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Client Associate Jobs in Hamilton, OH (NOW HIRING)

UBS

Client Associate

Cincinnati, OH · On-site

Your role UBS Financial Services is looking to hire an Investment Associate to join the portfolio ... to ensure client assets are invested in line with investment objectives, and providing market ...

UBS

Client Service Associate

Cincinnati, OH · On-site

$14 - $19.25/hr

Do you know how to take care of people? We're looking for a Client Service Associate to: • keep management systems up-to-date with client information • educate clients on account services and ...

UBS

Registered Client Service Associate

Cincinnati, OH · On-site

Your role A Client Service Associate serves as the first point of contact when a client calls to reach their advisor. Their primary responsibility is to handle requests (disbursements, investment ...

Jackson Hewitt

Client Service Associate

Hamilton, OH · On-site

$12/hr

Client Service Associate We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships ...

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Showing results 1-20

All JobsClient Associate JobsClient Associate Jobs in Hamilton, OH

Client Associate information

See Hamilton, OH salary details

$17.2K

$47.5K

$70.3K

How much do client associate jobs pay per year?

As of Jun 30, 2026, the average yearly pay for client associate in Hamilton, OH is $47,471.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,300.00 and $57,800.00 per year, depending on experience, location, and employer.

What does a client associate do?

A client associate supports clients by managing accounts, providing information, and addressing inquiries. They often handle administrative tasks, use customer relationship management (CRM) tools, and ensure client needs are met efficiently within a financial or service environment.

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 job makes 10,000 a month without a degree?

A Client Associate role can potentially earn $10,000 or more per month with experience, strong sales skills, and a client-focused approach, especially in finance or investment firms. High earnings often depend on commissions, bonuses, and performance, and such roles typically require excellent communication and relationship management skills rather than formal degrees.

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.

Is client associate entry-level?

A client associate position is often considered entry-level, suitable for candidates with a bachelor's degree and strong communication skills. Many firms provide on-the-job training and may require some familiarity with financial products or customer service experience. Advancement typically involves gaining industry knowledge and developing client management skills.

Is Associate the lowest position?

In many organizations, the title 'Client Associate' is an entry-level or junior position within client service or financial roles. However, the lowest position can vary depending on the company's hierarchy and structure, and there may be roles such as intern or assistant that are considered lower. Career progression often involves moving from associate to higher roles with experience and skills development.

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.

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 cities near Hamilton, OH are hiring for Client Associate jobs? Cities near Hamilton, OH with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Hamilton, OH as of June 2026, with employment types broken down into 100% Full Time. Highlights an 74% In-person, and 26% Hybrid job distribution, with an average salary of $47,471 per year, or $22.8 per hour.
Client Associate

Client Associate

UBS - Experienced professionals - job boards

Cincinnati, OH

Other

Posted yesterday

Key responsibilities

  • Execute equity and fixed income trades across all accounts.

  • Manage investment models on the UBS trading system.

  • Collaborate with financial advisory team members to ensure client assets are invested in line with investment objectives.

UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

15th of 144 rated banks

Job description

UBS Financial Services is looking to hire an Investment Associate to join the portfolio management team of a large advisory group in our Cincinnati Market. This position will play an important role in implementing the team's equity and fixed income strategies as a trader and as a member of the investment committee. Responsibilities include executing equity and fixed income trades across all accounts, managing investment models on the UBS trading system, collaborating with financial advisory team members to ensure client assets are invested in line with investment objectives, and providing market updates to the investment committee.
The ideal candidate blends a passion for investing and the financial markets with exceptional organizational skills, attention to detail, and the drive to succeed in a fast-paced trading environment


Successful applicants will be trained on all necessary software programs and investment processes.

What UBS employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About UBS

Sourced by ZipRecruiter

We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Zürich, ZH, CH

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