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Client Service Finance Jobs in Ohio (NOW HIRING)

Fusion HCR

Client Service Representative

Cincinnati, OH · On-site

$15.25 - $21/hr

Minimum 1 year of customer service experience, preferably in the retirement or financial services ... The Client Service Representative delivers a superior client experience by identifying ...

UBS

Client Service Associate

Pepper Pike, OH · On-site

$13.75 - $18.75/hr

Your role We're looking for a Client Service Associate to: • provide support for client ... We help high net worth and ultra-high net worth individuals and families meet their financial goals ...

Amicis Global

Client Service Representative

Columbus, OH · On-site

$15.50 - $21/hr

Financial experience required; mutual fund experience preferred * Inbound call experience required * Excellent interpersonal and client service skills * Effective written and verbal communication ...

Banfield

Client Service Coordinator

Mason, OH · On-site

$15 - $18.69/hr

Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC ... Manage the finances by maintaining accurate balances and utilizing proper opening and closing ...

UBS

Registered Client Service Associate

Cincinnati, OH · On-site

They are a collaborative, team-based practice focused on delivering personalized financial guidance ... client service experience, preferably within the financial services industry • Strong ...

Banfield

CLIENT SERVICE COORDINATOR

Saint Bernard, OH · On-site

$16.75 - $21.75/hr

Manage the finances by maintaining accurate balances and utilizing proper opening and closing ... Client Service Skills * Priority Setting * Time Management Capabilities and Experience (can do)

Banfield

CLIENT SERVICE COORDINATOR

Cincinnati, OH · On-site

$17.25 - $22.50/hr

Manage the finances by maintaining accurate balances and utilizing proper opening and closing ... Client Service Skills * Priority Setting * Time Management Capabilities and Experience (can do)

Banfield

Client Service Coordinator

Dayton, OH · On-site

$17.50 - $22.75/hr

Opening Statement Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service ... Manage the finances by maintaining accurate balances and utilizing proper opening and closing ...

New

Banfield

Client Service Coordinator

Columbus, OH · On-site

$16.75 - $22/hr

Client Service Coordinator The Client Service Coordinator ("CSC") drives the flow of clients and ... Manage the finances by maintaining accurate balances and utilizing proper opening and closing ...

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All JobsClient Service Finance JobsClient Service Finance Jobs in Ohio

Client Service Finance information

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How much do client service finance jobs pay per hour?

As of Aug 5, 2026, the average hourly pay for client service finance in Ohio is $20.74, according to ZipRecruiter salary data. Most workers in this role earn between $16.92 and $23.75 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Client Service Finance professional?

To thrive as a Client Service Finance professional, you need a solid understanding of financial products, account management, and client relationship management, often supported by a degree in finance, business, or a related field. Familiarity with financial software platforms, CRM systems, and industry regulations such as FINRA or SEC compliance is typically required. Strong interpersonal skills, problem-solving abilities, and attention to detail help professionals excel in servicing clients and building trust. These skills are crucial for delivering high-quality financial solutions, ensuring regulatory compliance, and maintaining long-term client relationships.

What is Client Service Finance?

Client Service Finance refers to professionals who act as a bridge between financial institutions and their clients, ensuring that clients receive tailored financial solutions and top-notch service. These specialists assist clients with account management, investment advice, transaction support, and resolving financial inquiries. Their goal is to maintain strong client relationships and help clients achieve their financial objectives while adhering to compliance and regulatory standards. Typically, they work in banks, investment firms, or financial advisory companies.

What is the difference between Client Service Finance vs Client Relationship Manager?

AspectClient Service FinanceClient Relationship Manager
Required CredentialsFinance or business degree, certifications like CFA or CFP often preferredBusiness or marketing degree, certifications like CRM or related customer service training
Work EnvironmentFinancial institutions, corporate finance departments, client accountsSales, customer service, client engagement teams
Employer & Industry UsageBanking, investment firms, financial servicesBanking, insurance, consulting, and service industries
Comparison Search IntentUnderstanding finance-specific client support rolesManaging 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?

Client-facing finance jobs include roles such as financial advisor, relationship manager, client service associate, and account manager. These positions involve direct interaction with clients to provide financial advice, manage accounts, or support financial services, often requiring strong communication skills and financial knowledge. Certifications like CFP or CFA can enhance prospects in these roles.

What is client service in finance?

Client service in finance involves managing relationships with clients by providing financial advice, support, and solutions tailored to their needs. For a Client Service Finance role, strong communication skills, financial knowledge, and proficiency with customer management tools are essential to ensure client satisfaction and retention.

What are some common challenges faced by professionals in Client Service Finance, and how can they be addressed?

Professionals in Client Service Finance often face the challenge of balancing multiple client accounts while ensuring accuracy and compliance with financial regulations. Managing tight deadlines and adapting to clients’ evolving needs can also create pressure. To address these challenges, strong organizational skills, effective communication, and proactive problem-solving are vital. Regular training and staying updated on industry standards can help professionals deliver consistent and high-quality service, improving both client satisfaction and job performance.
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:
Client Service Finance jobs near you
Infographic showing various Client Service Finance job openings in Ohio as of July 2026, with employment types broken down into 1% As Needed, 79% Full Time, 14% Part Time, and 6% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $43,132 per year, or $20.7 per hour.

Client Service Representative

Fusion HCR

Cincinnati, OH • On-site

$15.25 - $21/hr

Other

Re-posted 3 days ago

Job description

Qualifications

  • Minimum 1 year of customer service experience, preferably in the retirement or financial services industry
  • High School Diploma or equivalent
  • Intermediate-level proficiency in Microsoft Office
  • In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:
  • Customer Focus
  • Property and Casualty License preferred

Responsibilities
  • The Client Service Representative delivers a superior client experience by identifying, troubleshooting, and assisting the client's needs
  • Follows the guidelines set forth in the Equity Trust Service Philosophy
  • Provides inbound and outbound call servicing and operational support to individual investors and institutional clients

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