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Client Associate Jobs in Dublin, OH (NOW HIRING)

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.

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 ...

Client Executive, GTS

Columbus, OH · On-site

$71K - $97K/yr

This Client Executive role is responsible for setting strategy for major regional accounts which ... That's why we hire associates with the intellectual curiosity, energy and drive to want to make a ...

Showing results 21-40

Client Associate information

See Dublin, OH salary details

$17.9K

$49.2K

$72.9K

How much do client associate jobs pay per year?

As of Sep 6, 2026, the average yearly pay for client associate in Dublin, OH is $49,214.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,600.00 and $59,900.00 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 job categories do people searching Client Associate jobs in Dublin, OH look for?

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

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

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

Infographic showing various Client Associate job openings in Dublin, OH as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 14% Part Time, and 5% Contract. Highlights an 77% Physical, 4% Hybrid, and 19% Remote job distribution, with an average salary of $49,214 per year, or $23.7 per hour.

Client Service Associate 2

Public Consulting Group

Columbus, OH • On-site

Other

Medical, Dental, Retirement, PTO

Re-posted 29 days ago


Public Consulting Group rating

6.9

Company rating: 6.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

62nd of 72 rated business consultants


Job description

US

Full time

JR101996

Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 professionals throughout the U.S.-all committed to delivering solutions that change lives for the better. The firm is a member of a family of companies with experience in all 50 states, and clients in three Canadian provinces and Europe. PCG offers clients a multidisciplinary approach to meet challenges, pursue opportunities, and serve constituents across the public sector. To learn more, visit www.publicconsultinggroup.com .

Duties and Responsibilities

  • Supports customer service and operations for clients:

  • Responsible for initiative planning and ongoing client relationship management

  • collaborates with external vendors, external consultants, consulting team members, and/or other staff as required in support of initiatives.

  • Responsible for acquiring and applying knowledge, best practices (external and internal), methodology, and tools to client organizations.

  • Responds to inquiries and questions in a timely manner

  • Works within a team to accomplish other duties on projects to meet necessary deadlines.

Required Skills

  • Strong analytical skills, including the ability to analyze and organize data.

  • Excellent organizational, oral presentation and written communication skills.

  • Ability to manage time to meet critical deadlines.

  • Ability to work independently and with a team

  • Excellent ability to build and maintain business relationship with clients.

  • Proficiency in MS Office products, including PowerPoint, Excel and Word.

  • Research and project management capabilities.

  • Advance database skills.

Qualifications

  • High School diploma or equivalent, Bachelor's degree preferred

  • 2+ years similar work experience

Supervisory Responsibility

  • None

Working Conditions

  • Office Setting

  • Remote - Pacific Time zone preferred

  • Local to Portland, OR preferred

The above is intended to describe the general contents and requirements of work being performed by people assigned to this classification. It is not intended to be construed as an exhaustive statement of all duties, responsibilities or skills of personnel so classified.

Compensation:

Compensation for roles at Public Consulting Group varies depending on a wide array of factors including, but not limited to, the specific office location, role, skill set, and level of experience. As required by applicable law, PCG provides a reasonable range of compensation for this role. In addition, PCG provides a range of benefits for this role, including medical and dental care benefits, 401k, PTO, parental leave, bereavement leave.

Range: $62,200 - $81,900

#LI-KA1

#LI-Remote

PCG does not sponsor newly hired foreign national workers for work authorization, including H-1B sponsorship.

EEO Statement:

Public Consulting Group is an Equal Opportunity Employer dedicated to celebrating diversity and intentionally creating a culture of inclusion. We believe that we work best when our employees feel empowered and accepted, and that starts by honoring each of our unique life experiences. At PCG, all aspects of employment regarding recruitment, hiring, training, promotion, compensation, benefits, transfers, layoffs, return from layoff, company-sponsored training, education, and social and recreational programs are based on merit, business needs, job requirements, and individual qualifications. We do not discriminate on the basis of race, color, religion or belief, national, social, or ethnic origin, sex, gender identity and/or expression, age, physical, mental, or sensory disability, sexual orientation, marital, civil union, or domestic partnership status, past or present military service, citizenship status, family medical history or genetic information, family or parental status, or any other status protected under federal, state, or local law. PCG will not tolerate discrimination or harassment based on any of these characteristics. PCG believes in health, equality, and prosperity for everyone so we can succeed in changing the ways the public sector, including health, education, technology and human services industries, work.

Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 professionals throughout the U.S.-all committed to delivering solutions that change lives for the better. The firm is a member of a family of companies with experience in all 50 states, and clients in six Canadian provinces and Europe. PCG offers clients a multidisciplinary approach to meet challenges, pursue opportunities, and serve constituents across the public sector. To learn more, visit www.publicconsultinggroup.com.

Click here (https://publicconsultinggroup.com/privacy-policy/ccpa-employee-and-applicant-privacy-notice/) to access our privacy notice to California job applicants regarding the collection of personal information.

Public Consulting Group is an equal opportunity employer. All qualified applicants receive consideration for employment without regard to race, color, religion, gender, national origin, age, sexual orientation, gender identity, protected veteran status, or status as a qualified individual with a disability. VEVRAA Federal Contractor.


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About Public Consulting Group

Sourced by ZipRecruiter

Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 professionals throughout the U.S.--all committed to delivering solutions that change lives for the better. The firm is a member of a family of companies with experience in all 50 states, and clients in six Canadian provinces and Europe. PCG offers clients a multidisciplinary approach to meet challenges, pursue opportunities, and serve constituents across the public sector. To learn more, visit www.publicconsultinggroup.com.

Industry

Business management consulting

Company size

1,001 - 5,000 Employees

Headquarters location

Boston, MA, US

Year founded

1986

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