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Associate Client Advisor Jobs in Ohio (NOW HIRING)

Adecco

Specialty Services Client Advisor

Cincinnati, OH · Remote

$43.33/hr

Responsibilities for Specialty Services Client Advisor include but are not limited to ... In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other ...

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OTB Group

In this Sales Associate role, reporting to the Store Manager, you will be responsible for growing ... client experience. Your main responsibilities will be : * The Sales Associate assists with the ...

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All JobsAssociate Client Advisor JobsAssociate Client Advisor Jobs in Ohio

Associate Client Advisor information

See Ohio salary details

$11

$24

$43

How much do associate client advisor jobs pay per hour?

As of Jul 22, 2026, the average hourly pay for associate client advisor in Ohio is $24.65, according to ZipRecruiter salary data. Most workers in this role earn between $17.60 and $28.32 per hour, depending on experience, location, and employer.

What is an Associate Client Advisor?

An Associate Client Advisor is an entry- to mid-level professional who supports senior client advisors or relationship managers in financial institutions, such as banks or wealth management firms. Their main responsibilities include assisting with client account management, preparing presentations or reports, handling client inquiries, and ensuring high levels of customer satisfaction. They often serve as a liaison between clients and the organization, helping to address client needs and maintain positive relationships. This role is a stepping stone to more senior advisory positions and provides valuable experience in client management and financial services.

What is the difference between Associate Client Advisor vs Client Advisor?

AspectAssociate Client AdvisorClient Advisor
Required CredentialsTypically a bachelor's degree; some certifications like CFP may be preferredSame as Associate Client Advisor, often with more experience or certifications
Work EnvironmentEntry-level or junior role within financial services firmsMore senior position with increased client interaction and responsibilities
Employer & Industry UsageCommonly used in banking, wealth management, and financial advisory firmsUsed across similar financial sectors, often as a step up from Associate

The main difference between an Associate Client Advisor and a Client Advisor lies in experience and responsibility level. The Associate role is typically entry-level, focusing on supporting client service tasks, while the Client Advisor handles more direct client interactions and decision-making. Both roles require similar credentials, but the Client Advisor usually has more experience and a broader scope of responsibilities.

How much does an associate client advisor make?

An associate client advisor typically earns between $45,000 and $65,000 annually, depending on experience, location, and the company. Entry-level positions may start lower, while experienced advisors or those with specialized skills can earn higher salaries and bonuses. Compensation often includes base salary plus performance-based incentives.

What are the key skills and qualifications needed to thrive as an Associate Client Advisor, and why are they important?

To thrive as an Associate Client Advisor, you typically need a bachelor's degree in business or finance, strong analytical abilities, and a foundational understanding of wealth management principles. Familiarity with CRM systems, financial planning software, and regulatory compliance tools is often required. Excellent interpersonal skills, attention to detail, and effective communication set top performers apart in client interactions. These skills ensure high-quality client service, accurate financial advice, and the ability to build lasting client relationships in a competitive industry.

How does an Associate Client Advisor typically collaborate with senior advisors and other team members to support client relationships?

As an Associate Client Advisor, you will work closely with senior advisors, portfolio managers, and support staff to ensure seamless client service. Your role often involves preparing client meeting materials, conducting research, and following up on action items to support senior advisors in delivering tailored financial solutions. Collaboration is key, as you'll communicate regularly with various team members to coordinate client onboarding, resolve issues, and help implement investment strategies. This teamwork not only enhances client satisfaction but also provides valuable learning opportunities for your own professional growth.

Is a CSA job stressful?

A Customer Service Associate (CSA) role can be stressful due to handling customer inquiries, resolving issues, and meeting performance metrics. The level of stress varies depending on the work environment, workload, and individual skills in communication and problem-solving.

Is a client advisor a good career?

A client advisor is a professional who manages client relationships, often in financial or service industries, requiring strong communication and interpersonal skills. The role can offer opportunities for career growth, commissions, and industry certifications, but job satisfaction depends on individual preferences and work environment. It is generally considered a stable career path with potential for advancement.

What jobs pay 4000 a week without a degree?

An Associate Client Advisor role typically does not pay $4,000 a week without a degree; however, high-earning sales positions, such as financial or real estate sales agents, can reach that level through commissions and experience. These roles often require strong communication skills, industry knowledge, and sometimes licensing or certifications but not necessarily a formal degree.
Associate Client Advisor jobs near you
Infographic showing various Associate Client Advisor job openings in Ohio as of July 2026, with employment types broken down into 88% Full Time, 10% Part Time, and 2% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $51,282 per year, or $24.7 per hour.
Specialty Services Client Advisor

Specialty Services Client Advisor

Adecco

Cincinnati, OH • Remote

$43.33/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 23 hours ago

Job description

Adecco is assisting a local client recruiting for a Specialty Services Client Advisor opportunity in Remote, Cincinnati, OH 45227. This is an excellent opportunity to join a winning culture and get your foot in the door with a Company that is one of the largest consumer banks in the Midwestern United States. If Specialty Services Client Advisor sounds like something you would be interested in, and you meet the qualifications listed below, apply now!

Responsibilities for Specialty Services Client Advisor include but are not limited to:

  • Acknowledge and organize incoming requests in a timely and professional manner.

  • Assist with tracking, documenting, and following up on assigned work items.

  • Support accurate data entry, file maintenance, reporting, and spreadsheet updates.

  • Use Microsoft Outlook, Word, Excel, and other Microsoft tools to complete daily tasks.

  • Communicate clearly with internal partners and team members regarding status, questions, or missing information.

  • May have limited client contact as needed to gather information, provide status updates, or support issue resolution under team guidance.

  • Follow established procedures, controls, and documentation standards.

  • Escalate unclear requests, discrepancies, or potential issues to the appropriate team member or leader.

  • Maintain confidentiality and handle information with professionalism and care.

Candidates for Specialty Services Client Advisor must meet the following requirements to be considered:

  • Proficiency with Microsoft Office Suite, including Outlook, Word, and Excel.

  • Strong attention to detail with the ability to review information for accuracy and completeness.

  • Good written and verbal communication skills.

  • Comfortable with the possibility of limited client interaction while maintaining a professional and service-focused approach.

  • Ability to follow step-by-step procedures and ask questions when clarification is needed.

  • Strong organizational skills and ability to manage multiple tasks or priorities.

  • Dependable, professional, and able to meet deadlines in a production-focused environment.

  • Comfortable working with confidential or sensitive information.

  • Ability to work independently while staying aligned with team expectations.

Nice-to-Have Qualifications

  • Prior banking, treasury management, commercial payments, operations, or client service experience.

  • Experience working with shared mailboxes, service requests, case management tools, or workflow tracking systems.

  • Experience reviewing documentation or performing quality checks.

  • Ability to identify process gaps, recurring issues, or opportunities for efficiency.

  • Comfortable supporting high-volume or time-sensitive work.

What's in this Specialty Services Client Advisor position for you?

  • Pay: $43.33/hr.

  • Shift: Remote M-F; 8 AM – 5 PM

  • Weekly paycheck

  • Dedicated Onboarding Specialist & Recruiter Access to Adecco’s Aspire Academy with thousands of free upskilling courses.

This Specialty Services Client Advisor is being recruited by one of our Centralized Delivery Team and not your local Branch. For instant consideration for this Specialty Services Client Advisor position at Adecco, apply today!


Pay Details: $43.33 per hour
Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.
Equal Opportunity Employer/Veterans/Disabled
Military connected talent encouraged to apply
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.adecco.com/en-us/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
  • The California Fair Chance Act
  • Los Angeles City Fair Chance Ordinance
  • Los Angeles County Fair Chance Ordinance for Employers
  • San Francisco Fair Chance Ordinance

Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.