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Associate Client Partner Jobs in Ohio (NOW HIRING)

PNC Bank

Client Service Associate

Cleveland, OH · On-site

$52K - $87K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Client Service Associate also partners with Advisors/Leaders on any client related activities. As the owner of the service experience, the Client Service Associate also partners closely with the ...

TalentLink Solutions

Be Seen First

Client Service Associate - Financial Services

Cincinnati, OH · On-site

$65K - $75K/yr

  • PTO

For more than 40 years, we've had the great pleasure of partnering with affluent individuals and ... As our Client Service Associate, you'll play a key role in delivering the exceptional service our ...

Keybank

KPB Client Service Associate - Trust

Brooklyn, OH · On-site

$25 - $38.46/hr

Builds and maintains effective working relationships with other team members/partners to ensure ... Leads by example and demonstrates client focus and teamwork towards both clients and KeyBank ...

Alphabe Insight

Client Service Associate

Akron, OH · On-site

$50K - $55K/yr

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 ...

Public Consulting Group

Client Service Associate 2

Columbus, OH · On-site

$13.50 - $18.75/hr

  • Medical

  • Dental

  • Retirement

  • PTO

Build and maintain strong client partnerships focused on retention, satisfaction, and transparency around risks and opportunities. * Support initiative planning and ongoing client relationship ...

StudySmarter

$311.02 - $380.14/hr

Partner Funds - Bring Your Team, Low Staff Turn-Over Our client is a well-established international ... Being able to bring one or more associates to the firm (can be either junior or senior), and/or ...

Alphabe Insight Inc

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 ...

Alphabe Insight Inc

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 ...

Gryphon Financial Partners

Client Service Associate

Columbus, OH · On-site

$13.50 - $18.75/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Benefits: 401(k) Dental insurance Health insurance Paid time off Vision insurance Provide exemplary service to Gryphon Financial Partners clients. Manage day to day aspects of the client experience.

Wertz & Associates

Tax Senior Associate

Westlake, OH · Hybrid

$75K - $95K/yr

  • Retirement

Help strengthen long-term client partnerships Leadership & Team Development * Supervise and mentor junior tax associates * Review work and provide constructive feedback * Assist with project ...

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Showing results 21-40

All JobsAssociate Client Partner JobsAssociate Client Partner Jobs in Ohio

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 does an Associate Client Partner position do?

An Associate Client Partner is responsible for managing client relationships, understanding their needs, and ensuring service delivery aligns with their expectations. They often coordinate with internal teams, support account growth, and utilize CRM tools to maintain client satisfaction and retention.

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 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 cities in Ohio are hiring for Associate Client Partner jobs? Cities in Ohio with the most Associate Client Partner job openings:
Associate Client Partner jobs near you

Wealth Client Management Associate

CAPTRUST

West Chester, OH

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 19 days ago

Job description

WHO are we looking for?

CAPTRUST is seeking a Wealth Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs) in providing excellent client service. The candidate for this role provides day-to-day support, project management assistance, and partners with the CMC to research and resolve issues. The candidate also recommends solutions to moderately complex problems. Primary responsibilities may include the following, amongst others:


  • Deliver exceptional, proactive service to the Wealth Client Service team, which includes resolving client questions, processing transactions, and responding to ad hoc requests
  • Work closely with CMCs to prepare quarterly reviews, proposals, and other client-related materials; this includes preparing the documents, printing, binding, and mailing
  • Maintain updated client contact information within the CRM system (CAPCONNECT); assist with ongoing CAPCONNECT maintenance including gathering and uploading documents to SharePoint records
  • Handles Client Service functions including new account paperwork, mailing correspondence, reports, and contracts
  • Assist CMCs with various client onboarding and recurring tasks
  • Partners with associates from various offices firm-wide
  • Greet office guests in a professional, friendly, and hospitable manner
  • Answer phone calls with a welcoming and positive demeaner; ensure phone calls are directed to the appropriate team member
  • Assist in scheduling, calendaring, and confirming tasks, activities, and appointments
  • Perform other duties and special projects as required, including firm-wide initiatives
  • Some additional responsibilities may include:
    • Maintain office, kitchen/breakroom area (keep area always stocked and clean) including office supplies
    • Open and distribute mail as needed

Minimum Qualifications:

  • Completion of a two or four-year college degree from an accredited university or 0-2 years of work experience
  • Investment industry experience a plus

Desired Qualifications/Skills:

  • Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF
  • Excellent math skills and the ability to quickly grasp financial and investment concepts
  • Positive attitude and a team player
  • Energized by change and ability to think “outside the box” regarding process improvement
  • Flexibility to handle changing priorities, pressure, and short deadlines
  • Self-motivated; ability to work well independently and with others
  • A high standard of professionalism
  • Notable attention to detail
  • Proactive in task follow-up, stay ahead of deadlines, excellent time-management skills
  • Exceptional written and verbal communication skills
WHAT can you expect from your career at CAPTRUST?

Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.

Our Employee Benefits Package shows how much we value our team. Some benefits include:

  • Company discretionary bonus
  • Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms.
  • Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods
  • Paid time off (PTO) or Paid Sick Leave (PSL)s
WHERE will you be working?

9078 Union Centre Blvd #102 | West Chester Township, OH 45069

Due to the nature of the role, this is not a remote or work from home position. #LI-onsite

HOW do we build a world class organization one brick at a time?

We make it a priority to hire those who have a commitment to service, a real interest in other people, and a burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the depth of our bench. If you are ready to make your mark, we want to talk to you.

Are you the next brick?

To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:

  • Ability to build successful, collaborative, and trusting relationships
  • Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
  • A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
  • Inherent desire to give back to our communities and enrich the lives of those around us
  • An other-centered mindset
  • Integrity through maintaining objectivity

EEO/Diversity Statement:

At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws.#associate

This position will remain open until filled.

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