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Financial Service Associate Jobs in Ohio (NOW HIRING)

Allworth Financial

Service Associate

Cincinnati, OH · On-site

$15 - $20.25/hr

About Allworth Financial Allworth Financial (www.allworthfinancial.com) is an independent ... The Service Associate - Client Support is responsible for providing exceptional administrative ...

Allworth Financial

Service Associate

Cincinnati, OH · On-site

$15 - $20.25/hr

The Service Associate - Client Support is responsible for providing exceptional administrative support to the financial advisory team and ensuring a seamless client experience. This role will focus ...

Allworth Financial

Service Associate

Cincinnati, OH · On-site

$15 - $20.25/hr

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm ... The Service Associate - Client Support is responsible for providing exceptional administrative ...

Emerald Credit Union

Be Seen First

Financial Service Representative

Cleveland, OH · On-site

$38K - $45K/yr

The Financial Service Representative is responsible for soliciting, accepting, processing ... To provide friendly, professional and accurate service and support to all members and associates.

TRC Talent Solutions

Service Associate

Montgomery, OH · On-site

$15 - $20.25/hr

Allworth Financial is an independent investment financial advisory firm that specializes in ... The Service Associate Client Support is responsible for providing exceptional administrative ...

Ameriprise Financial

Client Service Associate

Dublin, OH · On-site

$27K - $37K/yr

About Our Company We're a diversified financial services leader with more than $1.5 trillion in ... The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible ...

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 ...

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 ...

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 ... If you want to join a Financial Planning Team that is dedicated to their clients & staff and has ...

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 ... If you want to join a Financial Planning Team that is dedicated to their clients & staff and has ...

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 ... If you want to join a Financial Planning Team that is dedicated to their clients & staff and has ...

Keybank

Financial Wellness Associate

Westerville, OH · On-site

$19.23 - $28.37/hr

FWA's split their time between client servicing and transaction support (70% of time), and engaging ... Accepts and accurately processes all financial service transactions, while identifying ...

Keybank

Financial Wellness Associate

Columbus, OH · On-site

$19.23 - $28.37/hr

FWA's split their time between client servicing and transaction support (70% of time), and engaging ... Accepts and accurately processes all financial service transactions, while identifying ...

KeyBank

Financial Wellness Associate

Columbus, OH · On-site

FWA's split their time between client servicing and transaction support (70% of time), and engaging ... Accepts and accurately processes all financial service transactions, while identifying ...

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 ...

KeyBank

Financial Wellness Associate

Cleveland, OH · On-site

$19.23 - $28.37/hr

FWA's split their time between client servicing and transaction support (70% of time), and engaging ... Accepts and accurately processes all financial service transactions, while identifying ...

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All JobsFinancial Service Associate JobsFinancial Service Associate Jobs in Ohio

Financial Service Associate information

See Ohio salary details

$13

$30

$64

How much do financial service associate jobs pay per hour?

As of Sep 11, 2026, the average hourly pay for financial service associate in Ohio is $30.39, according to ZipRecruiter salary data. Most workers in this role earn between $19.66 and $32.69 per hour, depending on experience, location, and employer.

What is the difference between Financial Service Associate vs Financial Advisor?

AspectFinancial Service AssociateFinancial Advisor
CredentialsTypically requires FINRA Series 6 or 7, and possibly a state licenseOften requires Series 7, Series 66, and relevant certifications like CFP
Work EnvironmentBank branches, financial institutions, customer service settingsIndependent or firm-based, client-facing, advisory settings
Employer & IndustryBanks, credit unions, financial service firmsFinancial planning firms, wealth management companies
Primary FocusSupporting financial transactions, customer service, product salesProviding personalized financial planning and investment advice

The main difference is that a Financial Service Associate primarily supports banking operations and customer service, while a Financial Advisor offers personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and a broader scope of client interaction.

What do you do as a financial service associate?

A financial service associate assists clients with banking and financial products, such as loans, accounts, and investments. They provide customer service, process transactions, and may help with financial planning or advising, often using banking software and adhering to regulatory standards.

What is the role of a financial service associate?

A financial service associate assists clients with banking, investment, and financial products, providing advice and support to meet their financial goals. They often handle account management, process transactions, and may use financial software or tools, requiring strong communication and customer service skills.

What are the most commonly searched types of Financial Service jobs in Ohio?

The most popular types of Financial Service jobs in Ohio are:

Financial Service Associate jobs near you
Infographic showing various Financial Service Associate job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $63,204 per year, or $30.4 per hour.

Service Associate

Cincinnati, OH • On-site

Allworth Financial
See more jobs at Allworth Financialexternal

$15 - $20.25/hr

Full-time, Part-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 5 days ago

Job description

About Allworth Financial
Allworth Financial (www.allworthfinancial.com) is an independent investment advisory firm providing full-context wealth planning solutions. The firm brings together investment, tax, retirement, estate, and other financial considerations to help clients evaluate decisions in the context of their whole financial lives.
Founded in Sacramento, California, in 1993, Allworth Financial is a high-growth, private equity-backed, multibranch registered investment adviser. Allworth is primarily a fee-based fiduciary advisory firm that emphasizes client well-being and education. The firm continues to expand through acquisitions and organic growth.
Allworth is a great place to work and build a career. The firm ranks among the top 15 on Barron's Top 100 RIA Firms list, has a historical client retention rate of 97%, and is a National Business Research Institute (NBRI) Circle of Excellence Award winner. Learn more at AllworthFinancial.com.
SUMMARY:
Our Service Team consistently strives for service excellence. The Service Associate - Client Support is responsible for providing exceptional administrative support to the financial advisory team and ensuring a seamless client experience. This role will focus on assisting with day-to-day client service requests, processing transactions, handling client inquiries, and managing account-related documentation. The Service Associate will collaborate closely with senior team members to deliver high-quality service and contribute to the smooth operation of client services.
This is a full-time, Non-Exempt role based out of our BlueAsh/Cincinnati office and requires 5 days of in-office work. This position has a salary range between $60k-$63k and is eligible for an annual bonus based on their performance and the companies.
DUTIES AND RESPONSIBILITIES
  • Serve as an initial point of contact for clients, addressing inquiries and providing timely responses to their needs via phone and email.
  • Assist with scheduling and coordinating client appointments, ensuring all logistics are handled efficiently and accurately.
  • Process client requests, including transactions and paperwork, in line with firm policies and procedures.
  • Assist in the onboarding process for new clients, ensuring a smooth and positive experience.
  • Collaborate with custodians and internal teams to resolve client account issues, transfers, and general service requests.
  • Support advisors with client-related documentation, ensuring all forms are complete, accurate, and submitted on time.
  • Provide notary services for client transactions as required.
  • Maintain up-to-date client records and help ensure accuracy and consistency across internal systems.

QUALIFICATIONS
  • 2-5 years of experience in a client-facing administrative role within the financial services or related industry.
  • BS/BA degree preferred; high school diploma or GED required.
  • Strong communication skills with the ability to establish rapport with clients and colleagues.
  • Experience with CRM systems and basic financial software (experience with custodial platforms is a plus).
  • Knowledge of financial services industry practices, with familiarity in processing account transactions or client service inquiries.
  • Strong attention to detail and accuracy in handling client records and transaction-related documents.
  • Ability to multitask and manage competing priorities in a fast-paced environment.
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook).

PHYSICAL REQUIREMENTS
  • Works in an office environment
  • Requires extended periods of sitting or standing at a desk, talking on the phone, and typing
  • Use hands, fingers to constantly operate a computer and office equipment, such as copy machine and printer
  • Occasionally move about inside the office to access file cabinets, office equipment, etc.
  • May carry or lift weight up to 10 lbs. in very limited occurrences

BENEFITS
We value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:
  • Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
  • Dental insurance with MetLife
  • Vision insurance with VSP
  • Optional supplemental benefits
  • Healthcare savings accounts with company contribution
  • Flexible spending accounts
  • Flexible working arrangements
  • Generous 401K contributions
  • Exempt associates qualify for our flexible paid time off policy
  • Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment
  • 11 Paid Holidays
  • Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)
  • Future growth opportunities within the company

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.
Benefits are available to full-time associates who work more than 30 hours a week.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.
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