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Client Service Operations Associate Jobs in Ohio

LVMH

Operations Associate - Part Time

Beachwood, OH · On-site

$18 - $20.50/hr

VOTRE PROFIL Operations Associate - Part Time Publiée le 20.07.2026 Sephora Retail Référence ... Deliver exceptional service Support the team in creating outstanding client experiences and ...

LVMH

$18 - $20.50/hr

VOTRE PROFIL Operations Associate - Part Time * NOUVEAU Publiée le 31.08.2026 Sephora Retail ... Deliver exceptional service Support the team in creating outstanding client experiences and ...

Stifel

Client Service Associate - NR

Canfield, OH · On-site

$12.25 - $16.75/hr

Perform operational or administrative functions for client related requests (i.e., check requests ... clients; non-registered Client Service Associates may not volunteer quote or other stock ...

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 ... We combine innovation, strong operational standards, and exceptional customer service to support ...

IGL4US

Client Service Associate

Cincinnati, OH · On-site

$39K - $43K/yr

Client Service Associate IGL 4 US is seeking a Client Service Associate to join our Cincinnati team ... Support daily client service and administrative operations * Contribute to maintaining a positive ...

H Cap Connect, LLC.

Client Service Associate

Pepper Pike, OH · On-site

$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 ...

H Cap Connect, LLC

Client Service Associate

Pepper Pike, OH · On-site

$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 ...

Stifel

Client Service Associate - NR

Canfield, OH · On-site

$12.25 - $16.75/hr

Perform operational or administrative functions for client related requests (i.e., check requests ... clients; non-registered Client Service Associates may not volunteer quote or other stock ...

Stifel

Client Service Associate - NR

Canfield, OH · On-site

$12.25 - $16.75/hr

Perform operational or administrative functions for client related requests (i.e., check requests ... clients; non-registered Client Service Associates may not volunteer quote or other stock ...

NextShining

Client Service Associate

Cincinnati, OH · On-site

$39K - $43K/yr

IGL 4 US is seeking a Client Service Associate to join our Cincinnati team. In this role, you will ... Support daily client service and administrative operations * Contribute to maintaining a positive ...

Robert Half

Client Service Associate

Sylvania, OH · On-site

$55K - $70K/yr

We are looking for a Client Service Associate to support advisors and relationship management ... The position plays an important part in maintaining smooth daily operations, strengthening client ...

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 ... Ability to follow office processes and policies related to office operations & client privacy The ...

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All JobsClient Service Operations Associate JobsClient Service Operations Associate Jobs in Ohio

Client Service Operations Associate information

What is the difference between Client Service Operations Associate vs Client Service Representative?

AspectClient Service Operations AssociateClient Service Representative
CredentialsTypically requires a bachelor's degree in business, finance, or related fieldOften requires a high school diploma or associate degree, with some roles preferring customer service certifications
Work EnvironmentUsually in back-office or operational teams, focusing on process management and supportFront-line customer interaction, handling inquiries and resolving issues
Employer & Industry UsageFinancial services, banking, investment firmsBanking, insurance, retail banking
Common Search & Comparison IntentUnderstanding operational roles and responsibilities in client supportCustomer interaction and service delivery

The main difference is that Client Service Operations Associates focus on supporting internal processes and operations behind the scenes, while Client Service Representatives handle direct customer interactions. Both roles are essential in client support but differ in responsibilities and work environment.

Is a client service operations associate a good job?

A client service operations associate is a role focused on managing client accounts, resolving issues, and supporting operational processes, often requiring strong communication and organizational skills. The job can offer stable employment, opportunities for skill development, and advancement within customer service or operations departments. Its suitability depends on individual career goals and interest in client interaction and problem-solving.

What does a client service operations associate do?

A client service operations associate manages and supports client accounts by handling inquiries, processing transactions, and ensuring smooth service delivery. They often use customer relationship management (CRM) tools and require strong communication and organizational skills to coordinate between clients and internal teams.

What is a client service operations associate?

A client service operations associate is responsible for supporting client accounts by managing communication, resolving issues, and ensuring smooth service delivery. They often use customer relationship management (CRM) tools and require strong organizational and communication skills to coordinate between clients and internal teams.

What is the role of a client service operations associate?

A client service operations associate is responsible for supporting client accounts, ensuring smooth communication between clients and the company, and managing operational tasks such as data entry, process coordination, and issue resolution. They often use customer relationship management (CRM) tools and require strong organizational and communication skills to maintain client satisfaction and operational efficiency.

What cities in Ohio are hiring for Client Service Operations Associate jobs?

Cities in Ohio with the most Client Service Operations Associate job openings:

Client Service Operations Associate jobs near you
Infographic showing various Client Service Operations Associate job openings in Ohio as of September 2026, with employment types broken down into 67% Full Time, and 33% Contract. Highlights an 100% In-person job distribution.

Client Service Operations Specialist

Westlake, OH • On-site

Equity Trust
Finance and Insurance • 201 - 500 employees
Learn more about Equity Trustexternal

Full-time

Re-posted 20 days ago

Key responsibilities

  • Reviews and processes client requests and transactions accurately and in a timely manner according to documented policies and procedures

  • Answers incoming client calls promptly and professionally, and responds to client emails with proactive updates and research

  • Collaborates internally to resolve client requests or issues and manages workload to meet service level agreements (SLAs)

Job description

*This position is based out of our Westlake, OH office and is eligible for a hybrid schedule after the probationary and training period.

The Client Service Operations Specialist supports operational excellence by processing transactions, validating documentation, and ensuring accurate, timely service delivery. Handles client requests pertaining to their department in accordance with documented procedures, working with increasing independence to complete routine to moderately complex cases within one or more subject areas. Contributes to consistent client experience by executing work in alignment with internal policies, regulatory guidelines, and established Service Level Agreements (SLAs) while providing superior customer service and support to clients and third parties.

RESPONSIBILITIES & DUTIES

  • Reviews and processes client requests and transactions accurately and in a timely manner according to documented policies and procedures

  • Answers incoming client calls promptly and professionally through in-bound call queue and return all client calls and voicemails the same business day

  • Responds to client emails in a timely and professional manner, providing proactive status updates and performing required research

  • Collaborates internally to resolve client requests or issues

  • Manages time and workload appropriately to meet all internal service level agreements (SLAs)

  • Actively reviews procedures and provides updates to Management

  • Assists with training new and existing employees

  • Continuously learns all processes within the business line to promote professional growth and development

  • Participates in periodic system regression testing and assist other departments as needed

  • Follows assigned work schedule with regular and predictable attendance

  • Performs other duties as assigned

QUALIFICATIONS

  • High school diploma or equivalent required

  • Associate's degree in business/finance preferred

  • Minimum 1 year experience in retirement account and/or financial services industries

  • Minimum 1 year of experience in a customer driven environment

  • In person interaction that includes actively collaborating with colleagues and participating in team or company meetings

PROFESSIONAL CERTIFICATIONS

  • None required

TECHNICAL SKILLS

To be successful in this role, you should have experience with and an understanding of the following:

  • Intermediate level proficiency in Microsoft Office products (Excel, Word, Outlook, PowerPoint)

  • Ability to navigate multiple systems simultaneously

  • Intermediate 10 key skills

  • Ability to type at least 45+ words per minute preferred

CULTURAL COMPETENCIES

In addition to our core company competencies of Excellence, Passion, Integrity, and Collaboration, a successful candidate in this role should exhibit the following behavioral competencies:

  • Attention to Detail & Accuracy: Consistently produces accurate work in transaction processing and data entry while maintaining high quality standards

  • Client Focus & Communication: Responds promptly to client needs, provides clear and professional communication, and follows through on commitments

  • Accountability & Time Management: Takes ownership of assigned work, manages competing priorities effectively, and meets service level agreements consistently

  • Adaptability & Learning: Embraces new processes and systems, seeks opportunities to expand knowledge, and adjusts to changing work demands

  • Collaboration & Teamwork: Works effectively with colleagues across departments, shares knowledge, and contributes to team success

PHYSICAL DEMANDS/WORK ENVIRONMENT

This job operates in a professional office environment, which may include a corporate office setting or a remote/home office environment, and routinely uses standard office equipment and technology such as computers, phones, printers, and video conferencing tools. While performing the duties of this job, the associate is regularly required to communicate effectively, including speaking, hearing, and participating in virtual meetings on camera. The associate is frequently required to sit for extended periods of time, as well as occasionally stand, walk, use hands and fingers, and reach with hands and arms. This job may require the ability to lift files or office materials, open filing cabinets, and bend or stand on a stool as necessary. Remote associates are expected to maintain a safe, secure, and productive work environment with reliable internet access.

DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.

Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation, or national origin.

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