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Client Service Associate Jobs in Ohio (NOW HIRING)

UBS

Client Service Associate

Cincinnati, OH

$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 ...

Gallagher

Client Service Associate

Upper Arlington, OH · Hybrid

$14 - $19.25/hr

Overview At Gallagher, we're looking for a Client Service Associate to join our Commercial team. In this role, you'll help clients solve challenges and deliver tailored insurance solutions. You'll ...

Stifel

Client Service Associate - NR

Canfield, OH

$12.25 - $16.75/hr

Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety ...

Keybank

KPB Client Service Associate

Toledo, OH · Hybrid

$25 - $38.46/hr

Associate's Degree in business-related field or equivalent work experience. (preferred) Work Experience * Experience working in the financial industry or other client service roles. (required)

Keybank

KPB Client Service Associate

Brooklyn, OH · Hybrid

$25 - $38.46/hr

Associate's Degree in business-related field or equivalent work experience. (preferred) Work Experience * Experience working in the financial industry or other client service roles. (required)

Stifel

Client Service Associate - NR

Canfield, OH · On-site

$12.25 - $16.75/hr

What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records ...

Stifel

Client Service Associate - NR

Canfield, OH · On-site

$12.25 - $16.75/hr

What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records ...

KeyCorp

KPB Client Service Associate

Cleveland, OH

$25 - $38.46/hr

Associate's Degree in business-related field or equivalent work experience. (preferred) Work Experience * Experience working in the financial industry or other client service roles. (required)

KeyBank

KPB Client Service Associate (IM&T)

Brooklyn, OH · On-site

$25 - $38.46/hr

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Profile Summary The Client Service Associate (CSA) works in a centralized task queue environment supporting the Key Private Bank (KPB) regional sales ...

Key Bank

KPB Client Service Associate (IM&T)

Brooklyn, OH · Hybrid

$25 - $38.46/hr

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Profile Summary The Client Service Associate (CSA) works in a centralized task queue environment supporting the Key Private Bank (KPB) regional sales ...

Keybank

KPB Client Service Associate (IM&T)

Brooklyn, OH · Hybrid

$25 - $38.46/hr

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Profile Summary The Client Service Associate (CSA) works in a centralized task queue environment supporting the Key Private Bank (KPB) regional sales ...

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All JobsClient Service Associate JobsClient Service Associate Jobs in Ohio

Client Service Associate information

See Ohio salary details

$8

$16

$26

How much do client service associate jobs pay per hour?

As of Jun 11, 2026, the average hourly pay for client service associate in Ohio is $16.29, according to ZipRecruiter salary data. Most workers in this role earn between $13.27 and $18.27 per hour, depending on experience, location, and employer.

What does a client service associate do?

A client service associate provides support to clients by addressing inquiries, resolving issues, and managing account information. They often communicate via phone, email, or in person, and use customer relationship management (CRM) tools to ensure client satisfaction and accurate record-keeping.

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

To thrive as a Client Service Associate, you need strong communication, organizational, and problem-solving skills, often backed by a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes financial or industry-specific platforms is typically required. Outstanding interpersonal skills, attention to detail, and a proactive attitude help build client trust and foster positive relationships. These competencies are essential for ensuring client satisfaction, efficient service delivery, and long-term business success.

What is the difference between Client Service Associate vs Customer Support Specialist?

AspectClient Service AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer relevant certificationsHigh school diploma or equivalent; technical certifications optional
Work EnvironmentFinancial institutions, banks, investment firmsRetail, tech companies, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, e-commerce, tech support
Common Search & Comparison IntentUnderstanding roles in finance and client interactionCustomer service roles in various industries

The Client Service Associate typically works in financial institutions, focusing on client interactions, account management, and financial products. In contrast, a Customer Support Specialist often handles technical issues, product inquiries, and general customer assistance across diverse industries. While both roles require strong communication skills, the Client Service Associate's work is more finance-oriented, whereas the Customer Support Specialist's role is broader and more technical.

What is the role of a client associate?

A client service associate is responsible for supporting client relationships by handling inquiries, processing transactions, and providing information about products or services. They often work in financial or customer service environments, utilizing communication skills and familiarity with relevant software to ensure client satisfaction and efficient service delivery.

How does a Client Service Associate typically collaborate with financial advisors and other team members?

Client Service Associates work closely with financial advisors to ensure that clients receive timely and accurate support. They often coordinate client meetings, prepare account documentation, and act as a liaison between clients and the advisory team. Effective communication and strong organizational skills are essential, as the role requires managing multiple requests while maintaining attention to detail. Collaboration with operations teams and compliance departments is also common to resolve client issues and ensure regulatory requirements are met.

What job makes $10,000 a month without a degree?

A Client Service Associate typically does not earn $10,000 a month without significant experience or advanced skills. High-paying roles that can reach this level often involve sales, real estate, or entrepreneurship, which may require strong communication skills, industry knowledge, and a proven track record rather than formal degrees.

Is client associate entry level?

A client service associate position is often considered entry-level, suitable for candidates with a high school diploma or bachelor's degree. The role typically involves developing customer service skills, familiarity with financial products, and using CRM tools, making it accessible to those starting their careers in client support or financial services.

What are Client Service Associates?

Client Service Associates are professionals who support financial advisors or account managers by assisting clients with their needs, addressing inquiries, and processing account transactions. They often serve as the first point of contact for clients, ensuring a smooth and positive experience. Their responsibilities may include handling documentation, managing account information, resolving issues, and maintaining strong client relationships. In many organizations, they play a crucial role in ensuring client satisfaction and operational efficiency.
What are the most commonly searched types of Client Service jobs in Ohio? The most popular types of Client Service jobs in Ohio are:
What cities in Ohio are hiring for Client Service Associate jobs? Cities in Ohio with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Ohio as of June 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $33,889 per year, or $16.3 per hour.
Client Service Associate

Client Service Associate

Jackson Hewitt Tax Service, Inc.

South Point, OH

$12/hr

Other

Retirement

Posted 8 days ago

Jackson Hewitt rating

4.9

Company rating: 4.9 out of 10

Based on 115 frontline employees who took The Breakroom Quiz

137th of 138 rated financial services

Job description

Benefits:
  • 401(k) matching
  • Bonus based on performance
  • Employee discounts
  • Flexible schedule
  • Opportunity for advancement
  • Training & development
We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today!
Join our team as a Client Service Associate and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and providing essential support. In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times. Join our team and make a positive impact on our clients' journey with us!
No matter your work background or experience level, we welcome you to apply!
Perks:
  • Hourly pay + competitive bonus package
  • Flexible Schedule Options - Work that works for you!
  • Free Identity Theft Protection through ID Watchdog from Equifax
  • Corporate discount program through Avibra
  • Earned Wage Access through ZayZoon
  • Discount and Rewards Marketplace through BenefitHub
  • Opportunities for advancement within the organization or as a tax pro
  • Participation in 401-K matching program (once eligibility qualifications are met - enrollment twice per year)
  • Free tax preparation training and PTIN registration
  • Free continuing tax education
  • Enrolled Agent materials and testing reimbursement
What you need:
  • Strong interpersonal and communication skills
  • Experience in a fast-paced retail environment
  • Basic computer proficiency and ability to troubleshoot
  • Prior customer service or sales experience preferred, but not required
  • Willingness to learn and grow in a customer-focused role

If you're looking for a rewarding opportunity to learn new skills and make an impact, apply today!
Compensation: $12.00 per hour
Working at Jackson Hewitt
Jackson Hewitt is an innovator with nearly 6,000 locations, and we're on a mission to change the face of the tax industry. We are an industry-leading provider of full-service individual, federal, and state income tax preparation with offices across the country. Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so clients get more.
Taxes are fun (really!)
Jackson Hewitt is proud to offer free tax training as well as continuing education for tax preparers across the country. With nearly 6,000 locations to choose from, there's likely a Jackson Hewitt location near you, including at your local Walmart store. Tax preparers have flexible scheduling and various rewards too.
PTIN Certification: Yes
By submitting this form, I hereby acknowledge that most Jackson Hewitt locations are operated by independent franchisees and not Jackson Hewitt or its affiliates. I further acknowledge that franchisees are independent employers and separate companies and employers from Jackson Hewitt Inc., and set their own employment policies and practices. Franchisees are the exclusive employer of their employees and as such are solely responsible for all employment-related matters and decisions in their locations. Specifically, with regard to employees of franchisees, such franchisees, and not Jackson Hewitt, will have exclusive control over all employment-related decisions, including decisions concerning hiring, firing, wages, conditions of employment, discipline, staffing, or any other day-to-day employment issue. Jackson Hewitt Inc. will have no obligation or right to control any franchise employment issue relating to employees of a Jackson Hewitt franchisee. By applying for a job at a franchise-operated location, I understand that the information I provide will be forwarded to the franchisee in order for that organization to reach out to me and process and evaluate my application. I acknowledge that Jackson Hewitt will not receive a copy of my employment application and will have no involvement in any employment decisions regarding me, including whether I receive an interview or whether I am hired to work for the franchisee. I understand that I need to contact the relevant franchisee for information about its privacy practices. Any communications opt-out that I submit in any franchisee's job application process is specific to that franchisee and will not be communicated to any other entity.

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