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Client Associate Jobs in Columbus, OH (NOW HIRING)

Hylant

Associate Client Executive (ACE)

Columbus, OH · On-site

With the tools and guidance provided, you'll be prepared to thrive in a Client Executive role specializing in either Commercial Property & Casualty or Employee Benefits. In This Role You Will Execute ...

Hylant

Client Market Analyst

Columbus, OH · On-site

The Client Market Analyst analyzes market trends, prepares and presents proposals, and manages the ... Associate or bachelor's degree in risk management and insurance, benefit, human resources or ...

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Showing results 21-40

All JobsClient Associate JobsClient Associate Jobs in Columbus, OH

Client Associate information

See Columbus, OH salary details

$17.3K

$47.6K

$70.5K

How much do client associate jobs pay per year?

As of Aug 10, 2026, the average yearly pay for client associate in Columbus, OH is $47,618.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,400.00 and $57,900.00 per year, depending on experience, location, and employer.

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 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.

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 Columbus, OH? The most popular types of Client jobs in Columbus, OH are:
What are popular job titles related to Client Associate jobs in Columbus, OH? For Client Associate jobs in Columbus, OH, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Columbus, OH look for? The top searched job categories for Client Associate jobs in Columbus, OH are:
What cities near Columbus, OH are hiring for Client Associate jobs? Cities near Columbus, OH with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Columbus, OH as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 14% Part Time, and 7% Contract. Highlights an 85% Physical, 5% Hybrid, and 10% Remote job distribution, with an average salary of $47,618 per year, or $22.9 per hour.

Associate Client Account Manager

Cass Information Systems

Columbus, OH • On-site

$112K - $116K/yr

Full-time

Posted 3 days ago

New

Job description

FUNCTION: The Associate Client Account Manager is responsible for overall management of assigned mid-tier client accounts by taking a leadership role in developing mutually beneficial working relationships, achieving account growth, and furthering the success of both the client's and Cass's business through system enhancements, process improvements, and training to facilitate the client's full utilization of Cass services and products. This position will also perform client account representative duties of assigned accounts by supporting the daily activities related to processing and provides clear direction to all internal staff concerning client processes. This position also offers guidance to client account representatives regarding day-to-day client needs and inquiries.
PRINCIPAL RESPONSIBILITIES AND DUTIES:
  • Independently manages all service activities with mid-tier customers and communicates verbally and in writing such that an authoritative relationship is developed.
  • Possesses a thorough understanding of all services and tools that Cass provides for communication and demonstration to our customers and makes recommendations to improve process efficiency and quality.
  • Independently processes and responds to internal and client questions, processing issues, and other requests according to company defined procedures.
  • Demonstrates the ability to coordinate the assignment and management of customer priorities.
  • Thoroughly analyzes issues and requests including technical changes to processing systems and clearly communicates solutions to customers.
  • Ensures application of best practices through consistent evaluation of key metrics, independently driving process improvement efforts to advance account standing.
  • Creates and maintains a detailed project log to track system enhancements and account related process improvement activities.
  • Ensures the successful delivery of new solutions according to customer needs and objectives.
  • Keeps leadership, appropriate internal resources, and customers informed of significant issues on a timely basis.
  • Acts as a positive representative of the company, both internally and externally, in accordance with written principles of the organization without direction or oversight from management.
  • Shares knowledge of duties and clients with fellow employees. Helps train and mentor fellow employees.
  • Performs account representative duties by responding to internal and client questions, ensuring resolution of processing issues, and other requests related to assigned accounts. May support certain assigned accounts in conjunction with Business Process Outsourcing (BPO) resources.
  • Other duties as assigned.

KNOWLEDGE AND MINIMUM REQUIREMENTS:
  • Strong, well-developed interpersonal skills to maximize client responsiveness and develop a working relationship with current clients as well as the ability to work effectively with other departments of Cass and the client's organization.
  • A high level of analytical skills to process client inquiries, evaluate client requests and procedures and implement as appropriate, and to understand the client's operational and data processing systems, etc., to meet client needs in a way mutually beneficial to both client and Cass.
  • Well-developed organizational skills with consistent time management to handle multiple tasks simultaneously.
  • Proficient in Microsoft Office suite with focus on Excel (pivot tables/Vlookups).
  • General SQL knowledge may be required for TIS division.
  • A strong ability to communicate effectively, both written and verbally at all levels.
  • Ability to travel up to 15%.
  • A technical level of knowledge normally acquired through completion of a bachelor's degree in business administration, data processing or related area or an equivalent combination of education and experience.
  • 2-4 years of customer relations experience in a technical or business service environment, including 1-2 years of account management experience preferably with dedicated accounts.

APPLICATION PROCESS:
Please apply directly to this position via the "Apply" button. You will be required to create an account and provide your resume, contact information and other pertinent employment information. This process typically takes 20 minutes or less. Should we find that you meet the minimum requirement of the position, a member of our recruiting team will be in touch to start the interview process.
ABOUT OUR COMPANY:
Cass Information Systems, Inc. (NASDAQ: CASS) is a leading provider of integrated information and payment management solutions. Cass enables enterprises to achieve visibility, control and efficiency in their supply chains, communication networks, facilities, and other operations. Disbursing over $95 billion annually on behalf of its clients, and with total assets of $2.5 billion, Cass is uniquely supported by Cass Commercial Bank. Founded in 1906 and a wholly-owned subsidiary, Cass Commercial Bank provides sophisticated financial exchange services to the parent organization and its clients. Cass is part of the Russell 2000®. More information is available at www.cassinfo.com.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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