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Client Services Associate Jobs in Ohio (NOW HIRING)

Career Connections

Client Services Associate

Athens, OH · On-site

$16.50 - $22/hr

Client Service Associate Our client, a growing wealth management firm, is seeking a Client Service Associate (CSA) to provide exceptional support to both clients and financial advisors. This role is ...

RH-USA Inc

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 ...

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 ...

Level Up USA

Be Seen First

Client Services Associate

Cincinnati, OH · On-site

$40K - $44K/yr

Level Up USA is hiring a Client Service Representative in Cincinnati, OH. At Level Up USA, our customer acquisition campaigns allow our clients to grow and foster new partnerships in the greater ...

New

UBS

Registered Client Service Associate

Cincinnati, OH · On-site

Key responsibilities A Client Service Associate serves as the first point of contact when a client ... services industry • Strong interpersonal communication skills with a client-first mindset • ...

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How much do client services associate jobs pay per hour?

As of Aug 29, 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 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 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.

What are the key skills and qualifications needed to thrive as a client services associate?

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 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 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.

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
Infographic showing various Client Services Associate job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $44,300 per year, or $21.3 per hour.

Client Services Associate

Career Connections

Athens, OH • On-site

$16.50 - $22/hr

Other

Medical, Retirement, PTO

Re-posted 16 days ago

Job description

Client Service Associate

Our client, a growing wealth management firm, is seeking a Client Service Associate (CSA) to provide exceptional support to both clients and financial advisors. This role is responsible for managing client service requests, supporting account administration, maintaining accurate records, and ensuring a seamless client experience throughout the relationship lifecycle.

Key Responsibilities

Client Service & Account Administration

  • Assist with new client onboarding and account opening processes.
  • Process account paperwork, transfers, beneficiary updates, distributions, and other service requests.
  • Coordinate client communications and follow-up activities.
  • Maintain accurate client records and documentation within CRM and operational systems.
  • Ensure all client requests are handled accurately and promptly.

Advisor Support

  • Prepare meeting materials, reports, and client review documents.
  • Assist with scheduling and follow-up tasks.
  • Gather and organize information for financial planning and client reviews.
  • Help manage ongoing service and review schedules.

Operations & Administration

  • Maintain organized electronic and physical files.
  • Support compliance and documentation requirements.
  • Assist with client events, educational workshops, and marketing initiatives as needed.
  • Ensure confidentiality of client information and adherence to firm procedures.

This is temporary-to-direct, full-time position, hiring immediately. This client will consider a direct-hire offer for the right candidate. The schedule will be Monday through Friday, 8 a.m. to 5 p.m. Pay is commensurate with experience, in the range of $16.50 to $22 per hour. If hired on direct, this company offers retirement options, performance related bonuses and PTO/paid holidays. Health insurance is not available at this time.

Qualifications
  • Associate's or Bachelor's degree preferred.
  • 2+ years of experience in client service, administration, banking, financial services, or a professional office environment.
  • Experience in wealth management, financial planning, banking, insurance, or investment services preferred.
  • Proficiency with Microsoft Office Suite and CRM systems.
  • Strong organizational, communication, and attention-to-detail skills
Ideal Candidate
  • Client-focused with a strong service mentality.
  • Highly organized and detail oriented.
  • Able to manage multiple priorities effectively.
  • Professional, dependable, and discreet.
  • Positive attitude with a collaborative approach to teamwork.

Apply