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Client Associate Jobs in Mount Vernon, OH (NOW HIRING)

Hylant

Associate Client Executive (ACE)

Columbus, OH · Hybrid

The Associate Client Executive (ACE) program is a unique opportunity to continue your insurance sales training and development journey in a supportive and collaborative environment. The Opportunity:

Bread Financial

Regional Engagement Manager

Columbus, OH · On-site +1

$91.50K - $180.10K/yr

Job Summary The Regional Engagement Manager is pivotal in enhancing the client's associate and customer experience with Bread Financial products. The Field Team at Bread Financial works internally ...

Bread Financial

Regional Engagement Manager

Columbus, OH · On-site

$91.50K - $180.10K/yr

Job Summary The Regional Engagement Manager is pivotal in enhancing the client's associate and customer experience with Bread Financial products. The Field Team at Bread Financial works internally ...

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 ...

DHL

Client Support Services Manager

Westerville, OH · On-site

... associate development, training, and continuous improvement. We offer competitive wages, excellent affordable insurance benefits (including health, dental, vision and life), 401K plan, paid vacation ...

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 ...

RR Donnelley

Presentation Associate

Columbus, OH

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 ...

DPDHL

Client Support Services Manager

Westerville, OH · On-site

... associate development, training, and continuous improvement. We offer competitive wages, excellent affordable insurance benefits (including health, dental, vision and life), 401K plan, paid vacation ...

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 Mount Vernon, OH salary details

$15.4K

$42.5K

$63K

How much do client associate jobs pay per year?

As of May 28, 2026, the average yearly pay for client associate in Mount Vernon, OH is $42,493.00, according to ZipRecruiter salary data. Most workers in this role earn between $33,400.00 and $51,700.00 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 job categories do people searching Client Associate jobs in Mount Vernon, OH look for? The top searched job categories for Client Associate jobs in Mount Vernon, OH are:
What cities near Mount Vernon, OH are hiring for Client Associate jobs? Cities near Mount Vernon, OH with the most Client Associate job openings:
Client Associate jobs near you
Private Client Associate - Mansfield South, OH

Private Client Associate - Mansfield South, OH

Janney Montgomery Scott LLC

Mansfield, OH • On-site

Full-time

PTO

Posted 6 days ago

Job description

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.
As a Registered Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with our Janney Financial Advisors ("FAs") to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You may be asked to perform operational responsibilities as well.
What you are good at
  • Customer Service - Demonstrating the ability to build and foster strong client relationships through service; Able to follow up on time sensitive issues with all home office departments
  • Communication -Providing excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail. Able to compose effective client correspondence in accordance with established policies and procedures
  • Initiative - Proactively utilizing available technology and tools to support efficient and effective time management; Able to assist FAs in organizing and implementing productivity-based campaigns; Knowledgeable, in accordance with established policies, of all firm technology necessary to provide quick responses to FA and client inquiries.
  • Building Relationships - Connecting with others in a way that fosters trust and creates collaborative relationships; Able to anticipate potential issues and/or problems and alert respective FA and/or Branch Management as necessary.

What you have
Requirements:
  • High School diploma; Associate's or Bachelor's degree preferred
  • Prior office experience preferred but not required
  • Series 7, 63 and 65, or 66 to be obtained within 12 months
  • Excellent customer service skills
  • Proficient skills in Word, Excel, PowerPoint, and Outlook
  • Able to work effectively in a fast paced, deadline-oriented environment
  • Strong attention to detail
  • Able to work effectively as part of a team
  • High ethical standards

Why work for us?
Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee's life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus, Employee Ownership, and Professional Development Assistance Plan designed to help you make the most of your life at work and at home-today and in the future. Explore further.
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. We've earned the Great Place to Work® certification, which recognizes employers that create an outstanding employee experience. Based entirely on what current employees say about their experience working at Janney, this prestigious recognition underscores our commitment to our people and culture. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.
Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.

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