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Client Management Associate Jobs in Ohio (NOW HIRING)

A local company is seeking an EMH/Waste Management Associate to join their team. Work hours are ... client companies, either through a direct hire or after successfully completing an initial ...

... Associates, as appropriate Acts as a leader and projects a professional, positive attitude toward client and firm personnel Qualifications, Knowledge, Skills, and Abilities: Education: Bachelor ...

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Client Management Associate information

See Ohio salary details

$9

$21

$38

How much do client management associate jobs pay per hour?

As of Jun 7, 2026, the average hourly pay for client management associate in Ohio is $21.30, according to ZipRecruiter salary data. Most workers in this role earn between $16.20 and $23.75 per hour, depending on experience, location, and employer.

How does a Client Management Associate typically collaborate with other departments to ensure client satisfaction?

As a Client Management Associate, you’ll regularly collaborate with teams such as sales, account management, product, and customer support to address client needs and resolve issues efficiently. You may participate in cross-functional meetings to share client feedback, coordinate on deliverables, and ensure seamless communication between departments. This collaborative approach not only helps maintain strong client relationships but also provides valuable insights into company operations and client expectations, supporting your professional growth.

What are the key skills and qualifications needed to thrive as a Client Management Associate, and why are they important?

To thrive as a Client Management Associate, you need strong communication skills, attention to detail, and a relevant bachelor's degree, often in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes basic data analysis tools is typically expected. Exceptional organizational skills, adaptability, and a customer-focused mindset help you build strong client relationships and manage multiple accounts effectively. These competencies are essential for ensuring client satisfaction, maintaining long-term partnerships, and supporting business growth.

Is a Client Management Associate job stressful?

A Client Management Associate role can be stressful due to managing client expectations, handling multiple accounts, and meeting deadlines. Strong communication skills and organization are important to manage workload effectively and reduce stress levels.

What does a Client Management Associate do?

A Client Management Associate is responsible for supporting client relationships, addressing client inquiries, and ensuring a smooth onboarding process. They work closely with account managers and other team members to resolve client issues, process requests, and maintain accurate records. Their goal is to provide excellent customer service and help retain clients by ensuring their needs are met efficiently. This role often involves communication via email, phone, and meetings to keep clients informed and satisfied.
What cities in Ohio are hiring for Client Management Associate jobs? Cities in Ohio with the most Client Management Associate job openings:

Wealth Management Client Associate

Bank of America

Canton, OH • On-site

Full-time

Posted 17 days ago


Job description

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

  • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
  • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
  • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
  • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
  • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications:

  • Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
  • Demonstrates a client-centric mindset, always acting in the best interest of the client
  • Has the ability to learn and adapt to new information and technology platforms

Desired Qualifications:

  • Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
  • Possesses industry knowledge and an understanding of investment products
  • Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
  • Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
  • Is detail oriented
  • Demonstrates a commitment to continuous learning and professional growth
  • Exhibits sound judgment and discretion when handling sensitive information
  • Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
  • Demonstrates professional verbal and written communication skills

Skills:

  • Account Management
  • Client Management
  • Customer and Client Focus
  • Issue Management
  • Oral Communications
  • Business Development
  • Client Solutions Advisory
  • Pipeline Management
  • Prioritization
  • Administrative Services
  • Emotional Intelligence
  • Referral Identification
  • Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy

Shift:

1st shift (United States of America)

Hours Per Week: 

37.5