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Client Service Associate Jobs in Delaware, OH (NOW HIRING)

RIA Recruiting

Client Service Associate

Columbus, OH · On-site

$65K - $80K/yr

We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has ...

RIA Recruiting

Client Service Associate

Columbus, OH

$65K - $80K/yr

We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has ...

Chase

Client Service Associate

Columbus, OH · On-site

$13.50 - $18.75/hr

Client Service Associate Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our ...

Ameriprise Financial

Client Service Associate

Dublin, OH · On-site

$27K - $37K/yr

The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible for using the client relationship model and turnkey tools. Activities may include but are not limited ...

Posted today

JP Morgan Chase

Client Service Associate I

Columbus, OH · On-site

As a Client Service Delivery Associate I within JPMorganChase, you will play a pivotal role in delivering exceptional customer service and operational support to our clients. Your role will involve ...

hackajob

Client Service Associate I

Columbus, OH · On-site

$13.50 - $18.75/hr

Client Service Delivery Associate I Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client Service Delivery ...

Chase

Client Service Associate I

Columbus, OH · On-site

$13.50 - $18.75/hr

Client Service Delivery Associate I Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client Service Delivery ...

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Client Service Associate information

See Delaware, OH salary details

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How much do client service associate jobs pay per hour?

As of Aug 31, 2026, the average hourly pay for client service associate in Delaware, OH is $16.27, according to ZipRecruiter salary data. Most workers in this role earn between $13.22 and $18.27 per hour, depending on experience, location, and employer.

What is a client service associate?

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.

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 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.

How much do client service associates make?

The average salary for a client service associate typically ranges from $40,000 to $55,000 annually, depending on experience, location, and the industry. Entry-level roles may start lower, while experienced associates or those with specialized skills can earn higher wages, often supplemented with bonuses or benefits.

What are the most commonly searched types of Client Service jobs in Delaware, OH?

The most popular types of Client Service jobs in Delaware, OH are:

What cities near Delaware, OH are hiring for Client Service Associate jobs?

Cities near Delaware, OH with the most Client Service Associate job openings:

Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Delaware, OH as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 20% Part Time, and 2% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution, with an average salary of $33,834 per year, or $16.3 per hour.

Client Service Associate

Columbus, OH • On-site

RIA Recruiting
See more jobs at RIA Recruitingexternal

$65K - $80K/yr

Full-time

Medical, Retirement, PTO

Posted 5 days ago

Job description

Capital Asset Management is a wealth management firm in Columbus, OH and we are seeking a Client Service Associate to join our team. We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you! Find out more about us at capitalassetmgmt.com

Compensation:

  • Salary range of $65K-80K, commensurate with relevant experience
  • Great Work/Life Balance with a Monday-Friday Schedule
  • Group Medical insurance
  • Retirement plan with matching contributions
  • Generous PTO Policy & Paid Holidays
  • Small, cohesive team environment

Responsibilities include:

  • Assist clients with account openings, transfers, deposits, and withdrawals
  • Lead new client onboarding process
  • Audit clients' portals for broken links and missing data
  • Track and confirm year-end RMDs and IRA contributions
  • Coordinate proactive client touchpoints
  • Compile and organize tax docs and client return preparation
  • Schedule client meetings and manage the firm's calendar
  • Maintain our CRM, ensuring meeting notes and docs are stored accurately
  • Act as the primary point person for our custodians: Schwab and Fidelity

Requirements:

  • 2 years of financial services experience
  • Ability to prioritize tasks, problem-solve, and meet deadlines
  • Organization skills & attention to detail
  • Ability to anticipate client and advisor needs
  • Ability to work independently while prioritizing projects and managing your time we do not micromanage
  • Ability to learn and implement new technology and software
  • Ability to communicate well and work in a collaborative environment
  • Ability to follow office processes and policies related to office operations & client privacy

The Process:

Qualified candidates will start the process by having a 1530-minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will meet with the leadership team. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.