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Client Associate Jobs in Columbus, OH (NOW HIRING)

Gordon Flesch Company

Client Success Associate

Dublin, OH · On-site

$27.50 - $30/hr

Participate in internal and external client meetings, including preparation and follow-up. * ... Associate degree or equivalent experience. * Experience generating and converting business leads.

Chase

Client Service Associate I

Columbus, OH · On-site

$13.50 - $18.75/hr

Client Service Delivery Associate I Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client Service Delivery ...

New

Hylant

Associate Client Executive (ACE)

Columbus, OH

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 ...

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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 23, 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.

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 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, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 74% Physical, 4% Hybrid, and 22% Remote job distribution, with an average salary of $47,618 per year, or $22.9 per hour.

Client Success Associate

Gordon Flesch Company

Dublin, OH

$27.50 - $30/hr

Full-time

Posted 26 days ago

Gordon Flesch Company rating

8.3

Company rating: 8.3 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

52nd of 225 rated it services

Job description

Job Purpose

This role will serve as a trusted advisor to our top customers and assist our Major Account Executive to drive maximum value from our solution and achieve their desired outcomes. They will support the customers to drive satisfaction, retention and growth within the account.

Responsibilities

  • Provide continuous training to ensure high early adoption of products and services.
  • Build and maintain strong, long-term relationship with key stakeholders across customer accounts to align strategic goals between GFC and customers.
  • Serve as a point of escalation for customer concerns, ensuring timely and effective resolution.
  • Act as a liaison by coordinating and facilitating discussions with internal departments.
  • Help develop and execute customer success plans tailored to each client’s goals and business objectives.
  • Provide regular updates to internal teams on customer status, feedback, and opportunities for improvement.
  • Participate in internal and external client meetings, including preparation and follow-up.
  • Conduct walkthroughs of customer sites to identify potential growth opportunities.
  • Ensure accurate documentation of sales activities in CRM systems including meeting notes.
  • Help promote company events to current and prospective customers.
  • Continuously learn and stay current on GFC’s technology solutions.
  • Assist with budget planning and account reviews, including data gathering and presentation.
  • Miscellaneous job duties as assigned.

Requirements

  • High school diploma or equivalent.
  • Advanced skill in Microsoft Excel
  • Valid driver’s license and appropriate auto insurance as dictated by state requirements.
  • Ability to promote ideas and work constructively across various departments.
  • Exceptional analytical skills and problem-solving abilities
  • Proficient with Microsoft Office applications, including Word, , and Outlook.
  • Ability to compare data from a variety of sources for accuracy and completeness.
  • Possess a professional attitude with an ability to interact well with others.
  • Strong customer service orientation.
  • Ability to work in a team environment and interact in a consistent, positive manner.
  • Excellent verbal and written communication skills.
  • Ability to multi-task while maintaining strong attention to detail.

Preferred Qualifications (if applicable)

  • Associate degree or equivalent experience.
  • Experience generating and converting business leads.
  • Proven track record of delivering excellent customer service.
  • Self-motivated with a desire to grow into a sales professional.
  • Interest in business technology solutions.

The hourly rate for this position is $27.50 - $30.00

Gordon Flesch Company is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, color, creed, disability, gender identity, national origin, protected veteran status, race, religion, sex, sexual orientation, and any other status protected by applicable local, state, or federal law. The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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