ZipRecruiter

Log In

1

Senior Client Associate Jobs in Ohio (NOW HIRING)

Novoco

Senior Client Bookkeeper

Cleveland, OH · On-site +1

$47K - $63K/yr

Position Summary The Senior Client Bookkeeper performs execution-focused bookkeeping services for ... Associate's degree in accounting, finance, or a related field, and 3-5 years of progressive ...

next page

Showing results 1-20

All JobsSenior Client Associate JobsSenior Client Associate Jobs in Ohio

Senior Client Associate information

See Ohio salary details

$27.6K

$70.5K

$126.4K

How much do senior client associate jobs pay per year?

As of Jun 10, 2026, the average yearly pay for senior client associate in Ohio is $70,540.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,300.00 and $90,300.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the Senior Client Associate position, and why are they important?

To thrive as a Senior Client Associate, you need expertise in client relationship management, account servicing, and financial or professional services experience, often supported by a relevant degree. Familiarity with CRM software, portfolio management tools, and industry-specific regulatory platforms is typically required. Excellent communication, attention to detail, and problem-solving abilities are highly valued soft skills for this role. These competencies are crucial for building client trust, efficiently managing complex client needs, and contributing to overall team success.

What is a Senior Client Associate job?

A Senior Client Associate is a professional who supports client relations, manages account activities, and ensures exceptional service delivery. They often work in finance, consulting, or professional services, assisting with client inquiries, preparing reports, and coordinating projects. With a strong focus on relationship management, they help maintain and grow client accounts while collaborating with internal teams. Strong communication, problem-solving, and organizational skills are essential for success in this role.

What are the common responsibilities of a Senior Client Associate on a day-to-day basis?

As a Senior Client Associate, your daily responsibilities typically include managing client accounts, responding to client inquiries, coordinating with internal teams to ensure seamless service delivery, and handling transactions or documentation. You may be responsible for preparing reports, supporting client onboarding processes, and identifying opportunities to enhance client satisfaction. Collaboration with financial advisors, operations staff, or other associates is common, allowing you to play a key role in delivering a high-quality client experience. This role often involves juggling multiple priorities and maintaining strong organizational skills to meet client and business goals.

What are popular job titles related to Senior Client Associate jobs in Ohio? For Senior Client Associate jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Senior Client Associate jobs in Ohio look for? The top searched job categories for Senior Client Associate jobs in Ohio are:
What cities in Ohio are hiring for Senior Client Associate jobs? Cities in Ohio with the most Senior Client Associate job openings:
Senior Client Associate jobs near you
Infographic showing various Senior Client Associate job openings in Ohio as of June 2026, with employment types broken down into 82% Full Time, 15% Part Time, and 3% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $70,540 per year, or $33.9 per hour.

Senior Client Services Representative

Meeder Investment Management

Dublin, OH

$18.25 - $25/hr

Other

Posted 26 days ago

Job description

Senior Client Services Representative

Meeder Investment Management is an employee-owned firm that has helped clients successfully reach their financial goals since 1974. Located in Dublin, Ohio, Meeder has over 120 professionals dedicated to serving the financial needs of individuals, corporations, and government entities, with over $25 billion in assets under management, advisement, and administration. Meeder's advice and product suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients – both directly and through financial advisors – to offer a broad suite of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions. Meeder associates enjoy a dynamic working environment that is built on our five core values: Integrity, Passion, Discipline, Excellence, and Results. To foster these core values, we look for candidates who are energetic, team-oriented, resourceful, and want to make an impact on a thriving firm.

This position is primarily responsible for providing exceptional service to clients for all Meeder Investment Management lines of business. The Senior Client Services Representative is an experienced leader within the Client Services team able to provide backup coverage for the department supervisor and assist in the training of new associates. This position will report to the Supervisor of Client Services.

Primary Responsibilities:
  • All responsibilities of the Client Services Representative.
  • Respond professionally and timely to client requests by phone, fax, mail, e-mail, and in-person.
  • Accurate transaction processing, documentation of account activity, and precise record keeping.
  • Quality control processing of department daily work, reporting and projects
  • Effective written and oral communications with internal team members and clients.
  • Respect the confidentiality of client information acting in the best interests of the client.
  • Support technology initiatives of the company by embracing change and educating clients as necessary.
  • Interface with external financial representatives as necessary on behalf of clients.
  • Follow all compliance and SEC regulations related to mutual funds and investment advisory services.
  • Additional responsibilities as assigned including special projects with opportunities to cross train in other departments.
  • Ability to be a subject matter expert in account processing and other related processes.
  • Expanded backup duties as assigned.
  • Project management of department and company initiatives.
  • Handling client and system escalation issues as needed.
  • Participate in and encourage initial and ongoing training at department and company levels.
Critical Success Factors:
  • Detail oriented with strong organizational skills.
  • Proficiency with computer functions including browsers, email, and industry specific websites.
  • Ability to maintain accuracy when responsible for diverse tasks.
  • Excellent planning and time management including the ability to prioritize work assignments.
  • Exhibits passion for team's development and success. Desire to continue learning new things.
  • Exceptional verbal and written communication skills.
  • Professional, reliable, and accountable with high degree of ethics and integrity.
  • Flexible and open minded. Proven ability to thrive in a fast-paced environment.
  • Excellent problem-solving skills and ability to find "outside the box" solutions.
  • Knowledge of investment products within the mutual fund industry.
  • Self-confident presenting new material
  • Positive attitude and strong commitment to the Meeder Investment Management core values.
Additional Skills and/or Requirements:
  • Bachelor's Degree
  • Transfer Agency, Banking or Portfolio Management Systems experience a plus
  • FINRA Series 6 License Preferred

Apply