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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 ...

Novoco

Senior Client Bookkeeper

Columbus, 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 ...

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All JobsClient Associate 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 Jul 13, 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 does a senior client associate do?

A senior client associate manages client relationships, provides financial or service support, and ensures client needs are met efficiently. They often handle complex inquiries, coordinate with internal teams, and use CRM tools to maintain accurate client records.

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.

Is senior associate a high position?

A senior associate is generally considered a mid- to senior-level position within a company, often indicating increased responsibility, experience, and expertise compared to entry-level roles. In many organizations, it is a stepping stone toward higher managerial or leadership roles, and it may require specialized skills or certifications. The exact level can vary depending on the industry and company structure.

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.

Is a CSA job stressful?

A Senior Client Associate (CSA) role can be stressful due to high client expectations, tight deadlines, and the need for strong communication and organizational skills. The level of stress varies depending on workload, firm culture, and individual experience, but managing multiple client accounts often requires multitasking and problem-solving under pressure.

What is the highest paid customer service job?

Senior client associate roles in financial services or investment firms tend to be among the highest paid customer service-related positions, often offering six-figure salaries with bonuses. These roles typically require strong industry knowledge, client management skills, and relevant certifications such as FINRA licenses.
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:
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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 July 2026, with employment types broken down into 1% As Needed, 68% Full Time, 29% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $70,540 per year, or $33.9 per hour.
Merrill Market Client Relationship Manager

Merrill Market Client Relationship Manager

Bank of America

Canfield, OH

Full-time

Retirement

Re-posted 9 days ago

Job description

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Job Description:


This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.

The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME).The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff.

Responsibilities:

  • Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth

  • Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service

  • Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit

  • Oversees the client service experience and reviews the approval of new client accounts

  • Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals

Managerial Responsibilities:

This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

  • Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.

  • Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.

  • Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.

  • People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.

  • Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.

  • Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.

  • Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.

Specific responsibilities include, but are not limited to:

  • Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill

  • Managing the branch's Wealth Management Client Associates and Service Support Staff

  • Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel

  • Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge

  • Coaching teams to deliver a modern, digital first service model focusing on client satisfaction

  • Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise

  • Managing the daily operations ensuring compliance to industry regulations, and policies and procedures

Required Qualifications:

  • Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted

  • Minimum of 5+ years professional experience

Key Qualifications for the role:

  • Current or previous Merrill Wealth Management experience strongly preferred

  • Self-motivated and client centric

  • Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures

  • Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)

  • Prior trend analysis experience

  • Strong customer service and communication skills

  • Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate

Desired Qualifications:

  • Bachelor's degree or equivalent work experience

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Skills:

  • Compensation Analysis

  • Performance Management

  • Process Performance Management

  • Referral Management

  • Workforce Planning

  • Due Diligence

  • Internal Audit Review

  • Leadership Development

  • Recruiting

  • Risk Management

  • Client Management

  • Customer Service Management

  • Employee Counseling

  • Succession Planning

  • Trade Operations Management

*Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy

Shift:

1st shift (United States of America)

Hours Per Week: 

40

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