy being the person clients and coworkers can count on — the one who keeps things moving, solves problems, and makes sure nothing falls through the cracks — we'd love to hear from you.

Apply