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

H Cap Connect, LLC

Client Service Associate

Pepper Pike, OH

$13.75 - $18.75/hr

Client Service Associate - Wealth Management Location: Pepper Pike, Ohio Full-Time | In-Office Are you someone who genuinely enjoys helping people, staying organized, and making sure things get done ...

New

Swift7 Consultants

Client Service Associate

Akron, OH · On-site

$13.75 - $19.25/hr

Client Service Associate Swift 7 Consultants is a forward-thinking operations and workflow solutions firm dedicated to helping organizations elevate their production efficiency, streamline processes ...

Park 6 Logistics

Client Service Associate

Akron, OH · On-site

$50K - $55K/yr

Client Service Associate Park 6 Logistic is a forward-thinking logistics and distribution company committed to delivering efficient, reliable, and scalable solutions for businesses nationwide. We ...

Hylant

Client Service Associate

Cleveland, OH · On-site

$14 - $19.25/hr

The Client Service Associate will begin their client service insurance brokerage training and development journey in Hylant's Foundations Training & Development Program. This program offers a robust ...

Limitless East Marketing

Client Service Associate

Akron, OH · On-site

$13.75 - $19.25/hr

We are seeking a detail-oriented and client-focused Client Service Associate to join our dynamic team in Akron, OH. In this role, you will support daily client operations, maintain high standards of ...

Alphabe Insight Inc

Client Service Associate

Akron, OH · On-site

$50K - $55K/yr

We are seeking a motivated and detail-oriented Client Service Associate to join our professional team in Akron, OH. In this role, you will serve as a key point of contact for clients, ensuring their ...

Alphabe Insight Inc

Client Service Associate

Akron, OH · On-site

$50K - $55K/yr

We are seeking a motivated and detail-oriented Client Service Associate to join our professional team in Akron, OH. In this role, you will serve as a key point of contact for clients, ensuring their ...

Alphabe Insight Inc

Client Service Associate

Akron, OH · On-site

$13.75 - $19.25/hr

We are seeking a detail-oriented and client-focused Client Service Associate to join our dynamic team in Akron, OH. In this role, you will support daily client operations, maintain high standards of ...

UBS

Client Service Associate

Pepper Pike, OH · On-site

$13.75 - $18.75/hr

Key responsibilities We're looking for a Client Service Associate to: • provide support for client relationship building and business development activities • keep management systems up-to-date ...

KeyCorp

KPB Client Service Associate

Cleveland, OH · On-site

$25 - $38.46/hr

Client Service Associate (CSA) Location: 4900 Tiedeman Road, Brooklyn Ohio The Client Service Associate (CSA) supports the administration and accounting functions of KeyBank Institutional Advisors ...

Key Bank

KPB Client Service Associate

Cleveland, OH · On-site

$25 - $38.46/hr

Brooklyn, OH Full time R-41122 Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary The Client Service Associate (CSA) supports the administration and accounting functions of KeyBank Institutional ...

Key Bank

KPB Client Service Associate

Brooklyn, OH · On-site

$25 - $38.46/hr

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary The Client Service Associate (CSA) supports the administration and accounting functions of KeyBank Institutional Advisors' Fund Accounting Team.

PNC

Client Service Associate - Fiduciary

Cleveland, OH

$52K - $87K/yr

As a Client Service Associate within PNC's Private Bank organization, you will be based in Cleveland, OH. PNC is an in-office company that fosters a supportive culture where employees can thrive and ...

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All JobsClient Service Associate JobsClient Service Associate Jobs in Northfield, OH

Client Service Associate information

See Northfield, 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 Northfield, OH is $15.57, according to ZipRecruiter salary data. Most workers in this role earn between $12.64 and $17.45 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 cities near Northfield, OH are hiring for Client Service Associate jobs?

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

Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Northfield, OH as of August 2026, with employment types broken down into 78% Full Time, and 22% Part Time. Highlights an 100% In-person job distribution, with an average salary of $32,385 per year, or $15.6 per hour.

Client Service Associate

H Cap Connect, LLC

Pepper Pike, OH

$13.75 - $18.75/hr

Full-time

Posted 3 days ago

New

Job description

Client Service Associate – Wealth Management

Location: Pepper Pike, Ohio
Full-Time | In-Office

Are you someone who genuinely enjoys helping people, staying organized, and making sure things get done the right way?

Our client, an established and growing wealth management firm, is looking for a Client Service Associate to join its team. This is an excellent opportunity for someone who enjoys building relationships with clients, managing details behind the scenes, and being part of a collaborative professional environment.

You do not need to be FINRA licensed for this position. Some experience in wealth management, financial services, banking, investments, or a similar client-focused environment would be a strong plus.

What You'll Do

As a Client Service Associate, you'll help ensure clients receive responsive, accurate, and thoughtful service throughout their relationship with the firm. Responsibilities will include:

  • Serve as a primary point of contact for routine client service needs

  • Assist clients with account-related questions and requests

  • Prepare and process new account paperwork

  • Facilitate money movement, deposits, distributions, and other account transactions

  • Maintain accurate and complete client and account information

  • Coordinate paperwork and follow up on outstanding items

  • Work with custodians and other outside partners to resolve client service issues

  • Prepare materials and information for client meetings

  • Track requests through completion rather than simply handing them off

  • Maintain organized client files, records, and documentation

  • Partner with advisors and other team members to provide a seamless client experience

  • Identify opportunities to improve processes and make the client experience even better

What We're Looking For

We're looking for someone who brings a true client service mindset. You understand that great service isn't just being friendly — it's being responsive, dependable, accurate, proactive, and willing to take ownership.

The right person will likely be:

  • Warm, professional, and comfortable communicating directly with clients

  • Highly organized and able to manage multiple requests and priorities

  • Detail-conscious without losing sight of the bigger picture

  • Someone who follows through and likes getting things across the finish line

  • Comfortable learning systems, processes, and financial terminology

  • A strong team player who can also work independently

  • Curious and willing to ask questions and learn

  • Calm and resourceful when something doesn't go according to plan

Experience

Previous experience in wealth management, an RIA, brokerage, financial services, banking, or another client-service-focused financial environment is preferred.

Experience with account opening, money movement, client onboarding, custodial paperwork, CRM systems, or investment accounts would be especially valuable.

FINRA licensing is not required.

Why This Opportunity?

This is an opportunity to join a professional, growing wealth management firm where client service matters and the work you do has a direct impact on both clients and the advisory team.

If you enjoy being the person clients and coworkers can count on — the one who keeps things moving, solves problems, and makes sure nothing falls through the cracks — we'd love to hear from you.