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Client Associate Jobs in Ohio (NOW HIRING)

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 ...

SME

Client Services Associate

Cleveland, OH · On-site

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 ...

KeyCorp

KPB Client Service Associate (IM&T)

Cleveland, OH · On-site

$25 - $38.46/hr

Client Service Associate Location: 4900 Tiedeman Road, Brooklyn Ohio The Client Service Associate works in a centralized task queue environment supporting the Key Private Bank regional sales teams by ...

UBS

Registered Client Service Associate

Cincinnati, OH · On-site

Your role A Client Service Associate serves as the first point of contact when a client calls to reach their advisor. Their primary responsibility is to handle requests (disbursements, investment ...

Keybank

KPB Client Service Associate (IM&T)

Brooklyn, OH · Hybrid

$25 - $38.46/hr

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 ...

Key Bank

KPB Client Service Associate (IM&T)

Brooklyn, OH · On-site

$25 - $38.46/hr

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 ...

KeyBank

KPB Client Service Associate (IM&T)

Brooklyn, OH · On-site

$25 - $38.46/hr

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 ...

Key Bank

KPB Client Service Associate

Toledo, OH · On-site

$25 - $38.46/hr

Associate's Degree in business-related field or equivalent work experience. (preferred) Work Experience * Experience working in the financial industry or other client service roles. (required)

Key Bank

KPB Client Service Associate

Cleveland, OH · On-site

$25 - $38.46/hr

Associate's Degree in business-related field or equivalent work experience. (preferred) Work Experience * Experience working in the financial industry or other client service roles. (required)

Key Bank

KPB Client Service Associate

Brooklyn, OH · On-site

$25 - $38.46/hr

Associate's Degree in business-related field or equivalent work experience. (preferred) Work Experience * Experience working in the financial industry or other client service roles. (required)

Keybank

KPB Client Service Associate

Toledo, OH · Hybrid

$25 - $38.46/hr

Associate's Degree in business-related field or equivalent work experience. (preferred) Work Experience * Experience working in the financial industry or other client service roles. (required)

Key Bank

KPB Client Service Associate (IM&T)

Cleveland, OH · On-site

$25 - $38.46/hr

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 ...

Keybank

KPB Client Service Associate

Brooklyn, OH · Hybrid

$25 - $38.46/hr

Associate's Degree in business-related field or equivalent work experience. (preferred) Work Experience * Experience working in the financial industry or other client service roles. (required)

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Showing results 1-20

All JobsClient Associate JobsClient Associate Jobs in Ohio

Client Associate information

See Ohio salary details

$17.6K

$48.5K

$71.8K

How much do client associate jobs pay per year?

As of Jun 29, 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 does a client associate do?

A client associate supports clients by managing accounts, providing information, and addressing inquiries. They often handle administrative tasks, use customer relationship management (CRM) tools, and ensure client needs are met efficiently within a financial or service environment.

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 job makes 10,000 a month without a degree?

A Client Associate role can potentially earn $10,000 or more per month with experience, strong sales skills, and a client-focused approach, especially in finance or investment firms. High earnings often depend on commissions, bonuses, and performance, and such roles typically require excellent communication and relationship management skills rather than formal degrees.

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.

Is client associate entry-level?

A client associate position is often considered entry-level, suitable for candidates with a bachelor's degree and strong communication skills. Many firms provide on-the-job training and may require some familiarity with financial products or customer service experience. Advancement typically involves gaining industry knowledge and developing client management skills.

Is Associate the lowest position?

In many organizations, the title 'Client Associate' is an entry-level or junior position within client service or financial roles. However, the lowest position can vary depending on the company's hierarchy and structure, and there may be roles such as intern or assistant that are considered lower. Career progression often involves moving from associate to higher roles with experience and skills development.

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.

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
Infographic showing various Client Associate job openings in Ohio as of June 2026, with employment types broken down into 100% Full Time. Highlights an 74% In-person, and 26% Hybrid job distribution, with an average salary of $48,452 per year, or $23.3 per hour.
Client Services Associate

Client Services Associate

Flexjet

Mayfield Village, OH • On-site

Other

Posted 16 days ago

Key responsibilities

  • Respond to client and internal colleague inquiries regarding contract information and billing.

  • Execute billing cycle activities including invoice processing, utilization reports, revisions, and quality assurance checks to ensure compliance with client agreements.

  • Responsible for collections of unpaid receivables and collaborating with finance to review collections and variance reports.

Flexjet rating

8.2

Company rating: 8.2 out of 10

Based on 24 frontline employees who took The Breakroom Quiz

9th of 53 rated aviation services

Job description

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 timeliness of billing/receivables, accuracy of administering contract terms as well as any potential non-payment/collections issues that may arise. This position manages inquiries from clients and ensures they are addressed timely and accurately. The role will support many other departments in the organization as needed to resolve any customer concerns.
DUTIES & RESPONSIBILITIES
• Respond to internal colleagues providing details and data regarding client contract information
• Review and communicate to client requests and questions in regard to their unique contracts and client bills
• Demonstrated ability to think strategically, identify and solve difficult business problems
• Ability to gather and analyze data and draw logical conclusions
• Executing daily/weekly/monthly billing cycle activities including invoice processing, utilization reports, revisions, quality assurance checks to ensure compliance with client's contracted agreement
• Responsible for collections of unpaid receivables as needed
• Partner with Management to resolve client issues
• Follow all internal controls and processes while assisting in month-end and other periodic close reconciliations
• Review monthly reports, collections and variance reports collaborating with finance to take necessary action for correction.
• Assist with training and mentorship of new team members
• Account management of top tier clients, high risk clients
• Additional support and quality checks for key accounts and new program roll outs
• System Expert / IT Testing Support
• Perform other related duties and responsibilities as assigned by Manager.
EDUCATION & EXPERIENCE
• Bachelor's/Associate's degree in related field and preferred experience in accounting, accounts receivable, or a combination of education and experience.
• 2-3 years of customer service experience in a high-end service industry
• Strong computer and software skills, including Microsoft Office Suite Applications (Excel, Outlook, etc.)
• Strong documentation skills
• Ability to prioritize and handle multiple inquiries/requests quickly
• Working proficiency with Oracle suite is preferred.
REQUIRED SKILLS & QUALIFICATIONS
• Must possess the legal ability to work in the United States
• Ability to interface successfully with all levels of professionals and company leadership
• Works effectively and cooperatively with others; establishing and maintaining good working relationships
• Desire to work in an autonomous role knowing all the while among a strong supportive team of colleagues and management
• Ability to respond calmly, and handle customer demands
• Keeps up with current developments and trends in areas of expertise
• Good problem-solving skills
• Ability to work both independently and in a team environment
• System oriented
• Deadline driven
• Organized
• Ability to respond calmly, and handle customer demands
ENVIRONMENT
• This role is onsite
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