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Client Associate Jobs in Cleveland, OH (NOW HIRING)

Reworld

Client Services Associate

Avon Lake, OH · On-site

About the role The Client Services Associate (CSA) is responsible for processing customer order requests, taking customer calls, maintaining company databases and is responsible for interacting with ...

Reworld

Client Services Associate

Avon Lake, OH · On-site

About the role The Client Services Associate (CSA) is responsible for processing customer order requests, taking customer calls, maintaining company databases and is responsible for interacting with ...

Reworld

Client Services Associate

Avon Lake, OH

About the role The Client Services Associate (CSA) is responsible for processing customer order requests, taking customer calls, maintaining company databases and is responsible for interacting with ...

Covanta

Client Services Associate

Avon Lake, OH

About the role The Client Services Associate (CSA) is responsible for processing customer order requests, taking customer calls, maintaining company databases and is responsible for interacting with ...

Hylant

Associate Client Executive (ACE)

Independence, OH · Hybrid

$75K - $102K/yr

The Associate Client Executive (ACE) program is a unique opportunity to continue your insurance sales training and development journey in a supportive and collaborative environment. The Opportunity:

Hylant

Associate Client Executive (ACE)

Cleveland, OH · Hybrid

$75K - $102K/yr

The Associate Client Executive (ACE) program is a unique opportunity to continue your insurance sales training and development journey in a supportive and collaborative environment. The Opportunity:

PNC Bank

Client Service Associate

Cleveland, OH · On-site

$37K - $69K/yr

As a Client Service Associate within PNC Private Bank organization, you will be based in Cleveland, OH. The Client Service Associate serves as the primary point of contact for our clients and ...

H Cap Connect, LLC.

Client Service Associate

Avon, OH

$50K - $65K/yr

Client Service Associate Location: Avon, Ohio Type: Full-Time Industry: Wealth Management / Financial Services Salary: Based on experience ($50,000 - $65,000) Be the First Impression. And the Lasting ...

H Cap Connect, LLC

Client Service Associate

Avon, OH

$50K - $65K/yr

Client Service Associate Location: Avon, Ohio Type: Full-Time Industry: Wealth Management / Financial Services Salary: Based on experience ($50,000 - $65,000) Be the First Impression. And the Lasting ...

Sequoia Financial Group

Client Service Associate

Akron, OH

$13.75 - $19.25/hr

Responsibilities As a Client Service Associate, you will play an integral role in supporting a team of Financial Advisors who help clients pursue their financial goals through comprehensive planning ...

Sequoia Financial Group Llc

Client Service Associate

Akron, OH · On-site

$13.75 - $19.25/hr

Summary of the position We are seeking a motivated, detail-oriented, and team-driven professional to join our firm as a Client Service Associate. In this role, you will work closely with Financial ...

Alphabe Insight Inc

Client Service Associate

Akron, OH

$13.75 - $19.25/hr

We are seeking a detail-oriented and client-focused Client Service Associate to join our dynamic team in Akron, OH. In this role, you will support daily client operations, maintain high standards of ...

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All JobsClient Associate JobsClient Associate Jobs in Cleveland, OH

Client Associate information

See Cleveland, OH salary details

$17.9K

$49.4K

$73.2K

How much do client associate jobs pay per year?

As of May 28, 2026, the average yearly pay for client associate in Cleveland, OH is $49,427.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,800.00 and $60,100.00 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 Cleveland, OH? The most popular types of Client jobs in Cleveland, OH are:
What are popular job titles related to Client Associate jobs in Cleveland, OH? For Client Associate jobs in Cleveland, OH, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Cleveland, OH look for? The top searched job categories for Client Associate jobs in Cleveland, OH are:
What cities near Cleveland, OH are hiring for Client Associate jobs? Cities near Cleveland, OH with the most Client Associate job openings:
Client Associate jobs near you
Investment Associate, FINRA Registered

Investment Associate, FINRA Registered

Keybank

Brooklyn, OH • Hybrid

$23.08 - $34.62/hr

Full-time

Medical, Life, Retirement

Posted 10 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

ABOUT THE JOB (JOB BRIEF):
Within the Service Center of Key Investment Services (KIS), this individual is responsible for assisting the KIS Sales Force in achieving sales goals, customer service, business growth and client retention. This individual would be a primary contact for clients when their licensed representative is unavailable and assist in building customer loyalty and taking responsibility for customer satisfaction.
ESSENTIAL JOB FUNCTIONS:

  • Primary job functions would include accepting or assisting with daily activities including heavy trade volume requests from clients and sales force, timely and with a high degree of accuracy.
  • Follow up on all order executions for payment and remittance as required.
  • Accepting and processing of client account maintenance requests from the sales force and clients.
  • Reviewing client requests, accounts and determining appropriate resolution.
  • Recognize and report sales opportunities.
  • Client contact regarding Required Minimum Distributions.
  • Develop and maintain strong working relationship with clients, sales force and team members.


MARGINAL OR PERIPHERAL FUNCTIONS

  • Perform marketing- related activities to promote business growth.
  • Contacting KIS clients for review of accounts and issue resolution.
  • Cross train and back up on various functions within the Service and Support teams.
  • Project involvement and/or assignments from management as required.


REQUIRED QUALIFICATIONS:

  • High School Degree or equivalent required. College Degree in Business or Finance preferred.
  • Industry experience including but not limited to Corporate actions, 1099, statement and cost basis research, collections, New Account Process, Legal and Annuity documentation requirements.
  • Retirement accounts including contribution, distributions and RMD calculations.
  • Securities, Bonds, Annuity in addition to Mutual Fund classes and fee structures.
  • Series 7 and Series 63 required. Life & Health insurance licenses; Series 66 preferred.
  • Strong written and verbal communication.
  • Excellent customer service and analytical skills.
  • Ability to recognize and understand client issues and develop appropriate responses and solutions.
  • Demonstrate excellent organizational skills and a strong attention to detail.

COMPENSATION AND BENEFITS

This position is eligible to earn a base hourly rate in the range of $23.08 - $34.62 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: 05/31/2026 KeyCorp 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.

#LI-Hybrid

What KeyBank employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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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

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