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Client Associate Jobs in Dublin, OH (NOW HIRING)

Dawson

Client Services - CMZ - WEAM

Lockbourne, OH

$25/hr

Client Service Specialist Logistics $25.00 per hour Friday-Sunday, 6:00am-6:30pm Lockbourne, Ohio (onsite) Temp to Hire Why You'll Love This Job: * After being hired on, the following benefits are ...

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Showing results 41-60

All JobsClient Associate JobsClient Associate Jobs in Dublin, OH

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:

Client Associate jobs near you
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.

Senior Client Service Associate

GRYPHON FINANCIAL PARTNERS LLC

Columbus, OH • On-site

Full-time

Re-posted 7 days ago

Job description

Job Description:
Provide exemplary service to Gryphon Financial Partners clients.  Manage day to day aspects of the client experience.
 
Qualifications:
  • Organized, detail oriented and ability to multi-task
  • Strong verbal and written communication skills
  • Diligent follow up skills
  • Proficient with Microsoft Office 
  • Professional and exemplifies all brand attributes of Gryphon Financial Partners
 
Job Accountabilities:
·         Onboarding New Clients
·         Client Service and Maintenance
·         Client Relationship Building
·         Investment Document Execution
·         Family Office Services Assistance