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Information 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 ... Gather and organize information for financial planning and client reviews. * Help manage ongoing ...

powerwell

Member Services Associate

Mount Carmel, OH · On-site

The Member Services Associate is responsible for providing the highest level of customer service to members, guests and prospects of the facility, as well as, membership information, enrollment ...

powerwell

Member Services Associate

Cincinnati, OH

The Member Services Associate is responsible for providing the highest level of customer service to members, guests and prospects of the facility, as well as, membership information, enrollment ...

powerwell

Member Services Associate

Cincinnati, OH · On-site

The Member Services Associate is responsible for providing the highest level of customer service to members, guests and prospects of the facility, as well as, membership information, enrollment ...

powerwell

Member Services Associate

Cincinnati, OH · On-site

The Member Services Associate is responsible for providing the highest level of customer service to members, guests and prospects of the facility, as well as, membership information, enrollment ...

Go Rentals

Guest Services Associate

Cincinnati, OH · On-site

$20/hr

Guest Services Associate Hot Job LUK - Cincinatti, OH 45226 Overview Salary Range $20.00 - $20.00 ... information, marital status, amnesty, or military status as a covered veteran in accordance with ...

Go Rentals

Guest Services Associate

Troy, OH · On-site

$20/hr

Guest Services Associate Hot Job LUK - Cincinatti, OH 45226 Overview Salary Range $20.00 - $20.00 ... information, marital status, amnesty, or military status as a covered veteran in accordance with ...

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All JobsInformation Services Associate JobsInformation Services Associate Jobs in Ohio

Information Services Associate information

What are the key skills and qualifications needed to thrive as an information services associate?

To thrive as an Information Services Associate, you generally need strong research abilities, attention to detail, and a bachelor’s degree in information science, library science, or a related field. Familiarity with database management systems, online research tools, and information retrieval software is typically required. Outstanding communication, customer service, and problem-solving skills help set top performers apart. These skills ensure efficient information access and support for users, contributing to effective organizational knowledge management.

What are some typical challenges an information services associate might face when supporting multiple departments?

Information Services Associates often support a variety of teams, which means they need to juggle diverse requests and prioritize tasks efficiently. One common challenge is balancing the immediate needs of different stakeholders while ensuring data integrity and security. Additionally, they must quickly learn new software or systems adopted by various departments, requiring adaptability and strong communication skills. Successful associates proactively set realistic expectations and maintain clear communication with all teams involved.

What is the difference between Information Services Associate vs Library Technician?

AspectInformation Services AssociateLibrary Technician
Required CredentialsAssociate's degree or relevant certificationAssociate's degree in library technology or related field
Work EnvironmentPublic libraries, educational institutions, corporate info centersPublic and academic libraries, archives
Employer & Industry UsageLibraries, educational institutions, government agenciesLibraries, archives, museums
Common Search & ComparisonOften compared for roles involving information management and customer serviceCompared for technical support in library settings

The main difference is that Information Services Associates typically focus on customer service, information retrieval, and assisting users in various settings, while Library Technicians often handle cataloging, shelving, and technical library tasks. Both roles require similar educational backgrounds and are found in library environments, but their specific duties differ slightly.

What is an information services associate?

Information Services Associates are professionals who assist with managing, organizing, and distributing information within an organization. They typically support information systems, maintain databases, respond to information requests, and ensure data accuracy and accessibility. Their work may involve customer service, technical support, and administrative tasks related to information management. Information Services Associates play a key role in helping organizations make informed decisions by providing accurate and timely information.
What are the most commonly searched types of Information Services jobs in Ohio? The most popular types of Information Services jobs in Ohio are:
What are popular job titles related to Information Services Associate jobs in Ohio? For Information Services Associate jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Information Services Associate jobs in Ohio look for? The top searched job categories for Information Services Associate jobs in Ohio are:
What cities in Ohio are hiring for Information Services Associate jobs? Cities in Ohio with the most Information Services Associate job openings:
Information Services Associate jobs near you
Infographic showing various Information Services Associate job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 18% Part Time, and 5% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution.

Client Services Associate

Career Connections

Athens, OH • On-site

$16.50 - $22/hr

Other

Medical, Retirement, PTO

Posted 28 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.

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