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Client Associate Jobs in Cincinnati, OH (NOW HIRING)

Go Rentals

Client Service Associate

Cincinnati, OH

$20/hr

The Guest Experience Associate - Carcierge is the face of Go Rentals, a guest-facing luxury ... Open and close rental contracts; ensuring all required client paperwork is complete and accurate

CAPTRUST

Wealth Client Management Associate

West Chester, OH · On-site

$13.75 - $18.75/hr

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 ...

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All JobsClient Associate JobsClient Associate Jobs in Cincinnati, OH

Client Associate information

See Cincinnati, OH salary details

$17.8K

$48.9K

$72.4K

How much do client associate jobs pay per year?

As of Aug 23, 2026, the average yearly pay for client associate in Cincinnati, OH is $48,899.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,400.00 and $59,500.00 per year, depending on experience, location, and employer.

What is a client associate?

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 are the key skills and qualifications needed to thrive as a client associate?

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 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 Cincinnati, OH?

The most popular types of Client jobs in Cincinnati, OH are:

What are popular job titles related to Client Associate jobs in Cincinnati, OH?

For Client Associate jobs in Cincinnati, OH, the most frequently searched job titles are:

What job categories do people searching Client Associate jobs in Cincinnati, OH look for?

The top searched job categories for Client Associate jobs in Cincinnati, OH are:

What cities near Cincinnati, OH are hiring for Client Associate jobs?

Cities near Cincinnati, OH with the most Client Associate job openings:

Client Associate jobs near you
Infographic showing various Client Associate job openings in Cincinnati, OH as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 12% Part Time, and 5% Contract. Highlights an 75% Physical, 4% Hybrid, and 21% Remote job distribution, with an average salary of $48,899 per year, or $23.5 per hour.

Client Relationship Associate

Bartlett Wealth Management

Cincinnati, OH • On-site

$38K - $48K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 20 days ago

Job description

This position is a member of the client service team and works closely with Wealth Advisors, Financial Planners, clients, and several departments within the firm and plays a critical role in supporting client service, retention, and business growth.

The ideal associate will:

  • Act as the primary point of contact and demonstrate a client-first attitude, addressing client inquiries and concerns.
  • Assist with all facets of new client onboarding including opening accounts, establishing client portal access, and managing account transfers and documents.
  • Manage client information within the CRM. Maintaining clients’ profiles, information, and activities.
  • Establish and nurture strong relationships with clients.
  • Resolve and troubleshoot client issues promptly and effectively.
  • Inform clients about new products and services.
  • Actively work to meet and anticipate the needs of the Advisors and clients they support.
  • Handle all distribution and money movement requests.
  • Serve as a liaison between client, custodian, and investment managers, as well as third parties.
  • Schedule and organize client meetings for Advisors and coordinate meeting materials with Client Communications Associate.
  • Utilize Bartlett’s compliance software to ensure proper recordkeeping.
  • Work with internal teams to ensure client needs are met.
  • Adhere to all regulations and policies.
  • Use extreme discretion, maintain confidentiality, and act with the utmost integrity.
  • Work well under pressure and time constraints.
  • Work independently to complete tasks in a timely and efficient manner while diligently maintaining accuracy and attention to detail.
  • Be organized, detailed-oriented, and able to multitask and prioritize workflow in a changing work environment.
  • Communicate effectively with a wide range of people in a professional manner using tact, courtesy, and good judgment, both verbally and written.
  • Be a team player, collaborative, and able to work with and through others.

Requirements

  • Minimum of 5 - 7 years of relevant work experience, preferably in the financial services/investment management industry.
  • Bachelor’s degree from an accredited college or university or equivalent experience is preferred.
  • Proficiency with Microsoft applications, including Outlook, Word, and Excel with advanced skills for exporting and merging information into documents and a demonstrated ability to use/learn advanced software, systems, and devices.
  • Experience with CRM software (Practifi/Salesforce experience preferred), electronic document repositories.
  • Proficiency in business English, composition, spelling, grammar, and punctuation and the demonstrated ability to efficiently compose and prepare correspondence and documents.

Benefits

Bartlett offers a competitive and comprehensive benefits package including 401(k) match, profit sharing, attractive health care coverage, dental, vision, flexible spending accounts, life insurance, disability coverage, professional development assistance, ample paid time off and a hybrid work schedule.

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