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Client Services Associate Jobs in Cleveland, OH (NOW HIRING)

KeyCorp

KPB Sr Client Service Associcate

Brooklyn, OH · On-site

$78.52/hr

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary The Senior Client Service Associate (Sr. CSA) has responsibility for supporting Institutional Advisors, Regional Consultants and Consultants ...

AnywhereWorks

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Remote Client Experience Associate

Cleveland, OH · Remote

$16/hr

Whether working from home, an office, or Anywhere, we offer products and services designed to help ... We are looking for a Client Experience Associate to join our team! Please see below for more ...

AnywhereWorks

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Remote Client Experience Associate

Cleveland, OH · Remote

$16/hr

Whether working from home, an office, or Anywhere, we offer products and services designed to help ... We are looking for a Client Experience Associate to join our team! Please see below for more ...

H Cap Connect, LLC

Client Service Associate

Pepper Pike, OH · On-site

$13.75 - $18.75/hr

Some experience in wealth management, financial services, banking, investments, or a similar client-focused environment would be a strong plus. What You'll Do As a Client Service Associate, you'll ...

Far West Center

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Client Services Representative

Westlake, OH · On-site

$14.75 - $20.25/hr

I . CLIENT SERVICES REPRESENTATIVE - RESPONSIBILITIES * Provides front desk coverage during all ... Associates' degree in business or health information preferred. * Three years' recent experience in ...

Bevan & Associates LPA, Inc.

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Client Services Representative

Hudson, OH · On-site

$18 - $20/hr

... service to our clients - Great communication skills Company Description Bevan ... Associates has been representing injured workers in Ohio and other states for over 40 years. We ...

Bevan & Associates LPA, Inc.

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Client Services Claims Analyst

Akron, OH · On-site

$18 - $20/hr

We are seeking a Client Services Claims Analyst to become a part of our organization! You will ... Company Description Bevan & Associates has been representing injured workers in Ohio and other ...

Limitless East Marketing

Client Service Associate

Akron, OH · On-site

$13.75 - $19.25/hr

We are seeking a detail-oriented and client-focused Client Service Associate to join our dynamic team in Akron, OH. In this role, you will support daily client operations, maintain high standards of ...

Alphabe Insight Inc

Client Service Associate

Akron, OH · On-site

$50K - $55K/yr

We are seeking a motivated and detail-oriented Client Service Associate to join our professional ... Provide professional support and clear communication to clients regarding services, updates, and ...

Alphabe Insight Inc

Client Service Associate

Akron, OH · On-site

$13.75 - $19.25/hr

We are seeking a detail-oriented and client-focused Client Service Associate to join our dynamic team in Akron, OH. In this role, you will support daily client operations, maintain high standards of ...

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Client Services Associate information

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How much do client services associate jobs pay per hour?

As of Sep 8, 2026, the average hourly pay for client services associate in Cleveland, OH is $21.73, according to ZipRecruiter salary data. Most workers in this role earn between $16.54 and $24.23 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 Cleveland, OH?

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

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

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

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

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

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

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

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Cleveland, OH as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 15% Part Time, and 4% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $45,192 per year, or $21.7 per hour.

Client Service Associate - Solon, OH

Solon, OH • On-site

Advisor Talent Solutions
See more jobs at Advisor Talent Solutionsexternal

$44K/yr

Full-time

Retirement, PTO

Re-posted 17 days ago

Key responsibilities

  • Ensure client data and paperwork are perfectly prepared for meetings each week.

  • Master multiple software systems to support client needs and meeting preparation.

  • Coordinate essential pre- and post-meeting tasks for smooth client interactions.

Job description

Position: Client Service Associate
Firm: Alpha Planning
Location: Solon, OH
Are you passionate about the complex nature of financial planning and eager to grow within a boutique advisory firm? Alpha Planning located in Solon, OH is seeking a Client Service Associate who is extremely detail-oriented and resourceful, ready to play a vital role on our team.
In this position, your accuracy and ability to solve problems will be essential—not only for supporting our clients, but also for ensuring the foundation of our client relationships remains strong. These skills are crucial to the success of both our clients and our firm. We will set you on a path to develop into a more client-facing, advisory, or managerial role over time. If you’re ready to make an impact and grow professionally, we want to meet you!
Culture amp; Upside:
  • Small-team intimacy: You’ll join a team where everyone’s personality, style, and strengths add color. Be ready to bring your own unique perspective!
  • Results-focused expectations: Employees generally work 40 hours per week, sometimes more, but success is measured by results. Occasional evening/after-hours meetings and events may be required, especially for those interested in future advisory roles.
  • Mentorship amp; long-term growth: Progression into Client Service Manager or Financial Advisor role possible.
Who will thrive here?
Those who love unpacking complexity, catching errors before anyone else, communicating clearly, problem solving, and contributing new ideas. You prefer the “right way” to “the quick way” and want your work to pave your path forward in the financial services industry.
What You’ll Do:
  • Ensure client data and paperwork are perfectly prepared for meetings each week, averaging 15-20 appointments
  • Master multiple software systems to efficiently support client needs and meeting preparation
  • Coordinate essential pre- and post-meeting tasks for smooth client interactions
  • Train to support trades and handle client paperwork during meetings
  • Learn and master our process for preparing advisors’ recommendations
  • Bring fresh perspective and problem-solving to operational challenges
  • Support client-facing tasks with growth into answering basic financial planning requests
  • Develop and grow with the firm for potential future role in management and/or advisory pathways
What We’re Looking For:
  • High school diploma required
  • Exceptional attention to detail and a commitment to accuracy in all tasks
  • Eagerness to learn and demonstrated passion for the financial services industry
  • Demonstrated proficiency with Microsoft Excel
  • 1+ years’ of work experience exhibiting strong attention to detail and accountability for processes
  • Proven ability to prioritize tasks and work independently following training
  • Demonstrated history of critical thinking and effective problem-solving skills
Bonus Points:
  • Bachelor’s degree in business, finance, or a related field
  • Hands-on experience with CRM platforms, financial planning software, and/or innovative AI tools such as ChatGPT
  • Proven background in roles that require creative problem-solving and proactive decision-making
  • Genuine interest in expanding knowledge and skills toward a future career in financial advising
What You’ll Get:
Pay amp; Perks:
  • $44k+/year (base salary) + additional 4-part bonus program
  • Position offers annual variable compensation and bonuses that are directly tied to the success of our team and firm. As your years of service with the company increase, so does your share of the bonus pool—rewarding your ongoing commitment and bottom-line impact. With strong performance and continued growth, total compensation has the potential to exceed $100,000 annually.
    • Your total compensation will grow right alongside the value you bring to the firm!
  • PTO
  • 401k
Schedule:
  • In office: Monday – Friday, 9:00am – 5:30pm
  • Some evenings required for client events and evening appointments
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com

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