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Associate Client Partner Jobs in Ohio (NOW HIRING)

Partner closely with Relationship Managers and Client Relationship Associates. Enlist assistance from other CSAs, KPB Relationship Manager, Fiduciary Strategist or Portfolio Strategist as needed to ...

We're looking for a Client Associate to: • keep management systems up-to-date with client ... partnering more closely with advisors on proactive client outreach Your team You'll be working with ...

Client Service Associate Park 6 Logistic is a forward-thinking logistics and distribution company ... our partners at every step of their supply chain. As we continue expanding, we are looking for ...

This role partners closely with Account Executives and Client/Partner Success Managers to deliver ... Requirements What You'll Bring Required Qualifications • Associate's degree in a relevant field ...

This role partners closely with Account Executives and Client/Partner Success Managers to deliver ... Requirements What You'll BringRequired Qualifications Associate's degree in a relevant field. 3+ ...

Client Service Associate Location: Avon, Ohio Type: Full-Time Industry: Wealth Management ... What You'll Do You'll serve as a key support partner to advisors and licensed team members while ...

Client Service Associate

Akron, OH · On-site

$50K - $55K/yr

... our partners at every step of their supply chain. As we continue expanding, we are looking for ... We are seeking a motivated and detail-oriented Client Service Associate to join our professional ...

... our partners at every step of their supply chain. As we continue expanding, we are looking for ... We are seeking a motivated and detail-oriented Client Service Associate to join our professional ...

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Associate Client Partner information

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

To thrive as an Associate Client Partner, you need a solid understanding of client relationship management, business development, and consultative sales, often supported by a bachelor’s degree in business or a related field. Familiarity with CRM software, data analytics tools, and project management systems is typically expected. Strong interpersonal communication, problem-solving abilities, and a client-focused mindset help individuals excel in this role. These skills and qualities are crucial for building lasting client partnerships, driving business growth, and ensuring client satisfaction.

What are the main challenges Associate Client Partners typically face when managing client relationships?

Associate Client Partners often encounter the challenge of balancing client expectations with the company's capabilities and resources. Navigating complex stakeholder dynamics, ensuring timely communication, and proactively addressing issues before they escalate are key aspects of the role. Additionally, they must stay updated on industry trends to provide strategic insights and value to clients while collaborating closely with internal teams like sales, marketing, and delivery. Successfully overcoming these challenges requires strong interpersonal skills, adaptability, and a solutions-oriented mindset.

What is the difference between Associate Client Partner vs Account Manager?

AspectAssociate Client PartnerAccount Manager
Required CredentialsBachelor's degree, experience in client management, industry-specific knowledgeBachelor's degree, customer service or sales experience
Work EnvironmentCollaborates with sales, marketing, and client teams; strategic focusManages client accounts, handles day-to-day client interactions
Employer & Industry UsageUsed in consulting, technology, and professional services firmsCommon across various industries including tech, finance, and retail
Search & Comparison IntentUnderstanding strategic client roles, career progressionManaging client relationships, sales growth

The Associate Client Partner typically focuses on building strategic relationships and driving long-term client success, often requiring industry-specific knowledge and a strategic mindset. In contrast, an Account Manager handles daily client interactions, ensuring satisfaction and retention. Both roles are vital in client-facing industries but differ in scope and responsibilities.

What does an associate partner do?

An associate client partner is responsible for managing client relationships, understanding their needs, and ensuring the delivery of services or solutions that meet those needs. They often coordinate with internal teams, develop strategic plans, and work to grow the client account, requiring strong communication and relationship management skills.

What is an Associate Client Partner?

An Associate Client Partner is a professional who supports and manages client relationships for a company, often acting as a liaison between the client and internal teams. Their main responsibilities include understanding client needs, facilitating communication, and ensuring the successful delivery of products or services. They also assist in developing strategies to grow client accounts and help resolve any issues that arise. Typically, this role is found in industries like consulting, technology, and marketing, and serves as a stepping stone to more senior client partner positions.
What are the most commonly searched types of Client Partner jobs in Ohio? The most popular types of Client Partner jobs in Ohio are:
What are popular job titles related to Associate Client Partner jobs in Ohio? For Associate Client Partner jobs in Ohio, the most frequently searched job titles are:
What cities in Ohio are hiring for Associate Client Partner jobs? Cities in Ohio with the most Associate Client Partner job openings:
Infographic showing various Associate Client Partner job openings in Ohio as of May 2026, with employment types broken down into 1% As Needed, 64% Full Time, 30% Part Time, and 5% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution.
KPB Client Service Associate (IM&T)

KPB Client Service Associate (IM&T)

KeyBank

Brooklyn, OH • On-site

$25 - $38.46/hr

Full-time

Posted 4 days ago


KeyBank rating

8.2

Company rating: 8.2 out of 10

Based on 89 frontline employees who took The Breakroom Quiz

38th of 141 rated banks


Job description

Location:
4900 Tiedeman Road, Brooklyn Ohio
Job Profile Summary
The Client Service Associate (CSA) works in a centralized task queue environment supporting the Key Private Bank (KPB) regional sales teams by ensuring full completion of client transactions in Investment Management & Trust ("IM&T") accounts, assisting with identification and coordination and product delivery. The Associate consistently meets the needs of our high-net-worth clients by providing efficient service and problem resolution throughout each step of the KPB service and client experience process. Supports the KPB team to grow, expand and retain client relationships as well as provide differentiated client experience, leading to higher client satisfaction and Net Promoter Scores.
Essential Functions
  • Support the Key Private Bank team in the delivery of the sales and client experience process by completing tasks in a centralized work queue, in a timely manner, shared across multiple markets.
  • Service high-net-worth client accounts based on client need. Strive for first resolution of client issues, directly contributing to client satisfaction and retention.
  • Develop and maintain proficiency in all service functions for deposit accounts, loans and investment management and trust accounts. Complete processes according to procedures.
  • Understand and follow all client authentication processes and procedures to protect clients and Key from loss. Understand and identify red flags of fraudulent and money laundering activity. Escalate instances according to procedure.
  • Partner closely with Relationship Managers and Client Relationship Associates. Enlist assistance from other CSAs, KPB Relationship Manager, Fiduciary Strategist or Portfolio Strategist as needed to service clients.
  • Responsible for frequent communication with field team members on status of service requests and any additional information needed, as well as full documentation in Customer Relationship Management System (Salesforce) on status and resolution of service tasks.
  • Identify opportunities to retain and expand relationships. Gather information from the client and consult with the KPB Officer.

Education
  • Associate's degree or equivalent experience (preferred)

Work Experience
  • A minimum of 3 years related work experience or equivalent combination of work/educational background (required)

Skills
  • General knowledge of financial products and services, including banking, trust and investments.
  • Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills.
  • Ability to maintain all servicing aspects of the client relationship.
  • Ability to exercise discretion due to accessing and handling highly sensitive information.
  • Ability to learn and use proprietary software, databases and systems.
  • Proficient in all Microsoft Office Applications.

Core Competencies
  • All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.

Physical Demands
  • General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $25.00 - $38.46 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 07/05/2026KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
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About KeyBank

Sourced by ZipRecruiter

Key is one of the nation's largest bank-based financial services companies. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name.

Industry

Banking and credit intermediation

Company size

10,000+ Employees

Headquarters location

Cleveland, OH, US

Year founded

1849