Assessing client finance operating model needs, process challenges, service expectations, and technology environments * Supporting business development activities, including opportunity shaping ...
Assessing client finance operating model needs, process challenges, service expectations, and technology environments * Supporting business development activities, including opportunity shaping ...
Assessing client finance operating model needs, process challenges, service expectations, and technology environments * Supporting business development activities, including opportunity shaping ...
Assessing client finance operating model needs, process challenges, service expectations, and technology environments * Supporting business development activities, including opportunity shaping ...
Client Service Supervisor We are seeking a highly experienced Client Service Professional to join ... Handle communication of financial information to clients and doctors. Act as a liaison between ...
Client Service Supervisor We are seeking a highly experienced Client Service Professional to join ... Handle communication of financial information to clients and doctors. Act as a liaison between ...
Client Service Supervisor We are seeking a highly experienced Client Service Professional to join ... finances and accounting, marketing and promotion of services, staffing and human resources, and ...
Client Service Supervisor We are seeking a highly experienced Client Service Professional to join ... finances and accounting, marketing and promotion of services, staffing and human resources, and ...
Client Service Associate
$14 - $19.25/hr
Provide exemplary service to Gryphon Financial Partners clients. Manage day to day aspects of the client experience. Qualifications: * Organized, detail oriented and ability to multi-task * Strong ...
Quick apply
Client Service Associate
$14 - $19.25/hr
Provide exemplary service to Gryphon Financial Partners clients. Manage day to day aspects of the client experience. Qualifications: * Organized, detail oriented and ability to multi-task * Strong ...
Client Service Associate
Columbus, OH · On-site
$13.50 - $18.75/hr
Benefits: 401(k) Dental insurance Health insurance Paid time off Vision insurance Provide exemplary service to Gryphon Financial Partners clients. Manage day to day aspects of the client experience.
Client Service Associate
Columbus, OH · On-site
$13.50 - $18.75/hr
Benefits: 401(k) Dental insurance Health insurance Paid time off Vision insurance Provide exemplary service to Gryphon Financial Partners clients. Manage day to day aspects of the client experience.
Client Service Associate
$14 - $19.25/hr
Provide exemplary service to Gryphon Financial Partners clients. Manage day to day aspects of the client experience. Qualifications: * Organized, detail oriented and ability to multi-task * Strong ...
Quick apply
Client Service Associate
$14 - $19.25/hr
Provide exemplary service to Gryphon Financial Partners clients. Manage day to day aspects of the client experience. Qualifications: * Organized, detail oriented and ability to multi-task * Strong ...
Client Service Associate
Pepper Pike, OH · On-site
$13.75 - $18.75/hr
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 ...
New
Quick apply
Client Service Associate
Pepper Pike, OH · On-site
$13.75 - $18.75/hr
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 ...
New
Client Service Associate
Columbus, OH · On-site
$14 - $19.25/hr
Vision insurance Provide exemplary service to Gryphon Financial Partners clients. Manage day to day aspects of the client experience. Qualifications: * Organized, detail oriented and ability to multi ...
Quick apply
Client Service Associate
Columbus, OH · On-site
$14 - $19.25/hr
Vision insurance Provide exemplary service to Gryphon Financial Partners clients. Manage day to day aspects of the client experience. Qualifications: * Organized, detail oriented and ability to multi ...
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 ...
New
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 ...
New
About Our Company We're a diversified financial services leader with more than $1.5 trillion in ... As a Client Service Specialist, you will be responsible for conducting all administrative ...
About Our Company We're a diversified financial services leader with more than $1.5 trillion in ... As a Client Service Specialist, you will be responsible for conducting all administrative ...
Client Service Specialist
Akron, OH · On-site
$65K/yr
About Our Company We're a diversified financial services leader with more than $1.5 trillion in ... As a Client Service Specialist, you will be responsible for conducting all administrative ...
Client Service Specialist
Akron, OH · On-site
$65K/yr
About Our Company We're a diversified financial services leader with more than $1.5 trillion in ... As a Client Service Specialist, you will be responsible for conducting all administrative ...
Client Service Associate I
Columbus, OH · On-site
Protect both the client and the institution from potential financial and reputational damage ... optimize service delivery. Required qualifications, capabilities, and skills * Excellent ...
Client Service Associate I
Columbus, OH · On-site
Protect both the client and the institution from potential financial and reputational damage ... optimize service delivery. Required qualifications, capabilities, and skills * Excellent ...
Client Service Associate I
Columbus, OH · On-site
Protect both the client and the institution from potential financial and reputational damage ... optimize service delivery. Required qualifications, capabilities, and skills * Excellent ...
Client Service Associate I
Columbus, OH · On-site
Protect both the client and the institution from potential financial and reputational damage ... optimize service delivery. Required qualifications, capabilities, and skills * Excellent ...
Client Service Associate I
Columbus, OH · On-site
Protect both the client and the institution from potential financial and reputational damage ... optimize service delivery. Required qualifications, capabilities, and skills * Excellent ...
Client Service Associate I
Columbus, OH · On-site
Protect both the client and the institution from potential financial and reputational damage ... optimize service delivery. Required qualifications, capabilities, and skills * Excellent ...
Job Title Registered Client Service Associates (CSAs) help shape the future of service by ... Prepare financial plans, client reports, and other materials for client meetings * Review and take ...
Job Title Registered Client Service Associates (CSAs) help shape the future of service by ... Prepare financial plans, client reports, and other materials for client meetings * Review and take ...
They are a collaborative, team-based practice focused on delivering personalized financial guidance ... client service experience, preferably within the financial services industry • Strong ...
They are a collaborative, team-based practice focused on delivering personalized financial guidance ... client service experience, preferably within the financial services industry • Strong ...
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 ... Interact with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers ...
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 ... Interact with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers ...
Client Service Representative
Marion, OH · On-site
$14 - $19/hr
Previous experience in an insurance agency, financial services office, or professional services environment. * Experience supporting client account administration and office operations. * Familiarity ...
Client Service Representative
Marion, OH · On-site
$14 - $19/hr
Previous experience in an insurance agency, financial services office, or professional services environment. * Experience supporting client account administration and office operations. * Familiarity ...
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 ...
New
Quick apply
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 ...
New
Client Service Finance information
See Ohio salary details
$9.60 - $11.45
1% of jobs
$11.45 - $13.30
2% of jobs
$13.30 - $15.15
6% of jobs
$15.15 - $16.99
14% of jobs
$17.10 is the 25th percentile. Wages below this are outliers.
$16.99 - $18.84
24% of jobs
The median wage is $19.15 / hr.
$18.84 - $20.69
16% of jobs
$20.69 - $22.54
11% of jobs
$22.72 is the 75th percentile. Wages above this are outliers.
$22.54 - $24.39
9% of jobs
$24.39 - $26.24
5% of jobs
$26.24 - $28.09
8% of jobs
$28.09 - $29.94
4% of jobs
$9
$20
$29
How much do client service finance jobs pay per hour?
What is Client Service Finance?
What are the key skills and qualifications needed to thrive as a Client Service Finance professional?
What are some common challenges faced by professionals in Client Service Finance, and how can they be addressed?
What is the difference between Client Service Finance vs Client Relationship Manager?
| Aspect | Client Service Finance | Client Relationship Manager |
|---|---|---|
| Required Credentials | Finance or business degree, certifications like CFA or CFP often preferred | Business or marketing degree, certifications like CRM or related customer service training |
| Work Environment | Financial institutions, corporate finance departments, client accounts | Sales, customer service, client engagement teams |
| Employer & Industry Usage | Banking, investment firms, financial services | Banking, insurance, consulting, and service industries |
| Comparison Search Intent | Understanding finance-specific client support roles | Managing client relationships and satisfaction |
While both roles involve client interaction, Client Service Finance focuses on financial account management, analysis, and supporting financial products. Client Relationship Managers primarily focus on building and maintaining strong client relationships to ensure satisfaction and retention. The roles often overlap in client communication but differ in their core functions and industry focus.
What are some client facing finance jobs?
What are popular job titles related to Client Service Finance jobs in Ohio?
For Client Service Finance jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Client Service Finance jobs in Ohio look for?
The top searched job categories for Client Service Finance jobs in Ohio are:

Deloitte rating
8.2
Based on 93 frontline employees who took The Breakroom Quiz
45th of 152 rated financial services
Job description
Are you ready to help finance organizations operate differently?
Deloitte's Enterprise Operations as a Service (EOaaS) practice helps organizations transform critical business operations through a combination of operational excellence, technology enablement, and managed services. We support clients across finance and supply chain, as well as SAP, Oracle, and emerging platforms, by applying automation, analytics, and Generative AI to improve performance, increase agility, and unlock long-term value. This is an opportunity to build your career while helping leading organizations navigate complex transformation and deliver measurable impact.
Recruiting for this role ends on 10/31/2026.
Work you'll do
As a Manager on the Enterprise Operations as a Service Finance Operate team, you will be responsible for:
- Assessing client finance operating model needs, process challenges, service expectations, and technology environments
- Supporting business development activities, including opportunity shaping, proposal development, staffing strategy, solution design, and pricing inputs
- Designing Finance Operate solutions across one or more finance domains, including transition planning and steady-state service delivery models
- Managing engagement delivery across quality, risk, timelines, financial performance, and resource coordination
- Driving operational improvement through process optimization, automation, analytics, and artificial intelligence-enabled operations
- Building relationships across client, account, and delivery teams while coaching junior professionals and contributing to practice growth
A successful candidate would possess these skills:
- Ability to work independently and collaborate as part of a team
- Effective written and verbal communication skills
- Meticulous attention to detail and quality of work product
- Ability to build and sustain professional relationships
- Ability to lead projects or workstreams
- Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
- Strong interpersonal skills and professional demeanor
- Ability to mentor and provide clear guidance to others
The team
Our Enterprise Operations as a Service Finance Operate team helps CFO organizations address complex operational challenges and modernize how finance services are delivered. We support services across Procure to Pay, Order to Cash, Record to Report, and Financial Planning & Analysis (FP&A), helping clients move beyond traditional full-time-equivalent-based business process outsourcing models toward more autonomous, technology-enabled operations.
By combining delivery experience, process knowledge, and Deloitte investments in automation, analytics, artificial intelligence, and other leading capabilities, we help clients accelerate time to value, reduce cost to serve, and improve stakeholder experience.
Qualifications
Required:
- Bachelor's degree
- 8+ years of experience in finance and accounting business process outsourcing, managed services, shared services, or operate delivery
- 3+ years of experience as a delivery lead, service delivery lead, engagement lead, or workstream lead on finance managed services, business process outsourcing, or large-scale finance operations engagements
- 2+ years of experience managing teams of 10+ professionals in a client service, shared services, business process outsourcing, or operations environment
- Experience delivering managed services, business process outsourcing, or operate solutions in at least 2 of the following areas: Procure to Pay, Order to Cash, Record to Report, or Financial Planning and Analysis
- Ability to travel 25%, on average, based on the work you do and the clients and industries/sectors you serve.
- Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
Preferred:
- Master's degree in business administration, finance, accounting, or economics
- Experience with SAP, Oracle, or Workday
- Experience in finance transformation, shared services, managed services, or outsourced finance operations in a consulting or professional services environment
- Experience transitioning work to offshore delivery centers and leading post-transition stabilization
- Experience supporting sales pursuits, including proposal development, at least one RFP response, and at least one transition, transformation, or service mobilization effort
- Experience managing KPIs, SLAs, and governance routines for managed services engagements
- Experience using automation, workflow, analytics, or artificial intelligence tools in finance operations
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $134,500 to $265,100.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
#EOAASCORE
#EPCORE
Qualifications:Are you ready to help finance organizations operate differently?
Deloitte's Enterprise Operations as a Service (EOaaS) practice helps organizations transform critical business operations through a combination of operational excellence, technology enablement, and managed services. We support clients across finance and supply chain, as well as SAP, Oracle, and emerging platforms, by applying automation, analytics, and Generative AI to improve performance, increase agility, and unlock long-term value. This is an opportunity to build your career while helping leading organizations navigate complex transformation and deliver measurable impact.
Recruiting for this role ends on 10/31/2026.
Work you'll do
As a Manager on the Enterprise Operations as a Service Finance Operate team, you will be responsible for:
- Assessing client finance operating model needs, process challenges, service expectations, and technology environments
- Supporting business development activities, including opportunity shaping, proposal development, staffing strategy, solution design, and pricing inputs
- Designing Finance Operate solutions across one or more finance domains, including transition planning and steady-state service delivery models
- Managing engagement delivery across quality, risk, timelines, financial performance, and resource coordination
- Driving operational improvement through process optimization, automation, analytics, and artificial intelligence-enabled operations
- Building relationships across client, account, and delivery teams while coaching junior professionals and contributing to practice growth
A successful candidate would possess these skills:
- Ability to work independently and collaborate as part of a team
- Effective written and verbal communication skills
- Meticulous attention to detail and quality of work product
- Ability to build and sustain professional relationships
- Ability to lead projects or workstreams
- Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
- Strong interpersonal skills and professional demeanor
- Ability to mentor and provide clear guidance to others
The team
Our Enterprise Operations as a Service Finance Operate team helps CFO organizations address complex operational challenges and modernize how finance services are delivered. We support services across Procure to Pay, Order to Cash, Record to Report, and Financial Planning & Analysis (FP&A), helping clients move beyond traditional full-time-equivalent-based business process outsourcing models toward more autonomous, technology-enabled operations.
By combining delivery experience, process knowledge, and Deloitte investments in automation, analytics, artificial intelligence, and other leading capabilities, we help clients accelerate time to value, reduce cost to serve, and improve stakeholder experience.
Qualifications
Required:
- Bachelor's degree
- 8+ years of experience in finance and accounting business process outsourcing, managed services, shared services, or operate delivery
- 3+ years of experience as a delivery lead, service delivery lead, engagement lead, or workstream lead on finance managed services, business process outsourcing, or large-scale finance operations engagements
- 2+ years of experience managing teams of 10+ professionals in a client service, shared services, business process outsourcing, or operations environment
- Experience delivering managed services, business process outsourcing, or operate solutions in at least 2 of the following areas: Procure to Pay, Order to Cash, Record to Report, or Financial Planning and Analysis
- Ability to travel 25%, on average, based on the work you do and the clients and industries/sectors you serve.
- Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
Preferred:
- Master's degree in business administration, finance, accounting, or economics
- Experience with SAP, Oracle, or Workday
- Experience in finance transformation, shared services, managed services, or outsourced finance operations in a consulting or professional services environment
- Experience transitioning work to offshore delivery centers and leading post-transition stabilization
- Experience supporting sales pursuits, including proposal development, at least one RFP response, and at least one transition, transformation, or service mobilization effort
- Experience managing KPIs, SLAs, and governance routines for managed services engagements
- Experience using automation, workflow, analytics, or artificial intelligence tools in finance operations
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $134,500 to $265,100.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
#EOAASCORE
#EPCORE
Education:Bachelor's DegreeEmployment Type:About Deloitte
Sourced by ZipRecruiter
Industry
Finance and insurance and business management consulting
Company size
10,000+ Employees
Headquarters location
Orlando, FL, US