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Client Service Operations Associate Jobs in Ohio

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 ...

Alphabe Insight Inc

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 ...

IGL4US

Client Service Associate

Cincinnati, OH · On-site

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 ...

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 ...

Alphabe Insight Inc

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 ...

Ameriprise Financial

Client Service Associate

Dublin, OH · On-site

$27K - $37K/yr

Our office is growing, and we are looking for a Client Service Associate to join our operations team! The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible ...

Ameriprise Financial

Client Service Associate

Dublin, OH · On-site

$27K - $37K/yr

Our office is growing, and we are looking for a Client Service Associate to join our operations team! The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible ...

Limitless East Marketing

Client Service Associate

Akron, OH · On-site

$13.75 - $19.25/hr

Company Description About Us Swift 7 Consultants is a forward-thinking operations and workflow ... We are seeking a detail-oriented and client-focused Client Service Associate to join our dynamic ...

Alphabe Insight Inc

Client Service Associate

Akron, OH · On-site

$50K - $55K/yr

We combine innovation, strong operational standards, and exceptional customer service to support ... We are seeking a motivated and detail-oriented Client Service Associate to join our professional ...

Alphabe Insight Inc

Client Service Associate

Akron, OH · On-site

$50K - $55K/yr

We combine innovation, strong operational standards, and exceptional customer service to support ... We are seeking a motivated and detail-oriented Client Service Associate to join our professional ...

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Showing results 21-40

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 Associate

Columbus, OH • On-site

RIA Recruiting
See more jobs at RIA Recruitingexternal

$65K - $80K/yr

Full-time

Medical, Retirement, PTO

Posted 15 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.