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Client Services Associate Jobs in Ohio (NOW HIRING)

Robert Half

Client Services Associate

Cincinnati, OH · On-site

$95K - $100K/yr

We are looking for a detail-oriented Client Services Associate to support individuals and families with insurance, billing, and property-related administrative needs in Cincinnati, Ohio. This ...

RH

Client Services Associate

Cleveland, OH · On-site

$28 - $32/hr

Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished ...

RH

Client Services Associate

Cleveland, OH · On-site

Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished ...

Keybank

KPB Client Service Associate

Brooklyn, OH · Hybrid

$25 - $38.46/hr

Associate's Degree in business-related field or equivalent work experience. (preferred) Work Experience * Experience working in the financial industry or other client service roles. (required)

Keybank

KPB Client Service Associate

Toledo, OH · Hybrid

$25 - $38.46/hr

Associate's Degree in business-related field or equivalent work experience. (preferred) Work Experience * Experience working in the financial industry or other client service roles. (required)

Stifel

Client Service Associate - NR

Canfield, OH

$12.25 - $16.75/hr

Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety ...

Stifel

Client Service Associate - NR

Canfield, OH

$12.25 - $16.75/hr

What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records ...

Stifel

Client Service Associate - NR

Canfield, OH · On-site

$12.25 - $16.75/hr

What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records ...

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Client Services Associate information

See Ohio salary details

$9

$21

$38

How much do client services associate jobs pay per hour?

As of Jul 19, 2026, the average hourly pay for client services associate in Ohio is $21.30, according to ZipRecruiter salary data. Most workers in this role earn between $16.20 and $23.75 per hour, depending on experience, location, and employer.

What does a client service associate do?

A client service associate is responsible for assisting clients by addressing inquiries, resolving issues, and providing information about products or services. They often handle communication via phone, email, or in person, and use customer relationship management (CRM) tools to track interactions and ensure client satisfaction.

What are the key skills and qualifications needed to thrive as a Client Services Associate, and why are they important?

To thrive as a Client Services Associate, you need strong interpersonal skills, customer service experience, and often a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is typically required. Exceptional communication, organizational abilities, and a proactive attitude help you stand out in this client-facing role. These skills and qualities are essential for building client trust, efficiently resolving issues, and supporting overall business growth.

What Is a Client Services Associate?

A client services associate is responsible for supporting financial advisors by providing a number of sales and support functions. In this career, you are typically employed by financial or wealth management organizations. Your job duties include giving quotes to customers, keeping records of investment transactions, building customer portfolios, and handling general customer service requests. Qualifications include experience with stocks, bonds and other investments, and strong customer service and oral communication skills.

What is the difference between Client Services Associate vs Customer Support Specialist?

AspectClient Services AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreesHigh school diploma or equivalent; technical certifications optional
Work EnvironmentOffice setting, client-facing interactions, account managementCall centers, help desks, online support platforms
Employer & Industry UsageFinancial services, consulting, professional servicesRetail, tech companies, service industries
Common Search & Comparison IntentUnderstanding roles in client relationship managementAssisting customers with issues or inquiries

The main difference is that Client Services Associates focus on managing client accounts and building relationships in professional settings, while Customer Support Specialists primarily handle customer inquiries and technical issues. Both roles require strong communication skills but differ in their scope and work environment.

What jobs pay 4000 a week without a degree?

A Client Services Associate typically earns less than $4,000 weekly, but high-paying roles without a degree include sales managers, real estate brokers, and certain skilled trades like electricians or commercial pilots, which often require experience, licensing, or certifications. These roles may involve commission, bonuses, or overtime to reach that income level.

Is a CSA job stressful?

A Client Services Associate (CSA) role can be stressful due to handling customer inquiries, resolving issues, and meeting service standards. The level of stress often depends on the workload, company environment, and communication skills required, but many CSAs develop stress management skills over time.

What are some common challenges faced by Client Services Associates, and how can they be overcome?

Client Services Associates often manage multiple client accounts simultaneously, which can lead to competing priorities and tight deadlines. Effective time management and clear communication are essential for balancing these demands. Building strong relationships with clients and proactively addressing their concerns helps prevent misunderstandings and ensures satisfaction. Collaboration with internal teams, such as sales and operations, is also key to efficiently resolving client issues and delivering high-quality service.

What does a customer service associate do?

A customer service associate, often called a client services associate, handles customer inquiries, resolves issues, and provides information about products or services. They communicate via phone, email, or chat, use customer management software, and aim to ensure customer satisfaction and retention.

What does a Client Services Associate do?

A Client Services Associate acts as a key point of contact between a company and its clients, ensuring that clients receive high-quality service and support. They handle client inquiries, resolve issues, assist with account management, and coordinate with other departments to fulfill client needs. Their goal is to maintain positive client relationships and help ensure client satisfaction, often working in industries like finance, marketing, or consulting.
More about Client Services Associate jobs
What are the most commonly searched types of Client Services jobs in Ohio? The most popular types of Client Services jobs in Ohio are:
What are popular job titles related to Client Services Associate jobs in Ohio? For Client Services Associate jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Client Services Associate jobs in Ohio look for? The top searched job categories for Client Services Associate jobs in Ohio are:
What cities in Ohio are hiring for Client Services Associate jobs? Cities in Ohio with the most Client Services Associate job openings:
Client Services Associate jobs near you
Client Services Associate

Client Services Associate

Robert Half

Cincinnati, OH • On-site

$95K - $100K/yr

Full-time

Posted 17 days ago

Job description

We are looking for a detail-oriented Client Services Associate to support individuals and families with insurance, billing, and property-related administrative needs in Cincinnati, Ohio. This position combines client service, bookkeeping coordination, and vendor management to help maintain organized financial records and dependable day-to-day support. The ideal candidate is comfortable balancing multiple priorities, communicating with a range of stakeholders, and handling sensitive information with professionalism.
Responsibilities:
• Coordinate annual health insurance renewal and enrollment activities for family clients, helping ensure timely submissions and accurate coverage selections.
• Partner with brokers to organize insurance options and support implementation of coverage strategies that align protection needs with cost efficiency.
• Administer bill payment activities for several clients by reviewing documentation, confirming accuracy, and ensuring payments are processed on schedule.
• Work alongside Accounts Payable and real estate support teams to monitor invoices, secure approvals, and maintain payment timelines.
• Arrange utility accounts and essential property services for newly acquired or established residences, and follow through to confirm billing begins correctly.
• Maintain regular communication with clients, vendors, brokers, and internal partners to resolve questions and keep service activities moving forward.
• Prepare, track, and organize financial and administrative records so documentation remains complete, accessible, and audit-ready.
• Handle private client and financial information with sound judgment, discretion, and a high standard of confidentiality.• At least 3 years of experience in client services, bookkeeping, insurance support, or a related administrative function.
• Working knowledge of health, property, or casualty insurance processes, including renewals, enrollment, or policy coordination.
• Experience supporting accounting or payment operations, with strong attention to detail and accuracy in financial documentation.
• Familiarity with invoice tracking, approvals, vendor coordination, and accounts payable workflows.
• Ability to support real estate-related administrative tasks, including utility setup and service coordination for properties.
• Strong written and verbal communication skills, with the ability to interact professionally with clients and cross-functional teams.
• Proven ability to manage sensitive information responsibly while maintaining a high level of professionalism and integrity.
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About Robert Half

Sourced by ZipRecruiter

Founded in 1948, Robert Half pioneered the idea of professional talent solutions to connect opportunities at great companies with highly skilled job seekers. As business needs changed, we evolved to offer specialized talent solutions for finance and accounting, technology, administrative and customer support, creative and marketing, and legal fields. In 2002, we introduced our subsidiary, Protiviti, a global independent risk consulting and internal audit service, to support companies as they faced more strategic business challenges.

Industry

Recruiting and staffing services

Company size

10,000+ Employees

Headquarters location

San Ramon, CA, US

Year founded

1948

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