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Client Services Associate Jobs in Cincinnati, OH

powerwell

Member Services Associate

Mount Carmel, OH · On-site

Member Services Associate Location: Mount Carmel Fitness Center; Lewis Center, Ohio Type: part time Summary: We improve life and we're here to serve. What you do is something special and contributes ...

powerwell

Member Services Associate

Mount Carmel, OH · On-site

Member Services Associate Location: Mount Carmel Fitness Center; Lewis Center, Ohio Type: part time Summary: We improve life and we're here to serve. What you do is something special and contributes ...

powerwell

Member Services Associate

Cincinnati, OH · On-site

Member Services Associate Location: Mercy HealthPlex Queen City Type: Part time This position works every other week, with the following shifts during the scheduled week: Wednesday: 5:00 PM - 9:00 PM ...

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Client Services Associate information

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$9

$21

$39

How much do client services associate jobs pay per hour?

As of Aug 24, 2026, the average hourly pay for client services associate in Cincinnati, OH is $21.49, according to ZipRecruiter salary data. Most workers in this role earn between $16.39 and $23.99 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 Cincinnati, OH?

The most popular types of Client Services jobs in Cincinnati, OH are:

What are popular job titles related to Client Services Associate jobs in Cincinnati, OH?

For Client Services Associate jobs in Cincinnati, OH, the most frequently searched job titles are:

What job categories do people searching Client Services Associate jobs in Cincinnati, OH look for?

The top searched job categories for Client Services Associate jobs in Cincinnati, OH are:

What cities near Cincinnati, OH are hiring for Client Services Associate jobs?

Cities near Cincinnati, OH with the most Client Services Associate job openings:

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Cincinnati, OH as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 16% Part Time, and 3% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $44,709 per year, or $21.5 per hour.

Registered Client Service Associate

UBS - Experienced professionals - job boards

Cincinnati, OH

Full-time

Re-posted 21 days ago

UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

16th of 172 rated banks

Job description

A Client Service Associate serves as the first point of contact when a client calls to reach their advisor. Their primary responsibility is to handle requests (disbursements, investment changes, etc.), answer questions, and schedule meetings. Additionally, they will be responsible for all administrative-related tasks


Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client-first mindset, a successful candidate for this role will have strong interpersonal skills, immense attention to detail, and will be able to assist clients with their everyday needs.
Client Service Associates support both clients and advisors in the following areas:
Serve as the first point of contact by managing inbound client calls and initiating outbound calls as needed
Schedule client meetings, maintain accurate calendars, and coordinate availability for advisors and clients
Assist in preparing reports, presentations, and other materials for client meetings
Process client requests and approvals, including account transactions, disbursements, and investment-related changes
Open new accounts, gather and verify client information, and prepare and process required documentation
Research and resolve complex or unique client inquiries in a timely and professional manner
Prepare, track, and submit expense reports
Maintain up-to-date knowledge of firm policies, procedures, and technology platforms.

What UBS employees say

Pay

Benefits

Hours and flexibility

Workplace

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About UBS

Sourced by ZipRecruiter

We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Zürich, ZH, CH

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