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Client Associate Jobs in Columbus, OH (NOW HIRING)

RR Donnelley

Presentation Associate

Columbus, OH · On-site

$21.78 - $31.39/hr

Onsite in Columbus, OH Job Duties The Presentation Associate position is responsible for providing ... Communicate with team members, lead, supervisor or client on job or deadline concerns * *Meet ...

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Client Associate information

See Columbus, OH salary details

$16.8K

$46.4K

$68.8K

How much do client associate jobs pay per year?

As of May 28, 2026, the average yearly pay for client associate in Columbus, OH is $46,412.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,400.00 and $56,500.00 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 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 May 2026, with employment types broken down into 1% As Needed, 76% Full Time, 14% Part Time, 1% Temporary, and 8% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $46,412 per year, or $22.3 per hour.

Presentation Associate

RR Donnelley

Columbus, OH • On-site

$21.78 - $31.39/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago

Job description

Company Description

Williams Lea by RRD is a global business support services company with a strong legacy-over 200 years of experience delivering world-class business solutions. We specialize in delivering skilled administrative support, document production, presentation design, and marketing and communications services to leading companies around the world-especially within legal, financial, and professional services industries.

We're a people-powered organization. With a presence in North America, the UK, Europe, and Asia Pacific, we have thousands of employees globally, all working together to help our clients operate more efficiently and effectively. Whether it's supporting law firms with critical document production or helping financial institutions manage high-volume print and digital communications, we're the behind-the-scenes team making everything run smoothly.

Job Description

2nd Shift: Mon - Fri 4pm-12:30am 

Location: Onsite in Columbus, OH

Job Duties

The Presentation Associate position is responsible for providing presentation services for our clients (financial services/banking). 

(* denotes an "essential function")

  • *Utilize appropriate logs and/or tracking software for all presentation work
  • *Thoroughly assess job request and ensure appropriate completion of job tasks throughout task lifecycle
  • *Perform work in presentation design, including, but not limited to creating pitch books and materials, creating, editing, and error correcting multiple document types to support the client's brand; intake and workflow coordination functions, as needed (will use PowerPoint frequently) 
  • *Use established procedures, standards and formats to edit, proof, create, or otherwise complete presentation requests to client satisfaction
  • *Demonstrate proficiency in using equipment/technology/software and hardware necessary to perform job functions
  • *Communicate with team members, lead, supervisor or client on job or deadline concerns
  • *Meet contracted deadlines for service delivery to our clients
  • *Troubleshoot basic software or hardware problems
  • Help to foster a proactive environment of continuous service enhancement and relationship building with the client
  • Perform Quality Assurance on own work and/or work of others, as requested
  • Adhere to Williams Lea Tag policies, in addition to client policies
  • Use equipment and supplies in a cost efficient manner
Qualifications
  • High school diploma or equivalent
  • Minimum (1) year presentations experience preferably in a legal, banking or large corporate environment
  • Skilled in the use MS Office software (Excel, PowerPoint, Visio as examples); strong keyboarding and typing skills
  • Familiar with other software programs for editing and/or creating documents; specifically, Adobe PDF & Creative Suite (Illustrator, Photoshop as examples) 
  • Strong attention to detail; able to work on multiple projects simultaneously
  • Able to apply intermediate requisite knowledge of appropriate grammar, spelling, composition to work requests
  • Must have good organizational skills
  • Must be able to meet deadlines and complete all projects in a timely manner
  • Ability to handle sensitive and/or confidential documents and information
  • Able to exercise good judgment to make decisions that conform to business needs and policy
  • Good problem solving skills, with the ability and understanding of when to escalate a problem to a supervisory level
  • Ability to maintain professional composure when working with immediate deadlines
  • Ability to work both independently and collaboratively as part of a team
  • Ability to work in a fast paced environment
  • Ability to communicate professionally both verbally and in writing
  • Must be self-motivated with a positive attitude
  • Proven customer service skills are required in order to create, maintain and enhance customer relationships
Additional Information

The salary range for this role at the noted RRD location is $21.78 to $31.39/hour. Starting pay decisions are determined based on multiple factors including but not limited to relevant education, qualifications, skills, experience, certifications, proficiency, performance, shift, location, and other business needs. Typically, roles follow step progressions to a target rate or set increments over time. Depending on the role, in addition to the hourly rate of pay, the total compensation package may also include overtime, shift differential, call-in, and/or stand-by pay. RRD's benefit offerings include medical, dental, and vision coverage, paid time off, disability insurance, 401(k) with company match, life insurance and other voluntary supplemental insurance coverages, plus parental leave, adoption assistance, tuition assistance and employer/partner discounts.

All employment offers are contingent upon the successful completion of both a pre-employment background and drug screen.

RRD is an Equal Opportunity Employer, including disability/veterans

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