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Quality Service Associate Jobs in Ohio (NOW HIRING)

Allworth Financial

Service Associate

Cincinnati, OH · On-site

$15 - $20.25/hr

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 ...

Allworth Financial

Service Associate

Cincinnati, OH · On-site

$15 - $20.25/hr

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 ...

Allworth Financial

Service Associate

Cincinnati, OH · On-site

$15 - $20.25/hr

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 ...

Morgan Stanley

Service Associate

Pepper Pike, OH · On-site

$14.75 - $19.75/hr

Service Associates perform operational support and oversight on behalf of the Market as well as ... OPERATIONAL SUPPORT • Manage documents, including quality reviews for accuracy and completeness ...

Morgan Stanley

Service Associate

Pepper Pike, OH · On-site

$14.75 - $19.75/hr

Service Associates perform operational support and oversight on behalf of the Market as well as ... OPERATIONAL SUPPORT Manage documents, including quality reviews for accuracy and completeness ...

Raising Cane's

Customer Service Associate

Sandusky, OH · On-site

$15/hr

Qualities of awesome Canes Customer Service Associate: * Team player * Excellent communicator * Happy, courteous and enthusiastic * Hard working and attentive * Responsible and dependable * Authentic ...

Raising Cane's

Customer Service Associate

Streetsboro, OH · On-site

$14/hr

Qualities of awesome Canes Customer Service Associate: * Team player * Excellent communicator * Happy, Courteous and Enthusiastic * Hard working and attentive * Responsible and dependable * Authentic ...

Raising Cane's

Customer Service Associate

Grove City, OH · On-site

$14/hr

Qualities of awesome Canes Customer Service Associate: * Team player * Excellent communicator * Happy, Courteous and Enthusiastic * Hard working and attentive * Responsible and dependable * Authentic ...

Raising Cane's

Customer Service Associate

Avon, OH · On-site

$14/hr

Qualities of awesome Canes Customer Service Associate: * Team player * Excellent communicator * Happy, Courteous and Enthusiastic * Hard working and attentive * Responsible and dependable * Authentic ...

Raising Cane's

Customer Service Associate

Lancaster, OH · On-site

$14/hr

Qualities of awesome Canes Customer Service Associate: * Team player * Excellent communicator * Happy, Courteous and Enthusiastic * Hard working and attentive * Responsible and dependable * Authentic ...

Raising Cane's

Customer Service Associate

Perrysburg, OH · On-site

$14/hr

Qualities of awesome Canes Customer Service Associate: * Team player * Excellent communicator * Happy, Courteous and Enthusiastic * Hard working and attentive * Responsible and dependable * Authentic ...

Raising Cane's

Customer Service Associate

Cleveland, OH · On-site

$14/hr

Qualities of awesome Canes Customer Service Associate: * Team player * Excellent communicator * Happy, Courteous and Enthusiastic * Hard working and attentive * Responsible and dependable * Authentic ...

Raising Cane's

Customer Service Associate

Lakewood, OH · On-site

$14/hr

Qualities of awesome Canes Customer Service Associate: * Team player * Excellent communicator * Happy, courteous and enthusiastic * Hard working and attentive * Responsible and dependable * Authentic ...

Raising Cane's

Customer Service Associate

Columbus, OH · On-site

$14/hr

Qualities of awesome Canes Customer Service Associate: * Team player * Excellent communicator * Happy, Courteous and Enthusiastic * Hard working and attentive * Responsible and dependable * Authentic ...

Raising Cane's

Customer Service Associate

Pepper Pike, OH · On-site

$14/hr

Qualities of awesome Canes Customer Service Associate: * Team player * Excellent communicator * Happy, Courteous and Enthusiastic * Hard working and attentive * Responsible and dependable * Authentic ...

Raising Cane's

Customer Service Associate

Alliance, OH · On-site

$14/hr

Qualities of awesome Canes Customer Service Associate: * Team player * Excellent communicator * Happy, Courteous and Enthusiastic * Hard working and attentive * Responsible and dependable * Authentic ...

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All JobsQuality Service Associate JobsQuality Service Associate Jobs in Ohio

Quality Service Associate information

What does a quality service associate do?

A quality service associate monitors and evaluates customer service interactions to ensure they meet company standards. They analyze data, provide feedback, and may assist in training staff to improve service quality, often using tools like quality assurance software. Strong communication skills and attention to detail are essential for this role.

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

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

What cities in Ohio are hiring for Quality Service Associate jobs?

Cities in Ohio with the most Quality Service Associate job openings:

Quality Service Associate jobs near you

Service Associate

Allworth Financial

Cincinnati, OH • On-site

$15 - $20.25/hr

Full-time

Posted 13 days ago

Job description

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

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