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Client Associate Jobs in Ohio (NOW HIRING)

Flexjet

Client Services Associate

Cleveland, OH · On-site

Client Services Associate Join a global leader in private aviation, offering access to an ultramodern fleet of private aircraft through fractional ownership, leasing and jet cards. Together, our ...

Flexjet

Client Services Associate

Cleveland, OH

The Client Services Associate will work two-fold with external customers and internal colleagues to provide information as it relates to customers contracts and invoices. Will work to ensure ...

Flexjet

Client Services Associate

Cleveland, OH · On-site

The Client Services Associate will work two-fold with external customers and internal colleagues to provide information as it relates to customers contracts and invoices. Will work to ensure ...

Flexjet

Client Services Associate

Cleveland, OH

The Client Services Associate will work two-fold with external customers and internal colleagues to provide information as it relates to customers contracts and invoices. Will work to ensure ...

SME

Client Services Associate

Cleveland, OH

The Client Services Associate (CSA) role is responsible for internal and external client support and research as tasked. It is the responsibility of the CSA to conduct business within given accounts ...

Key Bank

KPB Sr Client Service Associate

Brooklyn, OH · Hybrid

$27.40 - $41.83/hr

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary The Senior Client Service Associate (Sr. CSA) has responsibility for supporting Lead Institutional Advisors Regional Consultants and ...

Keybank

KPB Sr Client Service Associate

Brooklyn, OH · Hybrid

$27.40 - $41.83/hr

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary The Senior Client Service Associate (Sr. CSA) has responsibility for supporting Lead Institutional Advisors Regional Consultants and ...

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Client Associate information

See Ohio salary details

$17.6K

$48.5K

$71.8K

How much do client associate jobs pay per year?

As of May 31, 2026, the average yearly pay for client associate in Ohio is $48,452.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,000.00 and $58,900.00 per year, depending on experience, location, and employer.

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

To thrive as a Client Associate, you need strong organizational abilities, attention to detail, and foundational knowledge of financial products or client services, often supported by a relevant degree. Familiarity with CRM systems, financial software, and proficiency in Microsoft Office are typically required, and some firms may seek Series 7 or 63 licenses. Excellent communication, problem-solving skills, and a client-focused attitude help build trust and foster lasting client relationships. These capabilities ensure efficient client support, accurate processing of transactions, and contribute to overall client satisfaction and business success.

How does a Client Associate typically collaborate with other teams within a financial services firm?

Client Associates frequently work alongside financial advisors, operations staff, and compliance departments to ensure seamless client service. They may coordinate account openings, process transactions, and assist with client inquiries, requiring strong communication and organizational skills. Collaboration is often facilitated through regular meetings, shared software platforms, and cross-departmental projects, making teamwork an essential aspect of the role. Adapting to different working styles and managing multiple priorities are common challenges that Client Associates navigate in this collaborative environment.

What are Client Associates?

Client Associates are professionals who support financial advisors or client relationship managers in delivering high-quality service to clients. They handle administrative tasks, prepare account paperwork, respond to client inquiries, and help manage client accounts. Their role ensures smooth communication between clients and the firm while allowing advisors to focus on providing financial guidance. Client Associates often work in banking, wealth management, or investment firms. The position requires strong organizational, communication, and customer service skills.

What is the difference between Client Associate vs Customer Service Representative?

AspectClient AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer finance or sales certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, telecommunications, hospitality
Common Search & Comparison IntentUnderstanding roles in finance and client managementCustomer support and service roles

The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.

What are the most commonly searched types of Client jobs in Ohio? The most popular types of Client jobs in Ohio are:
What are popular job titles related to Client Associate jobs in Ohio? For Client Associate jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Ohio look for? The top searched job categories for Client Associate jobs in Ohio are:
What cities in Ohio are hiring for Client Associate jobs? Cities in Ohio with the most Client Associate job openings:
What are popular job titles related to Client Associate jobs in OH? For Client Associate jobs in OH, the most frequently searched job titles are:
Client Associate jobs near you
Private Client Associate - Private Banking CLE

Private Client Associate - Private Banking CLE

WesBanco Bank, Inc.

North Canton, OH • On-site

$13 - $17.75/hr

Full-time

Posted yesterday

WesBanco rating

7.4

Company rating: 7.4 out of 10

Based on 14 frontline employees who took The Breakroom Quiz

91st of 141 rated banks

Job description

Summary
The Private Client Associate provides support services for Private Banking. Duties include business processing, customer service interactions, and bank operations tasks.
Essential Duties and Responsibilities
Handles all incoming requests for service for customers.
Provides phone back-up when bankers are out on sales calls.
Maintains familiarity with Private Banking product offerings.
Inputs consumer and commercial loan requests.
Assists with account origination process, specifically as it relates to loan documentation and booking through internal systems.
Assists in the credit renewal process, including monitoring future maturities and line exception reports.
Completes deposit account opening and closing process.
Services client needs as it relates to loan and deposit account issues and electronic banking.
Coordinates and prepares marketing and account review materials.
Other Qualifications
Ability to acquire knowledge of core lending and deposit products and systems.
Must have ability to develop fundamental understanding of Bank services and operations.
Ability to interact professionally with Bank employees, business partners, customers and prospects.
Licenses & Certifications
Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements.
Customer Service Skills
Must have strong interpersonal and communication skills.
Ability to handle difficult and sensitive business situations.
Willingness to provide a level of service which will clearly differentiate us from our competitors.
Interpersonal Skills
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise and effective written and verbal communication.
Must be attentive to detail.
Mathematical Skills
Ability to calculate figures and amounts such as discounts, interest, percentages, ratios, returns and fractions.
Reasoning Skills
Ability to provide common sense understanding to carry out detailed written and verbal directions.
Technical Skills
Proficient in Microsoft Office products including Outlook, Word and PowerPoint.
Ability to become proficient in various other systems.
Other Skills and Abilities
Ability to maintain confidentiality.
Must possess strong organization and planning skills.
Must be self-motivated.
Excellent team player.
Ability to multi-task and prioritize tasks.
Associates Degree and minimum of three years related work experience or Bachelor's Degree in a related field required.
Customer service experience required.

What WesBanco employees say

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